1. 多家品牌数据显示，老凤祥足金首饰克价1265元，较前一日1309元降了44元；周大福、老庙黄金、周生生足金首饰分别较前一日降了40元、31元、37元。深圳水贝黄金实时金价为1076元/克，较前一日下降31元/克;回收价格则为890元/克。 2. 中国移动梧桐数据分析显示，今年端午假期整体出游人群规模预计较去年同期增长4%，毕业旅游、避暑出行、龙舟赛将成为今年端午假期的三大热点。2-3天的中短途家庭游预计将成为主流趋势，新能源汽车出行量预计较去年同期增长32%。 3. 据第一财经报道，今年河南、广西、湖南等地招生规模同比分别减少51.3%、57.6%和59.5%，部分院校不再招收学前教育专科生。同时多所师范院校正加速压缩师范专业规模，转向增设理工科专业和成立微电子、人工智能、新能源等新工科学院，以优化布局、拓展发展空间。近四分之一师范本科院校已在过去三年增设工科专业。 4. 据中房报报道，厦门二手房销售价格连续3个月上涨，5月二手住宅成交2345套，同比大涨37.1%，连续第三个月站稳2200套成交基准线。新房市场同步企稳回升，结束前期环比下行态势。下半年结构性修复行情将持续，6月房企年中冲刺或推动新房供应回暖，二手房短期维持温和修复。 5. 近期，摩根士丹利、野村、瑞银等外资机构密集发声，看好中国市场机遇。摩根士丹利指出，中国拥有除美国外唯一独立的AI生态系统，有望创造3万亿至4万亿美元增量市值。野村建议均衡配置科技与周期板块，认为中长期A股回报仍由科技主线贡献。瑞银预计今年A股盈利增速有望升至11%，看好成长、周期及小盘风格。 6. 美国参议员桑德斯6月18日提出《美国AI主权财富基金法案》，拟对大型AI公司征收50%一次性股票税，设立约7万亿美元主权财富基金，每年向每位美国公民分红超1000美元，旨在打破科技垄断，让公众分享AI红利。基金由独立委员会管理，有权否决损害公众利益的决策，损失由公司承担，联邦政府不兜底。 7. 据上观新闻报道，AI头部企业争相高薪聘请哲学背景人才，参与底层规则搭建。此举揭示AI发展已遇工程思维瓶颈，纯技术无法解答价值观与伦理等哲学命题。当算力不再是唯一壁垒，界定问题、预判风险的思辨能力成为关键，人文素养正成为AI时代发展的“方向盘”。 8. 智谱发布GLM-5.2，该模型以低成本6倍多的优势引发关注。马斯克在社交平台回应称预计中国大模型2027年Q1达Fable级别，独立AI研究员则推算中国模型或于2026年11至12月达到Fable级别。智谱AI创始人唐杰则直接回应“不用那么久”。此次为马斯克继点赞Kimi后再次点评中国AI。 9. 据人民锐评，新能源车越造越“重”、AI行业盲目拼token消耗，偏离真实价值，引发停车难、道路损耗及算力电力浪费。好在行业已开始纠偏，汽车业呼吁“减肥”，AI界叫停无意义算力消耗，转向应用导向。新兴产业发展应从“对标竞品”转向“需求牵引”，追求有效供给，以“更聪明地创造”替代“更努力地堆料”，把资源投向真正创造价值之处。 10. 据财联社报道，高油价推动香港电动车占比超八成，国产电车“一车难求”。“一换一”补贴退场前引发抢购潮，比亚迪门店单月可卖三四千台，热门款交付需等两三个月；极氪009与7X基本售罄。2025年比亚迪已超越特斯拉成香港全品牌销冠。自主品牌正以香港为跳板拓展右舵海外市场。 11. 美国总统特朗普在社媒宣布，英特尔将与苹果合作在美国本土设计芯片。此举源于AI热潮推动苹果加速供应链多元化，减少对台积电依赖，同时英特尔工艺差距缩小。分析师预计双方合作最快2028年落地，苹果或先为Mac、再为iPhone生产芯片。特朗普政府此前已入股英特尔并促成多项代工订单，推动芯片制造回流美国。 12. 美国第二大政府赞助企业房地美数据显示，美国抵押贷款利率降至一个月低点6.47%，此前因中东冲突一度飙升，和平协议缓和通胀担忧。春季房屋销售展现韧性，5月二手房签约量上升3.8%，购房者正适应高利率。但负担能力仍是难题，月供中值升至2647美元，创一年新高。 13. 日本总务省数据显示，5月核心CPI同比上涨1.4%，连续57个月保持升势。食品价格同比上涨3.5%，能源价格降幅明显收窄至2.5%。经济学家指出，反映需求的通胀指标仍偏弱，央行或需提前防范未来通胀超预期风险。 14. 国铁集团数据显示，中欧班列年开行量从2016年的1702列增至2025年的20022列，增长10.8倍，年均增长31.5%。目前中国129个城市、欧洲26国236个城市通达，基本覆盖亚欧全境。截至6月10日，年内已开行突破万列和百万标箱，创历史同期新高。 15. 据央视新闻报道，阿联酋政府批准新规，将社交媒体最低使用年龄设为15岁，15岁以下儿童禁止使用、注册或操作社交账户，不得发布内容、评论或加入公共群组。平台须通过数字身份认证和AI技术实施年龄验证，封禁违规账户，禁止利用儿童数据进行定向广告。15-16岁青少年在内容管控、互动限制等保护措施下可使用。公司有12个月缓冲期。

据第一财经报道，某民营银行暂停线上2年期及以上定存新增，此前多家民营银行已下架3年期、5年期产品，下架潮正向2年期蔓延。数据显示，5月银行定存利率全面走低，3年期与5年期已现利率倒挂。分析称，此举系银行优质信贷资产增长乏力、高息揽存难以为继所致，主动压降高成本负债，市场整体步入低利率运行阶段。 2.贝恩公司与纽锐拓消费者指数联合发布的《2026年中国购物者报告》显示，中国快消品市场正结构性调整，预计2026年维持低位增长，618等大促拉动作用减弱，消费趋于常态化。AI正重塑消费决策，未来影响将扩展至全品类。报告建议品牌商转向“算法制胜”，掌握数据以应对AI时代的竞争。 3. 据央视新闻报道，海南自贸港全岛封关半年，新增注册经营主体17.21万家，同比增长61.07%；“零关税”政策进口货物规模达26.45亿元，同比增长1.2倍。离岛免税政策继续优化，离岛免税销售金额203.4亿元，同比增长20.5%。 4.深圳市委金融办等部门联合主办的“深圳城市更新项目产融对接会”在罗湖成功举行。11个城市更新重点攻坚项目分场次与商业银行、资产管理公司等开展深度对接，12个新开工、续建等城市更新项目与金融机构进行意向融资签约，签约金额达155亿元。 5. 高盛中国房地产团队在接受采访时表示，上海和深圳房地产市场预计将领先在今年年底见底，2026年底至2028年底前两城房价整体回升15%。当前房地产市场需求仍处分化状态，复苏由高端需求和中心城区“老破小”成交驱动，中间层级仍在调整。 6.据央视新闻报道，截至6月18日，世界最大内河船闸三峡双线五级船闸通航23年，累计运行22.5万闸次，通过船舶111.1万余艘次、旅客1232.7万人次，过闸货运量达24亿吨。管理单位持续优化调度，连续8000多天安全运行。 7.德勤中国报告指出，A股改革将推动硬科技企业上市，预计港股全年将有约160只新股上市融资约3000亿港元，有望跻身全球前三。上半年港股78只新股融资2033亿港元，超七成来自半导体、AI等科技公司；A股约70只新股融资693亿元。全球新股融资增近五倍，纳斯达克居首，港交所第二，但上半年无中概股赴美上市。 8.工信部等五部门联合开展新能源汽车下乡活动。要求选取适合乡村的车型，落实车购税、车船税减免和充换电设施补短板等政策；设置以旧换新专区，提供“一站式”服务；在典型县域开展特色活动，打造体验式消费场景；组织销售、售后、充换电及金融等企业协同下乡，优化配套环境。下乡车型目录共155款车型，小米su7、特斯拉Model 3在列。 高盛亚太区总裁在“2026陆家嘴论坛”上表示，中国科技创新正处转折点，AI技术有望十年内贡献劳动生产率8%。当前中国AI领域绝对投资额仅为美国的10%，增长空间显著，资本缺口集中于初创与成长阶段，亟需构建市场驱动的早期融资体系，引入“耐心资本”并强化公司治理。建议政策明确监管指引，提升中段融资审批效率，拓宽机构投资者退出渠道，加速资本循环。 调研机构Counterpoint Research报告显示，5月11日至17日，全球智能手机销量同比下降8%，已连续9周负增长。仅苹果和华为实现正增长，分别为10%、23%。 宁德时代董事长曾毓群表示，部分厂商仅靠六七成技术以低价抢市场，电池质量问题在几年后才暴露，根源于短视KPI导向和浮躁心态。随着竞争从价格战转向核心技术、质量与生态的比拼，简单模仿时代将终结，行业将迈向更规范、创新的高质量发展阶段。宁德时代二季度市占率47.1%，比亚迪为17%，双强格局稳固。 据经济参考报报道，近期专业机构检测发现，“好奇”“碧芭宝贝”“Babycare”等品牌婴幼儿纸尿裤含毒性物质甲酰胺，使用后出现反复红臀乃至皮肤破溃，部分婴幼儿体内亦有检出。各品牌均表示将配合调查并公开结果。 Signal Group数据显示，霍尔木兹海峡重开后，滞留波斯湾的约31艘超大型油轮将陆续驶向亚洲市场，共计可运输约6200万桶原油，该地区可能面临供应过剩局面。实际数量或因部分船只关闭定位系统而更多。 据新华财经报道，1-5月熊猫债发行1365亿元，为去年同期的1.9倍，占去年全年总量74%，全年有望创历史新高。熊猫债是境外主体在境内发行的人民币债券，近年备案机制简化、人民币融资成本优势推动市场扩容。当前市场结构优化，中长期占比升至61%，一季度成交额同比增93%，发行主体涵盖主权机构、国际开发机构及跨国企业。 据央视新闻报道，美国佛罗里达州迈阿密·戴德县近日发生两处灌木丛火灾，截至6月17日上午仍未完全控制，浓烟导致当地空气质量下降。火灾可能影响邻近的露天世界杯场馆迈阿密体育场，但赛事组织方尚未宣布调整赛程。

* According to Yicai, a private bank has suspended new subscriptions to its 2-year and longer time deposit products online. Prior to this, many private banks had already removed their 3-year and 5-year deposit offerings, and the product withdrawal wave is now spreading to 2-year tenors. Statistics show that bank fixed deposit interest rates across the board slid lower in May, with rate inversion seen between 3-year and 5-year terms. Analysts attribute this move to weak growth in high-quality credit assets and unsustainably high costs of deposit-taking. Banks are proactively cutting high-cost liabilities, and the whole market has entered a phase of low interest rates. * The 2026 China Shopper Report, jointly released by Bain & Company and Numerator Consumer Insights, states that China’s fast-moving consumer goods (FMCG) market is undergoing structural adjustments. The market is projected to maintain sluggish growth in 2026, with the traction of major shopping festivals such as the 618 Shopping Festival weakening and consumption shifting back to normal