随着各国对"经济"的重视，世界五百强榜单也成为了衡量各国实力的指标。 可在第一次世界五百强榜单中，美、日两国均有不错表现，中国却差强人意。 美国151家企业入围、日本149家，而中国却仅仅只有三家。 可三十年河东三十年河西，如今的中国早已有了天翻地覆的变化。 而反观昔日不可一世的美、日两国，如今却早已成了残花败柳！ 世界五百强的"诞生" 1929年全球经济大萧条的阴影尚未散尽，美国传媒大亨亨利・卢斯却在危机中嗅到商机，1955年，他创办《财富》杂志并推出美国500 强榜单，试图用企业数据勾勒经济脉搏。 不过，但是并没有引起太大的关注，为此卢斯多次进行修改，直到1995年，那份首次涵盖全球企业的"世界五百强"名单出现，才引起 了全球的关注。 在那个榜单上，美国151家、日本149家，两国合计占据榜单近60%席位，而中国仅有中国银行、中粮集团、中国石化三家国企入围。 当时，美国凭借福特、通用等汽车巨头，埃克森美孚等能源巨擘，以及沃尔玛等零售帝国，牢牢掌控着制造业、能源和消费市场的话 语权。 此时的硅谷尚未诞生改变世界的科技巨头，微软、苹果等公司还未登上全球舞台，美国经济的根基仍深深扎在传统工业领域。 这份榜单记录 ...

中国对其他成员国主要出口机电产品、汽车及零配件、服装、化学品等，自其他成员国主要进口油气、农产品、煤炭、矿砂等。近 5年来，中国与上合组织其他成员国贸易额接连突破3000亿、4000亿、5000亿美元，并于2024年达到5124亿美元，创历史新高，同 记者从商务部了解到，近年来，上合组织区域经济合作不断取得新进展。其中，货物贸易规模持续扩大。2025年上半年，中国与其 他成员国货物贸易额达2477亿美元，同比增长0.8%。 央视网消息：商务部数据显示，2025年上半年，中国与上合组织其他成员国货物贸易额达2477亿美元，同比增长0.8%。 比增长2.7%。 同时，投资和经济技术合作稳步推进。截至2025年6月，中国对其他成员国全行业直接投资存量超过400亿美元。投资项目从能源矿 产、冶金化工、基础设施建设等传统领域，逐步向数字经济、绿色发展等新兴领域拓展。中国企业在地区国家实施风光水储等清洁 能源项目，加快5G、互联网、智慧城市等领域合作，助力当地传统产业转型升级。 ...

Group 1 - The stock price of China Great Wall on August 19 was 17.38 yuan, down 0.76 yuan or 4.19% from the previous trading day [1] - The trading volume on that day was 3.3742 million hands, with a transaction amount of 5.973 billion yuan [1] - The stock opened at 17.95 yuan, reached a high of 18.12 yuan, and a low of 17.29 yuan [1] Group 2 - China Great Wall operates in the computer equipment industry and is a listed company in Guangdong Province [1] - The company is involved in sectors such as 5G and quantum technology [1] - Guangdong Province recently released policies to promote high-quality development in commercial aerospace, which may benefit local companies [1] Group 3 - On August 19, the net outflow of main funds for China Great Wall was 888 million yuan, accounting for 1.58% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 2.149 billion yuan, representing 3.83% of the circulating market value [1]

Group 1 - The Japanese government plans to support domestic companies in expanding overseas markets for critical materials, focusing on sectors like semiconductors, rare earths, and shipbuilding [1] - A legal amendment will be proposed to include overseas business expansion in the Economic Security Promotion Law, aiming for submission at the regular Diet session in January 2026 [1] - The support will cover procurement of essential minerals, ship repair bases, and the promotion of 5G standards, along with collaboration with like-minded countries and local enterprises [1] Group 2 - The government intends to provide subsidies from the research and testing phase to mass production and commercialization over multiple years [1] - Previously, Japanese companies could only receive government subsidies for initial testing phases in emerging and developing countries, but long-term government involvement is expected to reduce risks for these companies [1] - The Economic Security Promotion Law was enacted under Prime Minister Fumio Kishida in 2022, and the upcoming amendment will broaden support beyond stable procurement of materials to include overseas business activities [1]

