Group 1 - The U.S. Supreme Court has allowed the Trump administration to proceed with large-scale layoffs at the Department of Education, reversing a previous federal judge's order to reinstate over 1,300 employees [1] - NVIDIA's CEO Jensen Huang announced that the U.S. government has approved the export of the H20 chip to China, and the company will also launch the RTX Pro GPU, designed for computer graphics, digital twins, and artificial intelligence [2] - The National Bureau of Statistics of China indicated that consumer policies will continue to strengthen in the second half of the year, following a positive trend in the first half driven by various consumption-boosting measures [3] Group 2 - BMW has partnered with Chinese tech company Momenta to develop intelligent driving assistance solutions tailored for the Chinese market, which will cover multiple vehicle models and segments [4] - From January to June, China's real estate development investment reached 46,658 billion yuan, a year-on-year decrease of 11.2% [5] - New residential property sales area in China fell by 3.5% year-on-year to 45,851 million square meters, with sales revenue declining by 5.5% to 44,241 billion yuan [5] Group 3 - The Central Cyberspace Affairs Commission of China has launched a two-month special action to improve the online environment for minors, focusing on eliminating harmful content and protecting minors' rights [6] - ByteDance is reportedly developing mixed reality glasses, although the company has not yet responded to inquiries about the project [7] - Tesla's CEO Elon Musk stated he does not support a merger between Tesla and xAI, indicating that the decision will be made through a shareholder vote [8][9] Group 4 - Amazon has launched a preview version of its AI programming tool Kiro, which collaborates with programmers to define requirements and system designs before coding, positioning itself against existing tools like GitHub's Copilot and Google's Gemini CodeAssist [10] - Huajian Medical plans to achieve a dual primary listing through an IPO on NASDAQ, aiming to expand its shareholder base and enhance its international corporate image [11][12] - CITIC Securities forecasts that the Chinese liquor industry will continue to face pressure in Q2 due to stricter regulations on government banquets and a decline in demand post-Duanwu Festival [13]

Group 1: Company Developments - Anta Group has officially onboarded over 1,000 fresh graduates for the 2025 intake, aiming to recruit over 100,000 young talents by 2030 [1] - Moonlight Dark Side has released the Kimi K2 model with a total parameter count of 1 trillion, engaging multiple engineers in a Q&A on Zhihu about its development [2] - BMW has announced a collaboration with Chinese tech company Momenta to develop new intelligent driving assistance solutions for the Chinese market [3] - Tabo has entered into an exclusive operational partnership with Ciele Athletics to manage its brand and market presence in China [4] - ByteDance is reportedly developing a lightweight mixed reality headset, although the company has not officially responded to inquiries [5] - Tesla has set the on-road price for the Model Y in India at 6.1 million rupees (approximately $70,919) [6] - Panasonic has commenced mass production at its Kansas battery plant, targeting an annual capacity of 32 GWh and plans to employ around 4,000 people [7] - Nvidia has received U.S. government approval to begin selling H20 chips in China, with the Chinese Foreign Ministry commenting on the implications of such technology sales [8] Group 2: Investment and Financing - Huayi Quantum has completed a multi-hundred million yuan Series A financing round, with funds aimed at accelerating the development of core quantum computing technologies [11] Group 3: Regulatory and Standards Updates - The Financial Regulatory Bureau has released interim measures for the supervision of local asset management companies to enhance industry regulation and risk management [12] - New national standards for power banks are being developed, focusing on stricter safety and technical requirements [13]