patterns. Artificial intelligence is reshaping consumer purchasing decisions, and its influence will extend to all product categories in the future. The report advises brands to adopt an "algorithm-driven winning strategy" and leverage data to compete in the AI era. * CCTV News reported that half a year after the full-island customs closure of Hainan Free Trade Port, 172,100 new market entities have registered for operation, representing a year-on-year increase of 61.07%. The value of goods imported under the zero-tariff policy hit 2.645 billion yuan, up 1.2 times year-on-year. The offshore duty-free policy continues to be refined; offshore duty-free sales reached 20.34 billion yuan, a year-on-year rise of 20.5%. * The Shenzhen Urban Renewal Project Industry-Finance Matching Conference, co-hosted by the Financial Work Office of the CPC Shenzhen Municipal Committee and other authorities, was successfully held in Luohu District. Eleven key priority urban renewal projects held in-depth matching sessions with commercial banks, asset management firms and other financial institutions. Financing intent agreements were signed between 12 newly launched and ongoing urban renewal projects and financial institutions, with a total contracted financing volume of 15.5 billion yuan. * CCTV News reported that as of June 18, the Three Gorges Dual-Lock Five-Stage Ship Lock, the world’s largest inland waterway ship lock, has been in operation for 23 years. It has completed a cumulative 225,000 lockage operations, passing over 1.111 million vessels and 12.327 million passengers, with total freight throughput hitting 2.4 billion tons. The management authority has continuously optimized scheduling arrangements, achieving more than 8,000 consecutive days of safe navigation. * A report by Deloitte China notes that reforms on the A-share market will boost IPOs of hard-tech enterprises. Around 160 new stocks are expected to be listed on the Hong Kong Stock Exchange (HKEX) this year, raising approximately HK$300 billion, which could place HKEX among the world’s top three fundraising venues. In the first half of the year, 78 IPOs in Hong Kong raised HK$203.3 billion, over 70% of which came from technology firms focusing on semiconductors, AI and other sectors. Around 70 A-share IPOs raised 69.3 billion yuan. Global IPO fundraising volume surged nearly fivefold, with Nasdaq ranking first and HKEX second. No Chinese concept stocks were listed in the United States in the first half of the year. * Five authorities including the Ministry of Industry and Information Technology (MIIT) jointly launched a campaign to promote new energy vehicles (NEVs) in rural areas. Relevant requirements include selecting vehicle models suitable for rural use, fully implementing policies such as vehicle purchase tax and vehicle and vessel tax reductions, as well as subsidies to improve charging and battery swapping infrastructure; setting up dedicated trade-in zones to deliver one-stop services; organizing signature promotional activities in typical county-level regions to build immersive consumption scenarios; coordinating manufacturers of sales, after-sales, charging/swapping and financial services to expand rural market coverage and upgrade supporting facilities. The official catalogue for the campaign covers 155 models, including the Xiaomi SU7 and Tesla Model 3. * At the 2026 Lujiazui Forum, the President of Goldman Sachs Asia Pacific stated that China’s technological innovation is at an inflection point, and artificial intelligence technologies are projected to lift labor productivity by 8% within a decade. Currently, China’s absolute investment in the AI sector accounts for merely 10% of that in the United States, leaving massive room for growth. Capital shortages are concentrated in the startup and growth stages, creating an urgent need to build a market-driven early-stage financing system, introduce patient capital and strengthen corporate governance frameworks. He recommended clear regulatory guidelines from policymakers, higher approval efficiency for mid-stage financing, broader exit channels for institutional investors and accelerated capital circulation. * A report by research firm Counterpoint Research shows that global smartphone sales fell 8% year-on-year in the week of May 11–17, marking nine consecutive weeks of year-on-year sales decline. Only Apple and Huawei posted positive growth, at 10% and 23% respectively. * Zeng Yuqun, Chairman of CATL, pointed out that some manufacturers seize market share at low prices with merely 60% to 70% complete technologies, and battery quality defects only emerge several years later. The root cause lies in short-sighted KPI targets and impetuous industry mindsets. As competition shifts from price wars to contests over core technology, product quality and industrial ecosystems, the era of simplistic imitation will draw to an end, and the industry will advance toward standardized, innovative high-quality development. CATL captured a 47.1% market share in the second quarter, while BYD held 17%, solidifying a stable duopoly landscape.

