责任编辑：凌辰 据环球时报，彭博社26日报道称，一份提交给美国国会的预算文件显示，五角大楼计划额外支出126亿 美元，以加强对中方军事演习行动以及潜艇和卫星动向的监测。彭博社在报道中猜测，美方此举是试 图"应对中国在亚洲地区前所未有的军事集结"。对此，相关专家在接受记者采访时表示， 这是美方一 贯使用的"贼喊捉贼"方式，以所谓的"中国威胁"为借口，来加大它的军事力量发展。 在彭博社获取的长达85页的预算文件中，五角大楼详细列明了针对中国的支出计划，包含各种情报和监 测系统的改进措施，其中有10亿美元用于改进美军机密的"进攻性网络行动"，还有10亿美元用于美国太 空部队所运营的波音公司机密项目——X-37B轨道试验飞行器。 文件还指明，有5.28亿美元将用于支持一个名为"沉默巴克"的预警间谍卫星星座的扩建。彭博社称，该 卫星系统旨在追踪"可以使美国卫星系统瘫痪或受损的中国或俄罗斯航天器"。 此外，文件还列明有1.43亿美元将用于改进美军的反潜声呐技术。该系统据称作为所谓的综合水下监视 系统的一部分，包括位于海底的传感器，可对敌方潜艇进行持续监视。 "从这份文件披露的情况来看，美军下一步计划用这些额外的预算重点支 ...

Group 1: Macro Overview - The report highlights the potential for increased tariffs by the US, with effective tariff rates possibly returning to around 20%, raising global trade friction risks [2][8] - The anticipated GDP growth for China in Q2 is projected at 5.4%, with a focus on the upcoming economic data releases [2][8] - The report notes that the real estate and anti-involution topics are expected to be discussed in the upcoming high-level meetings in July, aligning with high-quality development frameworks [2][8] Group 2: Anta Sports (2020.HK) - Anta Sports is positioned as a leading multi-brand sports company with a global layout, focusing on professional sports and lifestyle markets, expecting a revenue of 70.826 billion RMB in 2024, a 13.58% increase year-on-year [23][24] - The company’s main brand is diversifying, optimizing channel quality through a "thousand stores, thousand faces" strategy, enhancing its market coverage with various store types [24][25] - The outdoor segment is expected to contribute significantly, with FILA projected to achieve revenue of 26.626 billion RMB in 2024, a 6.1% increase, while the professional sports segment is anticipated to grow by 53.7% to 10.68 billion RMB [25][26]