深圳邮轮产业联盟由29家初始成员企业发起，赤道基金和招商蛇口（001979）邮轮母港联合担任联席理 事长单位，英威腾（002334）、华南建材、灏鹏科技、新加坡国际邮轮等9家企业担任副理事长单位， 华光船务、锐深科技（000021）、意大利船级社、卧龙电气、挪威乌斯坦（中国）等18家企业为成员单 位。首批联盟成员业务领域覆盖邮轮设计建造、维修、运营、科技、金融等领域，构建了较为完整的邮 轮生态链。 深圳邮轮产业联盟的成立，标志着深圳邮轮产业进入协同发展新阶段。依托深圳邮轮产业联盟，能更高 效地推动邮轮产业与金融、科技、文旅等产业深度融合，加强区域协同合作，促进国际航线在深布局， 助力研发邮轮产业新技术、新产品及创新解决方案，推动邮轮产业智能化、绿色化发展，提升深圳企业 在邮轮产业中的竞争力。 将促进国际航线在深布局 【深圳商报讯】（记者 苑伟斌）8月24日，深圳邮轮产业联盟成立大会在深圳国际邮轮母港举行。 此次大会的主题为"邮梦深圳，链通全球"，旨在充分发挥深圳作为粤港澳大湾区核心引擎的区位优势与 创新活力，进一步汇聚邮轮产业链优质资源，凝聚发展合力，加快推动深圳邮轮产业和邮轮旅游高质量 发展。 ...

智通财经APP获悉，周五，航空、邮轮股走高，截至发稿，嘉年华邮轮(CCL.US)涨超5.6%，挪威邮轮 (NCLH.US)涨超6.4%，皇家加勒比邮轮(RCL.US)涨超4.7%，美国航空(AAL.US)涨超6%，联合大陆航空 (UAL.US)涨超5.8%，捷蓝航空(JBLU.US)涨近7%。 ...

Group 1 - The stock indices in Shanghai and Shenzhen have been rising since August, with trading volumes frequently surpassing 1 trillion yuan, indicating a robust market driven by multiple interwoven factors rather than just short-term sentiment [1] - The macroeconomic policies have been strengthened this year, fostering a positive interaction between an effective market and a proactive government, leading to significant growth in high-tech manufacturing investments and exports in sectors like new energy vehicles and lithium batteries [1] - The capital market is not merely a passive reflection of the economy but actively influences it through institutional innovations, such as allowing unprofitable hard-tech companies to list on the Sci-Tech Innovation Board [1] Group 2 - Amid rising unilateralism and protectionism globally, investors are increasingly valuing certainty and growth potential, with China’s complete industrial system and large market providing a rare combination of low volatility and medium-high returns for international investors [2] - The trend of international capital flowing into Chinese A-shares, including sovereign wealth funds and pension funds, reflects a "flight to quality" as investors seek safer and more stable assets during times of uncertainty [2] Group 3 - The concept of "common prosperity" is being realized through financial supply-side structural reforms, with a growing demand for quality equity assets among both high-net-worth individuals and small to medium investors, facilitated by reforms in the Sci-Tech Innovation Board and the establishment of new investment products [3] - The capital market is increasingly becoming a platform for the public to share in economic growth, breaking the old pattern of capital monopoly and allowing ordinary workers to participate in value distribution through equity and funds [3] Group 4 - China's capital market is undergoing steady institutional opening, with initiatives like the Shanghai-Hong Kong Stock Connect and the Bond Connect, enhancing its global financial integration and stability [4] - The focus on "safe and controllable" and "orderly opening" in China's modernization contrasts with Western views, emphasizing the need for macro-prudential policies to mitigate cyclical fluctuations while pushing for domestic reforms aligned with international standards [4]

Core Viewpoint - US stock markets experienced collective gains, with the Dow Jones up 0.47%, the Nasdaq up 0.98%, and the S&P 500 up 0.78%, indicating a positive market sentiment for the week [1] Group 1: Market Performance - The Dow Jones increased by 1.35% over the week, while the Nasdaq saw a significant rise of 3.87%, and the S&P 500 rose by 2.43% [1] - Notable tech stocks performed well, with Apple rising over 4% and achieving a weekly gain of 13%, marking its best weekly performance since July 2020 [1] - Other tech stocks like Google and Tesla increased by over 2%, while Nvidia saw a rise of over 1% [1] Group 2: Sector Performance - The automotive and consumer electronics sectors led the gains, with GoPro rising over 7%, Sony up over 4%, and both Toyota and Honda increasing by over 3% [1] - Conversely, the sports betting and cruise sectors faced declines, with Flutter Entertainment dropping over 8%, and Carnival and Royal Caribbean cruise lines falling by over 2% [1] Group 3: Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.26% but still recorded a weekly gain of 2.39% [1] - Among popular Chinese stocks, NIO rose over 3% and XPeng Motors nearly 3%, while Bilibili, iQIYI, and Miniso saw declines of over 1% [1]

