新华社福州8月5日电（记者邓倩倩）"从福州规划馆看到这座城市的发展进程""发现这里提供给台胞的 人才公寓设施完善""参观船政历史文化让我很受触动，感受到向海图强的雄心壮志"…… 正在参加第三届"好年华 聚福州"闽台青年人才研学营的台湾青年感触良多。这是第十三届海峡青年荟 集中活动之一，来自两岸多所高校的40名青年近日齐聚福州，开展为期7天的研学交流活动。 "研学之旅前，我在社交平台上已经了解不少关于大陆的资讯，但是读万卷书不如行万里路，来到现场 有很多惊喜和意外收获，尤其是接触到科技行业的前沿动态，让理工科专业背景的我很感兴趣。"台湾 青年胡宗智说。 研学活动中，两岸青年一同走进福州规划馆、中国船政文化博物馆、福山郊野公园、烟台山历史风貌区 等，实地探寻福州的历史文脉与城市变迁；走进福州软件园、闽都创新实验室等创新平台，近距离感受 福州在科技与产业领域的活力；走进福州数智人才港、福州市人才公寓，了解福州在人才服务及配套保 障方面的具体举措；深入闽江学院、福州外语外贸学院等高校，就两岸教育合作的前沿探索进行座谈交 流。 (责编：郝孟佳、李昉) 此次活动特邀台湾大学教授苑举正、台湾铭传大学教授苑举民等知名学者担任 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东持股的基本情况 截至本公告披露日，北京基石创业投资基金（有限合伙）（以下简称"基石创投"）持有苏州光格科技股 份有限公司（以下简称"光格科技"或"公司"）股份2,490,968股，占公司股份总数的3.77%；苏州方广二 期创业投资合伙企业（有限合伙）（以下简称"方广二期"）持有光格科技股份2,810,323股，占公司股份 总数的4.26%，上述股份均系公司首次公开发行前取得的股份，已于2024年7月24日起上市流通。本次 披露减持计划为相关股东履行其在公司IPO期间所作承诺。 ● 减持计划的主要内容 公司近日收到公司股东基石创投、方广二期出具的《关于苏州光格科技股份有限公司减持计划的告知 函》： 基石创投因自身经营需要，拟通过集中竞价方式和大宗交易方式减持其所持有的公司股份数量不超过 1,333,200股，不超过公司股份总数的2.02%。本次减持期间：通过集中竞价方式或大宗交易方式减持 的，自 ...

Summary of Key Points from Conference Call Industry Overview - The macroeconomic environment is characterized by all-time highs in global markets, but underlying issues are emerging, particularly in the U.S. and Europe [1][2] - The divergence between headline index performance and investor performance is notable, with market-neutral and systematic quant strategies facing challenges [3][4] Macro Insights - Upcoming Federal Reserve decisions and employment data are expected to influence interest rates, consumer behavior, and inflation trends [5][6] - Inflation is becoming a pressing concern, with recent CPI data indicating rising prices in various consumer sectors, including household goods and clothing [19][20] Micro Insights - Major tech companies like Microsoft, Meta, Apple, and Amazon are set to report earnings, which will significantly impact market sentiment and AI capital expenditure expectations [5][6] - The recent profit warning from Novo Nordisk, resulting in a ~25% stock drop, highlights the volatility in crowded stocks [5][6] Trade and Tariff Developments - Trade deals, particularly with Japan and Europe, have had mixed responses, revealing structural pain points in industries like automotive [9][10] - The removal of uncertainty regarding tariffs has shifted focus from fear of rates to the actual costs of tariffs, affecting prices, margins, and earnings [9][10] Currency and FX Impacts - The U.S. dollar is experiencing its weakest start to a year in 50 years, impacting earnings for both U.S. and European companies [11][12] - Currency fluctuations are expected to be a significant factor in the upcoming earnings season, alongside tariff impacts [11][12] M&A and Market Activity - There is a potential resurgence in M&A activity as geopolitical concerns and macroeconomic headwinds ease, with a focus on scale, geographical exposure, and diversification [15][16] - Recent IPOs, such as Galderma, have shown strong performance post-listing, indicating a healthy appetite for quality assets [16][17][18] Valuation Trends - The return of unicorns and AI-related startups is noted, with significant value creation in private markets [18] - Recent IPOs have created substantial value for investors, with some companies seeing stock price increases of 100% to 300% since listing [18] Risks and Concerns - There are concerns about retail euphoria and the potential for a market correction, particularly if inflation continues to rise and long-term bond yields break out [7][8] - The social and employment impacts of AI advancements are less discussed but pose significant risks for workforce transitions [7][8] Conclusion - The market is navigating a complex landscape of macroeconomic indicators, corporate earnings, and geopolitical developments, with a cautious outlook on inflation and potential market corrections ahead.

