亿万富翁Ackman旗下潘兴广场二季度持有超过580万股亚马逊股票，价值约12.8亿美元。这是该基金首次建仓 亚马逊，成为其第四大重仓股。Ackman的入场时机恰逢亚马逊股价在低位，还大幅增持了谷歌母公司 Alphabet股票，增幅达20.84%，凸显出其对AI技术商业化前景的乐观预期。 亚马逊股价今年以来已反弹5.3%，此前曾因市场对生成式AI热潮和美国关税政策的担忧而大跌超过30%。 Ackman的入场时机恰逢股价低位 ，体现了其逆向投资的一贯风格。 亿万富翁、对冲基金大佬Bill Ackman二季度大科技股，新建价值近13亿美元的亚马逊头寸，大幅增持谷歌母公 司Alphabet，凸显其对AI领域投资机会的看好。 8月14日，据提交给美国SEC的监管文件13F显示，Bill Ackman旗下潘兴广场资本管理公司（Pershing Square） 在二季度末持有超过580万股亚马逊股票，价值约12.8亿美元，占其投资组合的9.31% 。这是潘兴广 场首次建仓亚马逊，成为其第四大重仓股。 据监管文件显示， 截至6月底，Pershing Square持有582.3316万股亚马逊股票，总价值约12.8亿美元，占 ...

Domestic News - China has officially released the international standard ISO 34505:2025 for autonomous vehicle testing scenarios, which outlines evaluation processes and testing methods for autonomous driving systems [5] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on scientific planning and construction based on local economic conditions and electric vehicle promotion [6][7] - The "Automotive Intelligent Driving Technology and Industry Development White Paper" has been jointly published, detailing the future development landscape of the intelligent driving industry, including technology evolution and safety systems [9] - The first automotive industry base in Tibet has commenced construction, covering an area of 42 acres with a modern assembly and production facility [10] - NIO's Firefly brand has partnered with HERE Technologies to enhance its electric vehicles' performance through improved mapping and location services [11] - Hong Kong University of Science and Technology and BYD have established a joint laboratory focusing on robotics and intelligent manufacturing [12] - Four-dimensional Map and BAIC New Energy have signed a contract to develop parking software for BAIC's vehicle models [13] - Shenzhou Car Rental has launched the world's first public autonomous car rental service based on Baidu's Apollo L4 autonomous driving platform [14] Foreign News - In June, India's passenger car retail sales reached 297,722 units, marking a year-on-year increase of 2.45%, while commercial vehicle sales grew by 6.6% [15] - Tesla has completed the construction of Project Oasis, a solar-powered supercharging station in California, which will be the largest of its kind globally upon full operation [17] - In June, Brazil's automotive market saw a slight decline in both production and sales, with vehicle sales dropping by 0.6% year-on-year [18] - Waymo, a subsidiary of Alphabet, is set to conduct autonomous driving tests in Philadelphia, deploying a small number of vehicles with safety personnel onboard [19] Commercial Vehicles - FAW Jiefang is accelerating its internationalization strategy by establishing wholly-owned subsidiaries in eight countries, with a total investment of 498 million RMB [20] - Four departments in China have issued a notice to enhance support for truck drivers injured during transport, including medical assistance and occupational injury insurance [21] - Suzhou King Long has unveiled its first European parts center in Luxembourg, marking a significant step in its international operations [22] - XCMG has become the first company in the engineering machinery industry to receive dual certification for compliance management systems, achieving both domestic and international standards [23]

Group 1: Travel and Transportation Data - The total cross-regional passenger flow during the Dragon Boat Festival holiday from May 31 to June 2 reached 653 million person-times, with an average of 217 million person-times per day, representing a year-on-year increase of 2.5% [2] - Railway passenger volume was 48.03 million person-times, averaging 16.01 million per day; waterway passenger volume was 2.73 million person-times, averaging 910,000 per day; civil aviation passenger volume was 5.63 million person-times, averaging 1.88 million per day; and road passenger flow was 597 million person-times, averaging 199 million per day [2] Group 2: Tourism Trends - The combination of the Dragon Boat Festival and International Children's Day led to a surge in family-oriented travel, with increased demand for parent-child themed accommodations and attractions [3] - The "double holiday" effect has driven significant interest in family group tours and attractions such as theme parks and water parks [3] - The demand for cultural experience tours and cross-city self-driving trips has surged, with a notable increase in pre-booking behavior among users [5] Group 3: Transportation Services and Innovations - Beijing Daxing International Airport extended the last train service on the Daxing Airport Line to midnight, accommodating 1,058 passengers during the extended hours [4] - The airport has implemented various passenger service enhancements, including creative activities and cultural events to enrich the travel experience [4] - China Southern Airlines operated over 6,700 flights during the holiday, with a focus on key routes and the introduction of domestic aircraft to enhance passenger experience [5] Group 4: Popular Destinations and Activities - Short-distance travel demand was strong, with popular routes including Chongqing-Chengdu and Beijing-Tianjin [6] - The integration of traditional Dragon Boat Festival elements into entertainment activities, such as drone shows and cultural experiences, has contributed to a rise in "intangible cultural heritage tourism" [6] - Search interest related to "Dragon Boat" and "intangible cultural heritage" increased nearly 100% compared to the previous year [6]

Group 1: Travel and Tourism Trends - The "May Day" holiday saw a total of 1.467 billion cross-regional trips, averaging 293 million trips per day, a year-on-year increase of 8.0% [1] - Railway passenger volume increased by 10.8%, road travel by 7.6%, waterway passenger volume by 24.9%, and civil aviation passenger volume by 11.8% during the holiday [1] - The rise in self-driving trips indicates a structural change in public travel habits, with non-commercial vehicle travel averaging 220 million trips per day, a 20.88% increase compared to 2019 [2][3] Group 2: Transportation Infrastructure and Services - Various regions implemented measures to enhance charging capabilities for electric vehicles during the holiday, with Shandong promoting a three-level emergency guarantee mechanism for charging stations [3] - Beijing's highway service areas achieved full coverage of charging facilities, with 481 charging piles and 637 charging spaces [3] - Car rental platforms like Shenzhou Car Rental reported a significant increase in long-term rentals, with bookings for rentals over five days up by 164% [3] Group 3: Aviation Industry Performance - The civil aviation sector transported 11.15 million passengers during the holiday, a 55.4% increase compared to 2019, with a total of 91,000 flights operated [6][7] - Major airlines like China Southern Airlines and China Eastern Airlines expanded their international flight offerings, particularly to Southeast Asia and Europe, to meet rising travel demand [7][8] Group 4: Consumer Behavior and Economic Impact - The Shanghai International Auto Show attracted nearly 1,000 exhibitors and over 1 million visitors, highlighting the integration of technology and consumer interest in the automotive sector [9][10] - Over 80 cities hosted various auto shows during the holiday, stimulating consumer spending through promotional activities and new energy vehicle showcases [11] - The recent upgrades to the tax refund policy for outbound tourists are expected to boost inbound tourism and consumer spending in China [12]