据第一财经报道，某民营银行暂停线上2年期及以上定存新增，此前多家民营银行已下架3年期、5年期产品，下架潮正向2年期蔓延。数据显示，5月银行定存利率全面走低，3年期与5年期已现利率倒挂。分析称，此举系银行优质信贷资产增长乏力、高息揽存难以为继所致，主动压降高成本负债，市场整体步入低利率运行阶段。 贝恩公司与纽锐拓消费者指数联合发布的《2026年中国购物者报告》显示，中国快消品市场正结构性调整，预计2026年维持低位增长，618等大促拉动作用减弱，消费趋于常态化。AI正重塑消费决策，未来影响将扩展至全品类。报告建议品牌商转向“算法制胜”，掌握数据以应对AI时代的竞争。 据央视新闻报道，海南自贸港全岛封关半年，新增注册经营主体17.21万家，同比增长61.07%；“零关税”政策进口货物规模达26.45亿元，同比增长1.2倍。离岛免税政策继续优化，离岛免税销售金额203.4亿元，同比增长20.5%。 深圳市委金融办等部门联合主办的“深圳城市更新项目产融对接会”在罗湖成功举行。11个城市更新重点攻坚项目分场次与商业银行、资产管理公司等开展深度对接，12个新开工、续建等城市更新项目与金融机构进行意向融资签约，签约金额达155亿元。 据央视新闻报道，截至6月18日，世界最大内河船闸三峡双线五级船闸通航23年，累计运行22.5万闸次，通过船舶111.1万余艘次、旅客1232.7万人次，过闸货运量达24亿吨。管理单位持续优化调度，连续8000多天安全运行。 德勤中国报告指出，A股改革将推动硬科技企业上市，预计港股全年将有约160只新股上市融资约3000亿港元，有望跻身全球前三。上半年港股78只新股融资2033亿港元，超七成来自半导体、AI等科技公司；A股约70只新股融资693亿元。全球新股融资增近五倍，纳斯达克居首，港交所第二，但上半年无中概股赴美上市。 工信部等五部门联合开展新能源汽车下乡活动。要求选取适合乡村的车型，落实车购税、车船税减免和充换电设施补短板等政策；设置以旧换新专区，提供“一站式”服务；在典型县域开展特色活动，打造体验式消费场景；组织销售、售后、充换电及金融等企业协同下乡，优化配套环境。下乡车型目录共155款车型，小米su7、特斯拉Model 3在列。 高盛亚太区总裁在“2026陆家嘴论坛”上表示，中国科技创新正处转折点，AI技术有望十年内贡献劳动生产率8%。当前中国AI领域绝对投资额仅为美国的10%，增长空间显著，资本缺口集中于初创与成长阶段，亟需构建市场驱动的早期融资体系，引入“耐心资本”并强化公司治理。建议政策明确监管指引，提升中段融资审批效率，拓宽机构投资者退出渠道，加速资本循环。 调研机构Counterpoint Research报告显示，5月11日至17日，全球智能手机销量同比下降8%，已连续9周负增长。仅苹果和华为实现正增长，分别为10%、23%。 宁德时代董事长曾毓群表示，部分厂商仅靠六七成技术以低价抢市场，电池质量问题在几年后才暴露，根源于短视KPI导向和浮躁心态。随着竞争从价格战转向核心技术、质量与生态的比拼，简单模仿时代将终结，行业将迈向更规范、创新的高质量发展阶段。宁德时代二季度市占率47.1%，比亚迪为17%，双强格局稳固。

1. 在2026陆家嘴论坛上，央行行长潘功胜介绍了六项央行即将出台的政策举措。一是完善短端利率调控机制；二是创设境外央行回购工具；三是在上海自贸区开展离岸人民币外汇交易试点；四是研究设立特定情景非银流动性支持宏观审慎工具；五是会同上海市政府和有关部门出台《上海国际金融中心发展离岸金融行动方案》；六是银行间市场数据报告库正式挂牌。股票市场方面，近两年，央行会同证监会设立并完善支持资本市场稳定发展的货币政策工具，支持汇金公司发挥“类平准基金”作用。 2. 央视财经消息，中美航线全面爆舱，一舱难求。在浙江宁波一家国际货运代理企业，企业负责人表示，5月之后，中美航线已经全面爆舱，华东、华南舱位全线紧张，整体回到了旺季紧缺的行情。4月底，宁波到美国西部、东部港口一个40英尺集装箱的运价分别约为2900美元、3900美元；经过数轮涨价，目前美西、美东航线运价已接近6300美元、7500美元。 3. 中新经纬消息，由于三星电子和海力士的员工获得了数亿韩元的绩效奖金，购房需求激增，一些公寓的价格已经上涨了1-2亿韩元（约合44.7-89.4万元）。高端进口车经销店也挤满了半导体公司的员工，销售人员表示，有折扣合作的大公司员工会出示工作证明，其中十个人里有九个来自半导体公司。拿到绩效奖金的半导体公司员工顾客会说“想看看比原来打算买的更高一档的车型”。 4. 韩国央行警告称，由人工智能热潮推动的韩国芯片产业繁荣令通胀前景变得更加复杂。部分芯片企业发放异常丰厚的奖金，可能推高其他行业员工的加薪诉求，从而刺激消费需求并增加企业成本。如果薪资增长从科技行业扩散至更广泛领域，将与高企的能源价格一道，推动通胀压力上升。 5. 国家禁毒办发布《关于将二氟乙咪酯等16种物质列入<非药用类麻醉药品和精神药品目录>的公告》（自7月1日起施行），决定将二氟乙咪酯等16种物质纳入管制，防范遏制滥用危害。此次增列后，我国已列管412种非药用麻醉药品和精神药品及芬太尼类、合成大麻素类、尼秦类三个整类物质。 6. 证监会主席吴清表示，将持续深化“两创板”改革，科创板将扩大第五套标准适用范围至人工智能领域；落实发展未来产业战略部署，支持量子科技、生物制造、具身智能等更多领域“硬科技”企业上市。目前，A股科技板块市值占比超过三成，市值超千亿上市公司中，科技企业占比已达45%。一批优质创新企业高效登陆A股市场，资本市场与新质生产力双向奔赴、相互成就的态势加快形成。 7. 财经头条APP：近期全国多个市县区公开发布征集废旧动力电池违法回收线索的公告，公告口径严厉、执法风暴力度空前。跟踪发现，进入六月份以来，全国多个市、县、区陆续对外密集发布“征集废旧动力电池回收违法线索”公告。这表明治理整治废旧动力电池回收违法行为已开始进入到县、区基层一级。在产业链上，以格林美等为代表的合法白名单废旧动力电池回收企业，或将迎来营收和毛利的改善。 8. 摩根大通上调对大型科技公司建设人工智能基础设施所需的花费和借款预估，预计到2030年，人工智能超大规模数据中心运营商将为此投入约5.5万亿美元，较11月时的预测增加4000亿美元。 9. 《新财富》发布500创富榜。43岁的张一鸣继去年登顶之后，今年以5439亿元继续卫冕。前十名单中，几乎都是去年的熟悉面孔，且他们的持股市值全部实现正增长。从创富行业看，受科技引擎与大国红利影响，芯片、AI、新能源汽车等产业链强势崛起。地域创富格局也进一步分化，广东、浙江、北京、上海四地上榜人数占全国六成以上。 10. TrendForce研究指出，随着全球云端服务供应商（CSP）AI军备竞赛持续升温，自研ASIC加速器平台大量采用小尺寸、高容值、耐高温的高端特规MLCC，需求结构正快速向少数顶规品项集中，然而，因供应商扩产速度落后，下半年结构性短缺风险不容小觑。 11. OpenAI一季度消耗37亿美元现金，超过57亿美元收入的一半，现金消耗和收入均同比增加两倍。一季度末，持有超过730亿美元现金和有价证券，而去年12月底为400亿美元。 12. 珍酒李渡上调2026年业绩指引，收入目标增长率自10%上调至15%；经调整净利润目标由6亿元上调至8亿元。预计今年旗下所有品牌均有望实现10%以上的同比增长，整体毛利率稳中有升。 13. 微信支付正式发布AI专属卡。通过微信支付AI专属卡，用户能在和Agent的对话中提出消费需求，从智能推荐到下单支付，由Agent搞定。目前，微信支付AI专属卡已支持在WorkBuddy里使用。 14. 德国国防部长表示，德国计划投资约160亿欧元，用于提升联邦国防军的无人机防御能力，以及加快在各军种内组建反制无人机攻击的快速反应部队。 15. 中基协公布数据，5月底，我国公募基金总规模达到39.48万亿元，环比增长1227.54亿元，再创历史新高。分基金类型来看，债券基金规模在5月增长超2740亿元，贡献最大规模增量。此外，混合型基金规模在5月增长超1200亿元，QDII、货币基金也小幅增长，但股票基金规模在5月下降超3170亿元。

According to CCTV Finance, all China-US shipping routes are fully booked with container space in acute shortage. A person in charge of an international freight forwarding company in Ningbo, Zhejiang Province, stated that container space on all China-US routes has run out since May. Tonnage shortages prevail across East and South China, returning the market to the tight supply-demand balance typical of peak shipping seasons. At the end of April, freight rates for a 40-foot container shipped from Ningbo to ports on the US West Coast and East Coast stood at approximately USD 2,900 and USD 3,900 respectively. Following multiple rounds of price hikes, current rates for US West and East Coast lanes have surged to nearly USD 6,300 and USD 7,500. The Bank of Korea warned that the AI boom-driven prosperity of South Korea’s chip industry has complicated inflation outlooks. Excessively large bonuses paid by some chipmakers may fuel wage hike demands among workers in other sectors, boosting consumer demand and raising corporate operating costs. Should wage growth spread from the tech sector to broader industries, combined with elevated energy prices, upward inflationary pressures will intensify. The National Narcotics Control Office issued an Announcement on Including 16 Substances Including Difluoretomidate in the Catalogue of Non-Medicinal Narcotic Drugs and Psychotropic Substances, effective July 1. The document brings 16 substances including difluoretomidate under state control to prevent and curb harms caused by their abuse. After this round of additions, China has placed 412 individual non-medicinal narcotic and psychotropic substances under regulation, alongside three full categories: fentanyls, synthetic cannabinoids and nitazenes. JPMorgan Chase raised its estimates for capital expenditure and borrowing required by major tech firms to build AI infrastructure. It projects hyperscale AI data center operators will invest around USD 5.5 trillion in such facilities by 2030, an increase of USD 400 billion from its November forecast. New Fortune released its Top 500 Wealth Creators List. Forty-three-year-old Zhang Yiming retained the top spot this year with a fortune valued at CNY 543.9 billion, having claimed first place last year. Nearly all names in the top ten reappeared from last year, with all seeing positive growth in their stock market wealth. Driven by technological momentum and national development dividends, industrial chains covering chips, artificial intelligence and new energy vehicles have enjoyed robust growth. Regional wealth creation patterns have become more polarized; over 60% of listed individuals are based in Guangdong, Zhejiang, Beijing and Shanghai. Research by TrendForce points out that amid an intensifying AI arms race among global Cloud Service Providers (CSPs), in-house developed ASIC accelerator platforms rely heavily on high-end custom MLCCs featuring miniaturized dimensions, high capacitance and high temperature resistance. Market demand is rapidly concentrating on a small number of top-spec products. Nevertheless, slow capacity expansion by suppliers poses substantial risks of structural shortages in the second half of the year. OpenAI burned through USD 3.7 billion in cash in the first quarter, accounting for more than half of its USD 5.7 billion in revenue. Both cash burn and revenue tripled year-on-year. At quarter-end, the company held over USD 73 billion in cash and marketable securities, compared with USD 40 billion at the end of December last year. Zhenjiu Lidu upgraded its 2026 performance guidance. Its target revenue growth rate was lifted from 10% to 15%, while the adjusted net profit target rose from CNY 600 million to CNY 800 million. All of its brands are expected to achieve over 10% year-on-year growth this year, with overall gross profit margins maintaining a steady upward trend. WeChat Pay officially launched its exclusive AI Card. With the card, users can submit consumption requests through conversations with AI agents, who handle the entire process from intelligent product recommendations to order placement and payment. The WeChat Pay AI Exclusive Card is now available for use within WorkBuddy. Germany’s Federal Minister of Defence stated that Germany plans to invest approximately EUR 16 billion to enhance the German Federal Defence Force’s anti-drone capabilities and accelerate the formation of rapid response units across all military branches to counter drone attacks.

