｜ 2025年7月23日星期三｜ NO.1中国足协计划组建国家电子竞技足球队 7月22日消息，中国足协网站发布《关于征集国家电子竞技足球队合作赛区的通知》，宣布计划组建中 国国家电子竞技足球队。该队伍未来将参与国际足联及亚足联等组织举办的各类电竞足球赛事。 点评：对电竞场馆及设施供应商而言，随着合作赛区的征集与后续建设需求的释放，将迎来业务增长机 遇。这些供应商需提供符合电竞足球项目技术标准的训练场地、比赛场馆以及稳定高速网络环境、适配 电力系统等相关设施设备。例如专业电竞设备制造商，其生产的高刷新率显示器、低延迟键盘鼠标、专 业电竞座椅等产品，有望因国家队赛事筹备及各地赛区建设需求而增加销量。 点评：版号的稳定发放有助于游戏公司明确产品上线计划，增强投资者信心。对已上市游戏公司而言， 新获批版号意味着未来营收增长的潜在可能性。像恺英网络（002517）、巨人网络（002558）等上市公 司，旗下游戏获批版号后，市场对其未来业绩预期有望上调，反映在股价上可能会出现积极波动。 NO.3微软测试Xbox跨设备云游戏同步功能 7月22日消息，微软目前正在对Xbox PC应用程序以及Xbox主机进行更新测试，旨在实现 ...

点击按钮▲立即报名 央行宣布8项重磅金融开放举措 6月18日，2025陆家嘴论坛开幕。本届论坛的主题为"全球经济变局中的金融开放合作与高质量发展"，中国人民银行行长潘功胜在致开幕词并主 题演讲时宣布了8项重磅金融政策。 具体包括，设立银行间市场交易报告库，设立数字人民币国际运营中心，设立个人征信机构，在上海临港新片区开展离岸贸易金融服务综合改革 试点，发展自贸离岸债，优化升级自由贸易账户功能，在上海"先行先试"结构性货币政策工具创新，会同证监会研究推进人民币外汇期货交易。 （央视新闻） ｜点评｜ 央行的8项举措，主要涵盖了金融监管、数字金融、跨境金融等方面，积极推动开放的信号明显，政策的创新性和针对性也有所加强。 当前外贸形势较为复杂，央行不断拓宽人民币跨境贸易的融资渠道，用再贴现等工具支持进出口企业，能够将资金更精准地输送到企业手中。 同时，设立数字人民币国际运营中心，拓展跨境支付场景，也能进一步推动人民币国际化进程，助力上海的国际金融中心建设。 6月18日，A股三大指数小幅收涨，军工板块涨幅居前。截至收盘，航空航天ETF（159227）涨幅1.17%，在全市场军工类ETF中涨幅居前。持 仓股长城军工涨停， ...

金十数据整理：每日美股市场要闻速递（6月18日 周三） 个股新闻 1. 美国参议院通过《指导与建立美国稳定币国家创新法案》。 2. 马斯克公布尿检报告，氯胺酮、摇头丸、大麻等违禁药物检测结果均为阴性或正常。 3. 美联储将于北京时间次日凌晨2:00公布利率决议，市场普遍预期利率维持4.25%至4.5%。 4. 美国至6月14日当周初请失业金人数 24.5万人，预期24.5万人，前值由24.8万人修正为25万人。 1. Slide(SLDE.O)今夜登陆纳斯达克，IPO定价17美元/股。 2. 波音(BA.N)：全球服务部已完成重组，未来无计划进一步削减业务。 3. 知名投资人Cathie Wood旗下的方舟投资出售第二批Circle(CRCL.N)股份。 4. OpenAI指控Meta Platforms(META.O)砸1亿挖角，扎克伯格亲自下场抢AI人才。 5. 采购服务提供商Chain IQ遭受勒索软件攻击，导致超13万名瑞银(UBS.N)员工信息泄露。 6. 微软(MSFT.O)宣布与AMD(AMD.O)达成多年期合作协议，双方将为Xbox主机等设备展开术协作。 7. 戴尔(DELL.N)宣布每股0. ...

