长江商报消息 道通科技（688208.SH）再发喜报。 7月7日，道通科技公告称，公司预计2025年半年度实现归属于母公司所有者的净利润（以下简称"净利 润"）为4.6亿至4.9亿元，同比增长19.00%至26.76%。 道通科技表示，业绩变动主要原因包括AI数字维修应用业务快速增长、AI数智能源业务第二季度实现 盈利等。 长江商报记者注意到，2024年以来，道通科技全面拥抱AI，以AI为核心驱动力，不断深化AI战略的落 地，持续释放高增长的潜力。 研发投入方面，2025年一季度，公司研发投入2.04亿元，同比增长34.57%，占营业收入的比例为 18.64%。也就是说，2024年及2025年一季度，公司研发投入占营业收入比重均超17%，支撑技术护城 河。 净利半年最高预增26.76% 道通科技成立于2004年，于2020年2月成功登陆上海证券交易所科创板。2024年，公司全面拥抱AI，以 AI为核心驱动力，加速推动AI技术与业务场景和组织变革深度融合，各项经营数据均创新高，这也是 公司持续增长的一个新起点。 据最新披露的2025年半年度业绩预告，报告期，道通科技预计实现净利润4.6亿至4.9亿元，同比增长 ...

Core Viewpoint - The digital sports industry is rapidly evolving, integrating technology with sports to create new opportunities and drive the digital economy forward [1][2]. Group 1: Industry Trends - Digital sports are transitioning from auxiliary tools to core engines of the industry, driven by innovations such as smart wearable devices, 5G live streaming, and AI sports prescriptions [2]. - The integration of digital sports with national health initiatives is seen as a crucial strategy for enhancing public health management [2][3]. - The International Olympic Committee is embedding artificial intelligence and digitalization into top-tier global events, indicating a significant shift in the future of sports [2][3]. Group 2: Development Initiatives - Beijing is positioning itself as a model region for digital sports development, with initiatives like the "Beijing Winter Olympic Village Smart Sports Community" aimed at enhancing community health and fitness through technology [4]. - The city plans to host over 1,280 sports events by 2025, including 198 premium events, to promote sports economy and cultural integration [4]. Group 3: Business Innovations - Companies are exploring various pathways in digital sports, from content dissemination to health management, accelerating the industry's commercialization [5]. - Innovations in immersive event broadcasting, such as AI-driven commentary and 8K streaming, are reshaping how sports content is produced and consumed [6]. - The emergence of AI models for personalized training and dietary recommendations is creating new health management solutions in the sports sector [6]. Group 4: Future Directions - The boundaries of sports are expanding to include esports, robotic racing, and virtual sports, indicating a shift towards more diverse forms of athletic competition [7]. - The esports industry is transitioning from a niche market to a mainstream sports form, driven by global events and the internationalization of Chinese enterprises [7].

近年来，滨州市的就业工作一直走在全省前列，每年城镇新增就业保持在3.7万人以上，今年2月份，滨州市作为三个市之一在全省促进 高质量充分就业工作会议上作交流发言，5月，无棣县获评全省首批高质量充分就业县建设单位。在市委、市政府的坚强领导下，全市各 级各部门凝心聚力、协调联动，打出一系列"稳就业"组合拳，保障全市就业大局稳中向好，推动"品质滨州"建设进中提质。 当前和今后一个时期，全市稳增长、稳就业的压力依然较大，面对需求多样化、产业智能化、人口老龄化、就业多元化等因素叠加，促 进高质量充分就业任务仍需持续努力。面对新形势、新任务、新要求，在深入开展调查研究、全面了解各县(市、区)需求基础上，制定 出台《关于促进高质量充分就业的若干措施》，立足滨州产业优势，释放滨州市人力资源富集效能，扎实推进高质量充分就业，持续促 进就业质的有效提升和量的合理增长，争当全省高质量充分就业的"排头兵"。 近日，滨州市政府新闻办组织召开市政府政策例行吹风会。就市政府印发的《关于促进高质量充分就业的若干措施》相关内容进行解 读。据了解，滨州市政府印发《关于促进高质量充分就业的若干措施》，系统部署滨州市高质量充分就业有关工作。发布会上， ...