Market Overview - US stock market showed slight gains on Monday, with S&P 500 up 0.14%, Dow Jones up 0.20%, and Nasdaq up 0.27% [1] - Apple shares fell by 1.2%, Nvidia dropped over 0.5%, while Tesla rose by 1.1%. Trade Desk was added to the S&P 500 index, leading to a post-market surge of over 10% [2] - Nasdaq Golden Dragon China Index increased by 0.73%, with notable gains in companies like Kingsoft Cloud (up 9.95%), NIO (up 6.92%), and Canadian Solar (up 5.19%). Troo, involved in personal and corporate loans, surged by 104.55% [2] - Long-term US Treasury bonds fell ahead of the crucial CPI report, with the 10-year Treasury yield rising by 2.4 basis points to a near one-month high [2] Commodity Insights - Gold prices fell nearly 1% from daily highs, while silver experienced a V-shaped reversal, closing down about 1% after reaching a near 14-year high [3] - Oil prices fluctuated due to Trump's sanctions on Russia not including energy export restrictions, resulting in a 3% drop in US crude oil prices [4] Domestic Economic Indicators - In June, China's social financing increased by 4.2 trillion yuan, with new RMB loans amounting to 2.24 trillion yuan, and the M2-M1 scissors gap narrowed [8] - China's exports in June grew by 5.8% year-on-year in USD terms, while imports increased by 1.1%. Notably, toy exports exceeded 10 billion USD, and rare earth exports reached the highest level since 2009 [8] - The People's Bank of China and the State Administration of Foreign Exchange are optimizing the pilot policies for multinational companies' integrated currency pool business [8][9] Corporate Announcements - Meta plans to invest several hundred billion dollars to build the world's largest data center and is considering a shift from open-source to closed-source [6] - Companies like CITIC Securities and Guotai Junan are projecting significant profit increases for the first half of the year, with CITIC expecting a net profit of 4.43 billion to 4.573 billion yuan, up 55% to 60% year-on-year [19] - NewEase's projected net profit for the first half of 2025 is between 3.7 billion and 4.2 billion yuan, reflecting a year-on-year growth of 327.68% to 385.47% due to AI-related computing power investments [15][20] Sector Highlights - The natural gas futures market saw a 3.73% increase, driven by high temperatures in Asia leading to increased demand for liquefied natural gas [16] - Kingsoft Cloud's stock surged over 12% after the company announced full integration with the Kimi-K2 series models, highlighting the growing cloud infrastructure market [17] - Tesla's CEO Elon Musk hinted at a major product demonstration by the end of the year, focusing on the next-generation Optimus humanoid robot and the new Roadster [18]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 尽管特朗普再提加税，周一美股仍微涨。投资者静候周二美国CPI与银行业绩。 中国6月社融增量4.2万亿元，新增人民币贷款2.24万亿元，M2-M1剪刀差缩小。 中国6月按美元计出口同比增长5.8%，进口增长1.1%，Labubu带动玩具出口破百亿；稀土出口创2009年来最高，铁矿石进口创年内新高，钢铁 二季度出口创纪录。 中国央行最新发声信息量巨大：关于货币政策、地方专项债、人民币汇率、提振消费。 欧盟准备对720亿欧元美国商品征收反制关税。特朗普以"严厉"关税威胁俄罗斯50天内达成俄乌协议，威胁将对俄罗斯征收100%关税。巴西将向 美国寻求将关税降低至30%，并推迟90天。特朗普政府对墨西哥西红柿实施17%反倾销关税。 特朗普：我上电视，震撼市场；财长贝森特已让市场平静下来，这是好事。 英伟达市值一度跌破4万亿美元。Trade Desk将被纳入标普500指数，盘后短线拉升涨超10%。 重磅美国CPI报告前夕，长期美债再跌，10年期美债收益率上涨2.4基点，至近一个月来高点。 比特币收涨约1%，盘中冲高涨逾3%、触及12.3万美元 ...

Group 1 - ByteDance is developing mixed reality glasses to compete with Meta Platforms [1] - The move indicates ByteDance's ambition to expand its hardware offerings and enter the mixed reality market [1] - This development could intensify competition in the augmented reality and virtual reality sectors [1]

Group 1 - The event "Digital Hangzhou Day and the Fourth Global Digital Trade Expo UAE Promotion" was held in Dubai, highlighting the potential for cooperation between China and the UAE in the digital economy [1][5] - The UAE government has expressed its intention to actively participate in the upcoming Fourth Global Digital Trade Expo, with an invitation for UAE enterprises to join the event in Hangzhou [1][5] - The event showcased advanced technologies from 11 domestic companies, including humanoid robots and AI glasses, emphasizing Hangzhou's status as "China's Digital Economy Capital" [2][5] Group 2 - The President of the Arab Digital Economy Alliance expressed optimism about the collaboration between Arab countries and China in the digital economy, suggesting that Hangzhou can play a significant role in enhancing economic cooperation [2] - The Deputy Mayor of Qiantang District, Hangzhou, introduced the city's achievements in e-commerce, artificial intelligence, and digital technology, promoting the investment environment in Qiantang [2] - The event was supported by various organizations, including the Zhejiang Provincial Business Representative Office in the UAE and the Hangzhou Exhibition Group, with participation from 30 digital economy enterprises from Hangzhou and other cities [5][6]