截至2025年7月10日午间收盘，航空航天ETF天弘(159241)回调蓄势，换手8.13%，半日成交3002.55万元。 航空航天ETF天弘（159241）紧密跟踪国证航天航空行业指数，高度聚焦战机和卫星产业链等航空航天核心发展方向，样本公司与低空经济、大飞机、卫星 互联网等热门主题高度契合，成分股深度参与商业航天等新兴领域，受益于政策与市场的双重推动。 亮点一："含军工量"第一 跟踪指数96.24%的成分股属于申万一级国防军工行业，"含军量"远超军工龙头（90.91%）、中证国防（88.95%）、中证军工（80.10%）等军工宽基指数。 亮点二："无人机含量"第一 跟踪指数成分股中，航天彩虹、中无人机、洪都航空、北方导航、华力创通等均深度参与无人机，是全市场无人机含量最高的指数。 截至7月9日，航空航天ETF天弘(159241)最新规模达3.74亿元，创成立以来新高。航空航天ETF天弘(159241)最新份额达3.38亿份，创近1月新高。 从资金净流入方面来看，航空航天ETF天弘(159241)最新单日净流入4213万元，居同类产品第一！该基金近10天获得连续资金净流入，合计"吸金"2.01亿 元。 全球 ...

Core Viewpoint - The Shanghai World Artificial Intelligence Conference 2025 emphasizes the importance of enhancing supply-demand connections and deepening the layout of new AI application scenarios [1] Group 1: AI Application Development - Shanghai is soliciting over 50 city-level demonstration scenarios to provide training grounds and experimental fields for vertical application development, implementation, iteration, and promotion [1] - Key areas of focus include the establishment of a financial model application base and the release of a medical AI work plan [1] - The introduction of the "Hu Xiaoyou" intelligent agent aims to provide personalized services [1] Group 2: Industrial AI Empowerment - The city is accelerating the formulation of the "AI + Manufacturing" action plan, targeting ten manufacturing sectors including electronics, automotive, marine engineering, and aerospace [1] - A comprehensive approach is being taken to create complex scenarios, intelligent products, and benchmark factories [1] Group 3: Training and Expert Guidance - Continuous training sessions titled "Molding Shanghai" are being held to invite industry experts to guide enterprises in AI+ project construction [1] - A platform for supply-demand matching is being actively built to support the development of AI applications [1]

以下文章来源于李东阳朋友圈 ，作者李东阳 李东阳朋友圈 . 李东阳，500万粉丝营销博主、《首席营销官》主理人。聊营销、说品牌，欢迎志同道合的朋友围观。 永远思考，永远保持怀疑。+V：ldy8963 一起探讨商业，挖掘营销底层逻辑。 马斯克和特朗普的"二人传"进入全新的阶段。 还记得一个多月前，马斯克宣布从美国政坛辞职，投资者和真爱粉吃下了一颗定心丸，人们开始期待 那个无所不能的"钢铁侠"再次回归。 毕竟马斯克闯荡政坛的日子里，不但在全球范围内的声誉极速下降，连带着特斯拉等企业也沦为了众 矢之的，销量端的下滑惩戒就是最好说明。 可惜好景不长，随着特朗普"大而美"法案的通过，马斯克报复性的宣布成立"美国党"，再次高调介入 政治的特斯拉CEO马斯克让投资者们感到"疲惫"。 来源 丨 李东阳朋友圈（ID：LDYMarketing） 作者 丨 李东阳 图源 丨 Mi djourney 此时此刻，我仿佛听到了特斯拉心碎的声音，前车之鉴还摆在眼前。 毕竟当商业领袖的宏大愿景遭遇政治现实的铜墙铁壁，所谓"革命"往往沦为一场代价高昂的幻灭。 图源 ：微博@环球网 马斯克，再次化身"政治狂人" 在商业世界，企业家一旦沦为政治符 ...