Core Viewpoint - The article discusses the implications of the recent U.S. non-farm payroll data and the Federal Reserve's decision to maintain interest rates, highlighting increasing divisions within the Fed regarding potential rate cuts and the resulting impact on global markets [2][3][7]. Economic Indicators - The Federal Open Market Committee (FOMC) decided to keep the federal funds rate at 4.25% to 4.5%, marking a period of inaction since Trump's presidency [3][6]. - The U.S. added only 73,000 jobs in July, significantly below the expected 104,000, with the unemployment rate rising to 4.2% [3][6][7]. - Revisions to previous months' non-farm payroll data showed a downward adjustment of 258,000 jobs, indicating a weakening labor market [3][6]. Market Reactions - The weak employment data triggered a "recession trade" in global equity markets, leading to declines in most equity assets and significant drops in metal commodities [3][6][7]. - The 10-year U.S. Treasury yield fell by 17 basis points to 4.23%, while the U.S. dollar index saw a slight increase, remaining below 100 [3][6][7]. Fund Flows - There was a notable outflow of capital from the Chinese stock market, with domestic investors withdrawing $3.085 billion, while foreign investors saw an inflow of $882 million [3][6]. - In the past week, global funds saw significant inflows into U.S. and European markets, while Chinese equity funds experienced substantial outflows [3][9]. Valuation Metrics - The Earnings Risk Premium (ERP) for the CSI 300 index rose to 64%, indicating a slight recovery in valuation attractiveness compared to historical levels [3][6]. - The risk-adjusted returns for the CSI 300 increased from 71% to 79%, while the S&P 500's risk-adjusted returns remained stable at 48% [3][6]. Sector Performance - In the U.S. equity market, funds flowed into financials, industrials, and infrastructure sectors, while healthcare, energy, and technology sectors saw outflows [11]. - In the Chinese market, capital flowed into financials, technology, and materials sectors, with outflows from real estate, infrastructure, and healthcare sectors [11].

Group 1 - The top three stocks with net inflows of southbound funds are Yingfu Fund (02800) with 2.858 billion, Hang Seng China Enterprises (02828) with 2.255 billion, and Meituan-W (03690) with 1.397 billion [1][2] - The top three stocks with net outflows of southbound funds are Pop Mart (09992) with -0.382 billion, Ping An of China (02318) with -0.360 billion, and Laopu Gold (06181) with -0.345 billion [1][2] - In terms of net inflow ratio, the top three are Hopson Development Holdings (00754) at 70.43%, K Wah International Holdings (00173) at 64.10%, and Qingdao Port International (06198) at 61.26% [1][2] Group 2 - The top three stocks with the highest net outflow ratios are Gawei Electronics (01415) at -60.55%, Bank of China Aviation Leasing (02588) at -46.75%, and GX Hengsheng Technology (02837) at -43.69% [1][3] - The top ten stocks with the highest net inflows include Kuaishou-W (01024) with 1.391 billion and Alibaba-W (09988) with 1.040 billion [2] - The top ten stocks with the highest net outflows also include CICC (03908) with -0.333 billion and Kangfang Biologics (09926) with -0.263 billion [2]

8月4日科思科技（688788）收盘价72.73元，收盘涨停，全天换手率6.49%，振幅12.57%，成交额7.05亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.21亿元， 其中，买入成交额为1.08亿 元，卖出成交额为1.13亿元，合计净卖出442.59万元。具体来看，今日上榜的前五大买入营业部中，沪 股通为第一大买入营业部，买入金额为3732.14万元，营业部合计买入7079.49万元。卖出营业部中，沪 股通为第一大卖出营业部，卖出金额为3355.30万元，营业部合计卖出7898.92万元。买卖金额相抵，沪 股通今日净买入该股376.85万元。 资金流向方面，该股今日全天主力资金净流入6813.52万元。（数据宝） 科思科技8月4日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 3732.14 | | 华泰证券股份有限公司总部 | 2363.08 | | 国泰海通证券股份有限公司南京太平南路证券营业部 | 2183.32 | | 国泰海通证券股份有限公司总部 | 13 ...

Group 1: Employment Market Conditions - The U.S. labor market is deteriorating, with the unemployment rate rising by 0.1 percentage points to 4.2% in July, and non-farm payrolls adding only 73,000 jobs, significantly below the expected 110,000 [1][2] - The average monthly job growth over the past three months is only 33,500, far below the average of 93,700 jobs per month since the beginning of the century, indicating a potential recession [4][9] - The quality of job growth is low, with most new jobs concentrated in low-income sectors, while higher-paying industries like manufacturing and retail are losing jobs [8][9] Group 2: Economic Impact of Tariff Policies - The new tariff policies implemented by the Trump administration are disrupting economic order and increasing inflationary pressures, negatively impacting the manufacturing sector [10][11] - The manufacturing sector has seen job losses of 16,000, 15,000, and 11,000 in May, June, and July respectively, indicating the adverse effects of the tariffs [10] - The unpredictability of the new tariff policies poses a significant risk to the U.S. economy, with potential implications for interest rate decisions by the Federal Reserve [11] Group 3: Market Reactions - Despite strong earnings reports from major companies like META, Microsoft, and Apple, U.S. stock indices experienced significant declines, indicating investor concerns about market valuations [2] - The Dow Jones Industrial Average fell by 2.92%, the S&P 500 by 2.36%, and the Nasdaq by 2.17%, reflecting a broader market correction [2] - The dollar index closed at 98.47, down 1.28%, while gold futures rose by $51, indicating a flight to safety among investors [1]

