市场回顾与展望 - 市场在经历动荡后已收复大部分跌幅 平均指数在周五收高 尽管总统宣布终止与加拿大的贸易谈判导致午后出现损失 [1][2] - 本季度开局糟糕但最终表现强劲 表明坚持既定策略是应对多变市场的合理方式 [2] 重要经济数据与事件 - 周一将发布芝加哥采购经理人指数 该数据是工业经济健康状况的重要指标 若表现疲弱可能加大美联储降息压力 [3] - 周三将公布抵押贷款申请数据 该数据已成为"整个经济的沉重负担" [5] - 周四将发布最新劳动力报告 若非农就业数据疲弱 可能重新引发7月降息预期 并导致总统再次批评美联储主席 [5] 公司动态与行业影响 - Constellation Brands将于周二公布财报 预计将不及预期 该公司是消费品包装行业困境的缩影 [4] - GLP-1减肥药兴起及消费者对大麻偏好增加 正广泛冲击酒精类公司 [4] - 特朗普移民政策影响销售 Constellation Brands约半数啤酒销售额来自西班牙裔消费者 管理层表示驱逐政策导致该群体消费减少 [4] 高管访谈与消费趋势 - 周一将采访亚马逊CEO Andy Jassy 期望获取关于消费者支出的见解 近期数据显示部分消费者正在缩减开支 [3]

中国科技能力认知转变 - 全球对中国科技能力的认知正经历根本性转变 中国已崛起为世界级技术和工业产品生产国 [1] - 深度求索公司突破性开发出媲美OpenAI的大型语言模型 尽管受美国半导体出口管制限制 [1] 行业领先地位 - 无人机领域 大疆占据全球70%以上市场份额 [1] - 机器人领域 中国是全球最大市场 掌控40%以上全球份额 [1] - 电动汽车领域 中国企业占全球市场份额超60% [1] 知识产权与学术研究 - 自2019年起中国国际专利申请量稳居世界第一 华为持续位居全球专利申请人榜首 [1] - 2023年全球专利申请量前十企业中四家来自中国 [1] - 中国科学论文数量世界第一 《自然》指数2025显示全球前十研究机构中八家来自中国 [1] 人工智能领域成就 - 过去十年全球70%生成式人工智能相关专利来自中国 [2] - 全球47%顶尖人工智能人才源自中国 [2] 中韩竞争关系 - 中韩两国注定在高端制造业领域展开全球竞争 [2] - 韩国缺乏深入研究中国的专家 与中国对韩国未来的重要性不匹配 [2]

中欧高级别战略对话 - 中共中央政治局委员、外交部长王毅将于6月30日至7月6日访问欧盟总部并举行第十三轮中欧高级别战略对话 [1] - 此次战略对话是欧盟委员会换届以来双方就战略安全问题和中欧关系宏观顶层设计的首轮沟通 [1] - 对话将在中欧建交50周年重要时间节点推动双方领导人会面及其他活动 [1] - 中欧上一次高级别战略对话在2023年举行 [1] 中欧经贸关系 - 欧盟对中国电动汽车征收最高35.3%的反补贴税 [2] - 双方同意尽快重启电动汽车价格承诺谈判 [2] - 中国对欧盟白兰地实施反倾销调查并持续至今 [2] - 法国干邑白兰地生产商已就中国市场最低进口价格达成初步协议 [2] - 欧盟限制中国企业参与价值超过500万欧元的医疗器械招标项目 [2] - 这是欧盟2022年通过《国际采购工具》后首次动用该法规对中国企业采取措施 [2] 欧盟对华政策 - 欧盟委员会主席冯德莱恩在G7峰会上称中国是"真正的挑战" [3] - 欧盟领导人今年初释放积极信号但近期态度再度强硬 [3] - 欧盟试图借助各种杠杆和手段在经贸方面实现欧洲利益最大化 [3] - 反映出欧洲在战略上对中国的误判以及双方沟通不足 [3]

In the latest trading session, Adma Biologics (ADMA) closed at $18.16, marking a -1.3% move from the previous day. This move lagged the S&P 500's daily gain of 0.52%. Meanwhile, the Dow gained 1%, and the Nasdaq, a tech-heavy index, added 0.52%. The stock of infectious disease drug developer has fallen by 6.93% in the past month, lagging the Medical sector's gain of 3.5% and the S&P 500's gain of 5.95%.Analysts and investors alike will be keeping a close eye on the performance of Adma Biologics in its upcom ...

