Economic Overview - The overall state of the U.S. economy is perceived as good, although some experts predict a recession due to rising tariffs impacting businesses and consumers [1][2] - The unemployment rate remains low, but significant signs of a fractured job market are emerging, with a notable decline in job creation [7][9] Trade and Tariffs - Recent trade agreements have set tariffs at 15% with the EU, but ongoing negotiations with China have not yielded a formal agreement, maintaining uncertainty in trade relations [2][4] - The Trump administration's new tariffs, including over 15% on various trade partners, have created shockwaves in global markets, with record tariff revenues exceeding $29 billion reported [6][12] Corporate Performance - Major tech companies like Microsoft and Meta have reported strong earnings, contributing to a surge in stock market performance, with Microsoft briefly surpassing a market capitalization of $4 trillion [5] - However, UPS has declined to provide financial forecasts for the remainder of the year, raising concerns about the impact of the trade war on corporate performance [5] Employment Data - The revised employment report indicates a significant drop in job creation, with only 73,000 jobs added in July, leading to an average of just 35,000 jobs per month over the past three months [7] - Despite the low job creation numbers, the unemployment rate remains at 4.2%, attributed in part to immigration policies affecting the labor force [7][8] Political and Economic Implications - The White House has welcomed the decline in foreign-born workers, suggesting a shift towards a more stable domestic workforce [8] - The political influence on statistical agencies and the Federal Reserve is raising concerns among economists, with potential implications for economic credibility and policy decisions [10][12]

8月2日，记者获悉，腾讯微信联手香港旅游发展局（以下简称香港旅发局）举办"港·万象"城市名片计 划暨微信视频号创造营·湾区专场活动，旨在挖掘香港旅游新体验、深化湾区文化融合。活动现场汇聚 上百位视频号创作者、演艺名人及文旅界专家，共同挖掘香港多元文化基因，以创新内容擦亮城市文旅 名片，推动香港文旅体验升级与城市IP"破圈"传播。 香港的魅力不仅流淌于维多利亚港的璀璨夜色，更蕴藏在市井烟火、艺术光影与中西合璧的文化之中。 活动现场，香港旅发局主席林建岳博士表示，"旅发局一直深信'亲身体验，眼见为实'是推广旅游最有 效的方式。旅发局与腾讯微信携手合作，邀请逾百位视频号创作者亲临香港，深入体验这座城市的多元 面貌。期待一众视频号创作者，能够从不同的主题行程中获得灵感，创作出具感染力的内容，让粉丝与 观众，更深入、更立体地认识香港、爱上香港，激发他们的兴趣，亲身来港走走看看。" 创作者视频号展示鲜活的港式生活 自去年起，微信生态已接入港铁、小巴等场景，游客凭"搭车码"小程序即可便捷出行。7月25日，有一 批香港出租车队上线"的士收钱码"，游客能通过微信按照实时汇率向司机支付。 腾讯微信战略研究院院长周博云表示，数字技 ...

Core Viewpoint - The article highlights a significant increase in global market risk aversion, marked by a sharp decline in the US dollar, stock markets, and cryptocurrencies, driven by disappointing employment data and concerns over US tariff policies [1][4][5]. Group 1: Currency Market - The US dollar index fell by 1.37%, marking its largest drop since mid-April, with the dollar depreciating by 2.23% against the Japanese yen and 1.48% against the euro [2][4]. - The decline in the dollar reflects growing market concerns about the US economy and potential Federal Reserve interest rate cuts [4][5]. Group 2: Stock Market - US stock markets experienced a sell-off, with the Dow Jones Industrial Average dropping over 500 points (1.23%), the Nasdaq falling by 2.24%, and the S&P 500 declining by 1.6% [4]. - Major tech stocks, including Amazon and Meta, saw significant declines, with Amazon dropping over 8% [4]. Group 3: Cryptocurrency Market - The cryptocurrency market faced severe sell-offs, with over $700 million in liquidations within 24 hours and more than 160,000 traders affected, predominantly from long positions [1][5]. - Major cryptocurrencies like Ethereum and Solana experienced declines of over 5% and 4%, respectively [1][5]. Group 4: Employment Data - The US added only 73,000 non-farm jobs in July, significantly below the expected 104,000, with previous months' data revised down by 258,000, marking the largest downward revision since the pandemic [4]. - This disappointing employment data has increased market speculation about a potential interest rate cut by the Federal Reserve in September, with the probability rising to over 80% [4]. Group 5: Global Economic Concerns - Concerns over US tariff policies have led to a collective decline in European stock markets, with the UK FTSE 100 down 0.70%, France's CAC40 down 2.91%, and Germany's DAX down 2.66% [5]. - The South Korean stock market also faced a significant drop of 3.88%, attributed to concerns over the economic impact of US tariffs and disappointment with local tax reform proposals [5].