央视财经消息，中美航线全面爆舱，一舱难求。在浙江宁波一家国际货运代理企业，企业负责人表示，5月之后，中美航线已经全面爆舱，华东、华南舱位全线紧张，整体回到了旺季紧缺的行情。4月底，宁波到美国西部、东部港口一个40英尺集装箱的运价分别约为2900美元、3900美元；经过数轮涨价，目前美西、美东航线运价已接近6300美元、7500美元。 韩国央行警告称，由人工智能热潮推动的韩国芯片产业繁荣令通胀前景变得更加复杂。部分芯片企业发放异常丰厚的奖金，可能推高其他行业员工的加薪诉求，从而刺激消费需求并增加企业成本。如果薪资增长从科技行业扩散至更广泛领域，将与高企的能源价格一道，推动通胀压力上升。 国家禁毒办发布《关于将二氟乙咪酯等16种物质列入<非药用类麻醉药品和精神药品目录>的公告》（自7月1日起施行），决定将二氟乙咪酯等16种物质纳入管制，防范遏制滥用危害。此次增列后，我国已列管412种非药用麻醉药品和精神药品及芬太尼类、合成大麻素类、尼秦类三个整类物质。 摩根大通上调对大型科技公司建设人工智能基础设施所需的花费和借款预估，预计到2030年，人工智能超大规模数据中心运营商将为此投入约5.5万亿美元，较11月时的预测增加4000亿美元。 《新财富》发布500创富榜。43岁的张一鸣继去年登顶之后，今年以5439亿元继续卫冕。前十名单中，几乎都是去年的熟悉面孔，且他们的持股市值全部实现正增长。从创富行业看，受科技引擎与大国红利影响，芯片、AI、新能源汽车等产业链强势崛起。地域创富格局也进一步分化，广东、浙江、北京、上海四地上榜人数占全国六成以上。 TrendForce研究指出，随着全球云端服务供应商（CSP）AI军备竞赛持续升温，自研ASIC加速器平台大量采用小尺寸、高容值、耐高温的高端特规MLCC，需求结构正快速向少数顶规品项集中，然而，因供应商扩产速度落后，下半年结构性短缺风险不容小觑。 OpenAI一季度消耗37亿美元现金，超过57亿美元收入的一半，现金消耗和收入均同比增加两倍。一季度末，持有超过730亿美元现金和有价证券，而去年12月底为400亿美元。 珍酒李渡上调2026年业绩指引，收入目标增长率自10%上调至15%；经调整净利润目标由6亿元上调至8亿元。预计今年旗下所有品牌均有望实现10%以上的同比增长，整体毛利率稳中有升。 微信支付正式发布AI专属卡。通过微信支付AI专属卡，用户能在和Agent的对话中提出消费需求，从智能推荐到下单支付，由Agent搞定。目前，微信支付AI专属卡已支持在WorkBuddy里使用。 德国国防部长表示，德国计划投资约160亿欧元，用于提升联邦国防军的无人机防御能力，以及加快在各军种内组建反制无人机攻击的快速反应部队。

统计局公布数据，1-5月，全国规模以上工业增加值同比增长4.5%；全国固定资产投资（不含农户）178512亿元，同比下降4.1%，其中，民间投资同比下降7.1%。5月，全国城镇调查失业率为5.1%；社会消费品零售总额41090亿元，同比下降0.6%。 据新华社报道，美国总统特朗普表示，与俄罗斯总统普京、乌克兰总统泽连斯基分别通话，两人愿意就解决乌克兰危机“采取行动”，美国接下来将把重心转向俄乌问题。 中央结算公司发布关于就进一步降低做市商结算服务费用公开征求意见的通知。根据管理部门有关工作要求，为进一步降低做市商交易结算成本，决定将做市商通过做市成交的现券交易结算服务费由8折进一步降低至7.5折。以上优惠措施自2026年7月1日起至2028年12月31日止有效。 世界黄金协会发布年度央行黄金储备调查，89%的储备经理预计，未来12个月，全球央行的黄金持有量将继续增加。在接受调查的储备管理者中，有高达45%的人表示，他们预计在未来12个月内将增加自己机构的黄金持有量。此外，83%的受访者认为，五年后黄金在总储备中的占比将更高，而去年这一比例为76%。 统计局公布数据，1-5月，全国房地产开发投资30356亿元，同比下降16.2%；其中，住宅投资23426亿元，下降15.6%。新建商品房销售面积31320万平方米，同比下降10.8%；其中住宅销售面积下降12.1%。新建商品房销售额29366亿元，下降13.5%；其中住宅销售额下降14.1%。 财经头条APP消息，今年以来多位百亿基金经理旗下的产品业绩不佳，基金经理管理产品的持仓如果不在“节奏”上，对于持有人来说就如同熊市般的持有体验。此外，即使基金经理布局了热门的AI赛道，由于AI赛道细分板块波动较大，一季度还曾经历过深度回调，如果基金经理没把握好节奏，出现了追涨杀跌的操作，则依然会产生亏损。 第一财经消息，多所高校公布今年转专业情况，部分学生宁愿降1级甚至2级也要换专业。从转出的专业来看，有相当一部分学生选择从部分冷门专业转向热门专业。不过，有分析指出，对学生而言，虽然“热门”专业可能提供短期内较好的就业机会，但长期来看，个人的职业发展还应基于自身的兴趣和能力，以及行业的持续发展趋势。 国家超算互联网发布消息，在为期一个月的618算力促销活动期间，用户订阅价值9.9元/月Token Plan套餐，最高可获得8000万词元。此外，超算互联网平台还同步上线“新注册用户可免费领取千万级词元”“OCR服务单次调用低至0.01元”“邀约好友最高解锁5000卡时算力”等福利，并提供完善的全套AI研发工具链，以降低AI使用与创新门槛。 据上证报报道，6月以来，超过20家券商扎堆对薪酬管理制度进行整合修订。本轮行业薪酬整改直击行业短期激励痛点，核心围绕长周期考核、绩效薪酬递延支付、全周期薪酬追索扣回等三大维度展开。 IDC报告显示，一季度，全球智能眼镜市场出货量356.6万台，同比增长130.1%。其中，音频和音频拍摄眼镜市场出货量224.8万台，同比增长167.4%；AR/VR市场出货131.8万台，同比增长85.9%。中国市场排名第三，出货量61万台，同比增长23.5%，智能眼镜首次被纳入国家补贴目录，带动渠道备货和终端需求释放，成为市场增量的核心动力。 证券时报消息，6月16日，2026张江具身智能供应链大会在上海开幕。在开幕式上，国家地方共建人形机器人创新中心机器人全生命周期示范应用区发布。国家地方共建人形机器人创新中心首席科学家江磊表示，行业普遍认为具身智能机器人是需要深耕10-20年的赛道，我们希望能把这一发展进程压缩至5-8年。 彭博社消息，据悉，卡塔尔计划在霍尔木兹海峡重新开放后迅速提高液化天然气（LNG）产量，目标是在两个月内恢复大部分出口能力。卡塔尔能源公司已告知买家，预计在恢复海峡安全通行一个月后，产量提高到产能的50%左右，并在两个月内提高到产能的80%左右，剩余产能需要数年时间才能完全恢复。 当地时间6月16日，欧洲议会在法国斯特拉斯堡最终表决通过欧盟-美国贸易协议相关立法。按照程序，相关立法文本随后将提交欧盟理事会批准。欧洲议会和欧盟理事会代表5月20日就欧盟-美国贸易协议相关立法提案达成一致，同意对美国输欧产品实施关税优惠措施，同时强化相关保障机制以维护欧盟及其成员国利益。 据新华社报道，韩国一项最新民意调查结果显示，韩国最大在野党国民力量党支持率升至44.3%，高于执政党共同民主党的38%。这是总统李在明去年6月上任以来，国民力量党支持率首次反超共同民主党。媒体分析，地方选举选票短缺事件是导致共同民主党支持率下滑的一个主要原因。 日本央行宣布加息25个基点，将政策利率自0.75%上调至1.0%，符合预期，为31年来最高水平。从2027年4月起暂停缩减购债，将日本国债每月购买规模维持在约2万亿日元。

Official data released by the National Bureau of Statistics (NBS) shows that from January to May, the value-added of industrial enterprises above designated size nationwide rose by 4.5% year-on-year. National fixed-asset investment (excluding rural households) reached 17.8512 trillion yuan, a year-on-year decline of 4.1%, among which private investment fell by 7.1% year-on-year. In May, the national surveyed urban unemployment rate stood at 5.1%; total retail sales of consumer goods hit 4.1090 trillion yuan, down 0.6% year-on-year. The World Gold Council (WGC) released its annual Central Bank Gold Reserves Survey, revealing that 89% of reserve managers expect global central banks to continue increasing their gold holdings over the next 12 months. As many as 45% of surveyed reserve administrators stated they plan to boost their institutions’ gold reserves within the coming year. In addition, 83% of respondents believe gold will account for a larger share of total reserves in five years, compared with 76% recorded last year. Data from the NBS indicates that national real estate development investment totaled 3.0356 trillion yuan from January to May, dropping 16.2% year-on-year. Residential investment amounted to 2.3426 trillion yuan, a 15.6% year-on-year decrease. The floor space of newly built commercial housing sold covered 313.20 million square meters, declining 10.8% year-on-year, with residential sales area down 12.1%. Sales revenue of new commercial housing reached 2.9366 trillion yuan, falling 13.5% year-on-year, including a 14.1% drop in residential sales turnover. According to Yicai Global, numerous universities have released their major transfer policies for this year, with some students willing to repeat one or even two academic years to switch majors. In terms of transferred disciplines, a considerable number of students are shifting from less popular majors to sought-after ones. Nevertheless, analysts note that while popular majors may deliver sound short-term employment prospects, students should shape their long-term career paths based on personal interests, capabilities and sustained industrial development trends. The National Supercomputing Internet announced a one-month computing power promotion campaign for the 618 Shopping Festival. Users subscribing to the 9.9-yuan-per-month Token Plan can receive a maximum of 80 million tokens. Meanwhile, the platform rolled out a host of incentives: new registered users receive tens of millions of free tokens, OCR service calls cost as low as 0.01 yuan per use, and users can unlock up to 5,000 computing hours by inviting