七部门：发展壮大脑机接口领域领军企业，支持组建产业创新联合体 工信部等七部门印发《关于推动脑机接口产业创新发展的实施意见》，其中提到，培育优势企业。发展壮大 脑机接口领域领军企业，支持组建产业创新联合体，牵头承担国家科技重大专项等任务。促进脑机接口中小 企业创新供给，加快培育科技和创新型中小企业、高新技术企业、专精特新中小企业、专精特新"小巨人"企 业、制造业单项冠军企业以及瞪羚企业、独角兽企业等，实施启航企业培育工程，完善企业梯度培育体系。 多地明确：地方育儿补贴具体实施时间不影响个人领取补贴金额 连日来，全国多地网友陆续通过网络或政务热线咨询育儿补贴的申领时间等问题，目前已有多地明确育儿补 贴的具体实施时间不影响个人领取的育儿补贴金额。 OpenAI或在周五凌晨发布GPT-5 8月7日消息，GPT-5或将在周五凌晨震撼发布，OpenAI直播暗藏玄机，CEO此前多次暗示这将是一次"巨大 的飞跃"，性能远超现有模型。 海关总署：今年前7个月大湾区内地9市进出口5.2万亿元，增长4.7% 海关总署公布数据显示，自2019年2月《粤港澳大湾区发展规划纲要》印发以来，大湾区内地9市累计进出口 值突破50万亿元，达5 ...

据悉，此次合作是在美国总务管理局将OpenAI、谷歌、Anthropic等公司列入获批人工智能供应商名单 之后展开的。通过联邦政府的"多奖项计划"这一合同平台，政府机构可直接获取这些获批供应商的人工 智能工具，无需与供应商进行单独谈判，这一举措大幅简化了政府机构的采购流程。 另有消息显示，Anthropic公司也计划以低至1美元的价格向美国联邦政府提供其产品，不过目前尚不清 楚其他人工智能公司是否会跟进推出类似的大幅折扣服务。美国总务管理局联邦采购服务专员乔希·格 伦鲍姆在声明中表示，鼓励"其他美国人工智能技术公司跟随OpenAI的步伐，与我们开展合作"。 除了以优惠价格提供ChatGPT企业版服务外，OpenAI还为联邦机构准备了额外支持。联邦机构将获得为 期60天的高级模型无限使用权限，联邦员工也将能接入全新的政府用户社区，并获取量身定制的入门培 训资源，从而快速熟悉OpenAI的相关工具，更好地将人工智能技术融入日常工作流程。（纯钧） 来源：环球网 【环球网科技综合报道】8月7日消息，美国人工智能公司OpenAI近日宣布与美国政府中央采购部门 ——美国总务管理局达成合作协议。根据协议，自明年起，Open ...

1.【xAI被指每月亏损10亿美元，马斯克回应称"胡说八道"】彭博社6月19日发布了一篇关于马斯克 旗下人工智能初创公司xAI的报道，声称该公司每月亏损高达10亿美元。随后，马斯克在社交平台X上 坚决否认了这一说法，称彭博社的报道"在胡说八道"。（财联社） 2.【OpenAI开始提供ChatGPT企业版折扣】据报道，OpenAI为其捆绑额外产品的客户提供 ChatGPT企业版折扣，折扣力度从10%到20%不等。OpenAI预计到2030年，来自ChatGPT企业客 户的年收入将接近150亿美元。（广角观察） 3.【腾讯张军：2天内超2500人报名算法大赛】腾讯公司公关总监张军发文称，腾讯算法大赛赛事数 据显示，2天内已经有将近600支队伍，超过2500人报名。6月16日，腾讯宣布正式启动算法大赛。 为吸引全球人才，腾讯将提供百万现金奖池，其中冠军团可独享200万奖金，亚军团为60万奖金、季 军团30万，第4-10名每队10万。另外，闯入十强的团队还可获得腾讯核心业务的直通Offer，决赛 团成员（前20名）有机会获正式Offer，复赛团成员（前50名）均有实习Offer。（新浪科技） 4.【亚马逊云科技大中华 ...

