当地时间周四，美国总统特朗普签署行政令，确定了对多个国家和地区征收的"对等"关税税率，具体税率从10%至41%不等。 白宫表示，特朗普将维持10%的全球最低关税，而来自对美存在贸易顺差国家的进口商品将面临15%或更高的关税。 特朗普正式确定了过去一个月通过信函和社交媒体发布的一系列关税公告，确认与欧盟、英国、日本和韩国等其他国家的谈判条款，并公布向印度等未达成 贸易协议的国家所征收的关税。 在亚洲早盘交易中，市场反应平淡，显示投资者对特朗普的声明并不意外。加元与南非兰特基本持平，泰铢小幅下跌，瑞士法郎略有走低。 白宫单独公布了针对一系列尚未敲定贸易协定的贸易伙伴的进口关税清单。其中一些关税在意料之中，例如对印度出口商品征收25%的关税。其他包括对瑞 士商品征收39%的关税、对南非产品征收30%的关税。而据称达成最后一刻协议的泰国和柬埔寨，则被征收19%的关税。 一位不愿透露姓名的美国政府高级官员周四告诉记者，各国被分为三类：对美存在商品贸易逆差的国家，关税为10%；达成协议或对美存在适度商品贸易顺 差的国家，关税约为15%；未达成协议且对美存在大额商品贸易逆差的国家，关税更高。 | 66 | 赞比亚 | 15 ...

美国白宫：特朗普签署行政命令，修改对某些国家的对等关税税率。美国总统特朗普签署行政命令，将 加拿大关税从25%提高到35%，更高的关税将于2025年8月1日生效。 （文章来源：金十数据） ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 网信办就芯片安全问题约谈英伟达公司 中国7月份制造业PMI环比下降0.4个百分点 白宫官员：特朗普将对未达成贸易协议国家征更高关税 美国6月核心PCE通胀意外回温 特朗普敦促制药巨头大幅削减美国药品价格 特朗普团队上周牵头召开稀土会议 伊朗外长：美国需先赔钱才能重启核谈判 市场盘点 周四，美元指数在美联储最爱的通胀指标意外回升后短线拉升，2个月来首次站上100整数关口，最终收涨0.11%，报100.03，为连续第六个交易日上涨，并 实现了2025年来首次月度上涨。美债收益率涨跌不一，基准的10年期美债收益率收报4.375%，2年期美债收益率收报3.963%。 由于市场避险情绪在特朗普关税大限前不确定性仍存的情况下回温，现货黄金反弹，一度重回3310美元关口，但在PCE数据公布后收窄日内涨幅，最终收涨 0.46%，收报3290.24美元/盎司；现货白银继续走低，最终收跌1.12%，报36.71美元/盎司。 国际原油止步三连跌。WTI原油美盘一度逼近68美元关口，最 ...

Core Points - Trump agrees to extend the agreement with Mexico for an additional 90 days, during which trade issues will be discussed [1] - Mexico will continue to pay a 25% tariff as part of the ongoing negotiations [1]

Group 1 - The U.S. Special Envoy, Wittekov, is visiting Israel to discuss the future of the Gaza conflict amid increasing international pressure to alleviate the humanitarian crisis [2] - Several countries, including the UK, France, and Canada, plan to recognize Palestine by September as a strategy to pressure Israel to end the war [3] - Israel has condemned the recognition of Palestine, stating it rewards Hamas's terrorism, and has refused to cease military operations in Gaza unless Hamas surrenders and releases hostages [3] Group 2 - Wittekov's visit is seen as a positive step towards resuming ceasefire negotiations, although discussions have stalled due to Hamas's demands [4] - The Israeli Defense Minister has threatened severe consequences if Hamas does not release hostages soon, reflecting the international community's outrage over the situation in Gaza [5] - The Gaza Health Ministry reported 111 deaths in the past 24 hours, with many casualties occurring while people were trying to obtain aid [6]

Core Viewpoint - The U.S. Treasury Secretary is preparing a candidate list for potential successors to Federal Reserve Chairman Jerome Powell and another upcoming vacancy on the Board of Governors, with an announcement expected by the end of the year [2]. Group 1 - The Treasury Secretary mentioned that there will be two vacancies to fill, and he is compiling a strong candidate list for the President and the Chief of Staff to review [2]. - Powell's term as Federal Reserve Chairman will end in May next year, amidst ongoing pressure from President Trump for significant interest rate cuts [2]. - Trump has criticized Powell, claiming he is unfit for the role and has caused substantial financial losses for the country [2]. Group 2 - The current market candidates for the next Federal Reserve Chairman include former Fed Governor Kevin Warsh, current NEC Director Kevin Hassett, Treasury Secretary Becerra, former World Bank President David Malpass, and current Fed Governor Waller [3].

