（原标题：今日看点｜2025全球数字经济大会将举行） 经济观察网讯 7月2日重点关注的财经要闻与资本市场大事： 1、2025全球数字经济大会将举行 7月2日至5日，以"建设数字友好城市"为主题的2025全球数字经济大会将在国家会议中心举行。大会期 间将举办"成果发布会"，集中展示大会五年来的成果与亮点，同时发布《北京数字经济发展蓝皮书》。 2、2025年中国二手车大会将举行 7月2日至4日，2025年中国二手车大会将在重庆举办。大会将邀请二手车行业优秀企业代表、数字化平 台、行业专家，重点围绕二手车行业发展痛点难点、可信溯源体系、数据互联互通、出海策略及长效发 展机制展开深度探讨，面对市场新机遇，制定应对挑战的解决方案。 3、8.3亿元市值限售股今日解禁 （数据来源Wind，内容不构成任何投资建议） 经济观察网 编辑 王俊勇 整理 从解禁量来看，1家公司解禁股数超千万股。联合精密、ST通葡、光迅科技解禁量居前，解禁股数分别 为1654.0万股、756.0万股、645.32万股。从解禁市值来看，1家公司解禁股数超亿元。联合精密、光迅 科技、ST通葡解禁市值居前，解禁市值分别为4.14亿元、3.13亿元、2570 ...

Core Insights - Xiamen achieved a GDP growth of 5.9% in Q1, indicating a strong economic start for the year [1] - From January to May, Xiamen's industrial added value increased by 10%, outperforming the national average by 3.7 percentage points [1] - The city has implemented a series of targeted policies to address key issues faced by businesses and citizens, focusing on restoring and expanding effective demand [1][2] Economic Performance - The total retail sales of consumer goods increased by 5.2% year-on-year [1] - Export value rose by 6.2% compared to the previous year, exceeding the provincial average [1] - Industrial investment and construction investment grew by 19.3% and 19.5%, respectively, with key projects progressing ahead of schedule [1] Policy Initiatives - Xiamen is implementing a consumption boost initiative and a "dual attack" strategy on industrial and investment projects [2] - The city has introduced precise foreign trade support policies focusing on export credit insurance and cross-border e-commerce [2] - A new version of the business environment policy has shifted its core concept from "convenient services" to "development services" [2] Support for Enterprises - Xiamen is enhancing support for enterprises to improve competitiveness through diversified market development and brand growth [2] - Specific measures include increasing credit insurance support and promoting green development for businesses [2] - The city plans to establish a performance evaluation mechanism for policies to ensure effective implementation and feedback from businesses and citizens [2]

Strategic Insights - The key to a successful AI strategy is not technological superiority but deep integration with business processes [2] - Not all problems are suitable for AI solutions; traditional methods can often provide more efficient and cost-effective results [3] - Pursuing long-term value in AI strategies often leads to greater success, as seen in the example of Amazon's investment in recommendation systems [4] - The ultimate measure of AI project success is the enhancement of business value, not the advancement of technology [5] Technical Considerations - The biggest barrier to AI implementation is not talent or funding, but "data silos" that hinder effective training and deployment of AI models [6] - Purchasing existing AI solutions is often more suitable for most companies than developing everything in-house [7] - Simpler, interpretable models are often more practical than complex models with large parameters [8] - The safety, ethics, and accountability of AI models are critical concerns that must be prioritized [9] Talent and Organization - Companies need talent that understands both business and AI, acting as a bridge between the two [10] - AI empowerment requires a culture where all employees understand AI's capabilities and limitations, rather than relying solely on a few experts [11] - Failures in AI projects are often due to organizational, cultural, and communication issues rather than technical shortcomings [12] - Cross-disciplinary talent is essential in the AI era to address the complexities of business [13] Implementation and Operations - AI deployment is not a one-time investment but requires ongoing optimization and monitoring [14] - Focusing on clearly defined small problems is often more successful than attempting to disrupt entire industries [15] - The user experience of AI tools is more important than the intelligence of the models themselves [17]

上半年资本市场一句话总结，下一个中国还是中国。经历去年港股A股的价值修复，国际资本寻找下一个值得投资的最佳目的地时，发现有潜力的还是中 国。上周，标普500，纳斯达克，英伟达再创新高，牛逼。但按年看，恒生指数，恒生科技才是更靓的仔。 下半年资本市场一句话展望，下一个美元还是美元...吗？特朗普的答案：有稳定币，就还是。根据《天才法案》，美国财政部发行的国债，产业资本和私人 资本也可以买来作为抵押品，发行同等规模的稳定币，这就等于与美联储共享印钞权了。我只能说，生猛。上一次染指铸币权的美国总统肯尼迪，发行白银 券，被刺sha了。再上一次，林肯，用"绿背美元"（Greenback）绕过金融机构，被刺sha了。罗斯柴尔德说过："只要我能控制一个国家的货币发行，我不在 乎谁制定法律。"这一次，反正天塌下来有个高的顶着。美国上到传统金融业的摩根大通、美银花旗，中到科技零售业的亚马逊、沃尔玛，下到旅游航空业 的Expedia和航空公司们，都在琢磨发行稳定币。Coinbase，则干脆成了美国陆军250周年阅兵的主要赞助商。这不是概念炒作，背后有真利益。沃尔玛2024 年收入达6480亿美元，利润为155亿美元，期间大概需要 ...