就7月而言，当月上海空港口岸出入境航班2.3万架次，出入境旅客367.3万人次，同比分别增长10.5%、 11.8%；邮轮口岸出入境邮轮47艘次，出入境旅客18.4万人次，同比分别增长2.1%、44.4%。 （文章来源：新华财经） 新华财经上海8月5日电 2025年暑运启幕已逾一月，上海口岸出入境客流持续攀升。上海海关数据显 示，今年前7个月，上海口岸出入境旅客总量达2478.8万人次，同比增长超过20%。 其中，上海空港口岸出入境航班14.8万架次，出入境旅客2359.7万人次，同比分别增长13.4%、20.1%； 邮轮口岸出入境邮轮381艘次，出入境旅客119.1万人次，同比分别增长62.8%、56%，上海国际航运中 心服务能级进一步提升。 ...

Core Insights - The China Industrial Development Report (2024) was released, highlighting ten significant industrial events in China for the year [1] Group 1: Technological Advancements - The launch of DeepSeek-V3, a new model with 671 billion parameters, surpasses LlaMa3.1 in performance and competes well with GPT-4o and Claude3.5 in key metrics [2] - The first standard version of 5G-A, 3GPP Rel-18, was frozen, marking the beginning of commercial use and accelerating the integration of AI technology with 5G-A [4] Group 2: Industrial Milestones - The first commercial voyage of the domestic large cruise ship "Aida·Magic City" signifies a leap in China's high-end equipment manufacturing capabilities [3] - The "Guohe No. 1" nuclear power demonstration project has successfully connected to the grid, achieving over 90% localization of key equipment [5] - The 1,000,000th new energy vehicle, produced by Dongfeng Lantu, marks a significant milestone in China's automotive industry [7] Group 3: Energy and Environmental Developments - The successful ignition of the 300 MW F-class heavy gas turbine in Shanghai is crucial for ensuring energy security and promoting green development in China [10] - The first domestically produced carbon-14 isotope was manufactured using a commercial nuclear reactor, breaking the reliance on imports and meeting medical and research needs [11] Group 4: Future Industry Policies - The Ministry of Industry and Information Technology and six other departments issued implementation opinions to support research in humanoid robots, brain-computer interfaces, and 6G technologies [6] Group 5: Innovations in Renewable Energy - The global first 25 MW wind turbine main shaft bearing and gearbox bearing were produced, showcasing China's capability in developing key components for large wind turbines [8] - The delivery of a 14,000 cubic meter LNG bunkering vessel fills a gap in low-temperature core equipment and provides a "Chinese solution" for LNG storage and transportation [9]

Core Viewpoint - Royal Caribbean Cruises (RCL.US) reported strong earnings for Q2 despite slightly lower revenue than market expectations, leading to an upward revision of its full-year profit forecast [1][2] Financial Performance - Adjusted earnings per share for Q2 reached $4.38, exceeding analyst expectations of $4.08 - Revenue increased to $4.54 billion year-over-year, although it was slightly below the market expectation of $4.55 billion - Passenger volume for the quarter was 2.3 million, a 10% year-over-year increase, with a load factor of 110% indicating improved operational efficiency [1] Profit Guidance - The company raised its full-year adjusted earnings per share forecast for 2025 to a range of $15.41 to $15.55, compared to the previous analyst average expectation of $15.45 - The increase in guidance is attributed to better-than-expected Q2 performance, effective cost control, and confidence in profitability for the second half of the year [1] Cost and Market Challenges - The company anticipates a 230 basis point increase in operating costs for Q3, influenced by geopolitical tensions and adjustments in the delivery schedule of the luxury cruise ship "Star of the Seas" - Despite these challenges, the booking trends remain positive, with increased demand for close-to-home itineraries and effective promotional strategies [2] Stock Market Reaction - Following the earnings report, Royal Caribbean's stock fell over 6% in pre-market trading, despite the strong quarterly earnings and upward guidance - The decline may be attributed to profit-taking by investors, as the stock has risen 53% year-to-date, significantly outperforming competitors like Carnival Cruises (CCL.US) and Norwegian Cruise Line (NCLH.US) [2]