【导读】稳定币引爆市场，公募解读投资机会 "稳定币行情"再躁动。 7月8日，港股金涌投资盘中股价一度涨超650%，创下近年来罕见涨幅。市场异动的背后，是一则合作 公告的发布。就在前一天，金涌投资宣布和金融科技公司AnchorX签了个战略合作备忘录，重点是搞最 近很火的"稳定币"。 而在上一个交易日，A股、港股市场中，跨境支付、稳定币概念股等也集体走强。 在基金公司看来，作为锚定法定货币或大宗商品价值的加密货币，稳定币凭借储备资产与算法机制维持 价格稳定，既具备加密货币的便捷性和去中心化特点，又有相对稳定的价值。 北信瑞丰基金基金经理于军华表示，所谓的稳定币，是一种与信用货币或黄金等具有稳定性的储备资产 挂钩的数字货币，通常被认为是介于加密货币和法定货币之间的沟通桥梁，其目的在于保持法定货币与 加密货币之间交易时的价格稳定。 在于军华看来，法币稳定币本质上更接近传统的信用货币，安全效率高，但也是去中心化的。稳定币有 独立受监管的发行方，一般要定期接受审计。 稳定币有什么作用？ 华富基金认为，首先，作为锚定法定货币或大宗商品价值的加密货币，稳定币连接了现实世界与加密世 界；其次，是效率的巨大提升。稳定币能让跨境支 ...

而在上一个交易日，A股、港股市场中，跨境支付、稳定币概念股等也集体走强。 稳定币到底是什么？最近为何引爆资本市场行情？能否带来值得关注的投资机会？需要警惕 什么风险？ 针对这些问题，记者采访了多家基金公司。 【导读】稳定币引爆市场，公募解读投资机会 中国基金报记者 张燕北 孙晓辉 "稳定币行情"再躁动。 7月8日，港股金涌投资盘中股价一度涨超650%，创下近年来罕见涨幅。市场异动的背后， 是一则合作公告的发布。就在前一天，金涌投资宣布和金融科技公司AnchorX签了个战略合 作备忘录，重点是搞最近很火的"稳定币"。 高效、去中心化的稳定币 在基金公司看来，作为锚定法定货币或大宗商品价值的加密货币，稳定币凭借储备资产与算 法机制维持价格稳定，既具备加密货币的便捷性和去中心化特点，又有相对稳定的价值。 北信瑞丰基金基金经理于军华表示，所谓的稳定币，是一种与信用货币或黄金等具有稳定性 的储备资产挂钩的数字货币，通常被认为是介于加密货币和法定货币之间的沟通桥梁，其目 的在于保持法定货币与加密货币之间交易时的价格稳定。 在于军华看来，法币稳定币本质上更接近传统的信用货币，安全效率高，但也是去中心化 的。稳定币有独立受监 ...

美欧贸易谈判久拖未决。据央视新闻报道，欧盟委员会发言人奥洛夫·吉尔7日表示，欧盟仍在争取于7月9日前与美国达成一项原 则性的双边贸易协议，目前欧盟与美国仍在继续接触。欧盟始终致力于达成一项有利于欧盟企业、消费者和全球经济的协议。 此外，欧盟也已准备好应对所有结果的选项，包括反制清单，但暂不打算启动该程序。 目前，美国对欧盟钢铝产品征收50%关税，对汽车领域征收25%关税，对几乎所有其他商品征收10%基准关税。特朗普还曾威胁 称，如果7月9日前美欧贸易谈判没有取得突破，他将对欧盟商品征收50%关税。作为回应，欧盟曾决定对总额210亿欧元的进口 美国产品加征最高50%的关税。但为给贸易谈判留出时间，这一报复措施将推迟至7月14日生效。 上海外国语大学欧盟研究中心与上海欧洲学会近日联合举办"美欧关系2025年度智库报告"写作启动会暨"特朗普2.0时代美欧关系 新态势"研讨会，上海外国语大学欧盟研究中心主任忻华在接受21世纪经济报道记者采访时表示，美欧难以达成真正的协议，这 在情理之中。 他指出，当前美国政治领导层对欧盟和欧洲的战略认知和定位已经发生深刻变化，而欧洲政治精英还没来得及转换观念，仍然 对美国心存幻想，觉 ...

Market Performance - A-shares and Hong Kong stocks experienced a collective surge, with the ChiNext leading the gains and a total trading volume of 1.47 trillion yuan in A-shares, up from 1.23 trillion yuan the previous day [1] - The photovoltaic industry chain saw a collective explosion, driving significant gains in the ChiNext, with multiple stocks hitting the daily limit [1] - Technology stocks also rose sharply, particularly in storage chip concepts and computing hardware, with several companies reaching historical highs [1] Factors Driving Market Growth - Two main reasons for the market surge: global market funds seeking safe havens, with the Hong Kong market becoming a significant attraction [3] - Positive news from the Hong Kong Securities and Futures Commission regarding the inclusion of RMB stock trading in the Stock Connect program, which is expected to boost trading volume [4] Industry Trends - The "anti-involution" concept is gaining traction, with discussions around reducing excessive competition in various industries, including power equipment, steel, and building materials [5][6] - The Central Economic Committee has deployed strategies to combat "involution," focusing on capacity monitoring and industry standards [5] Policy Implications - The "anti-involution" policy is expected to create thematic opportunities in sectors like power equipment and steel in the short term [6] - The focus of the "anti-involution" policy includes addressing structural issues in capacity and ensuring fair competition, with specific measures outlined for different industries [7][8] Future Outlook - The next steps for the "anti-involution" strategy will focus on macroeconomic supply-demand imbalances, particularly in sectors like new energy vehicles and photovoltaic components [9] - The policy aims to rely on industry self-regulation mechanisms, with expectations for more concrete measures to be introduced soon [9][10]

