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].

Core Viewpoint - Major cities are increasingly focusing on the internet content creation sector, with Shanghai and Chengdu implementing supportive policies to attract quality content creators, signaling a new avenue for cultural industry upgrades and enhanced competitiveness [1][2] Group 1: Policy Initiatives - Shanghai's "Nine Measures" (沪九条) aims to support quality internet content creators through nine specific policies, emphasizing the importance of digital content in enhancing cultural soft power and economic strength [1][2] - Chengdu's "Eight Measures" (蓉八条) aims to systematically link self-media capabilities with urban governance and industrial development needs [1] - The policies are designed to create a symbiotic structure where the government supports creators, who in turn benefit the city [2] Group 2: Economic Impact - The digital content industry is a key growth area for Shanghai, with the service sector's contribution to the economy increasing annually; the third sector's value added grew by 5.4% year-on-year, accounting for 79.1% of the economy [3] - The information service industry, deeply integrated with the digital economy, saw a value added of 363.73 billion yuan, growing by 14.6% year-on-year, contributing significantly to GDP growth [3] Group 3: Regional Development - Shanghai's policy framework includes a collaborative mechanism between city and district levels, supporting the establishment of influential content creation hubs in Huangpu and Yangpu districts [3][4] - Huangpu district leverages the headquarters of Xiaohongshu and its financial technology advantages to attract internet content creators, while Yangpu district, home to Bilibili, has seen significant growth in its digital economy, with over 8,000 digital enterprises [4] Group 4: Cultural and Talent Attraction - Shanghai's rich cultural environment is a major draw for internet content creators, with a vibrant arts scene and diverse cultural influences enhancing its appeal [7][8] - The city hosted over 57,238 commercial performances in 2024, attracting 25.45 million visitors, showcasing its cultural vitality [8] - The presence of prestigious universities and research institutions in Yangpu district fosters an innovative atmosphere that aligns well with the content creation ecosystem [9][10] Group 5: Future Prospects - The policies encourage creators to expand internationally, with support for overseas content creation aligning with the ambitions of many creators [6] - The collaborative environment and reduced operational costs enable creators to focus on larger projects and international outreach [6] - The differentiation between Shanghai and Hangzhou's digital economies highlights Shanghai's focus on high-end talent and cultural depth, while Hangzhou emphasizes e-commerce [10]

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 ...

Market Overview - On August 1, U.S. stock indices fell sharply, with the Dow Jones Industrial Average down 1.23%, the S&P 500 down 1.60%, and the Nasdaq down 2.24%, marking the largest decline since April. The total market capitalization of U.S. stocks dropped by over $1 trillion [1][3] - Major technology stocks experienced significant losses, with Amazon falling over 8% [3] Economic Data - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, falling short of expectations, while the unemployment rate rose slightly to 4.2%. Additionally, previous months' job growth figures were revised down significantly [8] - The ISM reported that the manufacturing PMI for July was 48%, down from 49% in June, indicating a contraction in the manufacturing sector [8] Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in September surged from 37.7% to 75.5% as of August 1, reflecting market expectations for a more accommodative monetary policy [2] Corporate Performance - Amazon's Q2 revenue reached $167.702 billion, exceeding market expectations of $162.047 billion, with a net profit of $18.164 billion and earnings per share of $1.68. However, the company's guidance for Q3 operating profit was below expectations, raising concerns about its cloud business growth compared to competitors like Microsoft and Google [5] Tariff Policy Impact - President Trump announced new tariff rates ranging from 10% to 41% on various countries, with a notable increase in tariffs on Canada from 25% to 35%, effective August 1. This policy change has contributed to market uncertainty and affected corporate sentiment [9]

根据这份指南，苹果和谷歌不得偏袒自家应用，既不能利用操作系统原生收集的用户数据为自家产品谋 取不正当优势，也不得以不公平方式延迟、拒绝或阻碍竞争对手应用的存在及可见性。同时，两家公司 还需建立防火墙，防止自家团队在开发竞争性产品时，访问和利用敏感的开发者数据，且需按要求提交 年度合规报告。 尽管指南中详细列举了诸多假设性场景，对边缘情况和可能存在的例外情形予以考量——毕竟部分规则 在技术层面确实存在执行难度，但其中两项核心规定的要求清晰明确，几乎不存在解释空间。 业内专家分析认为，与全球近期多项监管指南趋势一致，此次日本新规的核心指向在于促进市场竞争， 苹果和谷歌需在其应用商店中支持第三方应用商店入驻，同时在应用内或第三方应用商店中，允许使用 第三方支付系统，以打破现有市场中可能存在的垄断性壁垒。（纯钧） 来源：环球网 【环球网科技综合报道】8月2日消息，据日媒报道，日本公平交易委员会发布了一份长达119页的《移 动软件竞争法指南》，计划于12月18日正式生效。该指南明确要求苹果和谷歌公司开放其旗下的App Store与Play Store，允许第三方应用商店入驻，并支持第三方支付方案等。 ...

Core Insights - Firefox, once a leading browser with a peak market share of 30% in 2008, has seen its global market share plummet to 2.37% as of June 2023, indicating a significant decline in user adoption [1][2] - The rise of Google Chrome, which surpassed Firefox in market share in 2012, is attributed to its stability, compatibility, and extensive extension ecosystem, which Firefox failed to match [2] - The emergence of AI browsers has intensified competition in the browser market, with both established players like Chrome and new entrants like Comet leveraging AI capabilities to enhance user experience [3][4] Market Dynamics - The browser market is currently experiencing a "third browser war," characterized by a battle for user engagement and capital investment, with the potential for new leaders to emerge [4] - AI integration in browsers is becoming a key differentiator, with traditional browsers upgrading their features and new AI-native companies entering the fray [3] - Data privacy and user behavior data collection are critical issues, as browsers serve as primary data collectors for AI training, leading to a competitive landscape focused on privacy protection [3]