来源：木鱼ETF 周一走完，来个简单复盘 周一的市场，总算没有疯过头，中证全指涨不到1.4%，成交2.7万亿历史第三。 沉寂已久的北证50暴涨，这表明总体行情开始出现泡沫了。今天放量的资金，基本都是短期要出来的，指望后面资金接力的。 周末是人气憋得最足的时候，所谓一鼓作气再而衰。除非隔夜明晨有大级别的新利好，否则周二分化波动难免了。 以上是周一领涨的主题，和我们周末归纳的市场规律很相似，除了反内卷之外，景气牛和人气牛共同发力，我们来研究下它们还能牛多久。 | 景气牛：机构抱团紧密 我们归纳的景气牛三大方向：港股创新药、稀土有色、英伟达概念（CPO、液冷、PCB）周一全面发飙。相对之下，中信证券建议的五大行业里，另外两个 军工、游戏相对弱一些，毕竟中报业绩带来的确定性相差很远。 但其实港股创新药极为特殊，是对外部条件要求最少的一个主题。既不受贸易影响，也不受内资抱团情绪影响（外资定价！）。 所以如果说调整下来，哪个最香？Bingo! 相比之下，CPO、液冷、PCB等方向是外向型的，英伟达一直牛的话其底层逻辑就十分坚实。其最大优势，是内资机构形成强大共识，以前是抱银行现在是 抱CPO，这个团不得了。就是要注意英伟 ...

你知道吗？在北京西城区的骡马市大街9号，藏着一座超酷的通信博物馆，带你一秒穿越回清朝，体验 从电报到5G的百年通信变迁！近日，在2025年中国国际服务贸易交易会举办前夕，21世纪经济报道记 者走进了北京通信电信博物馆，参观了解北京电信140余年的发展历程。 北京通信电信博物馆隶属于中国联通北京市分公司，前身为1994年筹建于北京东皇城根电话局（原电话 北局）的北京电话历史博物馆，2008年7月22日正式对外开放，展陈面积3300平方米。该馆为历史科技 类博物馆，实行工作日9:00-17:00开放、节假日闭馆的团体预约免费参观制。该馆现为北京市科普教育 基地、全国科普教育基地及中央企业爱国主义教育基地。 0:00 （剪辑：实习生贺一然） 21世纪经济报道记者郑青亭、实习生贺一然 北京报道 ...

Core Viewpoints - The report emphasizes that even in a bull market, fluctuations are inevitable, especially after the index breaks through significant levels like 3674 points, indicating potential volatility ahead [1][9][10] - The market is expected to experience short-term corrections due to profit-taking and the upcoming mid-year earnings disclosures, which may reveal performance pressures [1][4][9] - The overall market sentiment is shifting towards a "slow bull" pattern, suggesting a cautious approach to investment strategies, focusing on individual stocks with strong earnings certainty [2][10] Market Overview - On Thursday, the market opened strongly, with major indices like the Shanghai Composite Index breaking the 3700-point mark, but later faced significant selling pressure, resulting in a decline across all major indices [4][9] - The trading volume was substantial, with over 4000 stocks declining, reflecting a market that is grappling with both technical and psychological pressures at key resistance levels [2][9][10] - The insurance sector showed notable gains due to favorable policies affecting the liability side, while the brain-computer interface sector gained traction following government support for innovation in this field [6][7] Sector Performance - The insurance sector's rise is attributed to a reduction in the guaranteed interest rate for life insurance products, which is expected to enhance the investment returns for insurance companies [6] - The brain-computer interface sector is highlighted as a growing area of interest, supported by recent government initiatives aimed at promoting this technology as a national strategic industry [6][7] - Digital economy stocks, particularly those related to digital currency and data management, are anticipated to continue their upward trajectory, driven by government policies and market demand [7][8]

