Core Viewpoint - Apple is set to hold its fall product launch event on September 10, introducing a range of new products including the iPhone 17 series, various Apple Watch models, iPad Pro, Vision Pro, Apple TV 4K, HomePod mini, AirTag, AirPods Pro, and Studio Display, with a focus on performance upgrades and design improvements [1][2] Product Launch Details - The event will feature 10 new products across multiple categories, including smartwatches, headphones, TVs, and displays, emphasizing performance upgrades and design enhancements [1] - Analysts predict that Apple may increase product prices, particularly for the iPhone 17, as the company has successfully navigated tariff threats in the past [1][2] Price Predictions - Jefferies analyst Edison Lee forecasts an average price increase of $50 for the iPhone 17 [2] - The current iPhone 16 series prices are $829 for the base model, $899 for the 16 Plus, $999 for the 16 Pro, and $1199 for the 16 Pro Max [2] Market Trends - Analysts note that while smartphone prices have not significantly increased, other consumer goods have seen price hikes due to tariffs, with gaming consoles from Sony, Microsoft, and Nintendo already raising prices [2][3] - Goldman Sachs analysts suggest that the potential for price increases could elevate the average selling price of Apple devices, as the product lineup shifts towards higher-end models [2] Product Strategy - Apple is expected to eliminate the underperforming Plus model in favor of a thinner device, which may compromise some camera features for a lighter design [3] - The new model is anticipated to be priced around $899, similar to the iPhone 16 Plus, but could see a slight increase [3] Pricing Adjustments - Apple has historically been cautious with hardware price adjustments, maintaining the price of smaller Pro models at $999 since 2017, while also increasing entry-level model prices over the years [3][4] - Analysts predict that Apple may implement a strategy of "hidden price increases" by removing entry-level models, compelling users to opt for higher storage versions at a higher price [4] Tariff Impact - Despite the potential for price changes, analysts believe that Apple's recent investments in the U.S. may shield the company from significant tariff impacts [5] - Apple's CEO Tim Cook has been praised for effectively managing the company's relationship with the White House, which has helped mitigate the worst effects of tariffs on Apple's business [5]

布朗兄弟哈里曼的策略师Elias Haddad表示："8月非农就业数据将决定市场是否开始押注9月17日美联储降息50个基点，而当前市场预 期为降息25个基点。" 外汇市场的避险成本在夏季低迷后正在攀升，交易员们正为周五的美国关键就业报告可能引发的价格剧烈波动做准备。 周四，欧元兑美元的隔夜隐含波动率升至6月以来的最高水平，并有望创下4月以来最强的收盘表现。 这一跃升反映了非农就业数据对交易员评估美联储下一步行动的重要性。美联储主席鲍威尔上月在演讲中表示，"就业市场的下行风 险正在上升"。 周三的数据显示，7月美国职位空缺降至10个月低点，进一步推高了市场对周五非农报告的关注度。如果数据疲软，可能加剧市场对 美联储更大幅宽松政策的预期，导致美元走弱。 就业数据并非唯一驱动因素。本周，衡量十国集团货币预期波动的一项广泛指标触及一个月高点，原因包括英国财政担忧、法国政治 局势、地缘政治紧张、连串央行会议以及对美联储独立性的担忧。 周四，欧元一周波动率达到两个月高点，因其涵盖了即将召开的欧洲央行会议和美国通胀数据。追踪隐含波动率与实际波动率之差的 一项备受关注的期权指标显示，合约价格处于1月以来最高水平。 虽然市场预 ...

这群议员涵盖了极右派、左派、温和派以及中间派，他们聚在一起推动这项民调支持率颇高的禁令。此 前，这项提案在国会多次讨论却未能推进，如今似乎重新"焕发活力"。 宾夕法尼亚州共和党众议员布赖恩·菲茨帕特里克（Brian Fitzpatrick）来自一个长期摇摆的选区，他打 趣道："今天站在这里的阵容可不常见！你们在台下偷笑，这是个好兆头，说明这项事业的影响力不容 小觑。" 多年来，美国国会一直在讨论禁止议员交易个股的提案，原因显而易见：议员们常能接触到可能大幅影 响市场的信息和决策，这种潜在的利益冲突令人担忧。 密苏里州共和党参议员乔什·霍利（Josh Hawley）推动的参议院法案甚至将禁令扩展至未来的总统和副 总统，但特别豁免了美国总统特朗普。周一公布的众议院法案仅针对国会议员，但提案发起人表示，若 支持度足够，他们也愿意将禁令扩展至行政部门。 根据现行法律，联邦议员需披露其股票买卖情况。2012年签署的《股票法案》（The Stock Act）要求公 开披露，当时议员和监督机构预测，公开透明会让议员们羞于频繁买卖股票。然而，事实并非如此。 一场不同寻常的联盟周三在众议院浮现，平日里政见鲜有交集的议员们正齐聚 ...