Core Insights - The article highlights the transformative role of HuiNa Technology as a leading digital business solution provider, leveraging advanced technology and innovative business models to drive the upgrade of physical commerce [1] Digital Foundation: Building the Basis of Business Intelligence - HuiNa Technology has developed a "digital foundation for physical commerce" through its HuiKe Cloud big data platform, which offers customized data modeling application services tailored to various industries [2] - This digital foundation integrates AI machine vision and big data, utilizing a network of AIOT devices and data collection teams to create a comprehensive commercial data system covering various dimensions such as business environment, market overview, and brand database [2] - The platform employs proprietary computer vision Re-ID technology to analyze offline commercial scenarios, accurately identifying customer behavior and providing key metrics for retail management [2] Precision Flow System: Driving Commercial Operational Innovation - The Precision Flow System is a core component of HuiNa Technology's digital business solutions, transforming data assets into actionable operational strategies across the entire business chain [3] - It aids in optimizing brand placement and enhancing the mix of retail formats through data-driven insights, exemplified by the collaboration with Deep Industry to enhance its "Park Ecological Business Circle" [3] - The system also supports store management by diagnosing issues and optimizing rental ratios, while enhancing merchants' operational capabilities through detailed performance analysis [3] - Additionally, it improves traffic conversion efficiency by monitoring customer flow data and deploying preemptive measures during peak times [3] Marketing Efficiency Enhancement - The Precision Flow System customizes marketing strategies based on customer data insights, providing dynamic optimization suggestions during promotional events to improve return on investment (ROI) [4] Industry Big Data Services: Empowering Scientific Decision-Making - HuiKe Cloud's industry big data services create a professional data insight system for shopping malls, analyzing customer flow, demographics, and marketing activities to optimize market strategies [5] - This data-driven approach enables malls to enhance their competitive edge, as demonstrated by the Shenzhen Futian Center's Deep Industry optimizing its operational strategies [5] Intelligent Navigation System: Reshaping Commercial Space Experience - The Intelligent Navigation System, developed in collaboration with QianGu Information, enhances the shopping experience by providing quick navigation routes and real-time updates on store details and promotions [6][7] - This system addresses the challenges of complex layouts, improving efficiency and engagement, and aims to create a more enjoyable shopping environment [7] - HuiNa Technology plans to continue refining its solutions to offer more personalized services as digital applications evolve [7]

A股复盘 | 迷茫 / 2025.07.08 A股总是出乎意料，涨得猝不及防，又又又来到3500点城下，希望这次一鼓作 气！ 好多小伙伴空仓吧！没事，炒A股总会遇到"别人大涨我空仓，别人止盈我进 场"的情况。 今天一上来特朗普就搞事，向 14 个国家致函，称要在8月1日大幅提高关税，其 中包括塞尔维亚、泰国和突尼斯等较小的出口国，连亲密盟友日韩豆征收25%的 关税。 摩根士丹利指出，如果新的关税税率生效，亚洲的加权平均关税将升至27%。 我们认为这是朝着战术升级的情景发展。 该机构指出，贸易紧张局势正在重新显现。这一发展，加上对制药和半导体行业 关税的潜在实施、与中国的谈判以及转运问题，表明不确定性可能会持续存在， 给企业信心、资本支出和贸易周期带来压力。 | 经济体 | 协议/发函日期 | GDP | 对美出口占 该国对美国 出口依赖度 | 美国对该国 进口依赖度 | | 对等关税税率 协定税率/信函税率 税率差异 | | 谈判进展 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 佳进协议 | | | | 英国 ...

Group 1 - CMA Media, a subsidiary of the CMA Group, has entered exclusive negotiations to acquire the well-known European media company Brut. [1][4] - Brut. is a prominent digital media brand based in Paris, reaching over 500 million viewers monthly across various social media platforms in more than 100 countries. [4] - The acquisition is seen as a significant milestone in CMA Media's strategic transformation, aligning with CMA Group's global strategy. [4][6] Group 2 - CMA Group's CEO Rodolphe Saadé stated that the acquisition of Brut. will enhance CMA Media's influence in the digital media sector and help reshape information production and consumption. [6] - Guillaume Lacroix, co-founder and president of Brut., expressed a shared ambition with CMA Media to adapt media for the new generation and accelerate international expansion. [6] - Analysts suggest that this move reflects a broader strategy by CMA Group to seek new growth opportunities in rapidly changing industries, positioning the company as a potential international media giant. [6]