Diebold Nixdorf, Incorporated (DBD) ended the recent trading session at $55.43, demonstrating a +1.54% change from the preceding day's closing price. This change outpaced the S&P 500's 0.52% gain on the day. Elsewhere, the Dow gained 1%, while the tech-heavy Nasdaq added 0.52%. Shares of the company witnessed a gain of 12.37% over the previous month, beating the performance of the Computer and Technology sector with its gain of 9.55%, and the S&P 500's gain of 5.95%.The investment community will be closely ...

In the latest close session, GE Vernova (GEV) was up +2.54% at $519.66. The stock outpaced the S&P 500's daily gain of 0.52%. Meanwhile, the Dow gained 1%, and the Nasdaq, a tech-heavy index, added 0.52%. Coming into today, shares of the the energy business spun off from General Electric had gained 7.56% in the past month. In that same time, the Oils-Energy sector gained 5.34%, while the S&P 500 gained 5.95%. The upcoming earnings release of GE Vernova will be of great interest to investors. The company's e ...

Recursion Pharmaceuticals (RXRX) closed the most recent trading day at $5.03, moving -6.85% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.52%. Meanwhile, the Dow gained 1%, and the Nasdaq, a tech-heavy index, added 0.52%. Shares of the biotechnology company have appreciated by 21.35% over the course of the past month, outperforming the Medical sector's gain of 3.5%, and the S&P 500's gain of 5.95%.Analysts and investors alike will be keeping a close eye on ...

Axon Enterprise (AXON) closed at $818.87 in the latest trading session, marking a +1.86% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.52%. Meanwhile, the Dow experienced a rise of 1%, and the technology-dominated Nasdaq saw an increase of 0.52%. Shares of the maker of stun guns and body cameras have appreciated by 10.09% over the course of the past month, outperforming the Aerospace sector's gain of 6.68%, and the S&P 500's gain of 5.95%.The investment community wi ...

In the latest close session, Toyota Motor Corporation (TM) was up +2.99% at $175.74. The stock outpaced the S&P 500's daily gain of 0.52%. On the other hand, the Dow registered a gain of 1%, and the technology-centric Nasdaq increased by 0.52%. The company's shares have seen a decrease of 8.32% over the last month, not keeping up with the Auto-Tires-Trucks sector's loss of 2.65% and the S&P 500's gain of 5.95%.Market participants will be closely following the financial results of Toyota Motor Corporation in ...

这份协议在签署后立即生效。根据协议，刚果(金)与卢旺达将彼此尊重领土完整，停止敌对行动，推动 交战部队脱离接触，对非法武装组织实施缴械和有条件整编；建立常设联合安全协调机制；推动两国难 民和境内流离失所人员安全有序返回家园。 刚果(金)与卢旺达27日在美国首都华盛顿签署全面和平协议，承诺结束长达30年的冲突，推动非洲大湖 区和平与稳定。 自2021年底刚果(金)反政府武装"M23运动"重新活跃以来，刚果(金)与卢旺达之间的关系日趋紧张。刚 果(金)指责卢旺达支持"M23运动"。卢旺达则指责刚果(金)军方与卢旺达反政府势力"卢旺达解放民主力 量"结盟，后者涉嫌参与1994年卢旺达种族大屠杀。今年4月，双方签署原则宣言，以推动实现刚果(金) 东部和非洲大湖区和平。 （文章来源：中国新闻网） 卢旺达外交与国际合作部长恩杜洪吉雷海、刚果(金)国务部长兼外交部长瓦格纳和美国国务卿鲁比奥出 席签署仪式。 恩杜洪吉雷海在致辞中首先感谢了卡塔尔在协议谈判中发挥的"核心作用"。他指出，这项和平协议的核 心是：建立常设联合安全协调机制。首要任务是削弱并解除卢旺达反政府势力"卢旺达解放民主力量"武 装能力，并逐步撤除相关防御措施。 ...