Group 1 - The bond market has become a focal point, with long-term bond yields reaching multi-decade highs, presenting a "once-in-a-generation opportunity" for UK government bonds [1] - The UK 30-year bond yield hit 5.723%, the highest since 1998, while the 10-year bond yield reached 4.835%, the highest since the beginning of the year [1] - The volatility in the UK bond market has been exacerbated by reduced demand from pension funds as they cut their holdings of 30-year bonds [1] Group 2 - The government has emphasized its fiscal rules in response to concerns about fiscal irresponsibility, which could provide buying opportunities for UK bonds if the market believes in this commitment [2] - If the Bank of England slows its quantitative tightening, it may further enhance the attractiveness of UK government bonds, especially at real yields of 2.5% to 3% [2] - The UK bond market is viewed as one of the most interesting interest rate markets for 2025, with long-end bonds considered cheap despite potential risks related to the budget [3]

截至周三晚间，该案文件尚未在最高法院的在线案卷中公开。 经济利害 仅就经济利益而言，此案已是最高法院受理过的最大规模案件之一。 SHMET 网讯：美国总统特朗普已请求美国最高法院维持其全球关税政策，寻求对一桩可能影响数 万亿美元贸易、并赋予他对世界经济广泛新杠杆力的案件进行复审。 根据彭博新闻社查阅的法律文件，该上诉要求将案件纳入高度加速的审理日程，并在11月初进行口 头辩论。此前一家联邦上诉法院裁定，特朗普不能通过援引旨在应对国家紧急状态的1977年法律来实施 大规模进口征税。 被挑战的关税包括特朗普4月2日实施的"解放日"关税，该关税根据来源国对大多数美国进口商品征 收10%至50%的税款。4月2日的关税代表了自1930年以来美国进口税的最大幅度增长，使该国平均适用 关税率达到一个多世纪以来的最高水平。 特朗普将关税描绘成在长期贸易逆差中为美国企业和工人创造公平竞争环境的关键。但政府官员公 开淡化了此次诉讼的影响，称其大部分关税可以通过其他方式实施。特朗普对钢铁、铝和汽车征收的关 税是依据不同法律实施的，因此不直接受本次上诉影响。 彭博经济分析师克里斯·肯尼迪（Chris Kennedy）指出，若特朗普败 ...

Group 1 - European capitals are under pressure to make specific commitments for a multinational force planned for deployment to Ukraine, with leaders preparing to discuss contributions to Kyiv [1] - The "Alliance of Willing" is a core part of security guarantees for Ukraine, led by France and the UK, with support from the US [1] - There is uncertainty regarding individual member states' contributions, including whether to deploy ground troops and the basis for a collective defense agreement with Ukraine [1] Group 2 - Trump has informed European leaders that the US will provide intelligence support, command and control assets, and contributions to air defense, but Europe must lead the initiative [2] - The UK is reviewing its armed forces' readiness and accelerating funding to prepare for any deployment to Ukraine [2] - NATO Secretary General Stoltenberg expects specific proposals on security guarantees from the alliance to emerge soon [2] Group 3 - Ukrainian President Zelensky discussed security guarantees and defense support with Macron, emphasizing the need for weapons and funding to strengthen Ukraine's military against Russia [2] - Zelensky held talks with leaders from Denmark, Estonia, Finland, Latvia, Lithuania, Iceland, and Sweden to discuss potential contributions to Ukraine's defense [2]