Group 1 - The current market's enthusiasm for high beta stocks has reached a quantifiable historical peak, indicating potential short-term market risks [1][2] - High beta stocks, which typically have a beta coefficient greater than 1.0, offer higher potential returns but also come with greater risks [1] - The level of crowding in high beta stocks has reached the 100th percentile, a level only seen during extreme market conditions such as the dot-com bubble and post-financial crisis [1] Group 2 - The recent high beta market trend is driven by multiple factors, including pricing of a "Goldilocks" scenario, tariff policy effects, and institutional investors' pursuit of high-leverage speculative targets [1] - High beta funds have seen a continuous reduction in short positions, while previously crowded defensive sectors have shifted aggressively [1] - The crowding in high beta stocks surged from the 25th percentile to the 100th percentile within three months, marking the fastest increase in thirty years, driven by sentiment reversal and technical factors rather than macroeconomic improvements [1] Group 3 - Despite optimistic market expectations, the current high beta rally lacks support from the business cycle recovery and significant monetary or fiscal policy easing, differing fundamentally from post-global financial crisis or pandemic market environments [2] - The highest beta stocks in the S&P 500 include technology growth stocks like Super Micro Computer (SMCI.US), Coinbase (COIN.US), and Palantir (PLTR.US), as well as semiconductor leaders like Nvidia (NVDA.US) and Micron Technology (MU.US) [2] - Without substantial fundamental and policy support, the current high beta rally may not be sustainable, and accumulated complacency in the market could pose risks for short-term corrections [2]

Core Viewpoint - Delta Air Lines reported better-than-expected Q2 earnings, boosting investor confidence in the airline industry [1] Company Summary - Delta Air Lines' stock price increased over 13%, reaching $57.58 [1] - The company projected an adjusted earnings per share (EPS) for the year between $5.25 and $6.25, with the midpoint exceeding analysts' average expectation of $5.35 [1] - For Q2, Delta reported an adjusted EPS of $2.10, surpassing the analysts' average estimate of $2.07 [1] - Quarterly revenue remained flat compared to the same period last year [1] Industry Summary - Following Delta's positive earnings report, other airline and cruise stocks also saw significant gains, with American Airlines up over 12%, United Airlines up over 11%, JetBlue up over 10%, and Southwest Airlines up nearly 6% [1] - In the cruise sector, Carnival Corporation rose over 1%, Norwegian Cruise Line increased by over 3.5%, and Royal Caribbean gained 0.68% [1]

Group 1 - The article emphasizes the importance of selecting majors based on industry demand and future career prospects rather than solely on academic scores [1][2] - It highlights the trend of professional differentiation in higher education, where traditional popular majors face saturation while emerging fields aligned with new industries gain prominence [1][3] Group 2 - The article discusses the significance of identifying industries in an upward trajectory and choosing corresponding majors to establish a solid foundation for future career development [3][5] - It uses the example of China's "dual carbon" policy, which aims for carbon peak by 2030 and carbon neutrality by 2060, to illustrate how industries related to carbon management are experiencing unprecedented growth opportunities [5][6] Group 3 - The demand for talent in the renewable energy sector is highlighted, with a reported 52% growth rate in carbon emission management positions from 2022 to 2023, indicating a strong need for skilled professionals in this area [6][8] - The article notes that the current talent structure in the carbon management field is imbalanced, with a significant demand for mid-level professionals (3-6 years of experience) and a lack of practical experience among job seekers [6][8] Group 4 - The article mentions the introduction of 29 new undergraduate majors in response to national strategies, technological advancements, and market needs, including fields like carbon neutrality science and international cruise management [9][11] - It points out the rapid growth of the cruise industry in China, with projections indicating a need for 100,000 to 300,000 professionals in cruise operations by 2030 due to increasing passenger volumes [11][14] Group 5 - The article discusses the dual nature of the job market in artificial intelligence, where there is a high demand for AI-related positions but also a significant gap in qualified candidates, particularly in specialized areas like AI ethics [17][20] - It highlights the emergence of new roles such as AI trainers and consultants, as well as the growing importance of ethical considerations in AI development, which are becoming critical in both domestic and international contexts [20][22]