欧元区制造业PMI逼近荣枯线 升至近三年新高 金十数据8月1日讯，欧元区制造业PMI从6月份的49.5微升至7月份的49.8，达到2021年7月以来的最高水 平。这与初值相符，距离经济增长与收缩之间的分水岭50仅一步之遥。工业产出连续第五个月增长，但 增速有所放缓，产出指数从50.8降至50.6，创下4个月低点。汉堡商业银行首席经济学家Cyrus de la Rubia表示，欧元区的制造业正在谨慎地恢复势头。随着欧盟和美国之间新达成的贸易框架，不确定性 应该会下降，有迹象表明未来几个月势头将继续上升。 ...

Coinbase(COIN.O)美股盘前下跌11%，其第二季度利润下降。 ...

Core Viewpoint - The focus is on the continuous decline of coking coal prices, with the market shifting attention towards supply and demand fundamentals as expectations of reduced competition weaken [1] Group 1: Market Performance - Coking coal futures for the 2601 contract approached a limit down, closing with a decline of 7.34% after earlier trading [1] - This marks the third instance of limit down trading for coking coal on July 28 and July 31 [1] Group 2: Supply and Demand Dynamics - The overall valuation of black commodities is currently at a neutral to high level, while steel mill profits remain elevated [1] - There is a noted weakness in terminal demand, suggesting a predominantly weak operational trend for black commodities in the short term [1] Group 3: Price Support Factors - Coking coal futures are currently in a backwardation state, indicating that spot prices may provide some support to the futures market [1]

Coinbase盘前股价下跌11%，该公司报告第二季度利润下降。 ...

Reddit公布第三季度营收预测超预期后，盘前股价飙升14.7%。 ...

Core Viewpoint - U.S. stock index futures are all down ahead of market opening, with significant movements in major companies like Amazon, Apple, and Coinbase [1] Group 1: Market Overview - Nasdaq 100 futures fell by 0.9%, S&P 500 futures dropped by 0.8%, and Dow futures also decreased by 0.8% [1] Group 2: Company Performance - Amazon's stock declined approximately 7% due to third-quarter operating profit guidance falling below market expectations and slower sales growth in its cloud computing business compared to major competitors [1] - Apple's stock increased by about 2%, with the company reporting its third fiscal quarter revenue growth rate at a three-and-a-half-year high [1] - Coinbase's stock fell around 11% as the company's second-quarter total revenue was below expectations [1] - Figma, a software design giant, saw its stock rise by approximately 26%, following a previous trading day increase of 250% [1]

德国制造业低迷持续缓解 产出连续第五个月增长 金十数据8月1日讯，德国7月份制造业活动的低迷进一步缓解，产出连续第五个月增长，尽管增速明显 放缓。制造业PMI终值从6月份的49.0升至7月份的49.1，略低于49.2的初值。这是近三年来的最高值， 不过仍略低于50。就业、采购库存和供应商交货时间对整体指标做出了积极贡献，有助于抵消产出和新 订单增长放缓的影响。产出连续第五个月增长，尽管是自3月份开始当前增长序列以来的最弱增速。汉 堡商业银行经济学家德拉鲁比亚Cyrus de la Rubia指出，资本品生产增长强劲。这表明，依赖私人消费 的国内需求在某种程度上有所减弱，而对资本货物工业至关重要的国外需求表现得更好。虽然这最初与 春季提前进口有关，但夏初持续的外国需求表明，情况有了更根本的改善。 ...

苹果盘前涨近2%，第三财季营收940.4亿美元，同比增长9.6%，市场预期893亿美元。 ...

软件设计巨头figma盘前涨超23%，上个交易日收涨250%。 ...

伦敦金属交易所（LME）：铝库存增加1775吨，锡库存增加5吨，镍库存增加390吨，铜库存增加3550 吨，锌库存减少3975吨，铅库存减少1175吨。 ...