[Table_ReportDate] 2025 年 06 月 30 日 [Table_ReportName] 证券研究报告 —策略深度报告 分析师：杨欣（分析师） 联系方式：0871-63577941 邮箱地址：yangxin@hongtastock.com 资格证书：S1200522090001 [重点是企业盈利 Table_Title] ：6 月经济综述 报告摘要 [Table_Summary] 经济数据表现与企业利润现状：尽管全球贸易摩擦成本上升，但 5 月中国经济数据展现出较强韧性，社会零售总额同比增长 6.3%，工业 增加值同比增速 5.8%，二季度 GDP 增速有望维持在 5.2%左右，全年 完成 5%的增长目标难度不大。然而，1-5 月工业企业利润同比-1.1%， 较上月下滑 2.5 个百分点，从基本面量的企稳转化为企业利润回升面临 多重挑战。 企业利润下滑的原因分析：企业利润走弱的关键原因在于价格低 迷，1-5 月 PPI 累计同比-2.6%，5 月单月同比-3.3%，导致工业企业利 润率同比下跌 4.24%。供给端方面，过去几年制造业投资持续高于固定 资产投资整体，带来的产能扩张多与高技术部 ...

瑞典5月零售业销售额环比下降4.8%。 ...

智通财经6月30日电，瑞典5月零售业销售额环比下降4.8%。 ...

Core Insights - The report indicates that China's cultural and related industries are projected to achieve a revenue scale exceeding 19 trillion yuan in 2024, marking a new historical high [1] Group 1: Revenue Growth - In 2024, the national cultural industry achieved a revenue of 191,423 billion yuan, representing a 7.1% increase from the previous year [2] - The cultural service sector led the growth with a revenue of 109,134 billion yuan, up 7.4%, accounting for 57.0% of total cultural industry revenue, an increase of 0.1 percentage points from last year [2] - All nine major sectors of the cultural industry reported revenue growth, with notable increases in cultural equipment production, news information services, content creation, and creative design services, growing by 11.2%, 8.6%, 8.4%, and 7.2% respectively [2] Group 2: Regional Development - The cultural industry in eastern and central regions showed faster growth, with revenues of 141,750 billion yuan and 28,726 billion yuan, growing by 7.8% and 7.3% respectively, surpassing the national average [2] - In contrast, the western and northeastern regions reported lower growth rates, with revenues of 18,462 billion yuan and 2,485 billion yuan, growing by 2.6% and 1.8% respectively [2] Group 3: Profit and Investment - By the end of 2024, the total assets of China's cultural industry reached 343,987 billion yuan, a 5% year-on-year increase, with total profits amounting to 17,737 billion yuan, up 7.9% [3] - The profit from large-scale cultural enterprises reached 13,192 billion yuan, reflecting a growth of 10.2% [3] - Fixed asset investment in the cultural industry grew by 2.9% in 2024, with significant double-digit growth in sectors such as cultural consumption terminals, news information services, cultural communication channels, and creative design services, with increases of 16.3%, 11.8%, 10.2%, and 10.0% respectively [4] Group 4: New Cultural Formats - The integration of culture and technology has significantly promoted the rapid development of new cultural formats, with 16 sub-sectors achieving a revenue of 66,600 billion yuan, a 12.4% increase, contributing 57.9% to the overall revenue growth of the cultural industry [3]

关注、加星，第一时间接收推送！ 文 | 赵伟、陈达飞、王茂宇 联系人| 王茂宇 摘要 关税的通胀效应尚未充分显现，但就业转弱的风险正在上行。据此，部分美联储官员呼吁尽快降息。下 半年，失业率上行风险有多大、会否再次触发"萨姆规则"的衰退信号？ 一、美国劳动力市场状况：劳动力供求双双走弱，失业率易上难下 美国经济"内循环"的根基是劳动力市场。 美国是典型的消费型经济体。2000年以来，美国居民PCE消费 平均拉动GDP增速1.7个百分点，贡献率76%。居民消费主要由收入及财富驱动，而收入主要由劳动报酬 贡献（占比超6成）。故可以说，劳动力市场是美国经济的"压舱石"。 2025年初以来，美国经济持续走弱，下半年需关注关税对劳动力市场的负面冲击。 目前，美国职位空缺/ 失业人数已回落至2019年底以下；结构数据显示，劳动力需求持续走弱；根据高频数据和就业状况指数 （LMCI）等综合指标来看，下半年美国失业率易上难下。 特朗普政府的移民政策或造成"供给冲击"，导致新增就业人数进一步下行。 拜登任期内，移民流入是美 国就业缺口收敛和经济软着陆的重要解释。特朗普上任后，立即收紧移民政策，虽可在一定程度上缓和 劳动力市场" ...

以下文章来源于公募排排网 ，作者康波 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 导语 最近，美股市场发生多件大事。 6月25日， 英伟达 股价涨超4%，突破了今年1月初创下的历史高点，总市值已经接近3.8万 亿美元，超越微软重夺全球市值第一。 6月26日美股三大指数集体收涨， 纳指、标普 500指数逼近历史新高 。 | 涨跌幅(%) | 序号 证券代码 | 证券名称 | | 总市值(亿元) | 所属GICS行业 (2级) | | --- | --- | --- | --- | --- | --- | | NVDA.O | ר | 英伟达 | 64.38 | 37824.88 | 半导体产品与设备 | | 18256.28 | 2 META.O | Meta-A | 43.97 | | 软件与服务 | | 微软 | 3 MSFT.O | | 38.50 | 36973.19 | 软件与服务 | | 10493.23 | ব TSLA.O | 特斯拉 | 36.06 | | 汽车与汽车零部件 | | 亚马逊 | 5 ...