8月1日，就公司在研药物GLP-1和GIP受体双重激动剂BGM0504注射液与华润三九（000999）在中国大 陆地区(不包含香港、澳门及台湾地区)达成研发、注册、生产及商业化合作，博瑞医药回复第一财经记 者称，该项目合作并未发生专利权属的变更，博瑞医药及关联公司仍是BGM0504注射液项目现有专利 的专利权人，与华润三九的合作也不影响公司积极探索海外市场。(第一财经) ...

Core Viewpoint - The Federal Reserve should adjust interest rates closer to neutral levels and not wait for labor market deterioration to take action [1] Group 1 - Federal Reserve Governor Waller emphasizes the need for proactive interest rate adjustments [1] - The statement suggests a shift in monetary policy approach to prevent potential economic downturns [1]

中国人民银行召开2025年下半年工作会议暨常态长效推动中央巡视整改工作推进会。会议要求，稳慎扎 实推进人民币国际化。加快拓展贸易项下人民币使用。进一步提升人民币融资货币功能，优化本外币一 体化资金池和境内企业境外上市管理政策。发展人民币离岸市场，推动形成稳定的、期限齐全的流动性 供给渠道。加强对清算行的政策支持和履职管理，加快完善人民币清算行布局。(中国人民银行) ...

Core Viewpoint - The People's Bank of China emphasizes the need to enhance financial support for technology-oriented small and medium-sized enterprises (SMEs) and key sectors such as "two highs" and "two new" to promote economic growth and structural upgrades [1] Group 1 - The central bank aims to drive rapid growth in loans for technology-oriented SMEs [1] - There is a focus on increasing financing support for key areas, particularly "two highs" (high technology and high value-added) and "two new" (new technologies and new industries) [1] - The meeting highlights the importance of addressing structural contradictions in key industries to facilitate quality upgrades [1] Group 2 - The central bank will ensure reasonable financing needs for foreign trade enterprises are met [1] - There is an emphasis on strengthening the regulation and risk prevention of electronic receivables [1]

Core Viewpoint - Federal Reserve Governor Waller suggests that the Federal Reserve should adjust interest rates closer to a neutral level [1] Group 1 - Waller emphasizes the importance of aligning interest rates with neutral levels to support economic stability [1] - The statement indicates a potential shift in monetary policy direction, which could impact market expectations [1] - Waller's comments reflect ongoing discussions within the Federal Reserve regarding the appropriate stance on interest rates [1]

巴西财长Haddad：巴西可能会在下周开始实施关税计划。 ...

Core Viewpoint - Poland has signed a contract to purchase additional main battle tanks from South Korea, indicating a strategic move to enhance its military capabilities amid regional security concerns [1] Group 1: Military Procurement - The contract involves the acquisition of more South Korean main battle tanks, which reflects Poland's commitment to modernizing its armed forces [1] - This purchase is part of a broader trend in Eastern Europe, where countries are increasing defense spending and upgrading military equipment in response to geopolitical tensions [1] Group 2: Regional Security Dynamics - The decision to procure additional tanks underscores the shifting security landscape in Europe, particularly in light of recent conflicts and military posturing in the region [1] - Poland's actions may influence neighboring countries to reassess their own defense strategies and procurement plans [1]

非农数据即将公布，黄金是筑底反弹，还是空头再下一城？TTPS团队上海现场分享中，点击进入直播 间观看 相关链接 黄金行情讲解中 ...

Group 1 - The core viewpoint is that tariffs will have a one-time impact on prices, as stated by Federal Reserve Governor Waller [1] Group 2 - The discussion emphasizes that the effect of tariffs is not expected to lead to ongoing inflationary pressures, but rather a temporary adjustment in pricing [1]

美联储理事沃勒和鲍曼就持不同意见发表声明。 ...