Core Insights - The recent demonstration of Tesla's humanoid robot Optimus by CEO Marc Benioff and Elon Musk highlights significant advancements, including a new golden design and AI capabilities, although it remains in early development stages [1][4] - The hand design of Optimus is crucial for performing delicate tasks, with aspirations for it to mimic human hand functionality [3] - Successful development and deployment of Optimus could provide Tesla with substantial market opportunities, potentially contributing 80% to the company's future valuation [4] Group 1 - The demonstration video shows Optimus responding slowly and lacking functional movement, raising questions about its technological advancements compared to competitors [5] - Tesla is shifting its focus towards robotics, with Musk encouraging investors to consider the future of autonomous vehicles and robotics beyond the current automotive business [7] - In Q2, Tesla's automotive revenue accounted for 74% of total sales, but profitability is declining due to falling vehicle sales and loss of EV incentives, prompting an accelerated push for Optimus development [8] Group 2 - Tesla plans to ramp up Optimus production to 1 million units annually within five years, with the third-generation prototype expected by the end of this year [8] - The golden Optimus prototype may represent the early stages of the third-generation model, which is designed for factory and household tasks [8] - Musk believes that advancements in robotics will make Optimus a major source of future revenue for Tesla [8]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 他与其他欧洲议会议员还建议加入"日落条款"（sunset clause）：除非明确延长，否则欧盟向美国作出 的关税让步将在特定时间自动失效。欧盟承诺的关税减免适用于所有美国工业进口品及部分农产品。 凯瑟琳·范·布雷姆普特（Kathleen van Brempt）表示，她所在的社会党与民主党进步联盟党团（Socialist and Democrats Group）反对该协议，称其"对欧盟不利"，且"因向美国提供其他国家无法获得的关税减 让，违反了世界贸易组织（WTO）规则"。"我们不会草率批准这份协议，"她说。 左翼党团（Left Group）联合领导人马丁·席尔德万（Martin Schirdewan）称，欧盟已"妥协让步"。"消费 者将支付更高价格，行业将蒙受损失，就业岗位也会减少，"他表示。 极右翼阵营的蒂埃里·马里亚尼（Thierry Mariani）对此表示认同。这位法国极右翼党国民联盟议员称欧 盟"软弱"，"特朗普总统直接定下了条件"。 绿党（Greens）议员安娜·卡瓦齐尼（Anna Cavazzini）指出，特朗普在签署这份无约束力协议后 ...

Group 1 - Goldman Sachs indicates that if the credibility of the Federal Reserve is compromised, gold prices could rise to nearly $5,000 per ounce with just a small shift of investor holdings from U.S. Treasuries to gold [1][2] - Analysts predict that gold prices could reach $4,000 per ounce by mid-2026 under baseline forecasts, and in a "tail risk scenario," prices could hit $4,500 per ounce [1] - Gold has been one of the best-performing major commodities this year, with a price increase of over one-third, driven by central bank purchases and expectations of an impending rate cut by the Federal Reserve [1][2] Group 2 - The expectation of a rate cut by the Federal Reserve has been fueled by a cautious approach from Chairman Powell, with an important U.S. employment report potentially supporting the case for lower rates [2] - Concerns about the independence of the Federal Reserve have intensified due to President Trump's escalating attacks, which could lead to currency depreciation and increased debt costs [2] - Berenberg's economist warns that continued political pressure on the Federal Reserve could result in a weaker dollar and higher long-term borrowing costs, which may prompt a reaction from Trump [2]

GoldSilver Central董事总经理Brian Lan表示："我们看到了一些获利回吐，但目前黄金仍处于牛市。降息预期和对美联储独立性的担忧将增加避险需求，即 使金价在短期内升至3800美元甚至更高，我们也不会感到意外。" 美联储观察人士和经济学家说，即使是超过预期的就业数据可能也不会阻止美联储本月降息。安永帕台农银行（EY Parthenon）首席经济学家格雷戈里•达科 （Gregory Daco）认为，降息的几率为90%。 在最近的向下修正后，就业人数的大幅增长可能不会引发过分担忧，但它会触发人们对美联储应该以多快的速度降息的质疑。 达科认为，"虽然强劲的报告会抵消之前部分疲软表现，但一些投资者和专家可能会错误地将该报告视为经济没有走软的迹象。" 对美联储即将重启降息的预期推动黄金、白银双双刷新纪录新高，本周晚些时候即将公布的美国关键就业数据被视为影响利率路径的关键因素。 华尔街正在期待另一份疲软的就业报告。预测人士预计，8月非农就业岗位将小幅增加7.5万个，失业率将上升至近四年来的高点4.3%。 当前，越来越多数据似乎证实就业市场正在恶化。周三，美国7月JOLTs职位空缺数量意外从6月向下修正后 ...