Core Viewpoint - The current market conditions present a valuable opportunity for investment, particularly in the context of recent employment data revisions and the resilience of major tech companies in the U.S. stock market [1][5]. Group 1: Employment Data and Market Reaction - The U.S. non-farm payroll data was significantly revised downwards, with a total reduction of 258,000 jobs for May and June, and July's new jobs falling to 73,000, marking a nine-month low [1]. - This downward revision has led to a sharp market reaction, with the Nasdaq dropping 2.24% in response, and the probability of a rate cut in September skyrocketing from 40% to 90% [1]. - Despite these negative indicators, the long-term bullish trend of the U.S. stock market remains intact [1]. Group 2: Historical Market Trends - Over the past 50 years, the U.S. stock market has experienced nine significant downturns, with the largest being a 57.7% drop in 2008 [3]. - Following major declines, the market has historically rebounded to reach new all-time highs, as evidenced by the S&P 500 recovering to a new high just two months after a 21% drop earlier this year [3]. - Similar patterns of rapid decline followed by recovery have occurred in 1998, 2020, and this year, with each recovery leading to extended bull markets [3]. Group 3: Performance of Major Tech Companies - Recent earnings reports from major tech companies such as Apple, Amazon, Meta, and Google demonstrate strong profitability and resilience [5]. - Apple reported record service revenue of $27.4 billion, while Amazon's AWS generated $30.9 billion in cloud revenue, reflecting a 17.5% increase [5]. - Meta's profits surged by 36% due to increased advertising efficiency, and Google’s cloud revenue grew by 32%, with profits doubling [5]. - Collectively, these companies have invested $311 billion in AI infrastructure, indicating a shift from concept to a profit-generating engine [5][7]. Group 4: Investment Trends in ETFs - The Nasdaq 100 ETF has seen significant inflows, with over 2.2 million shares added since the beginning of the year, indicating strong institutional interest in tracking major AI companies [7]. - This ETF provides exposure to leading AI firms, covering the entire value chain from chip computing to cloud services, capitalizing on the AI boom [7].

Group 1 - In July, over 60,000 layoffs were announced by U.S. companies, more than double the number from the same month last year, driven by factors such as artificial intelligence (AI) and tariff policies [1] - AI technology has become one of the top five reasons for job losses in the U.S. this year, with over 27,000 positions directly replaced by AI since 2023, and more than 10,000 jobs cut in July alone due to accelerated AI adoption [1] - A total of over 800,000 private sector jobs have been announced for reduction as of July, marking the highest level for the same period since 2020, with the tech industry being the hardest hit, cutting nearly 90,000 jobs, a 36% year-on-year increase [1] Group 2 - The rapid advancement of AI and uncertainty in work visa policies are reshaping the employment landscape, particularly affecting young job seekers, with a 15% decline in entry-level job postings for recent graduates, while AI-related job postings surged by 400% [2] - Over 292,000 jobs have been cut this year due to federal spending cuts, impacting government, non-profit organizations, and the healthcare sector [2] - Retailers have announced over 80,000 job cuts, a nearly 250% year-on-year increase, driven by the government's tariff policies, which may lead to rising prices, reduced shelf goods, and further job losses [2]

科技巨头：盈利强劲难掩股价疲态 过去一周，美国大型科技公司的财报再次展示了其强大的盈利能力。 对于市场参与者而言，刚刚过去的一周无疑是"信息量巨大但又混乱不堪的"。 高盛对冲基金业务主管Tony Pasquariello在一份最新的报告中如此形容。 他认为， 尽管许多关键事件尘埃落定，但市场留下的问题似乎比答案更多，这使得短期内的风险回报变得异常棘手。 最新动态显示，市场正努力消化多重矛盾信号。一方面，新一轮的关税波动和一份"明显糟糕"的非农就业报告，共同给宏观经济前景蒙上了阴影，并直接引发 了周五短期国债收益率的急剧下跌。 另一方面，美国大型科技公司交出了又一份强劲的季度财报，但其股价的平淡反应却暗示，市场对利好的定价已相当充分，投资者的预期也变得更为苛刻。与 此同时，小盘股遭遇了自关键时期以来最糟糕的一周，其剧烈抛售进一步加剧了市场的担忧情绪。 这些 相互冲突的信号，叠加夏季市场典型的低流动性等，共同构成了一幅复杂的图景。 尽管长期结构性因素或许依然乐观，但短期内，交易员们正面临着一 个充满挑战的交易环境。 根据高盛的测算，剔除英伟达后的"科技七巨头"第二季度盈利同比增长高达26%，而标普500指数其余成 ...