跟踪中东局势动态 +订阅 美媒：美国就以色列-叙利亚安全协议进行初步讨论 金十数据7月1日讯，据AXIOS网站，美国和以色列官员称，特朗普政府正在与以色列和叙利亚这两个 长期敌对国家之间就可能达成的安全协议进行"初步讨论"。以色列和叙利亚数十年间处于敌对状态。去 年叛军推翻阿萨德政权后，特朗普宣布将放松对叙利亚的制裁。6月初，以色列总理内塔尼亚胡告诉特 朗普叙利亚特使Tom Barrack，他有兴趣与叙利亚政府谈判一项新的安全协议。以色列和美国的高级官 员说，Barrack自6月初访问以色列以来一直在与叙利亚官员接触，探讨启动正式会谈。以色列高级官员 说，内塔尼亚胡的目标是与叙利亚分阶段达成一系列协议，从 1974年《部队脱离接触协议》出发，最 终达成全面和平协议并实现正常化。 ...

Group 1: Company Performance - Apple has gained market share in the PC market, with Mac sales reaching $7.95 billion in Q2 FY25, a 6.7% year-over-year increase, accounting for 8.3% of total sales [1][10] - Mac shipments increased by 14.1% to 5.5 million units in Q1 2025, boosting Apple's market share to 8.7% according to IDC [2][10] - Gartner reported a year-over-year market share increase of 20 basis points for Apple, reaching 10.1% with shipments of 5.933 million units, while competitors Lenovo, HP, and Dell hold larger shares [3] Group 2: Product Innovations - The launch of the M3 Ultra chip on March 5, 2024, is expected to enhance Mac growth, featuring a powerful CPU and GPU, and a 32-core neural engine for AI applications [4][10] - The upcoming macOS Tahoe 26 will introduce new design features and personalization options, with expectations for M5 chip-powered MacBooks to further drive shipment volumes [5] Group 3: Competitive Landscape - The PC market is expected to see increased demand due to generative AI-enabled PCs and Windows 11 upgrades, benefiting competitors like Lenovo, HP, and Dell [6] - Dell Technologies is focusing on the commercial market, which constitutes 80% of its PC revenue, positioning itself as a strong competitor in the enterprise sector where Apple is gaining traction [7] Group 4: Stock Performance and Valuation - Apple shares have declined 19.7% year-to-date, underperforming the broader Zacks Computer & Technology sector, which has returned 6.2% [8] - The forward 12-month Price/Earnings ratio for Apple is 26.7X, slightly above the industry average of 26.16X, indicating a premium valuation [11]

Core Viewpoint - AI Prime & Cy S.C.A., an Advent International company, has initiated an accelerated placing of approximately 17.5 million ordinary shares of InPost S.A., representing about 3.5% of the company's existing share capital [2][3]. Group 1: Placing Details - The placing is targeted at certain eligible institutional investors, with final terms to be determined through an accelerated bookbuilding process [2]. - The books for the placing opened immediately, with pricing and allocations expected to be announced shortly after the closing of the books [3]. - AI Prime will be subject to a 60-day lock-up period for the remaining shares held in InPost following the settlement date of the placing, with customary exemptions [3]. Group 2: Role of Financial Institutions - Barclays Bank PLC is acting as the Sole Global Co-ordinator and Bookrunner for the placing [3]. - The company will not receive any proceeds from the placing [3]. Group 3: Regulatory and Legal Considerations - The announcement does not constitute an offer to sell or a solicitation to buy any securities in jurisdictions where such offers would be unlawful [5][9]. - The placing shares are only addressed to qualified investors within the EEA and the UK, as defined by relevant regulations [6][7].

封面新闻记者 黄晓庆 6月30日，四川资中县召开工业经济主题新闻发布会，通报了资中县工业经济高质量发展的举措、亮点、成效等相关情况。 新闻发布会现场 在促进企业发展中，资中为企业搭建了"企业之家"服务平台，面对面、一站式为企业提供全方位服务。目前，全县130余户规模以上工业企业已全部入 驻"企业之家"平台。 今年2月，内江鸿图超越科技有限公司在"企业之家"平台反映，希望政府牵头搭建企业与上游供应商资源交流的平台，从而拓展市场渠道。收到企业诉求 后，资中县立即组织了一系列商务考察、投资洽谈、项目合作等活动，为企业提供面对面交流的机会，企业在活动中充分展现自身实力和产品优势，从而 达到拓展市场的目的。截至目前，鸿图超越通过"企业之家"平台同多个企业建立了紧密的合作关系，成功签订近千万订单。 近年来，资中县坚定实施工业倍增计划，用好工业倍增"1+10"系列政策，推动装备制造、食品饮料、新型材料三大主导产业快速积聚成势。 在产业集群打造上，资中县加快标准厂房建设，着力实现企业"拎包入住"，建成投用血橙饮品加工厂、蜀色天香蜜饯产业园，加速推进四川露酒原酒产业 园建设。 在招商引资工作中，资中县以三大产业体系为方向，通过 ...

