一 | 本篇评级为★★★，主要围绕以下内容展开： 1、美国非农数据会带来压力吗？ 2、AI内部大分化，轮转利好谁？ 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 MIAMI -- Kim Ng is leaving the Miami Marlins after three seasons as general manager, Marlins chairman and principal owner Bruce Sherman announced Monday.Ng, 54, became the majors’ highest-ranking woman in baseball operations and the first female GM in the four major North American professional sports leagues in a groundbreaking hire in November 2020.The Marlins exercised their team option for her to return for the 2024 season, Sherman said in a statement, but Ng declined her mutual option.“Last week, Bruce and I discussed his plan to reshape the Baseball Operations department. In our discussions, it became apparent that we were not completely aligned on what that should look like," Ng told the Athletic on Monday. “I felt it best to step away. I wish to express my sincere gratitude and appreciation to the Marlins family and its fans for my time in South Florida. This year was a great step forward for the organization.”Ng brought in Marlins coach Skip Schumaker ahead of the 2023 season, and he led Miami to an 84-78 record and its first postseason berth since the pandemic-shortened 2020 campaign. The last full season in which the Marlins made the playoffs was in 2003, when they won the World Series. Miami lost to the Philadelphia Phillies in the Wild Card Series earlier this month.Ng was the fifth GM in the Marlins’ history. Sherman said the club will immediately begin its search for new leadership.“We thank Kim for her contributions during her time with our organization and wish her and her family well,” Sherman said.___AP MLB: https://apnews.com/hub/mlb。 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。
二 | 1、美国非农数据会带来压力吗？ 上周五，国内A股市场在科技大赛道中产生大分化，人工智能上下游并未同涨同跌。
三 | 前两周表现亮眼的上游算力赛道纷纷大幅下挫，下游应用端却出现逆转式大涨。最典型的是机器人方向，涨势如虹，众多主要个股拉出涨停。这一涨一跌预示着什么？人工智能产业链是否正式完成热点轮转，抑或只是假象，未来还会杀出回马枪？我们结合周末重要消息来梳理一下。 首先回到宏观层面，审视科技赛道或A股市场的大背景是偏顺风还是逆风。目前市场整体涨幅较高，部分资金患上“恐高症”。
四 | 市场是否还有向上支撑力？我们需要关注美联储的加息态度。美联储直接影响全球资金流动性，其关注的重要数据也是市场的敏感点。上周四，美国发布非农就业数据，6月仅新增5.7万个岗位，大幅不及预期。市场由此认为，在就业数据不佳的情况下，美联储缺乏强力加息的理由，经济疲软时货币政策不敢过度收紧。
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