Core Insights - The conclusion of the U.S. copper import tax saga raises questions about whether the copper market will revert to a "supply-demand hell" scenario [1] - U.S. copper inventories have reached a 21-year high, which is expected to impact global markets significantly [1] Group 1 - The end of the copper import tax in the U.S. may lead to increased volatility in the copper market [1] - The high levels of copper inventory in the U.S. could disrupt global supply chains and pricing dynamics [1]

IMF完成对加拿大的2025年金融体系评估。 ...

Core Viewpoint - The Ministry of Industry and Information Technology and seven other departments have issued a notice regarding the "Implementation Plan for Digital Transformation in the Machinery Industry," aiming for significant advancements in digitalization and intelligent manufacturing by 2030 [1] Group 1: Digital Transformation Goals - By 2027, smart technologies will be widely applied in product R&D, manufacturing, management, and service operations, with enterprises achieving a maturity level of at least Level 2 in intelligent manufacturing accounting for 50% [1] - A minimum of 200 exemplary intelligent factories will be established, enhancing the digital and intelligent levels of R&D, manufacturing, and supply chain management in machinery enterprises [1] - A batch of system solution providers that understand both the industry and digitalization will be cultivated, resulting in at least 200 excellent scenario-based solutions with significantly enhanced service capabilities [1] Group 2: Long-term Objectives - By 2030, major enterprises in the machinery industry will have completed a round of digital transformation, with data interconnectivity and collaborative sharing across the upstream and downstream of the supply chain [1] - Key enterprises will deeply apply artificial intelligence technologies, with the proportion of enterprises achieving a maturity level of at least Level 2 in intelligent manufacturing reaching 60% [1] - At least 500 exemplary intelligent factories will be established, forming a comprehensive, secure, and controllable system for product and service supply, leading to a substantial increase in the industry's digital and intelligent levels [1]

贝莱德高级投资组合经理杰夫·罗森伯格：今天的大新闻是非农数据的修订。 ...

Core Viewpoint - The U.S. manufacturing sector has experienced job losses for the third consecutive month, contradicting narratives of factory recovery through import substitution and reshoring efforts [1] Employment Data - In July, the manufacturing sector lost 11,000 jobs, contributing to a total loss of 37,000 jobs over the past three months [1]

Group 1 - The night futures market opened with declines in coking coal, coke, and aluminum oxide by over 1% [1] - Other commodities such as rubber, white sugar, Shanghai zinc, and pulp also experienced declines [1] - Conversely, precious metals including Shanghai gold, Shanghai tin, Shanghai lead, and Shanghai silver saw increases [1]

国际商会：就关税对全球经济增长的影响下结论为时过早。 ...

现货白银站上37美元/盎司，日内涨0.83%。 现货白银 ...

金十数据8月1日讯，加沙地带卫生部门当地时间8月1日下午发布的统计数据显示，以军过去24小时在加 沙地带的军事行动共导致83名巴勒斯坦人死亡，554人受伤。自2023年10月7日新一轮巴以大规模冲突爆 发以来，以军在加沙地带的军事行动已导致60332人死亡、147643人受伤。 本轮巴以冲突已致加沙地带60332人死亡 ...

Core Viewpoint - The International Chamber of Commerce (ICC) has expressed concerns regarding the lack of clarity in the recent tariff announcements, specifically questioning whether the tariffs will be applied cumulatively [1] Group 1 - The ICC highlights that the ambiguity in the tariff announcements could lead to confusion among businesses and investors [1] - The organization emphasizes the need for clear communication from authorities to avoid potential disruptions in trade [1] - The ICC calls for a more transparent approach to tariff implementation to ensure that companies can make informed decisions [1]