Market Overview - As of June 18, US stock index futures showed mixed results, with Dow futures down 0.02%, S&P 500 futures up 0.05%, and Nasdaq futures up 0.15% [1] - European indices also experienced declines, with Germany's DAX down 0.52%, UK's FTSE 100 down 0.06%, France's CAC 40 down 0.30%, and the Euro Stoxx 50 down 0.38% [2][3] Commodity Prices - WTI crude oil increased by 0.41% to $73.57 per barrel, while Brent crude oil rose by 0.46% to $76.80 per barrel [3][4] Federal Reserve and Economic Outlook - The Federal Reserve is expected to maintain interest rates during the upcoming meeting, awaiting clearer insights into the economic impact of government policy changes [5] - Market expectations suggest at least one rate cut by the Fed this year, with a focus on the potential for a 25 basis point reduction [6][7] Legislative Developments - The US Senate passed a stablecoin bill with a vote of 68 to 30, establishing regulatory rules for cryptocurrencies pegged to the dollar, marking a significant victory for the crypto industry and former President Trump [8] Corporate Developments - JPMorgan Chase is launching a pilot project for a digital deposit token named JPMD on Coinbase, indicating a significant move into the blockchain space by traditional financial institutions [9] - Disney and Amazon have formed a partnership to enhance targeted advertising capabilities for streaming services, allowing more advertisers to access Disney's content inventory [10] - Amazon's AWS is set to update its Graviton4 chip, aiming to compete with Nvidia in the AI infrastructure market [11] - Amazon CEO Andy Jassy warned that generative AI could lead to a reduction in the company's workforce, as automation reshapes job structures [12]

Core Viewpoint - Walmart's decision to raise prices on certain products in the U.S. due to increased costs from U.S. tariff policies highlights the conflict between U.S. economic policy and market dynamics, raising concerns among consumers and drawing criticism from President Trump [2][3]. Group 1: Price Increase and Economic Impact - Walmart plans to implement price increases that will become more noticeable in June, as the company faces significant supply chain cost increases due to tariffs imposed by the U.S. government [3][4]. - The company's first-quarter financial report showed a net profit of $4.49 billion, a decrease of over 12% year-on-year, indicating the financial strain caused by rising costs [3][4]. - Other companies are also raising prices in response to tariffs, including Microsoft, Ford, Mattel, Whirlpool, Ferrari, and Hermès, suggesting a widespread trend affecting various sectors of the U.S. economy [4][5]. Group 2: Consumer Sentiment and Economic Indicators - The Michigan Consumer Sentiment Index fell to 50.8 in May, marking a continuous decline for five months and the lowest level since June 2022, reflecting growing pessimism among American households regarding the economic outlook [5]. - The U.S. GDP contracted by 0.3% in the first quarter, marking the first negative growth in three years, which may further impact consumer spending and economic growth expectations [5]. - The U.S. government's tariff policies are projected to increase the tax burden on American households by $1,200 by 2025, exacerbating the financial strain on consumers [4][5].

