Core Insights - The "Wave Peak Plan" aims to promote industrial collaboration and technological innovation in the Yangtze River Delta region [1] - The "Wave Peak Weekly: Yangtze River Delta Industrial Dynamics" focuses on the latest industrial developments in nine trillion GDP cities, highlighting 181 key news articles and leadership activities from August 4 to August 10, 2025 [1] Industry Highlights - Hefei's quantum industry ranks second globally in comprehensive strength [2] - Shanghai targets a production value of over 50 billion in the embodied intelligence industry within three years [2] - Nanjing's software industry grew by 5.9% in the first half of the year, approaching a trillion [2] - Hangzhou unveiled the world's first brain-like computer with 2 billion neurons, named "Wukong" [2] - Suzhou's Kunshan signed a 15.1 billion project in the embodied intelligence sector [2] - Ningbo has 104 champion enterprises leading the advanced manufacturing sector [2] - Wuxi's Binhu District aims to complete the intelligent transformation of industrial enterprises by 2027 [2] - Nantong's satellite smart factory has achieved mass production and launch of 100 satellites annually [2] - Changzhou is accelerating the construction of a low-altitude economy system with "three parks, five centers, and one platform" [2]

上海证券报 •海外因素会否影响下半年我国货币政策调控？ 转自：新华财经 站在当前时点展望，经济增长仍面临挑战压力，向好基础有待进一步巩固。财政政策如何"更加积极"， 将在哪些重点领域发力，备受关注。专家认为，下一阶段，有关部门将进一步抓好既有政策落实，加快 政府债券发行使用，大力优化支出结构，加强民生保障。同时，积极稳妥化解地方政府债务风险，有力 有序有效推进地方融资平台出清。 近期，A股市场持续走强，融资余额和两融余额均持续上升。截至8月5日，A股两融余额报20002.59亿 元，融资余额报19863.11亿元，均创逾十年新高，两融余额时隔十年重返2万亿元以上。8月6日，A股市 场继续反弹，三大指数均上涨，上证指数创今年以来收盘新高。整个A股市场超3300只股票上涨，逾70 只股票涨停。人形机器人、军工等板块表现活跃，整个A股市场成交额为1.76万亿元，成交继续放量。 分析人士认为，近期，A股赚钱效应的持续性较好，市场增量资金来源较为广泛，除融资资金外，公 募、私募机构的参与度也有提升，上证指数在8月突破去年以来新高的可能性比较大。 曾经的百亿级私募大佬，正在上演资本市场的"王者归来"。在经历了前几年的业绩 ...