Group 1 - The core viewpoint highlights the strong performance of domestic semiconductor companies, with Cambrian Technology's stock rising over 12% and approaching a market capitalization of 400 billion yuan [1] - Major funds have seen significant net inflows, with Haiguang Information and Zhongke Shuguang each receiving over 2 billion yuan, ranking among the top three in A-share capital absorption [1] - The electronic ETF (515260), focusing on "semiconductors + consumer electronics + PCB," has shown a price increase of over 2.2% during trading, indicating strong buying momentum [1] Group 2 - The U.S. government has taken action to limit chip transfers to China, with the Department of Commerce, Department of Homeland Security, and FBI secretly installing tracking devices in servers from brands like Dell and AMD [3] - This move aims to monitor the transfer of chips to China, reflecting the complex dynamics of technology security and regulation in the global supply chain [3] - The recent launch of OpenAI's GPT-5 and the anticipated release of the domestic DeepSeek-R2 model are expected to significantly boost demand for AI chips [3] Group 3 - The electronic ETF (515260) passively tracks the electronic 50 index, covering key sectors such as AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB) [4] - It provides exposure to core assets in the A-share electronic sector, including companies like Luxshare Precision, SMIC, Haiguang Information, and Cambrian Technology [4]

老挝技术与通讯部副部长乔维苏在致辞中说，中老铁路是科技与发展的重要平台。该部将继续支持铁路 沿线通信基础设施建设，推动5G部署试点、消除通信盲区，并借助铁路沿线数字化建设，助力老挝实 现"陆锁国"向"陆联国"转变。 中国驻老挝大使方虹在致辞中表示，中老铁路已成为两国友谊与合作的"连心桥"，沿线开发对落实两国 领导人共识、推动老挝经济社会可持续发展和深化务实合作意义重大。中方将秉持共商共建共享原则， 与老方紧密协作，为沿线开发提供坚实保障。 新华社万象8月9日电 由中国驻老挝大使馆指导，老挝中国总商会和老中铁路有限公司联合主办的中老 铁路沿线开发合作交流会8日在老挝首都万象举行，双方政商界百余名代表与会。 会议以"中老铁路沿线开发"为主题，旨在搭建中老双方政府、企业和投资方合作平台，推动中老经济走 廊高质量发展。 老中铁路有限公司副总经理康铁牛在发言中介绍了中老铁路沿线开发的区位优势、资源禀赋和产业规 划。老挝中国总商会会长沈学勤表示，铁路沿线开发为在老中资企业带来重大机遇，总商会将继续发挥 桥梁作用。（记者马淮钊 赵旭） ...

都江堰的工程奇迹，与今天行业数智化转型的挑战何其相似，真正的突破点，并不在于技术本身，而在 于如何将技术与业务场景，乃至产业生态深度融合。 正如华为中国政企业务CMO郁赛华所言："AI时代的企业数智化转型，是一场涉及场景、流程、组织、 数据和IT的长链路协同变革。" 这要求华为要能够构建一套既能"引水"又能"泄洪"的完整系统，既要提供领先的技术能力，又要形成久 经验证的转型方法论；既要打造可复制的实践模板，又要确保解决方案能像都江堰的水利系统一样，能 够根据不同企业的需求灵活适配。 两千多年前，李冰父子修筑都江堰，以"无坝引水"的智慧化解了蜀地水患。都江堰的精妙之处不仅在于 工程技术的创新，更在于对自然规律的系统性把握：在枯水季，堰能拦蓄河水，确保水源充足；在丰水 季，又能让河水自动漫过，有效解决泄洪问题。 01 " 三层五阶八步" 拆解数智化的复杂性难题 面对这些挑战，华为的应对之策正是一种系统重构的思维。在华为定义的"三层五阶八步"方法论 中，"三层"定义了智能业务、AI开发与交付、智能应用运营这些数智化转型所触及的层次和深度；"五 阶"明确场景、流程、组织、数据、IT的重构顺序；"八步"则从目标设定到持 ...