friends. It also provides a full suite of mature AI R&D toolchains to lower barriers to AI application and innovation. The Shanghai Securities News reported that over 20 securities firms have concentrated on revising and overhauling their compensation management systems since June. The ongoing industry-wide remuneration rectification targets prominent pain points in short-term incentives, focusing on three core areas: long-cycle performance assessment, deferred payment of performance pay, and full-cycle recovery and deduction of compensation. An IDC report shows that global smart glasses shipments reached 3.566 million units in the first quarter, surging 130.1% year-on-year. Audio and audio-shooting smart glasses accounted for 2.248 million units, a year-on-year jump of 167.4%, while AR/VR glasses shipments hit 1.318 million units, up 85.9% year-on-year. Ranking third globally, the Chinese market recorded shipments of 610,000 units, growing 23.5% year-on-year. Smart glasses have been newly included in national subsidy catalogues, driving inventory restocking by distributors and releasing end-user demand, which has become a core growth driver for the sector. Per Securities Times, the 2026 Zhangjiang Embodied Intelligence Supply Chain Conference opened in Shanghai on June 16. At the opening ceremony, a full-lifecycle demonstration and application zone for humanoid robots, jointly built by national and local authorities under the National-Local Joint Innovation Center for Humanoid Robots, was unveiled. Jiang Lei, Chief Scientist of the center, commented that the industry generally regards embodied intelligent robotics as a sector requiring 10 to 20 years of intensive research, and the center aims to shorten this development timeline to 5–8 years. Xinhua News Agency cited the results of a recent South Korean public opinion poll, showing the approval rating of the People Power Party, South Korea’s largest opposition party, rose to 44.3%, surpassing the ruling Democratic Party’s 38%. This marks the first time the People Power Party has overtaken the Democratic Party in approval ratings since President Lee Jae-myung took office last June. Media analyses point to ballot shortages in local elections as a major factor dragging down the Democratic Party’s public support. The Bank of Japan (BoJ) announced a 25-basis-point interest rate hike, lifting its policy rate from 0.75% to 1.0% as widely expected, hitting a 31-year high. Starting April 2027, the central bank will suspend tapering its bond purchases and maintain monthly Japanese government bond buying at approximately 2 trillion yen.

统计局公布数据，1-5月，全国规模以上工业增加值同比增长4.5%；全国固定资产投资（不含农户）178512亿元，同比下降4.1%，其中，民间投资同比下降7.1%。5月，全国城镇调查失业率为5.1%；社会消费品零售总额41090亿元，同比下降0.6%。 世界黄金协会发布年度央行黄金储备调查，89%的储备经理预计，未来12个月，全球央行的黄金持有量将继续增加。在接受调查的储备管理者中，有高达45%的人表示，他们预计在未来12个月内将增加自己机构的黄金持有量。此外，83%的受访者认为，五年后黄金在总储备中的占比将更高，而去年这一比例为76%。 统计局公布数据，1-5月，全国房地产开发投资30356亿元，同比下降16.2%；其中，住宅投资23426亿元，下降15.6%。新建商品房销售面积31320万平方米，同比下降10.8%；其中住宅销售面积下降12.1%。新建商品房销售额29366亿元，下降13.5%；其中住宅销售额下降14.1%。 第一财经消息，多所高校公布今年转专业情况，部分学生宁愿降1级甚至2级也要换专业。从转出的专业来看，有相当一部分学生选择从部分冷门专业转向热门专业。不过，有分析指出，对学生而言，虽然“热门”专业可能提供短期内较好的就业机会，但长期来看，个人的职业发展还应基于自身的兴趣和能力，以及行业的持续发展趋势。 国家超算互联网发布消息，在为期一个月的618算力促销活动期间，用户订阅价值9.9元/月Token Plan套餐，最高可获得8000万词元。此外，超算互联网平台还同步上线“新注册用户可免费领取千万级词元”“OCR服务单次调用低至0.01元”“邀约好友最高解锁5000卡时算力”等福利，并提供完善的全套AI研发工具链，以降低AI使用与创新门槛。 据上证报报道，6月以来，超过20家券商扎堆对薪酬管理制度进行整合修订。本轮行业薪酬整改直击行业短期激励痛点，核心围绕长周期考核、绩效薪酬递延支付、全周期薪酬追索扣回等三大维度展开。 IDC报告显示，一季度，全球智能眼镜市场出货量356.6万台，同比增长130.1%。其中，音频和音频拍摄眼镜市场出货量224.8万台，同比增长167.4%；AR/VR市场出货131.8万台，同比增长85.9%。中国市场排名第三，出货量61万台，同比增长23.5%，智能眼镜首次被纳入国家补贴目录，带动渠道备货和终端需求释放，成为市场增量的核心动力。 证券时报消息，6月16日，2026张江具身智能供应链大会在上海开幕。在开幕式上，国家地方共建人形机器人创新中心机器人全生命周期示范应用区发布。国家地方共建人形机器人创新中心首席科学家江磊表示，行业普遍认为具身智能机器人是需要深耕10-20年的赛道，我们希望能把这一发展进程压缩至5-8年。 据新华社报道，韩国一项最新民意调查结果显示，韩国最大在野党国民力量党支持率升至44.3%，高于执政党共同民主党的38%。这是总统李在明去年6月上任以来，国民力量党支持率首次反超共同民主党。媒体分析，地方选举选票短缺事件是导致共同民主党支持率下滑的一个主要原因。 日本央行宣布加息25个基点，将政策利率自0.75%上调至1.0%，符合预期，为31年来最高水平。从2027年4月起暂停缩减购债，将日本国债每月购买规模维持在约2万亿日元。

1. 《求是》杂志发表重要文章《一体推进教育科技人才发展》。文章强调，教育、科技、人才是现代化建设的基础性支撑。要统筹推进教育科技人才体制机制改革，强化教育对科技和人才的支撑作用，优化高等教育布局，分类推进高校改革，培养高素质人才。要构建支持全面创新体制机制，提升国家创新体系效能，强化基础研究和关键核心技术攻关。要加快培养创新型人才队伍，完善人才培养与经济社会发展适配机制，营造鼓励创新、宽容失败的良好氛围。 2. 据韩联社报道，1-4月，韩国民众出售股票债券筹集的约3.7万亿韩元资金流入住宅市场，其中65.5%约2.4万亿用于购买首尔住宅，并高度集中在江南三区。30岁群体动用此类资金规模最大，约1.26万亿韩元。同时，首尔首次购房者占比达45.6%创历史新高，其中30岁群体占56.1%。房地产加剧资产两极分化，净资产基尼系数升至0.625。 3. 发改委等五部门发布关于开展重点行业节能降碳改造攻坚三年行动的通知，今年起对钢铁、电解铝、水泥、平板玻璃、炼油、乙烯、合成氨、甲醇、煤电等9个行业实施三年节能降碳改造。其中煤电行业要求，现役机组改造后供电煤耗降低5克标准煤/千瓦时以上；调峰深度力争降至40%以下；低碳化改造后度电碳排放降低10%-20%。 4. OpenRouter数据显示，上周全球AI大模型总调用量44.6万亿Token，环比增长23.5%，连续八周上涨。中国调用量占比近四成，连续七周居全球首位；美国为5.72万亿，环比增长78.75%。调用量前四均为中国模型。DeepSeek V3.2半年来首次跌出榜单，但DeepSeek旗下模型总调用量仍居第一；MiniMax总调用量排名第二。 5. 财经头条APP消息，美国股市长期处于股票供应稀缺状态，仅标普500成分股回购就达近12万亿美元。摩根大通预测，即将到来的IPO、增发等将使股票净供应增加约1.5万亿美元，或迎来上世纪90年代末以来最强发行潮。 6. 从天津海关获悉，1-5月，京津冀进出口总值2.09万亿元，同比增长14.4%，占全国10.1%。5月进出口额4843.4亿元，创历史新高。一般贸易占七成，保税物流增长68.6%。国有企业进出口占比52.2%，民营企业增长22.9%。出口机电产品增长17.4%，其中汽车、电工器材、集成电路分别增长26.2%、65.6%、74.3%。进口农产品、金属矿砂分别增长14.9%、23.9%。 7. 人社部数据显示，今年全国城市联合招聘高校毕业生春季专场活动结束，共举办2.3万场招聘会，67.4万家用人单位提供超1268万个岗位，吸引1352.4万人次参与。各地聚焦AI、低空经济、先进制造等重点领域，运用AI和大数据提供精准求职服务。 8. 香港特别行政区首份五年规划展开公众咨询。提出增加公营房屋供应，包括出租公屋、资助出售单位、简约公屋。有序取缔劣质“劏（tāng）房”，加快土地开发和旧区更新，以改善居住环境。未来五年提供超7万个房屋单位和100万平方米经济楼面面积；统筹北部都会区设施，构建宜居宜业宜游社区。 9. 健康AI应用蚂蚁阿福升级“拍皮肤”功能，可识别皮肤病从50种增至100多种，覆盖99%常见皮肤问题。同时上线“医生把关”服务，用户可邀请三甲医院医生复核AI分析结果，这是国内首个“AI问答+医生把关”协作模式。从申请到获得医生答复约2分钟，目前限时免费。测试期约15%用户选择医生把关，一致率超90%。 10. 据央视财经报道，我国商业航天进入快速成长期，截至2025年底，企业超600家，去年融资约186亿元，同比增32%。政策与科创板支持，今年十余家产业链企业冲刺IPO，行业估值已超万亿元。资本市场关注点从概念转向订单获取、批量生产及商业化能力。 11. 全球核聚变行业供应商正加速扩产，押注未来电站建设市场。咨询机构预计，到2040年商业聚变电站建设支出将达每年731亿美元，远超同期电力价值。日本藤仓计划投资7200万美元将超导材料产能提升数倍；英国Kier等获2亿英镑原型电站合同。但目前供应链规模小、专业化，面临瓶颈，部分企业对长期投资持谨慎态度。 12. Omdia大幅下调今年显示面板市场需求预测，单位需求预计同比下降6%，此前为2%，面积需求增长率从6%下调至1%。主因中东地缘冲突推高石油、存储器等成本，叠加关税压力，制造商被迫提价，抑制消费需求。其中电视面板需求降2%，笔记本面板因涨价可能导致需求进一步减弱。行业面临严峻经营环境。 13. 据央视新闻报道，针对一段时期以来监管发现和媒体曝光的山姆线下门店及线上网店多发的食品安全问题，市场监管总局约谈沃尔玛（中国）负责人，要求其严格遵守法律法规，落实食品安全主体责任，严防全链条风险，保障公众饮食安全。 14. 摩根士丹利表示，美国实施广泛关税一年多后，制造业回流效果有限。去年美国进口依赖度反而上升至33.6%，耐用消费品进口渗透率达43.5%。机械行业本土产量微增，但进口依赖仍达44%；钢铁进口降30.1%，本土产量增6%，但价格大涨（约为中国两倍）。AI相关进口激增，占进口总额约17%。外国对美直接投资仍低于2015年峰值，表明关税未显著提振本土制造。 15. 据央视新闻客户端报道，英国、法国、德国和意大利发表联合声明称，在美国和伊朗达成结束战争的协议后，各方准备解除对伊朗相关制裁，以此换取伊朗在核计划方面采取举措。

