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上周154家上市公司披露机构投资者调研纪要，华盛昌迎超120家机构调研
Last week, 154 A-share listed companies disclosed institutional investor survey minutes, with Huashengchang receiving the highest level of institutional interest.
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韩国股指年内大涨八成估值却创低位，机构称存储板块仍具备配置价值
Despite a surge in South Korean stock indices driven by soaring AI-related profits at Samsung and SK Hynix, historically low valuations present a potential entry point for investors.
54
Meta紧急下线争议AI生图功能
Meta has taken down a controversial Instagram feature that allowed users to generate AI images using public account content due to severe concerns over portrait rights and criminal risks.
48
近百名玩家涌入具身数据 : 一年融资44.7亿，谁能真靠“卖数据”赚钱？
Over the past year, fifteen independent embodied AI data service providers in China raised approximately 4.47 billion yuan amid a surge in demand for robotic training data.
4
小米回应网传澎程价格
Xiaomi Auto clarified that recent online price predictions for its upcoming Pengcheng range-extended SUV series are unrealistically low and do not reflect market realities.
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电影《功夫女足》票房突破3亿
The film Kung Fu Female Football has surpassed 300 million yuan at the box office, according to real-time data.
4
马斯克：下一次星舰发射计划于周四进行
Elon Musk announced that the next launch of the Starship spacecraft is scheduled to take place on Thursday.
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年内退出134家，村镇银行改革持续加速
The restructuring of China's rural banks is accelerating, with 134 institutions approved to exit the market this year to improve local financial services.
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长存IPO辅导团队公布，中信证券与中信建投合计31人组成
CITIC Securities and CSC Financial have formed a 31-member team to guide Yangtze Memory Technologies Corp through its initial public offering process.
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受“巴威”影响，上海两机场计划取消航班653架次
Shanghai's Pudong and Hongqiao airports plan to cancel 653 flights due to the impact of Typhoon Bavi.
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机构：到2029年中国国内算力卡采购额将达到1.44万亿元，将诞生多家市值万亿甚至十万亿的上市企业
Market analysts project that China's domestic procurement of AI computing cards will reach 1.44 trillion yuan by 2029, potentially creating multiple trillion-yuan public enterprises.
43
智谱CEO唐杰发内部信：“GLM 时刻”和万亿俱乐部之后，什么是更重要的事
Zhipu AI founder Tang Jie announced in an internal letter that the company will prioritize long-term AGI goals, autonomous agents, and safety over short-term monetization.
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独家 | 智谱创始人唐杰发内部信：「GLM 时刻」之后，什么是更重要的事
An internal letter from Zhipu AI founder Tang Jie reveals the company's strategic pivot toward coding and reasoning capabilities to foster autonomous agent systems.
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乘联分会崔东树：6月新能源车厂商库存小幅收缩，行业压库存现象没有出现
The China Passenger Car Association reported that electric vehicle manufacturer inventories contracted slightly in June, showing stable market trends.
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多家A股公司预计业绩大增，存储、锂矿、有色等头部企业表现亮眼
Multiple Chinese public companies reported significant earnings growth driven by rising demand for AI-related enterprise storage and raw materials.
3
2025年我国港口货物、集装箱吞吐量稳居世界第一
China's ports maintained their top global ranking in 2025 with a cargo throughput of 18.3 billion tons.
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研究报告：中国电力技术创新位居全球首位
A UN report indicates that China leads the world in power technology innovation and ranks near the top in overall power development.
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腾讯洽购Manus？知情人士：腾讯仍将保留少数股东地位
Reports suggest Tencent is negotiating a deal involving AI agent startup Manus, though sources indicate Tencent will maintain a minority stake rather than acquiring a controlling interest.
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中期协： 6月全国期货交易市场成交额同比增长52.72%
The China Futures Association reported a 52.72 percent year-on-year increase in national futures market transaction value for June.
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多家航司：受“巴威”影响，可免费变更或退票
Several Chinese airlines are offering free ticket changes and refunds to passengers affected by Typhoon Bavi.
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国际能源署：欧盟电气化推进迟缓实属失策
The International Energy Agency criticized the European Union's slow progress in electrification, warning that its reliance on fossil fuels harms its economic competitiveness.
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国内多家金店金饰价格多数持稳，最高报1255元/克
Gold jewelry prices in China remained stable with the highest price reported at 1,255 yuan per gram.
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2026年暑期档票房破25亿
China's summer box office revenue for 2026 has surpassed 2.5 billion yuan, led by films such as Toy Story 5.
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全球首个潮玩创作者AI设计平台“妙呀”全量公测
Damai Entertainment and Alibaba's Token Foundry have launched the public beta of Miaoya, an AI-powered design platform for art toy creators.