Group 1: Xiaomi and Neta Auto - Xiaomi has renamed its driving assistance feature from "Xiaomi Intelligent Driving Pro" to "Xiaomi Assisted Driving Pro" for the standard version of its SU7 model [1] - Neta Auto's app and website experienced downtime due to unpaid data fees, but have since resumed normal operations [3] Group 2: Nvidia and AI Chip Export Controls - Nvidia criticized Anthropic for supporting U.S. government measures to tighten AI chip export controls to China, emphasizing the strength of China's AI talent pool [3] - Nvidia is developing a new AI chip that complies with U.S. export regulations to maintain its market presence in China [3] Group 3: Nvidia CEO Compensation - Nvidia CEO Jensen Huang's salary will increase to $49.9 million in 2025, marking the first salary increase in ten years [4][5] Group 4: Apple Bond Issuance - Apple plans to issue investment-grade corporate bonds for the first time since 2021, with discussions indicating a yield approximately 0.7 percentage points above U.S. Treasury rates [6] Group 5: Travel and Tourism Trends - Ctrip reported a 130% year-on-year increase in inbound travel orders during the May Day holiday, reflecting a strong recovery in the domestic tourism market [7] - Meituan Travel noted an 80% increase in high-star hotel bookings in county areas during the same holiday period [8] Group 6: E-commerce and Delivery Services - Ele.me announced that orders from the newly launched Taobao Flash exceeded 10 million within six days, indicating a significant surge in demand [9] - Suning reported a 57% increase in trade-in orders during the May Day holiday, with a 79% rise in sales of appliances priced over 10,000 yuan [10] Group 7: Tesla and Microsoft Pricing Changes - Tesla launched a dedicated 512GB USB drive priced at 599 yuan for vehicle recording purposes, providing a reliable storage solution for users [11] - Microsoft announced price increases for Xbox consoles and games, with the Xbox Series S rising by $80 and the Series X by $100, reflecting a trend of rising development costs [12]

每经编辑 陈鹏程 1 外交部就日本民用飞机侵闯我钓鱼岛领空向日方提出严正交涉 2025年5月4日，外交部亚洲司司长刘劲松就日本右翼分子驾驶民用飞机侵闯我钓鱼岛领空向日本驻华使馆首席公使横地晃提出严正交涉，敦促日方立即停止 非法侵权活动，切实采取措施防止类似事件再次发生。中方将坚决维护国家领土主权和海洋权益。（央视新闻） 国防部新闻发言人张晓刚就日本民用飞机侵闯中国钓鱼岛领空答记者问 5月4日，据国防部消息，国防部新闻发言人张晓刚就日本民用飞机侵闯中国钓鱼岛领空答记者问。记者：据报道，中国海警舰艇日前驱离了非法进入中国钓 鱼岛领空的日本民用飞机。日防卫省称中方舰载直升机侵犯日"领空"。请问发言人有何评论？张晓刚：日方有关言论颠倒是非，是不负责任的。钓鱼岛及其 附属岛屿是中国固有领土。日方民用飞机非法进入中国钓鱼岛领空，严重侵犯中国领土主权，中国海警采取必要管控措施予以警告驱离，完全正当合法。我 们要求日方严格约束本国公民活动，停止复杂化钓鱼岛海空域局势的挑衅行径，避免带来不稳定不安全因素，影响中日关系发展大局。中方将继续采取有效 措施，坚定维护国家领土主权和海洋权益。 2 工业和信息化部：加强通用大模型和行业大 ...

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 标普八连涨、创八个月最长连涨日，纳指收涨超1%。微软和Meta力撑美股走高，微软收涨近8%，Meta涨超4%；礼来跌近12%。苹果和亚马逊盘后公布财 报，盘后苹果曾跌超4%、亚马逊曾跌5%。 美国首次申请失业金数据后，两年期美债收益率再创三周新低，ISM制造业PMI数据后，两年期美债收益率一度拉升超10个基点。 美元指数三连涨至近三周高位、重新站上100关口。日本央行不加息，日元盘中跌近2%。比特币盘中涨超3000美元、突破9.7万美元。 盘中期金跌超3%，原油V形反转，美油跌超3%后收涨近2%。 要闻 苹果业绩勉强超预期，宣布千亿美元回购，但关税将导致成本增9亿美元，股价盘后一度跌4%，电话会仅不到半小时，库克称当下不会宣布涨 价。 亚马逊Q1利润率再新高，但利润指引逊色，预警关税冲击，盘后一度跌5%。 马斯克向特朗普"告别"，留下"削减1600亿美元"成绩单，远低于预期。特斯拉董事会开始寻找CEO继任者，分析称，"厌倦造车"的马斯克需要一 个"库克"。微软力邀马斯克Grok AI入驻Azure，与OpenAI关系再起波澜。 ...

微软(MSFT.O)提高了Xbox主机、游戏和配件的价格。 ...