8月1日，香港交易所发布公告称，委任晨壹基金管理合伙人及阿里巴巴集团前董事会主席张勇为香港交 易所旗下中国业务咨询委员会的最新成员。 在阿里巴巴的16年间，据阿里巴巴此前的内部评价，张勇创造了"双十一"这个家喻户晓的消费者狂欢 节；带领天猫快速发展推动了品牌企业互联网化；带领团队让阿里顺利跨越到无线时代；带领阿里巴巴 集团在多个领域布局。 2023年9月10日，张勇宣布退休，蔡崇信接替他成为董事会主席，吴泳铭则出任集团CEO。阿里对他的 功劳给予充分肯定，向其颁发了阿里史上第一个"功勋阿里人"荣誉称号，并称将投资10亿美金支持张勇 设立面向未来的科技基金。 图源网络 2024年3月，张勇担任晨壹基金的管理合伙人并供职至今。 香港交易所主席唐家成表示，很高兴张勇加入中国业务咨询委员会，他对于中国企业和金融市场都拥有 丰富经验及深刻的认识，可以为香港交易所董事会提供宝贵意见，帮助香港交易所发挥"连接中国与世 界"的独特优势，落实各项战略目标。 据悉，港交所中国业务咨询委员会成立于2021年，成员包括深谙中国市场的资深业界专家，担任香港交 易所董事会的顾问。张勇加入后，委员会成员将增至九名，香港交易所非执行董事及中 ...

Group 1 - The article discusses the disparity between high expectations for foreign capital inflows into the Chinese market and the weak reality of actual investments [2][3] - There is a belief that foreign capital may rebalance from U.S. assets to China due to concerns over the safety of dollar-denominated assets, but actual inflows have not materialized significantly [2][3] - Data from EPFR indicates that the allocation of active foreign capital to China has decreased, contradicting the optimistic views held by some investors [3][5] Group 2 - Investor sentiment has shown subtle changes, with a shift from a strong bullish outlook to a more cautious stance, particularly after the recent performance of major internet companies [11][13] - Some investors are now looking at opportunities in other markets, indicating a reversal from previous trends where capital was moving into China from other regions [14] - The focus has shifted towards structural opportunities and sector rotations rather than a broad market optimism, reflecting concerns about the rapid changes in market dynamics [15][16] Group 3 - Key areas of interest for foreign investors include dividend stocks, the impact of "anti-involution" policies, and the competitive landscape in the food delivery sector [15][16] - Concerns about economic growth and policy effectiveness are prevalent, with investors questioning the government's urgency in implementing supportive measures [16] - The premium of A-shares over H-shares has become a significant topic, with investors curious about the sustainability of this trend and its implications for market performance [16][17]

Core Viewpoint - The article highlights a significant increase in global market risk aversion, marked by a sharp decline in the US dollar, US stock markets, and the cryptocurrency market due to disappointing employment data and rising concerns over trade tariffs [1][2][4]. Summary by Sections Currency Market - The US dollar index fell by 1.37%, marking its largest drop since mid-April, with the dollar depreciating by 2.23% against the Japanese yen and 1.48% against the euro [2][4]. Stock Market - US stock markets experienced a sell-off, with the Dow Jones Industrial Average dropping over 500 points (1.23%), the Nasdaq falling by 2.24%, and the S&P 500 declining by 1.6%. Major tech stocks, including Amazon and Meta, saw significant losses [4][5]. Employment Data - The US added only 73,000 non-farm jobs in July, significantly below the expected 104,000, with previous months' data revised down by a total of 258,000, the largest downward revision since the pandemic began [4]. Global Market Reaction - European stock markets also fell, with the UK FTSE 100 down 0.70%, France's CAC40 down 2.91%, and Germany's DAX down 2.66%. The South Korean stock market faced a 3.88% drop, the largest since April [5]. Cryptocurrency Market - The cryptocurrency market faced a massive sell-off, with over $700 million in liquidations and more than 160,000 traders affected. Major cryptocurrencies like Ethereum and Bitcoin saw declines of over 5% and 2%, respectively [1][5]. Trade Tariffs - President Trump's recent executive order established new tariffs ranging from 10% to 41% on various countries, raising concerns about global economic growth and contributing to market volatility [6][8].