Core Viewpoint - xAI, founded by Elon Musk, is facing a cash crunch with only $4 billion left, sufficient for just four months of operations, prompting a new funding round to raise $4.3 billion in equity financing, supplementing a previous $5 billion debt financing effort, totaling up to $9.3 billion needed [1][2] Group 1: Financial Situation - xAI has raised a total of $14 billion through equity financing since its inception in 2023, but as of the end of March, it only has $4 billion in cash, while projected annual expenditures are $13 billion, averaging over $1 billion per month [1][2] - The company has a valuation of $80 billion, with the recent acquisition of the X platform (formerly Twitter) valued at $33 billion, but the deal incurs a total cost of $45 billion due to X's $12 billion debt [2][3] Group 2: Operational Challenges - xAI's primary revenue source is the X Premium subscription service, with projected revenues of only $500 million in 2025, and over $2 billion next year, which is minimal compared to its high operational costs [3] - The company is significantly lagging behind competitors like OpenAI, which recently announced an annual recurring revenue exceeding $10 billion, highlighting xAI's slow commercialization progress [3][4] Group 3: Strategic Advantages - Despite financial challenges, xAI benefits from Elon Musk's personal wealth, which provides a solid foundation for its development, and investors are hopeful that xAI can replicate Tesla's success [4] - xAI is optimistic about achieving profitability by 2027, leveraging the integration with X to create a "data-computing closed loop," utilizing X's vast user base and data for training without incurring high data acquisition costs [4][5]

Group 1 - The first batch of 10 Sci-Tech Bond ETFs has been reported, marking the entry of bond ETFs into the "hard technology" sector [1] - The China Securities Regulatory Commission announced plans to enhance the linkage between stocks and bonds to support technological innovation [1] - The largest broad-based index ETF, Huatai-PB CSI 300 ETF, has set a record for a single dividend payout amounting to 8.4 billion yuan [1] Group 2 - In June, oil and gas public funds have outperformed innovative drug-themed products, with 12 funds showing a net value increase of over 10% [2] - The smart glasses market in China saw a shipment volume of 494,000 units in Q1 2025, a year-on-year increase of 116.1% [2] - The growth in smart glasses sales is attributed to advancements in AI and AR technologies, government subsidies, and the introduction of new products [2] Group 3 - The Zhiyuan Data Collection Center in Shanghai has collected over one million high-quality data points to enhance robot intelligence [3] - The center's initiatives are expected to lead to mass production of robots by 2025, with thousands of units anticipated to be shipped [3] Group 4 - The total public procurement in China for 2024 is projected to be 45 trillion yuan, reflecting a year-on-year decrease of 2.18% [3] - State-owned enterprises are expected to play a stabilizing role in procurement, with central enterprises' procurement exceeding 1.8 trillion yuan [3] Group 5 - The geopolitical risks in the Middle East are expected to drive up oil shipping prices due to recent conflicts affecting shipping routes [5] Group 6 - Audi has halted its plan for full electrification and will not set a clear timeline for phasing out internal combustion engine vehicles [6] - The company plans to launch new internal combustion and plug-in hybrid models between 2024 and 2026 [6] Group 7 - HNA Holding is undergoing a significant asset restructuring with a cash acquisition of 799 million yuan for a 100% stake in Hainan Tianyu Flight Training Co., Ltd [7] - The Shanghai Stock Exchange has issued an inquiry regarding the high proportion of accounts receivable and the reasonableness of bad debt provisions [7] Group 8 - Sichuan Blu-ray Development Co., Ltd. has been added to the list of dishonest executors, with 11 new records of dishonesty reported [8] Group 9 - Yongsheng Environmental Protection announced that its actual controller has been changed to bail pending trial, with no significant impact on daily operations [9] Group 10 - Yingkang Life announced a change in management, with Peng Wen resigning as director and general manager, and Ma Anjie taking over the role [11] Group 11 - ST Huawang received an inquiry letter from the Shanghai Stock Exchange regarding its major asset purchase proposal, which involves a valuation increase of 665.84% [12] Group 12 - Konggang Co., Ltd. plans a significant asset restructuring by selling 80% of its subsidiary Tianyuan Construction, with the stock remaining listed [13] Group 13 - The US stock market showed mixed results, with the Nasdaq rising by 0.13% while the S&P 500 and Dow Jones fell slightly [14] - The Federal Reserve's comments on inflation pressures influenced market movements, with technology stocks leading the gains [14]