热点速评 中共中央政治局7月30日召开会议[1]，分析研究当前经济形势，部署下半年经济工作。我们对其中涉及金融领域的重点信息进行归纳。 Text 正文 前期政策落实落细。政治局会议提到"要落实落细更加积极的财政政策和适度宽松的货币政策"，我们认为这意味着下半年的政策重点在于延续和落实前期 已经部署的政策，包括推出结构性货币政策新工具、政府加杠杆支持化债和财政发力、保持充裕的流动性环境等。会议也提到"促进社会综合融资成本下 行"，我们认为下半年降准和降息仍有空间，特别是人民币汇率稳中有升缓解了对货币政策的约束，央行对于银行间流动性投放也有所宽松；具体降准降 息时点选择可能仍然有灵活性，根据经济增长情况和海外利率环境相机抉择。 "反内卷"措施更加市场化。政治局会议提到"依法依规治理企业无序竞争""推进重点行业产能治理"，相比7月初中央财经委会议"依法依规治理企业低价无 序竞争""推动落后产能有序退出"的提法去掉了"低价""产能退出"的措辞，一方面说明"反内卷"并非单纯"涨价"，另一方面强调政策手段更为市场化、法治 化，与2016年供给侧改革的行政化手段有所不同，也并非"一刀切"关停产能。对于银行资产质量而言，"反 ...

上周，多只空头头寸较重的股票卷入了新一轮迷因股狂潮。Opendoor Technologies(OPEN.O)在7月21日 盘中一度飙涨超120%。柯尔百货(KSS.N)和Krispy Kreme(DNUT.O)等股票也纷纷上涨。 市场研究与资产管理公司Leuthold Group表示，迷因股的近期回潮表明，这一现象背后的驱动因素自 2021年第一次"爆炸"以来，其实从未真正远离。 Opendoor的空头头寸占其流通股比例为21.9%；柯尔百货为46.3%；Krispy Kreme为27.5%；而上周也出 现迷因股炒作迹象的GoPro(GPRO.O)空头比例为9%。所谓"空头头寸"，是指投资者借入股票后卖出， 押注其价格将下跌。 Swenson认为，在本轮迷因股热潮中，Kohl's可能吸引了最多关注，但这类行为也广泛出现在其他高空 头股票中。 不过他也提醒，不要以为每个使用衍生品押空"你童年最爱的90年代零售商"的日内交易者都能赚大钱。 "在2021年1月之后，最被做空的50只股票中，有14个月的表现落后于大盘，平均每月跑输6%。" Opendoor的暴涨幅度之大，以至于该公司推迟了原计划讨论拆股的会议。 L ...

焦煤、焦炭基本面支撑因素依然显著 尽管期货市场剧烈调整，但焦煤、焦炭的基本面支撑因素依然显著。Mysteel数据显示，炼焦煤矿山核 定产能利用率环比下降0.6%至86.3%，原煤和精煤日均产量分别减少1.2万吨和0.1万吨。更为关键的 是，精煤库存环比减少30.2万吨至248.3万吨，创2024年3月以来最低水平。晋陕蒙主产区遭遇的持续性 极端暴雨导致煤矿严格执行"停产撤人"制度，加之月末检修煤矿增多，造成供应阶段性紧缩。 下游方面，焦企高开工率和铁水产量持续高位运行支撑着炼焦煤的刚性需求。盛达期货评论认为："目 前双焦供需仍略偏紧，由于反内卷立意明确，政策底已现，可关注后续价格回落后的买入机会。" 周四，中国焦煤期货市场遭遇重挫，除08合约外所有合约均触及跌停板，主力合约收报1045.5元/吨的 跌停价，焦炭9月合约亦下跌近5%至1601点。这一剧烈调整的直接诱因或来自宏观层面多重"靴子落 地"后的预期重估。 市场情绪出现明显修正，推动焦煤价格大幅回落 中共中央政治局7月30日会议未释放市场期待的增量财政政策信号，对房地产行业也未有更多提振措 施。与此同时，美联储如预期维持利率不变，但淡化了9月降息预期，导 ...

Group 1 - The core viewpoint of the articles indicates a significant decline in glass futures prices, primarily driven by falling coal prices, which reduced production costs for coal-based glass [1] - The glass futures contract FG2509 experienced a trading volume of 2.84 million lots, with an increase in open interest by over 140,000 lots, highlighting heightened speculative trading despite regulatory measures [1] - The macroeconomic policy environment has not provided positive signals, with recent meetings reiterating existing policies without introducing new fiscal measures or real estate support, leading to increased investor risk aversion [1] Group 2 - The overall market for glass is under pressure, with regional performance showing significant differences; for instance, prices in North China are stable while East China sees slight declines [1] - Inventory data reveals a decrease in total inventory to 59.49 million heavy boxes, marking a six-week decline, but this is driven by midstream shifts rather than improvements in end-user consumption [1] - The production side shows a recovery, with the float glass industry operating at a 75% capacity utilization rate, reaching a new high of 79.78% [1] Group 3 - Profit margins for different production processes show a clear divergence, with coal-to-gas and petroleum coke processes achieving weekly profits exceeding 135 CNY/ton, while natural gas processes remain at a loss [2] - The demand outlook remains weak, with policy expectations falling short and urban renewal efforts focusing on high-quality development, resulting in sales rates in major regions between 60-80% [2] Group 4 - Multiple institutions predict that glass prices will maintain high volatility, with structural demand differentiation and unclear seasonal improvement expectations [3] - Some institutions suggest a low-long strategy for glass futures, indicating that the fundamental situation remains largely unchanged despite increased speculative trading [3] - The weak demand from the real estate sector, which constitutes about 75% of glass demand, is expected to dominate short-term market logic, as sales and new construction remain sluggish [3]