6月ISM非制造业PMI录得54，基本持平前值，仍处于扩张区间，说明美国服务业整体动能保持稳定，是当前经济最核心的支撑来源。细化到分项： 价格指数 67.7 → 明显回落，显示服务端成本与定价压力降温 新订单 55.1 → 小幅回落但仍扩张，需求未转弱但边际放缓 就业指数 51.2 → 回升至扩张区间，企业并未明显裁员 对市场而言，这种组合通常对应两点预期变化： 一是通胀粘性压力边际缓解（尤其服务通胀）；二是经济仍具韧性，但不再支持加速增长叙事，更接近温和扩张。

On July 6 Meituan open-sourced its trillion-parameter LongCat-2.0 model. Moore Threads said it has completed adaptation of LongCat-2.0 to its MTT S5000 AI train-and-infer full-function GPU accelerator and MUSA software stack. The work covered model loading, inference engine initialization, key operator optimizations, deployment validation and accuracy checks, enabling stable, efficient inference of LongCat-2.0 on the MTT S5000.

壁仞科技(06082.HK)开跌3.5%，公司拟配售1.53亿股新H股。