Core Insights - SpaceX is reportedly discussing financing and internal share sales, with a valuation of approximately $400 billion, up from $350 billion at the end of last year, indicating a growth of $50 billion in six months [1] - SpaceX's vertical integration model positions it as a formidable competitor in the global commercial space industry, especially in the current geopolitical climate [1] Group 1: Rocket Manufacturing and Launch - SpaceX's Falcon 9 rocket launch cost has decreased to approximately $50 million per launch, with a record of 29 reuses for a single rocket [1] - In comparison, China's Long March 2D has a unit launch price of 28,200 RMB/kg, while Falcon 9's unit price is only 8,700 RMB/kg, making China's price approximately 224% higher [2][6] - The development of SpaceX's Starship, a heavy reusable rocket, has made progress, with the first generation completing six test flights [6] Group 2: Satellite Platform Payload - SpaceX has deployed over 7,900 Starlink satellites since the first launch in 2019, establishing the largest low Earth orbit internet constellation globally [7] - The current Starlink satellites have been optimized for performance, with plans for a third generation to further enhance capabilities [8] Group 3: Terminal Equipment and Commercial Operations - SpaceX launched the Starlink Mini terminal, weighing only 2 kg, suitable for extreme environments, marking its penetration into traditional industries like agriculture [10] - Starlink's services have expanded beyond home broadband, now serving aviation, military, and agriculture sectors, with significant installations on commercial ships [10] Group 4: Global Expansion - Starlink has accelerated its global expansion, with partnerships for satellite direct mobile services and operations in over 140 countries, reaching over 6 million users [11] - The service is set to cover 600 million people in India, marking a significant market opportunity [11] Group 5: Domestic Satellite Internet Development - The domestic satellite internet industry faces challenges in vertical integration and technological advancements compared to SpaceX [13] - Recommendations include enhancing collaboration across the supply chain and focusing on key technology breakthroughs to improve competitiveness [14]

Group 1 - The A-share aerospace and aviation sector experienced a decline at the beginning of trading, with Morningstar Aviation dropping over 6% [1] - Other stocks in the sector, including Hengyu Xintong, Jialiqi, Shengnan Technology, and Xinyu Guoke, also saw declines [1]

金十数据7月10日讯，据Politico，由于特朗普希望削减NASA的预算，美国国家航空航天局（NASA） 将很快面临重大人才流失，2000多名高级员工准备离开该机构。相关文件显示，失去工作的人中，大约 875名在政府最高层工作，担任管理或专业职位。此外，超过1800人在科学和载人航天等任务领域服 务，这些雇员占同意离开NASA的2694名文职人员中的大多数。 由于预算削减，NASA将失去2000名高级工作人员 ...

Group 1 - The State Council issued a notice to enhance employment support policies, focusing on stabilizing jobs, enterprises, markets, and expectations to promote high-quality economic development [1][4][10] - The notice includes measures such as expanding the scope of special loans for job stabilization and increasing the unemployment insurance refund ratio for small and medium-sized enterprises from a maximum of 60% to 90% [1][10] - A one-time employment expansion subsidy of up to 1,500 yuan will be provided to enterprises hiring unemployed youth aged 16-24, effective until the end of December 2025 [10] Group 2 - The Ministry of Industry and Information Technology opened an online feedback window for key automotive companies to address issues related to payment terms and practices that may harm small and medium-sized enterprises [2] - The State Administration for Market Regulation and the Ministry of Industry and Information Technology launched an action plan focusing on metrology support for the integrated circuit industry, aiming to overcome measurement technology bottlenecks [3][5][6] - Research will be conducted on key common metrology technologies for high-end measuring instruments, including those used in aerospace and commercial aviation [5][6][7] Group 3 - Private equity securities products achieved an overall return of 8.32% in the first half of 2025, with stock strategies leading at an average return of 10% [8] - UBS's annual survey of central banks revealed that nearly 67% of respondents believe gold will be the best-performing asset by 2029, a significant increase from 21% in the previous year [9]

