Core Viewpoint - The final manufacturing PMI for the UK in July is reported at 48, which is below the expected 48.2 and the previous value of 48.2 [1] Summary by Category - **Manufacturing Sector Performance** - The UK manufacturing PMI indicates a contraction in the sector, as a reading below 50 signifies a decline in manufacturing activity [1]

健盛集团（603558）公告，截至2025年7月31日，公司通过集中竞价方式累计回购公司股份数量为 515.92万股，占公司目前总股本的比例为1.46%，累计支付的资金总额为4776.39万元。本次回购股份的 资金总额不超过人民币1亿元，不低于5000万元，回购股份价格不超过人民币15.33元/股，回购期限为 自股东大会审议通过回购方案之日起不超过12个月，即2025年4月15日至2026年4月14日。 ...

Core Point - Malaysia's Trade Minister stated that no agreements were reached in tariff negotiations, nor was there a request made to supply rare earths exclusively to the United States [1] Group 1 - The trade negotiations did not result in any agreements [1] - There was no proposal for Malaysia to supply rare earths solely to the United States [1]

杰富瑞将Coinbase目标价从405美元下调至375美元。 ...

英国10年期国债收益率日内上涨7个基点，至4.64%，有望创下自7月2日以来的最大单日涨幅。 ...

智通财经8月1日电，广期所公告，新增北矿检测技术股份有限公司、福建中检矿产品检验检测有限公 司、世标检测科技（天津）有限公司为多晶硅期货指定质检机构（取样机构），即日起生效。 广期所：增加多晶硅期货指定质检机构 ...

Core Viewpoint - The imposition of a 39% tariff on Swiss imports by President Trump has led to a significant drop in the stock price of Swiss watch retailers, with a reported decline of 6% [1] Group 1: Impact on Swiss Watch Industry - The Swiss watch group, which sells brands like Rolex in the UK and the US, is directly affected by the new tariff [1] - Prior to the tariff announcement, Swiss watch exports were already under pressure, with a spike in exports earlier this year due to a previous threat of a 31% tariff [1] - Analysts predict that if the 39% tariff is implemented, prices for products sold in the US could increase by over 20% [1] Group 2: Market Reactions and Future Outlook - Major Swiss watch manufacturers like Richemont and Swatch Group have temporarily avoided the impact of the tariff due to the Swiss financial market being closed for holidays [1] - There is a one-week pause before the tariff takes effect, suggesting it may be a negotiation tactic rather than a definitive policy change [1]

英国7月制造业PMI终值将于十分钟后公布。 ...

Core Insights - Xiaomi App Store has announced a partnership with Koushi, a one-stop AI Agent development platform under ByteDance, to enhance the distribution service system for AI agents [1] Group 1 - The collaboration allows for seamless integration between Xiaomi App Store and Koushi's development platform, enabling developers to create and debug AI agents before publishing them directly to the Xiaomi App Store with no additional operational costs [1] - Users will benefit from easy access to a variety of AI agent services from Koushi's development platform through a dedicated section in the Xiaomi App Store [1]

港股收评：恒指尾盘下挫收跌1.07% 稳定币概念集体弱势 金十数据8月1日讯，早间恒指围绕20日线低位震荡，尾盘跌势扩大至逾200点，收盘收于日内低点。恒 生科技指数午后一度接近抹去跌幅，尾盘再度下挫。截至收盘，恒指收跌1.07%，报24507.81点，科指 收跌1.02%，报5397.40点，恒指大市成交额达2546.74亿港元（上一交易日为3206.33亿港元）。盘面 上，物流、造纸等板块表现强势，石油股、医药股跌幅居前，稳定币概念午后跌幅扩大。个股方面，英 诺赛科(02577.HK)收涨30.91%，公司成为英伟达最新800V架构供应商名单中唯一入选芯片企业；蔚来 汽车(09866.HK)收涨8.62%，公司旗下乐道L90正式上市；中通快递(02057.HK)收涨7.44%；玖龙纸业 (00923.HK)收涨6.67%；开拓药业(09939.HK)收跌16.8%；中国石油化工股份(00386.HK)收跌5.87%；连 连数字(02598.HK)收跌13.7%。 ...