Group 1 - Ford's sales of pure electric vehicles in the U.S. reached 27,042 units, representing a growth of 7.9% [1]

Core Insights - The Federal Reserve's Harker emphasized that businesses are continuously navigating through a high level of uncertainty [1] Group 1 - Companies are facing significant challenges due to unpredictable economic conditions [1] - The ongoing uncertainty is impacting corporate decision-making and investment strategies [1] - Businesses are adapting their operations to manage risks associated with this uncertainty [1]

美联储哈玛克：相信FOMC的决定是正确的。 ...

美联储哈玛克：可能看到劳动力方面的某些疲软。 ...

美元指数 疲软非农就业数据提振金价大涨 金十数据8月1日讯，7月非农就业报告显示新增岗位数不及经济学家预期，推动黄金期货价格日内上涨 1.5%，逆转早盘平盘走势。美国政府数据同时显示，5月和6月就业数据下修幅度超出常态水平。市场 将此解读为劳动力市场疲软程度可能超预期的信号，这或将加大美联储9月降息压力。周三美联储主席 鲍威尔在维持利率不变后的表态曾压制金价走势，其拒绝释放下月是否降息的明确信号。德商银行分析 指出："鲍威尔给市场留下了所有选项仍开放的印象。"与此同时，美元指数日内跌超1%，进一步助推 黄金涨势。 ...

Core Viewpoint - The Federal Reserve's Harker emphasizes the need to balance two key tasks when formulating policies [1] Group 1 - The Federal Reserve is focused on managing inflation while also supporting economic growth [1] - Harker highlights the importance of a dual mandate in policy-making, which includes price stability and maximum employment [1] - The current economic environment requires careful consideration of both inflationary pressures and labor market conditions [1]

Core Viewpoint - The article discusses the impact of upcoming tariffs on oil prices and the easing of sanctions threats against Russia, highlighting the market's need for a risk premium due to potential secondary sanctions on countries importing Russian oil [1] Group 1: Tariffs and Oil Prices - Oil futures are fluctuating between slight increases and decreases as the tariff deadline approaches, with tariffs set to be implemented on August 7 [1] - The tariffs are expected to heighten concerns regarding oil demand, contributing to market volatility [1] Group 2: Market Analysis - Rystad Energy's report indicates that oil prices are supported by the need to maintain a risk premium for potential secondary sanctions against Russian oil importers for at least one week [1] - The anticipated weak economic growth and oil demand outlook is negatively impacting oil prices, primarily affecting the refined oil market [1]

Core Viewpoint - The Federal Reserve's Harker anticipates that tariffs will be passed on to prices, impacting inflation and consumer costs [1] Group 1 - The expectation is that tariffs imposed will lead to increased prices for consumers, which could affect overall economic conditions [1] - This perspective highlights the potential for tariffs to influence inflation rates, as businesses may raise prices to maintain profit margins [1] - The comments from the Federal Reserve indicate a proactive stance on monitoring the effects of tariffs on the economy [1]

Core Viewpoint - The Federal Reserve's Harker indicates that inflation continues to impact economic decision-making [1] Group 1 - Inflation remains a significant factor influencing the economic landscape and policy decisions [1]

Group 1: Macroeconomic Policies - The macroeconomic policies in China will continue to exert force and timely adjustments will be made to consolidate and expand the economic recovery momentum [4] - The National Development and Reform Commission plans to accelerate the construction progress of "two重" projects and central budget investment projects [4] - A fourth batch of 69 billion yuan for consumer goods replacement will be allocated in October, ensuring orderly and balanced fund usage until the end of the year [4] Group 2: Renewable Energy and Manufacturing - In the first half of the year, newly installed renewable energy capacity accounted for over 90% of total new installations, with a year-on-year growth of 99.3% [7] - The electronic information manufacturing industry saw a year-on-year increase of 11.1% in added value, outperforming the overall industrial growth by 4.7 percentage points [6] Group 3: Film Industry - The box office for the summer film season in 2025 has exceeded 6 billion yuan, with the anti-war film "Nanjing Photo Studio" leading the box office [8] Group 4: Service Trade - In the first quarter of 2025, Asia's service trade exports grew by 9% year-on-year, with China showing significant performance in global transport service exports, which increased by 31% [10] - China's tourism revenue also saw a remarkable year-on-year growth of 96% during the same period [10]