1. OpenRouter数据显示，上周全球AI大模型总调用量44.6万亿Token，环比增长23.5%，连续八周上涨。中国调用量占比近四成，连续七周居全球首位；美国为5.72万亿，环比增长78.75%。调用量前四均为中国模型。DeepSeek V3.2半年来首次跌出榜单，但DeepSeek旗下模型总调用量仍居第一；MiniMax总调用量排名第二。 2. 从天津海关获悉，1-5月，京津冀进出口总值2.09万亿元，同比增长14.4%，占全国10.1%。5月进出口额4843.4亿元，创历史新高。一般贸易占七成，保税物流增长68.6%。国有企业进出口占比52.2%，民营企业增长22.9%。出口机电产品增长17.4%，其中汽车、电工器材、集成电路分别增长26.2%、65.6%、74.3%。进口农产品、金属矿砂分别增长14.9%、23.9%。 3. 人社部数据显示，今年全国城市联合招聘高校毕业生春季专场活动结束，共举办2.3万场招聘会，67.4万家用人单位提供超1268万个岗位，吸引1352.4万人次参与。各地聚焦AI、低空经济、先进制造等重点领域，运用AI和大数据提供精准求职服务。 4. 香港特别行政区首份五年规划展开公众咨询。提出增加公营房屋供应，包括出租公屋、资助出售单位、简约公屋。有序取缔劣质“劏（tāng）房”，加快土地开发和旧区更新，以改善居住环境。未来五年提供超7万个房屋单位和100万平方米经济楼面面积；统筹北部都会区设施，构建宜居宜业宜游社区。 5. 健康AI应用蚂蚁阿福升级“拍皮肤”功能，可识别皮肤病从50种增至100多种，覆盖99%常见皮肤问题。同时上线“医生把关”服务，用户可邀请三甲医院医生复核AI分析结果，这是国内首个“AI问答+医生把关”协作模式。从申请到获得医生答复约2分钟，目前限时免费。测试期约15%用户选择医生把关，一致率超90%。 6. 据央视财经报道，我国商业航天进入快速成长期，截至2025年底，企业超600家，去年融资约186亿元，同比增32%。政策与科创板支持，今年十余家产业链企业冲刺IPO，行业估值已超万亿元。资本市场关注点从概念转向订单获取、批量生产及商业化能力。 7. 全球核聚变行业供应商正加速扩产，押注未来电站建设市场。咨询机构预计，到2040年商业聚变电站建设支出将达每年731亿美元，远超同期电力价值。日本藤仓计划投资7200万美元将超导材料产能提升数倍；英国Kier等获2亿英镑原型电站合同。但目前供应链规模小、专业化，面临瓶颈，部分企业对长期投资持谨慎态度。 8. Omdia大幅下调今年显示面板市场需求预测，单位需求预计同比下降6%，此前为2%，面积需求增长率从6%下调至1%。主因中东地缘冲突推高石油、存储器等成本，叠加关税压力，制造商被迫提价，抑制消费需求。其中电视面板需求降2%，笔记本面板因涨价可能导致需求进一步减弱。行业面临严峻经营环境。 9. 据央视新闻报道，针对一段时期以来监管发现和媒体曝光的山姆线下门店及线上网店多发的食品安全问题，市场监管总局约谈沃尔玛（中国）负责人，要求其严格遵守法律法规，落实食品安全主体责任，严防全链条风险，保障公众饮食安全。 10. 摩根士丹利表示，美国实施广泛关税一年多后，制造业回流效果有限。去年美国进口依赖度反而上升至33.6%，耐用消费品进口渗透率达43.5%。机械行业本土产量微增，但进口依赖仍达44%；钢铁进口降30.1%，本土产量增6%，但价格大涨（约为中国两倍）。AI相关进口激增，占进口总额约17%。外国对美直接投资仍低于2015年峰值，表明关税未显著提振本土制造。 11. 据央视新闻客户端报道，英国、法国、德国和意大利发表联合声明称，在美国和伊朗达成结束战争的协议后，各方准备解除对伊朗相关制裁，以此换取伊朗在核计划方面采取举措。

Here is the pure English translation: 1. According to OpenRouter, the total global call volume of AI large models reached 44.6 trillion Tokens last week, up 23.5% month on month and rising for eight consecutive weeks. China contributed nearly 40% of the total volume, staying atop the global ranking for seven straight weeks. The United States recorded 5.72 trillion Tokens, a month-on-month increase of 78.75%. The top four models by call volume are all Chinese ones. DeepSeek V3.2 fell out of the ranking for the first time in half a year, while DeepSeek still ranked first in total call volume across its product line, followed by MiniMax. 2. Tianjin Customs released data showing that the total import and export volume of the Beijing-Tianjin-Hebei region hit 2.09 trillion yuan from January to May, a year-on-year increase of 14.4%, accounting for 10.1% of the national total. Imports and exports in May stood at 484.34 billion yuan, hitting a record high. General trade took up 70% of the total, and bonded logistics surged 68.6%. State-owned enterprises accounted for 52.2% of regional foreign trade, and imports and exports of private enterprises rose 22.9%. Exports of electromechanical products grew 17.4%, with automobiles, electrical equipment and integrated circuits rising by 26.2%, 65.6% and 74.3% respectively. Imports of agricultural products and metal ores increased by 14.9% and 23.9%. 3. The Ministry of Human Resources and Social Security announced the conclusion of this year's national spring joint recruitment campaign for college graduates. A total of 23,000 job fairs were held. 674,000 employers offered over 12.68 million positions, attracting 13.52 million participants. Local authorities focused on key sectors including artificial intelligence, low-altitude economy and advanced manufacturing, and adopted AI and big data to provide precise employment services. 4. The Hong Kong Special Administrative Region launched public consultation on its first five-year development plan. The plan aims to increase the supply of public housing, including public rental housing, subsidized sale flats and temporary public housing. Substandard subdivided units will be phased out in an orderly manner. Land development and urban renewal will be accelerated to improve living conditions. Over the next five years, more than 70,000 housing units and one million square meters of commercial floor space will be provided. Supporting facilities in the Northern Metropolis will be coordinated to build a community suitable for living, working and travelling. 5. Afufu, an AI health application developed by Ant Group, has upgraded its skin diagnosis function. It can now identify over 100 types of skin diseases, up from the previous 50, covering 99% of common skin conditions. A new physician review service is also available, allowing users to have their AI diagnosis results reviewed by doctors from tertiary hospitals. This is the first domestic service combining AI consultation and professional physician review. Users can get feedback from doctors in around two minutes, and the service is free for a limited time. During the trial period, about 15% of users chose the physician review service, with a consistency rate of over 90% between AI and professional diagnosis results. 