新华财经上海8月2日电 （谷青竹） 越来越多城市开始发力互联网内容创作赛道：7月15日，《上海市关 于支持互联网优质内容创作的若干举措》（以下简称"沪九条"）发布，明确了对互联网优质内容创作者 的九条扶持政策；7月25日，成都启动"自媒V发布"平台并推出《成都市服务扶持优质自媒体创作者八 条》（以下简称"蓉八条"），旨在将自媒体力量与城市治理及产业发展需求系统化链接。 相继出台的"沪九条"与"蓉八条"清晰传递出一个信号：吸引互联网优质内容创作企业和人才，正成为各 大城市驱动文化产业升级和提振综合竞争力的新赛道。那么，"上海方案"打算如何行动？ 软实力与硬实力"两手抓" 依据上海发布的政策问答，"沪九条"的推出，源于互联网优质内容已成为讲好中国故事、展示城市形象 的重要支撑；而支持推动互联网优质内容创作，则是培育文化新质生产力、提升城市软实力的战略布 局。 对此，华东师范大学政治传播和公共关系研究中心主任于晶认为，"沪九条"是一种系统性的内容治理生 态重构——即在尊重市场逻辑的基础上，打造"创作-产业-话语权"的系统闭环，形成"政策搭台-创作者 唱戏-城市获益"的共生结构，为观察数字时代政治传播的"中国方案"提 ...

Core Insights - Tencent is accelerating its AI initiatives, showcasing its AI suite and launching the open-source Mixed Yuan 3D World Model 1.0 at WAIC, along with the Tairos "Titanium Screw" platform for embodied intelligence [1] - The Mixed Yuan 3D World Model 1.0 is the industry's first open-source immersive, interactive, and simulative world generation model, significantly simplifying the creation of 3D virtual worlds from weeks to minutes using simple text or image inputs [1][2] Group 1: Technology and Features - The Mixed Yuan 3D World Model 1.0 integrates panoramic visual generation and layered 3D reconstruction technology, supporting both text and image inputs for high-quality, diverse 3D scene generation [2] - Game developers can easily create complex 3D scenes by inputting simple descriptions, allowing for rapid generation of complete environments including buildings, terrain, and vegetation [2] - The model outputs standardized 3D Mesh assets compatible with major tools like Unity, Unreal Engine, and Blender, enhancing user engagement and workflow integration [3] Group 2: Market Applications and Interest - The open-source model has attracted over 50 commercial license applications from various sectors, including gaming, e-commerce, autonomous driving, embodied intelligence, animation, and education [4]

热门科技股普跌，亚马逊跌超8%，Meta跌超3%，苹果、英伟达跌超2%，特斯拉、微软、谷歌跌超 1%。 热门中概股普跌，纳斯达克中国金龙指数探底回升，收跌1.82%，某站跌幅超4%，梦想汽车跌幅超 3%，阿里、东子跌幅超1%。 第二：下周解禁市值超900亿 下周将有32股解禁，按照最新收盘价计算，合计解禁市值919.74亿元。 其中润泽一家解禁超518亿，江波L解禁超136亿！两家合计占比下周解禁市值超70%。 第一：隔夜外围美股全线下跌 隔夜外围，美股3大指数集体大跌，其中道指下跌1.23%，实现日线5连跌，标普500指数下跌1.6%，纳 指下跌2.24%。 把该发生的事往后延，大家认真做好准备，可能对双方都是一件好事！ 第四：周末愉快 本周A股高位横盘之后，开始向下回落，我已经郑重警告过大家了，至于大家怎么做，是自己的事情， 成年人有担当的。 隐藏在连跌背后的是周五答复缩量3500亿，2025年首见，这个信号要注意！ 周六，打算逛商场去，漫步在商场里面，蹭下免费空调，也是思考的好时候！ 我是财经聪哥，一个立志花10年让1亿粉丝轻松看懂财经的男人，关注我，一起向上成长。 以上仅为个人看法，不作为任何建议！ ...

"怀孕以后，我就成了问题制造机。"有正处在孕晚期的准妈妈在社交平台上感慨，一堆困惑找不到靠谱的答案。 "感冒吃药会不会影响宝宝""孕期体重增加多少属于正常""胎动频繁是怎么回事""孕宫缩会影响胎儿吗"……几乎是稍有异动都会焦虑不安。 相比在黑暗中孤独摸索的前辈们，当下的准妈妈们幸运地拥有了"AI顾问"。AI工具不仅可以回答孕妇们的各种问题，包括"能不能吃""能不能做""怎么做"等 问题，还可以提醒孕产妇一些重要事项，比如该数胎动了，以及提前推送科普知识，为分娩做准备等。 "AI在孕期提供的主要是心理安慰。"有使用AI工具的孕妇表示，她所展示的与AI聊天的信息显示，几乎每天都要问很多细节的问题。在她手里，AI既是全 科医生也是心理咨询师。 孕期还有一大苦恼就是控糖。"只要用手机扫一下食物，AI就能马上算出热量，还能列出需要补充的微量元素。"有孕妈按照AI的指导将白米饭换成粗粮，在 此后的产检中顺利过关。"不怕被医生'骂'了。" 除了通用模型，作为医疗AI的重要组成部分孕产相关AI产品也越来越多。 虎嗅了解到，自从今年以来，已有超过30个孕产相关的大模型、AI应用、AI智能体上线，腾讯云、支付宝医疗等大厂，宝宝树 ...