Core Viewpoint - The overall price index of Linyi Mall decreased by 0.29% this week, indicating a slight decline in market prices across various categories [1] Price Index Summary - **Household Appliances and Audio-Visual Equipment**: The price index increased to 103.16 points, up by 0.05 points, driven by rising demand for air conditioners and audio equipment due to high temperatures [1] - **Building and Decoration Materials**: The price index rose to 105.73 points, up by 0.03 points, with increases in structural installation and decorative materials, despite a slowdown in construction activities [2] - **Hardware and Electrical Materials**: The price index increased to 119.64 points, up by 0.02 points, mainly due to price rises in instruments, cables, and electric tools, although overall sales volume decreased [3] - **Steel Products**: The price index fell to 96.51 points, down by 1.84 points, as upstream raw material prices decreased, leading to lower factory prices and reduced demand [4] - **Board Materials**: The price index decreased to 97.09 points, down by 0.11 points, influenced by weak demand in the real estate market, prompting dealers to lower prices to alleviate inventory pressure [5] - **Automotive Parts and Accessories**: The price index dropped to 93.79 points, down by 0.04 points, primarily due to declining prices of automotive parts amid a sluggish sales environment [6]

当科技与美学碰撞，当音质与空间共生——Partyhouse派对屋星舰系列家庭影K音响系统正式登场!不占 寸土却爆发影院级声场。 SC-20A解码合并机 一、核心音频性能 高保真音质： 功率输出：5×150W，动态澎湃，支持影院级环绕声场(Dolby Audio技术)。 频响范围：20Hz-20KHz，低频深沉、高频通透，细节丰富。 调校参数：总谐波失真<0.05%，信噪比>100dB(A计权)，音质纯净无染。 多场景适配，场景模式自适应：K歌、音乐、游戏、TV、电影，满足全场景娱乐需求。 二、专业影K娱乐系统 K歌体验升级：内置专业K歌芯片+18mV高灵敏度麦克风输入，支持一键切换至K歌模式。支持联网点 歌、第三方APP扩展，兼容主流K歌平台。 多功能影音中心：集成影K播放系统：观影、听歌、K歌、教育、游戏等多场景覆盖。4K/60Hz超清传 输+HDCP 2.2内容保护，画质细腻流畅。 三、智能互联生态 无线扩展与语音控制：支持无线后环绕扩展，摆脱布线困扰;语音指令操作，老人小孩易上手。ARC音 频回传简化连接，智能联控家居系统，打造互联娱乐生态。 开放系统与扩展性：强劲的四核ARMCortexA55 CPU ...

Core Viewpoint - Jay Chou's entry into Douyin has significantly boosted the stock price of his associated company, Superstar Legend, demonstrating the powerful commercial impact of the "Jay Chou effect" [2][9]. Group 1: Jay Chou's Douyin Entry - Jay Chou officially announced his entry into Douyin, launching his second Chinese social media account "Zhou Tongxue," which features his iconic cartoon avatar [1]. - The entry has sparked widespread discussion online, with the "Jay Chou enters Douyin" topic trending at number two on the hot search list [1]. - As of the report, Jay Chou's Douyin account has surpassed 2.1 million followers [3]. Group 2: Stock Performance of Superstar Legend - Following Jay Chou's Douyin entry, Superstar Legend's stock price surged, with an intraday increase exceeding 100%, reaching a peak of 12.86 HKD per share [9][11]. - The company, founded by Jay Chou's mother, primarily generates revenue from activities related to Jay Chou, including concerts, endorsements, and sales of merchandise [11]. Group 3: Financial Performance of Superstar Legend - In 2024, Superstar Legend achieved a revenue of 584 million CNY, reflecting a year-on-year growth of 35.75%, and a net profit of 56 million CNY, up 62.40% year-on-year [12]. - The company has adopted an IP empowerment business model, leveraging popular IP content to drive sales of its products [12]. Group 4: Marketing and Expansion Activities - Superstar Legend is actively promoting its star IP and expanding its operations, including hosting themed events and pop-up stores related to Jay Chou's concert tour [13]. - The company has also ventured into international markets, with exhibitions in regions like Japan, marking its efforts to expand the reach of the "Zhou Tongxue" IP globally [13].

