英诺赛科(02577.HK)午盘前持续拉升，日内涨超25%。 ...

港股英诺赛科短线拉升，现涨幅迅速扩大至30%，进入第二次冷静期，消息面上英伟达最新800V架构 供应商名单曝光，英诺赛科成中国唯一入选芯片企业。 ...

据上观新闻消息，上海正式发放智能网联汽车示范运营证，8家企业获准在试点区域运营无人驾驶出租 车。浦东新区将全域开放自动驾驶，并推动奉贤、闵行等区域开放。无人驾驶出租车起租价为14元每3 公里，超过3公里部分每公里2.7元，运营时间为周一至周五早7:30至晚9:30。小马智行公关负责人表 示，旗下无人驾驶出租车已于8月1日面向公众开放运营，初期车辆有限，可能出现较长等待时间。目 前，小马智行的运营范围以金桥和花木为起点，具体是在申江路、锦绣东路、黑松路和杨高中路进行运 营，后续会逐步拓展到浦东开放的整个范围。 ...

Group 1 - The report indicates a significant decrease in silver ETF holdings, with a reduction of 36.73 tons on July 16, 2025, and a total decrease of 110.22 tons over the previous days [3] - On July 15, 2025, there was an increase of 207.72 tons in silver ETF holdings, suggesting volatility in investor sentiment [3] - The data is updated weekly, specifically from Tuesday to Saturday at 5:30 AM Beijing time, reflecting the previous day's holdings [4] Group 2 - The fluctuations in silver ETF holdings highlight the dynamic nature of the silver market, with notable changes occurring within a short time frame [3][4] - The report serves as a trading tool for investors, providing insights into market trends and potential investment opportunities [5]

7月31日从国网湖北省电力有限公司获悉，湖北电网光伏装机容量已突破4282.82万千瓦，占总装机比例 达32.31%，光伏装机容量继今年4月首次超越水电后，又超越火电(火电装机容量4118.80万千瓦，占比 31.08%)，首次成为全省统调第一大电源。今年1月至6月，湖北电网消纳光伏电量205.36亿千瓦时、同 比增长36.85%。据测算，加上全省风电装机1038.71万千瓦，如今，湖北每用4千瓦时电就有1千瓦时来 自新能源，这不仅进一步降低了对传统化石能源的依赖，更为湖北经济高质量发展注入强劲"绿色动 能"。 ...

金十数据8月1日讯，前美联储理事Larry Meyer在本周的美联储的议息会议结束后写道，鲍威尔讲话的 含义是，如果事情继续像现在这样发展（其中包括重要的一点，即劳动力市场没有恶化），FOMC很有 可能在9月份继续按兵不动。与此同时，鲍威尔听起来并不排斥降息，只要未来数据和前景的演变表明 有充分的理由去降息，FOMC就会采取降息行动。 前美联储理事：劳动力市场若没有恶化，美联储9月可能不降息 ...

Core Insights - The report provides an update on the holdings of gold ETFs as of August 1, 2025, indicating fluctuations in positions over the preceding days [1][4]. Group 1: ETF Holdings Data - On July 10, 2025, there was an increase of 1.44 tons in gold ETF holdings [3]. - On July 9, 2025, holdings increased by 0.86 tons [3]. - On July 8, 2025, there was a decrease of 1.15 tons [3]. - On July 2, 2025, holdings decreased by 4.3 tons [3]. - On July 1, 2025, there was a decrease of 3 tons [3]. Group 2: Data Update Schedule - The ETF holdings data is updated between Tuesday and Saturday at approximately 5:30 AM Beijing time, reflecting the previous day's holdings [4].

8月1日，国家发展改革委就当前经济形势和经济工作举行新闻发布会。国家发展改革委政策研究室主 任、新闻发言人蒋毅在会上表示，对企业普遍关心的"内卷式"竞争问题，发改委高度重视民营企业座谈 会上反映的问题、提出的建议，正在统筹采取修订法律、出台政策、完善标准、强化行业自律等举措， 加快推动整治"内卷式"竞争问题。 ...

京东发文称，京东外卖将继续坚持"反内卷"立场，坚决杜绝不正当竞争，抵制"0元购"等恶性补贴，绝 不以冲单量体现市场地位、制造市场泡沫。搭建简单透明的补贴机制，依法向商家和消费者公示营销活 动信息，商家可自主经营和参与促销活动。当日，饿了么、美团、淘宝闪购共同发文呼吁抵制"恶性竞 争"。 ...

Core Viewpoint - The Reserve Bank of India (RBI) is likely to sell US dollars to support the Indian Rupee amid ongoing currency fluctuations [1] Group 1 - The Indian Rupee has been experiencing volatility, prompting the RBI to consider interventions [1] - Selling US dollars is a strategy that the RBI may employ to stabilize the Rupee's value [1] - The potential sale of dollars indicates the RBI's proactive approach to managing currency risks [1]