6. CCTV Finance reported that China's commercial aerospace industry has entered a rapid growth period. By the end of 2025, there were more than 600 related enterprises. The industry raised about 18.6 billion yuan in financing last year, up 32% year on year. Supported by relevant policies and the STAR Market, more than a dozen industrial chain enterprises plan to launch IPOs this year, and the overall market value of the industry has exceeded one trillion yuan. Capital markets now pay more attention to order volume, mass production capacity and commercial operation capability rather than conceptual hype. 7. Suppliers across the global nuclear fusion industry are expanding production capacity to seize opportunities in the future fusion power station market. Consulting institutions predict that annual investment in the construction of commercial fusion power stations will reach 73.1 billion US dollars by 2040, far exceeding the revenue generated by power supply in the same period. Japan's Fujikura plans to invest 72 million US dollars to greatly expand its production of superconducting materials. UK firm Kier and other companies have secured a 200 million pound contract to build a prototype fusion power station. Nevertheless, the supply chain is still small in scale and highly specialized, facing prominent bottlenecks, so some enterprises remain cautious about long-term investment. 8. Omdia has drastically lowered its forecast for global display panel demand this year. Panel shipment volume is expected to drop 6% year on year, revised down from the previous forecast of a 2% decline. The growth rate of demand by panel area was cut from 6% to 1%. Geopolitical tensions in the Middle East have pushed up prices of oil, memory chips and other raw materials. Coupled with tariff pressures, manufacturers have raised product prices, which has curbed consumer demand. Demand for TV panels will decline by 2%, and rising prices may further weaken demand for laptop panels. The whole industry is facing tough operating conditions. 9. CCTV News reported that in response to frequent food safety problems found at Sam's Club offline stores and online platforms, the State Administration for Market Regulation held a meeting with the management of Walmart China. The regulator required the company to strictly abide by laws and regulations, fully fulfill the main responsibility for food safety, prevent risks throughout the industrial chain and protect public food safety. 10. Morgan Stanley pointed out that after more than a year of wide-ranging tariff policies implemented by the United States, the effect of manufacturing reshoring has been limited. The country's import dependency ratio rose to 33.6% last year, and the import penetration rate of durable consumer goods reached 43.5%. Domestic output of the machinery industry saw a slight increase, yet its import dependency remained at 44%. Steel imports fell 30.1% while domestic output rose 6%, but domestic steel prices soared to nearly twice those in China. Imports of AI-related products surged, accounting for about 17% of total US imports. Foreign direct investment in the US is still lower than the peak in 2015, proving that tariffs have failed to effectively boost domestic manufacturing. 11. According to CCTV News, the United Kingdom, France, Germany and Italy issued a joint statement. They stated that once the United States and Iran reach an agreement to cease hostilities, the four countries will lift relevant sanctions against Iran on the condition that Iran takes concrete actions regarding its nuclear program.

1. 据新华社报道，近期国际金价较2024年均价近乎翻倍。由于金价飙升，部分二手豪华金表中黄金的价值已超过手表本身，遭熔化取金。英国一交易商称，一块上世纪70年代的欧米茄星座金表，黄金原料价值约7750美元，比拍卖估价高35%。 2. 重庆汽车论坛上，蔚来CEO李斌预测，今年国内汽车零售量或同比下降15%-20%，为进入行业以来最难一年。1-5月零售已降19.5%，6月首周降23%。猛士CEO称价格战正在消耗信任，“如今‘能盈利就是万幸’”；赛力斯表示，存储芯片涨价近5倍，碳酸锂暴涨，单车成本增加1.5万-2万元。车企普遍面临巨大挑战。 3. 国家防总办公室等多部门联合会商，部署重点地区防汛工作。国家防总维持对浙江、福建、江西、湖南、广东、广西的防汛四级应急响应，终止贵州响应，两个工作组继续在广东、福建指导。今明两天江南南部至华南强降雨持续，夜雨明显、累计雨量大、致灾风险高。要求各地加强巡查排险、预报预警与应急联动、人员转移避险、应急力量装备前置，确保安全。 4. 香港特别行政区财政司司长陈茂波在司长随笔中表示，香港股市流动性持续增加，1-5月日均成交额超过2700亿元，按年上升14%。货物出口在复杂多变的环境下展现出巨大韧性，去年全年增长逾15%，1-4月更进一步上升约35%。 5. 美国知名杠杆ETF发行商ProShares提交文件，拟推出追踪中际旭创单日表现两倍的杠杆产品，若成功上市，将成为全球首只针对单一A股公司的此类ETF。同时还申报了多只涉及新易盛、宁德时代、寒武纪等中国股票的杠杆ETF，并注册了做空未上市公司Anthropic和OpenAI的ETF以“占位”。 6. 天风证券研报指出，电子布年内第五轮涨价落地，AI链拉动玻纤景气延续涨价背景下，玻纤行业周期性复苏已在路上。本轮电子布涨价的核心驱动力，来自下游需求的结构性抬升。电子纱（电子布的原材料）扩产周期同样较长，高端电子布产能落地尚需时间。 7. 从云南省能源局获悉，第10届南博会绿色能源馆现场，多家世界500强企业和行业龙头企业参与签约，共签订18个项目，协议总金额超过257亿元，涵盖跨境能源合作。其中南方电网与老挝国家电力公司签署绿证合作备忘录，为中国首次与外国实现绿证合作。 8. 新疆气象台发布高温黄色预警，预计6月14日至20日（东疆至21日），南疆盆地、东疆及天山北坡等地将出现35℃以上高温，其中博州、克拉玛依、石河子、乌鲁木齐北部、昌吉、阿克苏、巴州、吐鲁番、哈密等地最高温37℃以上，局部40℃以上，吐鲁番、哈密局地可达45℃以上。 9. 乘联分会秘书长崔东树称，5月国内电池总产量192GWh，同比增长38%；1-5月累计863GWh，增长30%，增速同比明显放缓。5月锂电池装车72GWh，增长26%；1-5月装车259GWh，增长7%。动力电池装车率降至38%，其中三元和磷酸铁锂均为37%-38%。能量密度140-160Wh/kg的电池占比升至46%，同比提高14个百分点。 10. 由尼卡光学设计建设的全球首条百万片级体全息光波导自动化产线在天津滨海高新区正式投产。年产能100万片，采用自研全息光刻设备。其镜片光效达1500尼特/流明，透光率98%，厚度仅0.6毫米。产品已用于AR眼镜和车载AR-HUD，在手订单超100万片，预计今年产值6000万至8000万元。 11. 2026世界超级摩托车锦标赛意大利站赛事中，“张雪机车”助力车手瓦伦丁·德比斯拿下WorldSSP组别首轮正赛冠军，收获赛季第六冠。其性能与外观获海外车迷盛赞，称中国机车正成为行业标杆。 12. 据央视新闻报道，甘肃临泽县平川镇等4个村在农田建设后，向玉米制种农户每年每亩收取200元建设费，连收15年，用于偿还银行贷款。农户反映起初承诺免费，后被强行扣款。甘肃省农业农村厅核查认定，当地假借高标准农田名义强行摊派不合理费用，已成立工作组整改，并全省排查。张掖市成立联合调查组，将严肃追责问责。 13. 36氪从业内人士获悉，受AI热潮推动，SK海力士去年新增员工超2000人，总数达34549人；同期三星电子芯片部门员工略减至78064人。两家科技巨头的芯片相关从业人员总计112613人，同比增加1554人。 14. 刚果（金）卫生部数据显示，本轮埃博拉疫情中该国累计确诊病例升至710例，其中149例死亡。目前有324名患者处于隔离或住院状态，累计治愈病例为35例。 15. 本赛季美职篮(NBA)总决赛于6月14日收官。纽约尼克斯队在系列赛第五战中客场再胜圣安东尼奥马刺队，以总比分4比1击败对手，时隔53年再夺NBA总冠军。

