来源：长沙晚报 当地时间周四，美国公布的多项经济及就业数据好于预期，令市场对美联储进一步降息的预期有所降 温。此外，投资者依然对人工智能行业高估值以及行业内部循环关系的潜在风险感到担忧，部分机构下 调美国甲骨文公司股票评级至"卖出"，并预测其股价将下跌约40%。甲骨文股价周四进一步回调，下跌 超5%。市场乐观情绪受到打压，拖累美股三大指数连续第三个交易日下跌。截至收盘，道指下跌 0.38%，标普500指数和纳指均下跌0.50%。 美国公布多项经济及就业数据 或限制美联储政策空间 经济数据面上，美国劳工部周四公布的数据显示，上周首次申领失业救济人数减少1.4万人至21.8万人， 低于预估的23.5万人，为今年7月以来最低水平。同一天，美国经济分析局公布的数据显示，由于对美 国经济增长贡献率约70%的消费者支出比预期更强劲，今年第二季度美国国内生产总值（GDP）同比增 速被上调至3.8%，是近两年来最好表现。不过，在经济增长表现强劲的同时，通胀水平也有所上升。 美联储密切关注的通胀指标——个人消费支出价格指数（PCE）在第二季度比预期更高。市场观察人士 认为，这些数据可能会限制美联储接下来的政策空间。 星巴克计划 ...

Group 1 - The Ministry of Finance, the State Taxation Administration, and the Ministry of Commerce announced a tax credit policy for foreign investors who directly invest in China using distributed profits from Chinese resident enterprises, allowing a 10% tax credit on the investment amount from January 1, 2025, to December 31, 2028 [1] Group 2 - New policies to deepen financial services for new industrialization are expected to be introduced, aiming to enhance the modern industrial system and national competitiveness, with a focus on directing financial resources towards technological innovation [2] Group 3 - The Canadian government has closed the operations of Hikvision in Canada, prompting a response from the Ministry of Commerce urging Canada to correct its actions and support a fair investment environment for all companies [3] Group 4 - The Shenzhen Stock Exchange has released new standards for identifying "light asset, high R&D investment" companies on the ChiNext board, which will enhance financing flexibility for qualifying companies and encourage increased R&D investment [4] Group 5 - The State Council Tariff Commission decided to continue imposing anti-dumping duties on imported stainless steel products from the EU, UK, South Korea, and Indonesia starting July 1, 2025, for a period of five years [5] Group 6 - A-share market saw significant gains in the first half of the year, with major indices rising, and over 20 bank stocks reaching historical highs [6][7] Group 7 - The launch of the new generation domestic general-purpose processor, Longxin 3C6000, marks a significant step towards achieving high-level technological self-reliance in China, emphasizing the importance of strong domestic chip capabilities [8] Group 8 - The Ministry of Industry and Information Technology reported that China holds a 42% share of global essential patent declarations for 5G standards, indicating strong leadership in 5G and 6G technology development [14]