近日，黑龙江省人民政府办公厅印发《黑龙江省支持航空航天产业高质量发展若干政策措施》（以下简 称《措施》），推动黑龙江加快构建特色鲜明、要素集聚、智能高端、开放自主的现代化航空航天产业 集群。 二是突破关键核心技术。坚持加快成果转化导向，支持航空航天企业牵头开展重大关键核心技术攻关， 推动科技成果工程化产业化应用，梳理关键核心技术攻关指南，围绕航空航天关键新材料、核心部件、 通用航空装备、卫星制造及应用等重点领域，支持实施一批省级科技计划项目、攻关一批核心技术、创 制一批关键产品。 三是支持产业创新平台建设。建立以企业为主体、市场为导向、产学研相结合的协同创新体系，鼓励航 空航天企业与高等院校、科研机构共建各类科技创新平台。 四是实施重大技术装备攻关及应用专项。促进航空航天领域重大技术装备创新发展和推广应用，围绕通 用航空装备、航空发动机及燃气轮机、航天飞行器、航天运载器、航空航天核心系统和关键零部件 及"卫星+"创新应用、"人工智能+"创新应用等产业领域，每年实施一批创新水平高、产业带动性强、具 有重大突破性且总投资1亿元以上的重大技术装备攻关及应用项目。 《措施》还提出将推动航天产业研发制造服务一体化发展， ...

当地时间7月9日，美股三大指数收高，标普500指数连续两个交易日下跌后反弹。英伟达盘中突破4万亿 美元大关。 纪要显示，美联储工作人员在上次会议上指出，贸易政策紧张局势缓和，全球经济增长前景改善，投资 者风险情绪高涨。以色列和伊朗之间的军事冲突在能源市场之外只留下了有限的影响。市场暗示的联邦 基金利率在未来一年的走势在会议间歇期有所上升。 美联储工作人员认为，关税上调预计将推高今年的通胀，并在2026年小幅提振通胀。 美联储会议纪要显示内部分裂为三大阵营。美国总统唐纳德·特朗普威胁大幅提高进口铜和药品关税 后，投资者密切关注贸易局势最新动向。 道指涨217.54点，涨幅为0.49%，报44458.30点；纳指涨192.88点，涨幅为0.94%，报20611.34点；标普 500指数涨37.74点，涨幅为0.61%，报6263.26点。 纳指一度上涨至20645.41点，创盘中历史新高。 美联储会议纪要反映出对未来通胀路径存在内部分歧 最新公布的美联储6月会议纪要显示，联邦公开市场委员会（FOMC）成员在上次会议上同意将联邦基 金利率目标区间维持在4.25%至4.5%之间。与会者一致认为，尽管净出口波动影响了数 ...

Group 1 - The Ministry of Commerce of China has announced the inclusion of eight Taiwanese entities in the export control list for dual-use items, signaling a strong political response to Taiwan's pro-independence stance under Lai Ching-te's administration [1][2][3] - The listed entities include key military research and manufacturing organizations in Taiwan, involved in various sectors such as aviation, missiles, and naval vessels, indicating their significant role in Taiwan's defense capabilities [2][3] - The entities are engaged in both military and civilian applications, highlighting their dual-use nature, which raises concerns about their reliance on mainland components for production [3][6] Group 2 - The affected companies include Hanxiang Aerospace, which develops Taiwan's indigenous fighter jets and drones, and the Chungshan Institute of Science and Technology, responsible for various missile systems [2][3] - The response from Taiwanese companies suggests that they believe their military operations will not be significantly impacted, despite acknowledging potential effects on civilian operations due to reliance on mainland supply chains [5][6] - Analysts indicate that the export control measures are a clear warning to Taiwan's authorities, especially in light of recent military exercises and tensions in cross-strait relations [7][8]