Group 1 - The Guangzhou government is actively supporting companies like YouVision Technology to enhance their core competitiveness in artificial intelligence and digital economy [2][3] - The city aims to leverage its rich application scenarios and market space to help companies seize opportunities in the digital economy and AI sectors [2] - The Human Cell Lineage Research Facility is focused on accelerating the transformation of scientific research results and advancing its second-phase construction to support the life and health industry in the Greater Bay Area [2] Group 2 - At RuiFeng Technology, the emphasis is on transforming and upgrading the lighting and sound industry through key process innovations and enhancing the integration of culture and technology [3] - The local government is committed to implementing policies that support businesses, helping them overcome challenges and fostering a first-class business environment [3] - There is a focus on providing more application scenarios for new technologies and products to stimulate robust industrial development [3]

港股消费电子跟踪汇报：舜宇、高伟、瑞声、丘钛、比亚 迪电子、FIT20250707 摘要 美国若重新加码对华关税，将影响市场情绪和消费电子公司估值；东南 亚国家享受较低关税需满足 30%以上本土附加值，上游产业链公司产能 外迁或增加成本。 预计舜宇光学科技 2025 年全年归母净利润为 38 亿人民币，同比增长 超 30%，目前估值对应 18 倍市盈率，需关注国补不及预期及手机销量 疲软风险。 舜宇光学科技手机摄像头模组及镜头上半年平均单价预计提升 20%以上， 毛利率提升明显，国产安卓智能手机光学规格持续升级，高端机型需求 疲弱风险尚未显现。 瑞声科技 2025 年上半年净利润预计 8.3 亿人民币，同比增长超 50%； 全年预计 24-25 亿人民币，同比增长 30%以上，WLG 产品出货量有望 超预期，带来约 6 亿元利润增量。 高伟电子受益于关税压力缓解和苹果股价回升，股价上涨明显。预计 2025 年营收 35 亿美元，净利润 1.7 亿美元左右，市盈率约 18 倍，关 注苹果新品类拓展。 Q&A 港股消费电子板块近期的表现和未来预期如何？ 近期港股消费电子板块出现了小幅普涨，主要反映了市场风险偏好的 ...

Group 1 - The Guangdong Cultural and Tourism Overseas Promotion Center was inaugurated in Paris, marking a significant step in deepening cultural and tourism cooperation between Guangdong and France, as well as expanding into the European market [1][4] - The center aims to serve as a "bridgehead" for Guangdong in Europe, promoting inbound tourism and showcasing the essence of Cantonese culture to a global audience [1][4] - The opening ceremony attracted high-profile guests from Chinese and French government departments, key cultural and tourism institutions, and mainstream media, highlighting the importance of this initiative [1][2] Group 2 - The event featured a "Meet Guangdong" exhibition showcasing exquisite Cantonese embroidery, allowing attendees to experience the depth and uniqueness of Guangdong's intangible cultural heritage [2][3] - A promotional video presented a blend of traditional and modern Guangdong, enhancing the cultural experience with live performances of traditional music [2][3] - The exhibition included works by renowned embroidery master Wang Xinyuan, demonstrating the fusion of traditional craftsmanship with modern aesthetics [2][3] Group 3 - The establishment of the center is seen as a key move for Guangdong's high-quality international outreach in the cultural and tourism sectors, facilitating a platform for ongoing cooperation between China and France [4][5] - The center's launch coincides with the introduction of customized travel routes targeting French tourists, focusing on deep cultural experiences and culinary exploration [5][6] - A strategic cooperation agreement was signed with a French travel agency to enhance product development, digital marketing, and professional training, aiming for localized and precise marketing of Guangdong's tourism resources in Europe [6][7] Group 4 - The center's operations are expected to significantly increase Guangdong's recognition and attractiveness as a preferred travel destination in the European market, aiming to draw more international tourists [6][7] - Future activities will include high-frequency promotional events, inviting French tourism representatives to Guangdong, and organizing workshops to immerse European audiences in Guangdong's cultural charm [6][7] - The initiative is anticipated to create a new chapter in cultural and tourism cooperation between China and France, resonating throughout Europe [7]

【观网财经丨智能早报 7月1日】 "是时候了"，马斯克再提建新党 当地时间6月30日，美国企业家埃隆·马斯克再次在社交媒体平台上发文，批评美国共和党推出的"大而 美"法案。马斯克表示，"大而美"法案的"疯狂支出"将使债务上限增加创纪录的五万亿美元。马斯克还 在发文中批评共和党，暗指共和党为"猪党"（the PORKY PIG PARTY）。此外，马斯克还在发文中说， 是时候建立一个真正关心人民的新政党了。（央视新闻） 摩尔线程科创板IPO申请获受理 6月30日晚间，上交所官网显示，摩尔线程智能科技（北京）股份有限公司科创板IPO获得受理。 招股书显示，摩尔线程主要从事GPU及相关产品的研发、设计和销售，本次拟募集资金约80亿元，将用 于新一代自主可控AI训推一体芯片研发项目、新一代自主可控图形芯片研发项目、新一代自主可控AI SoC芯片研发项目以及补充流动资金。 百度正式开源文心大模型4.5系列模型 6月29日消息，外媒Majin Bu发文，透露苹果iPhone17 Pro将调整手机后盖苹果Logo徽标位置，将原先位 于后盖中间位置的苹果徽标调整至相机模组和机底中间位置。据金融界报道，如果爆料属实的话，那么 ...