白宫新闻秘书Leavitt：美国总统6月30日发函给美联储主席鲍威尔。 在"全球央行利率"文件中，特朗普向鲍威尔谈及全球利率现状。 特朗普告诉鲍威尔"你（行动）太迟缓了……应该大幅降息"。 ...

白宫新闻秘书Leavitt：美国国会山共和党需要在（大漂亮）税收立法草案问题上保持强硬态度和团结 性。 约翰逊和参议院多数党领导人John Thune在6月30日纽约上午到白宫。 众议长约翰逊将在当地时间6月30日会见总统特朗普。 ...

Core Points - Cornish Metals Inc. held its 2025 Annual General and Special Meeting on June 30, 2025, with 909,699,906 common shares voted, representing approximately 72.64% of the issued shares [1] - All resolutions proposed at the meeting were passed, including the election of directors and the appointment of auditors [1][3] Meeting Results - The number of directors was set at eight, with 94.14% voting in favor [3] - Lodewyk Daniel Turvey was elected with 96.58% support [3] - Kenneth A. Armstrong and other directors received nearly unanimous support, with 99.99% votes in favor [3] - The appointment of auditors received 99.99% approval [3] - The approval of General Share Authority was at 99.97% [3] - The Pre-Emptive Disapplication Authority was approved with 93.74% [3] Company Overview - Cornish Metals is a dual-listed mineral exploration and development company focused on the South Crofty tin project in Cornwall, UK [4] - The South Crofty project is a historical, high-grade underground tin mine with existing infrastructure and permits valid until 2071 for underground mining and processing facility construction [4] - The project aims to be the only primary tin producer in Europe or North America, with tin classified as a Critical Mineral [4] - The project could generate up to 320 direct jobs and has strong support from local communities and governments [4]

Core Viewpoint - CN plans to invest approximately US$50 million in Louisiana as part of its 2025 capital investment program to enhance track maintenance and infrastructure initiatives, supporting long-term growth and safe movement of goods [1][2]. Investment Details - The investment will focus on projects in the New Orleans area and upgrades at CN's Geismar railyard [1]. - In 2024, CN invested about US$52 million in Louisiana, including over US$18 million for bridge upgrades in New Orleans [2]. Leadership Statements - Tracy Robinson, President and CEO of CN, emphasized that the investment aims to build a resilient and efficient network, supporting economic growth across North America [2]. - Louisiana Governor Jeff Landry praised CN's commitment to economic growth and safe freight movement through the state [2]. Company Overview - CN operates a nearly 20,000-mile rail network, transporting over 300 million tons of goods annually across North America [5]. - In 2024, CN's local spending in Louisiana was US$25 million, with cash taxes paid amounting to US$9.2 million [6].

庇护城市指一些反对驱赶非法移民的市政管辖区，此类城市不太会与联邦政府一同采取措施执行移民 法。 庇护城市 庇护城市 美国司法部：司法部对加利福尼亚州洛杉矶的庇护城市政策提起诉讼。 庇护城市 ...

Core Insights - Nu Holdings Ltd. (NU) is transforming the digital banking landscape in Latin America, evidenced by its Average Revenue Per Active Customer (ARPAC) of $11.20 per month, which is growing rapidly within a cost-efficient operating model [1][9] Group 1: Business Model and Customer Engagement - NU's ultra-low cost to serve allows for strong margins even with relatively low per-user revenue, with legacy users generating over $25 monthly [2][9] - The initial digital banking relationship often evolves into deeper financial engagements, as customers adopt additional services such as personal loans, investment products, and insurance [3] - The increase in ARPAC reflects customers voluntarily enhancing their financial relationship with NU, making the business model highly sticky and increasing customer lifetime value [4][5] Group 2: Competitive Landscape - Block, Inc. (XYZ) is a notable competitor in digital finance, leveraging its Cash App ecosystem to deepen user engagement across various financial services [6] - MercadoLibre (MELI) is scaling its Mercado Pago offering, growing digital payments and consumer credit, paralleling NU's trajectory [7] Group 3: Financial Performance and Valuation - NU's stock has increased by 28% year to date, which is slightly below the industry's growth of 26% [8] - The company trades at a forward price-to-earnings ratio of 20.21, significantly higher than the industry average of 9.36, indicating a premium valuation [10]