Market Overview - Federal Reserve Chairman Jerome Powell anticipates significant inflationary pressures, overshadowing optimistic sentiments from Trump's comments on Iran negotiations, leading to a slight decline in major U.S. stock indices [1] - The S&P 500 index closed down 0.03%, the Dow Jones down 0.10%, while the Nasdaq rose 0.13% [1] - Technology stocks led the gains in the U.S. market, with banks benefiting from proposed easing of capital regulations on U.S. Treasury transactions [1] - Circle, the first stablecoin company, surged over 34% following the U.S. Senate's passage of a stablecoin regulatory framework [1] Commodity and Financial Markets - Gold prices fell over 1% from intraday highs, while platinum reached an eleven-year high [3] - Oil prices experienced volatility, declining after Trump expressed a desire to avoid U.S. involvement in Middle Eastern conflicts [3] AI and Technology Developments - OpenAI has initiated a price war by discounting its ChatGPT enterprise version, putting Microsoft in a reactive position [4] - Sam Altman, in a recent interview, discussed the potential of AI to discover new sciences and the future prevalence of AI companions and humanoid robots [5] Regulatory and Policy Updates - The Central Financial Committee of China issued opinions to support the development of Shanghai as an international financial center, emphasizing the use of blockchain in supply chain finance [8] - The China Securities Regulatory Commission released guidelines to enhance the inclusivity of the Sci-Tech Innovation Board [8] Industry Insights - Goldman Sachs predicts a boom in China's AI/AR glasses market, projecting sales to reach 7 million units by 2030 [7] - The Ministry of Industry and Information Technology of China aims for over 70% digitalization in key business processes of large textile enterprises by 2027 [9] Stock Market Highlights - Circle's market capitalization reached approximately $44.4 billion (around 320 billion RMB) after a significant price increase [15] - The price of platinum has risen over 60 CNY per gram in the past month, with a nearly 30% increase [16][17] - DRAM prices saw a significant increase, with DDR4 experiencing a 53% rise in May, the largest increase since 2017 [18][19]

Group 1 - The U.S. stock market closed mixed, with Circle surging over 34% and crude oil prices dropping nearly 1% [1] - The Federal Reserve remains cautious, indicating reduced uncertainty but still high risks, and expects two rate cuts this year, suggesting increased stagflation risks [1] - Foreign investors' holdings of U.S. Treasury bonds are nearing historical highs, with China reducing its holdings by $8.2 billion in April and Canada seeing a significant drop of $57.8 billion [1] Group 2 - The U.S. regulatory agencies plan to ease capital rules by lowering capital buffers by 1.5%, which is expected to promote Treasury trading [1] - The AI sector is experiencing intensified price competition, with OpenAI starting to discount its ChatGPT enterprise version, putting Microsoft in a reactive position [1] - The China Securities Regulatory Commission is establishing a growth tier for the Sci-Tech Innovation Board to support high-quality, unprofitable innovative companies in going public, and is trialing a pre-review mechanism for IPOs [1]

Market Overview - Powell anticipates significant inflationary pressures, offsetting optimism from Trump's comments on Iran's willingness to negotiate, leading to mixed results in US stock indices [2] - US tech stocks led the market, with banks benefiting from proposed easing of capital regulations for US Treasury transactions [2] - Circle, the first stablecoin company, surged over 34% following the Senate's approval of a stablecoin bill [2] - Gold prices fell over 1% from intraday highs, while platinum reached an eleven-year high [2] - Oil prices experienced volatility, with Trump expressing a desire to avoid US involvement in the Middle East [2] Key Financial Policies - Pan Gongsheng announced a transformation in monetary policy framework, introducing eight significant financial policies including the establishment of a trading report database and a digital RMB international operations center [4][11] - Wu Qing proposed the creation of a growth tier for the Sci-Tech Innovation Board to support high-quality, unprofitable innovative companies [11] - Li Yunzhe emphasized support for foreign institutions to participate in more financial business trials, exploring greater financial openness [11] US-China Relations and Military Tensions - Trump indicated Iran's interest in negotiations but did not propose increased US support for Israel, while media reports suggest military options against Iran are still on the table [12][14] - The deployment of a third US aircraft carrier near Israel has been confirmed, with preparations for potential military action against Iran [13][14] AI Industry Developments - OpenAI has begun discounting its ChatGPT enterprise version by up to 20%, impacting Microsoft's competitive position in the AI market [15] - The price war in the AI sector is intensifying, with OpenAI's aggressive pricing strategy potentially drawing customers away from Microsoft [15] Electric Vehicle Market - A report from Bloomberg New Energy Finance indicates that Trump's policy changes could lead to a significant decline in US electric vehicle sales, with a reduction of 14 million units expected by 2030 [16] Domestic Economic Policies - Li Qiang emphasized the importance of innovation-driven development and expanding effective demand to promote sustained economic growth [17] - The Central Financial Committee aims to accelerate the establishment of the Shanghai Sci-Tech Financial Reform Pilot Zone [17] International Trade and Economic Outlook - The G7 summit failed to reach new trade agreements, increasing tariff risks as the deadline approaches [19] - Japan's exports fell for the first time in eight months, with significant declines in the automotive sector [19]