完整早报音频，请点击标题下方小耳机收听 【 阿里赞助 3 支苏超球队 】 6 月 30 日，淘宝闪购官宣冠名"苏超"常州队，支付宝官宣冠名"苏 超"徐州队。淘宝闪购还发布了 5 条支持常州队的理由： 淘宝官方帐号发文，谈到淘宝闪购为什么冠 名 "苏超"常州队的几点原因： 1. 常州队是全国网友一起淘到的宝，而我们是淘宝，缘分！ 2. 阿里 动物园一直想添条恐龙，众所周知，常州是地球上唯一的恐龙孵化基地。 3. 常州队就像是苏超的优 惠券，淘宝闪购每天都送大额优惠券。我们都送得多，送得快。 4. 但是，淘宝闪购助常州一臂之 力，我们一起把失去的笔画都拿回来！ 5. 淘宝闪购支持常州队，就像我们支持每个输过但没怕过的 普通人。 之后，花呗也宣布赞助 "苏超"无锡队，官方喊出了"花呗有 41 天无息期，支持无锡"的口 号。 （新浪财经） 【 OpenAI 被曝将重新调整薪酬以应对 Meta 挖人】 近日，随着 Meta 成功挖走多名高级研究人 员， OpenAI 的一位高管向团队成员保证，公司领导层并没有袖手旁观。 OpenAI 首席研究官马克· 陈表示，公司管理层一直在"夜以继日地与那些有录取资格的人交谈"，他们 ...

猫王创始人曾德钧再回应怼雷军事件，控诉水军攻击，反思自身立场，引行业生态热议 6月27日，小米公关负责人王化发文回应，表示顺为资本自成立以来从未收到类似的不良反馈。 IT之家 6 月 30 日消息，猫王音响创始人兼 CEO 曾德钧在昨日发布视频，对近期与小米创始人雷军之间的舆论风 波作出"最后回应"。 此前，据财经头条6月24日发布的一段视频，曾德钧提到十余年前与雷军旗下顺为资本洽谈投资的一段往事。他 表示，当年作为国内较早进入智能音箱领域的创业者，曾带项目寻求顺为资本支持，却在会上遭遇质疑。雷军当 场提出"这东西有什么用？别在上面浪费时间了"，并随即离场，令其感受到被轻视。 随后，在6月24日，曾德钧发布澄清视频称，自己无意针对小米或雷军个人，相关言论被部分媒体片面截取，解 读出现偏差，他希望舆论能够回归理性。 表面上看，这场风波是曾德钧个人情绪的表达，但是背后却反映出创业者在创业初期和巨头之间的博弈。十多年 前，智能音箱被认为是前景未明的概念产品，但今天却已经成为智能家居的重要组成部分，这种反差也放大了曾 德钧的遗憾。 对雷军来说，基于风险的评判，当年的决策很正常。但对创业者而言，武断的否定性反馈容易被看 ...

6 月 30 日今天，#猫王音响创始人最后一次回应怼雷军#登上微博热搜第五，小雷本以为这个话题在上一周已经平息下来了，而在今天又火上了热搜。 整件事情到底是怎么一回事呢，跟随小雷一起回顾一下吧。 图源：微博 6 月 23 日，猫王音响创始人曾德钧突然在视频里「开炮」，称 2013 年带着智能音箱项目找雷军旗下顺为资本投资时，被雷军当面否定：「智能音箱有什么 用？别浪费时间！」随后雷军直接离场，连招呼都没打。 曾德钧直言雷军「私下缺乏尊重，和公众形象反差极大」，甚至说自己家里从未买过小米产品。这番言论瞬间引爆舆论，网友们分成两派：有人挺曾德钧 「敢说真话」，也有人质疑他「蹭热度」。 图源：微博 6 月 24 日，曾德钧又发视频「澄清」，称自己「对雷军没个人意见」，批评舆论「被带偏」，还强调小米是优秀企业，呼吁媒体别断章取义。 但这条视频很快被删除，网友更困惑了 —— 既然澄清，为啥删视频？是不是有难言之隐？ 6 月 27 日，小米公关总经理王化回应——根据 2013 年顺为资本的会议记录显示，当时讨论的是曾德钧的「AirSmart 多房间 WiFi 音响系统」，并非智能音 箱。 | 6 月 27 日，小米公关总 ...