1、Xinhua News Agency reported that the recent international gold price has nearly doubled compared to the average price in 2024. Driven by the skyrocketing gold price, the gold content in some second-hand luxury gold watches is now worth more than the timepieces themselves, leading some to melt down the watches to extract gold. A British trader stated that an Omega Constellation gold watch dating back to the 1970s has raw gold valued at approximately 7,750 US dollars, 35% higher than its auction appraisal price. 1. 据新华社报道，近期国际金价较2024年均价近乎翻倍。由于金价飙升，部分二手豪华金表中黄金的价值已超过手表本身，遭熔化取金。英国一交易商称，一块上世纪70年代的欧米茄星座金表，黄金原料价值约7750美元，比拍卖估价高35%。 2、At the Chongqing Automotive Forum, Li Bin, CEO of NIO, forecast that China's domestic auto retail volume could drop by 15% to 20% year-on-year this year, marking the toughest year since he entered the industry. Retail sales fell by 19.5% year-on-year from January to May, with a 23% decline in the first week of June. The CEO of Mengshi Motors remarked that price wars are eroding market trust, commenting that "turning a profit at all is a stroke of luck these days". Seres Group disclosed that memory chip prices have surged nearly fivefold alongside skyrocketing lithium carbonate prices, pushing up per-vehicle costs by 15,000 to 20,000 yuan. Automakers across the board are facing severe headwinds. 2. 重庆汽车论坛上，蔚来CEO李斌预测，今年国内汽车零售量或同比下降15%-20%，为进入行业以来最难一年。1-5月零售已降19.5%，6月首周降23%。猛士CEO称价格战正在消耗信任，“如今‘能盈利就是万幸’”；赛力斯表示，存储芯片涨价近5倍，碳酸锂暴涨，单车成本增加1.5万-2万元。车企普遍面临巨大挑战。 3、Paul Chan Mo-po, Financial Secretary of the Hong Kong Special Administrative Region, wrote in his blog that liquidity in Hong Kong’s stock market keeps expanding. The average daily trading turnover exceeded 270 billion Hong Kong dollars between January and May, a 14% year-on-year increase. Merchandise exports have demonstrated strong resilience amid a volatile global landscape, posting a full-year growth of over 15% last year and a further roughly 35% uptick in the January–April period. 3. 香港特别行政区财政司司长陈茂波在司长随笔中表示，香港股市流动性持续增加，1-5月日均成交额超过2700亿元，按年上升14%。货物出口在复杂多变的环境下展现出巨大韧性，去年全年增长逾15%，1-4月更进一步上升约35%。 4、ProShares, a prominent US issuer of leveraged exchange-traded funds (ETFs), filed paperwork to launch a leveraged product tracking twice the single-day performance of Innolight. If listed successfully, it will become the world’s first such ETF targeting a single A-share listed firm. The firm also applied for multiple leveraged ETFs linked to Chinese stocks including Eoptolink, CATL and Cambricon, and registered ETFs for shorting unlisted firms Anthropic and OpenAI to reserve market positioning. 4. 美国知名杠杆ETF发行商ProShares提交文件，拟推出追踪中际旭创单日表现两倍的杠杆产品，若成功上市，将成为全球首只针对单一A股公司的此类ETF。同时还申报了多只涉及新易盛、宁德时代、寒武纪等中国股票的杠杆ETF，并注册了做空未上市公司Anthropic和OpenAI的ETF以“占位”。 5、Yunnan Provincial Energy Bureau announced that multiple Fortune Global 500 enterprises and industrial leaders sealed deals at the Green Energy Pavilion of the 10th China-South Asia Expo. A total of 18 agreements were signed with a combined contracted value surpassing 25.7 billion yuan, covering cross-border energy collaboration. Notably, China Southern Power Grid inked a memorandum of understanding on green certificate cooperation with Electricité du Laos, marking China’s first green certificate partnership with a foreign country. 5. 从云南省能源局获悉，第10届南博会绿色能源馆现场，多家世界500强企业和行业龙头企业参与签约，共签订18个项目，协议总金额超过257亿元，涵盖跨境能源合作。其中南方电网与老挝国家电力公司签署绿证合作备忘录，为中国首次与外国实现绿证合作。 6、Xinjiang Meteorological Observatory issued a yellow heat warning. From June 14 to 20 (until the 21st for eastern Xinjiang), temperatures above 35°C are expected across the southern Xinjiang Basin, eastern Xinjiang and the northern slope of the Tianshan Mountains. Regions including Bortala, Karamay, Shihezi, northern Urumqi, Changji, Aksu, Bayingolin, Turpan and Hami will see maximum temperatures exceeding 37°C, with localized highs over 40°C. Parts of Turpan and Hami may hit above 45°C. 6. 新疆气象台发布高温黄色预警，预计6月14日至20日（东疆至21日），南疆盆地、东疆及天山北坡等地将出现35℃以上高温，其中博州、克拉玛依、石河子、乌鲁木齐北部、昌吉、阿克苏、巴州、吐鲁番、哈密等地最高温37℃以上，局部40℃以上，吐鲁番、哈密局地可达45℃以上。 7、Cui Dongshu, Secretary-General of the China Passenger Car Association (CPCA), stated that China’s total power battery output reached 192 gigawatt-hours (GWh) in May, rising 38% year-on-year; cumulative output from January to May stood at 863 GWh, up 30%, with markedly slower growth compared to prior periods. Lithium battery installations hit 72 GWh in May (a 26% year-on-year increase) and 259 GWh in the first five months (up 7%). The power battery installation rate slipped to 38%, with both ternary and lithium iron phosphate batteries registering 37%–38%. Batteries boasting an energy density of 140–160 watt-hours per kilogram (Wh/kg) accounted for 46% of total volume, a 14-percentage-point year-on-year jump. 7. 乘联分会秘书长崔东树称，5月国内电池总产量192GWh，同比增长38%；1-5月累计863GWh，增长30%，增速同比明显放缓。5月锂电池装车72GWh，增长26%；1-5月装车259GWh，增长7%。动力电池装车率降至38%，其中三元和磷酸铁锂均为37%-38%。能量密度140-160Wh/kg的电池占比升至46%，同比提高14个百分点。 8、The world’s first automated mass-production line for one-million-piece-level volume holographic optical waveguides, designed and built by Nika Optics, officially went into operation in Binhai High-tech Zone, Tianjin. Boasting an annual capacity of one million pieces, the line deploys self-developed holographic lithography equipment. Its optical lenses deliver a luminous efficacy of 1,500 nits per lumen, 98% transmittance and a mere 0.6-millimeter thickness. The products are applied to AR glasses and vehicle-mounted AR-HUD systems, with outstanding orders exceeding one million pieces. Annual output value is projected to reach 60 million to 80 million yuan this year. 8. 由尼卡光学设计建设的全球首条百万片级体全息光波导自动化产线在天津滨海高新区正式投产。年产能100万片，采用自研全息光刻设备。其镜片光效达1500尼特/流明，透光率98%，厚度仅0.6毫米。产品已用于AR眼镜和车载AR-HUD，在手订单超100万片，预计今年产值6000万至8000万元。 9、Data from the Ministry of Health of the Democratic Republic of the Congo (DRC) shows that the cumulative confirmed cases of the ongoing Ebola outbreak in the country have risen to 710, including 149 fatalities. At present, 324 patients are under isolation or hospital care, while the total number of recovered patients stands at 35. 9. 刚果（金）卫生部数据显示，本轮埃博拉疫情中该国累计确诊病例升至710例，其中149例死亡。目前有324名患者处于隔离或住院状态，累计治愈病例为35例。 10、The 2025–2026 NBA Finals concluded on June 14. The New York Knicks claimed another away victory over the San Antonio Spurs in Game Five of the series, sealing a 4–1 overall win to claim the NBA championship, their first title in 53 years. 10. 本赛季美职篮(NBA)总决赛于6月14日收官。纽约尼克斯队在系列赛第五战中客场再胜圣安东尼奥马刺队，以总比分4比1击败对手，时隔53年再夺NBA总冠军。