1、 2025陆家嘴论坛在上海举行，央行、金融监管总局、证监会、外汇局等部门发布多项金融举措， 助力高水平开放。 央行将推出8项政策举措 支 持上海国际金融中心建设， 包括设立数字人民币国际运营中心、"先行先试"结构性货币政策工具创新等。 金融监管总局将支持外资机构参与更多金 融业务试点。 证监会将在科创板设置科创成长层，同时推出6项更具包容性、适应性的改革措施。 外汇局将在全国实施支持科研机构吸引利用外 资、扩大科技型企业跨境融资便利等政策。 2、今日凌晨， 美联储公布6月利率决议，将基准利率维持在4.25%-4.50%不变，连续第四次会议按兵不动， 符合市场预期。美联储表示，对前景的不确 定性已减弱，但仍然处于较高水平。 美联储将2025年GDP预估下调至1.4%，同时将通胀预期上调至3%。 另外，美联储点阵图显示，2025年预计将降息 两次共50个基点，与三月份预期一致，但2026年预计仅将降息25个基点，而此前预测为降息50个基点。美联储公布声明后，美股尾盘走低；现货黄金跳 水，短线下挫20美元；美元指数拉升出现U形反转。 3、 美联储主席鲍威尔表示， 维持当前利率水平是适当的；当前的货币政策已略微收 ...

Core Insights - OpenAI is offering discounts of up to 20% on its ChatGPT Enterprise subscriptions to enterprise clients, which may impact Microsoft's sales and exacerbate the already tense relationship between the two companies [1][2][3] Group 1: OpenAI's Discount Strategy - OpenAI's discounts are available for enterprise clients who sign multi-year contracts and agree to purchase additional products, indicating a strategic move to enhance its competitive position in the enterprise market [1][3] - The discounts reflect OpenAI's weaker bargaining power in the enterprise sector compared to the consumer market, as its primary revenue still comes from individual subscriptions [3][4] - OpenAI's Chief Business Officer stated that the company is willing to pass on savings from improved model efficiency to clients, which has been made possible by a significant reduction in API model prices over the past year [3][4] Group 2: Impact on Microsoft - Microsoft's sales personnel are facing challenges as OpenAI's discounts create pressure to match prices, leading to lost deals for Microsoft when they cannot offer similar discounts [2][6][7] - The relationship between Microsoft and OpenAI is becoming increasingly strained due to these competitive dynamics, especially as they are currently negotiating OpenAI's restructuring plans [2][6] - Microsoft typically offers smaller discounts (5%-10%) compared to OpenAI's recent offers, which may lead clients to prefer OpenAI for better pricing and direct support from engineers [7][6] Group 3: Market Dynamics and Future Projections - OpenAI's enterprise revenue is currently small, accounting for only 3%-4% of total ChatGPT revenue, but it is viewed as a significant growth engine with ambitious revenue targets for the coming years [4][6] - OpenAI aims for its ChatGPT Enterprise subscriptions to generate $400 million in revenue and reach 2 million users by 2025, with projections of $10 billion in revenue and 4 million users by 2026 [4] - The ChatGPT team subscription is also expected to grow significantly, with revenue projections of $8 billion by 2030, indicating a combined total of $14 billion from both enterprise and team subscriptions [4]