分析：要让美联储降息，失业率得上升才行 金十数据8月1日讯，据外媒分析报道，鲍威尔本周多次对记者表示，他认为目前衡量经济健康状况的最 佳指标是失业率。他指出，6月份的失业率为4.1%，在过去一年里几乎没有变化，而通胀率则离美联储 的目标更远了一些。因此，他表示，大多数决策者认为这一情况说明没有理由调整利率。与此同时，鲍 威尔拒绝预先承诺9月降息，而周四的通胀数据又高于预期，给何时恢复降息的前景蒙上了阴影。美国 劳工统计局周五将公布7月份的失业率数据，美联储不太可能在劳动力市场没有恶化的情况下降息，要 让美联储降息，失业率得上升才行。 ...

2025年7月，经备案的全国国产电视动画片为41部、15100.5分钟。按题材划分，童话题材21部、8695.5 分钟，占备案总数的51.2%、57.6%；文化题材4部、710分钟，占备案总数的9.8%、4.7%；现实题材2 部、1040分钟，占备案总数的4.9%、6.9%；历史题材1部、156分钟，占备案总数的2.4%、1%；科幻题 材3部、796分钟，占备案总数的7.3%、5.3%；教育题材8部、3433分钟，占备案总数的19.5%、22.7%； 其他题材2部、270分钟，占备案总数的4.9%、1.8%。按所占比例大小排名，备案的国产电视动画片题 材依次为：童话题材、教育题材、文化题材、科幻题材、现实题材、其他题材、历史题材。(国家广播 电视总局) ...

Core Insights - The concert market is experiencing significant growth, driving diverse consumer spending in cities [1] - The China Performance Industry Association reports that for every 1 yuan spent on concert tickets, there is a corresponding 4.8 yuan in surrounding consumer spending [1] - Specific events, such as Dao Lang's concert in Wuhan, led to a 400% increase in hotel bookings near the venue [1] - Jay Chou's concert in Sanya attracted 82% of attendees from outside the island, generating over 1.1 billion yuan in total consumption [1]

Core Points - The Ministry of Finance of China issued a 2-year bond with a scale of 145 billion, an issuance rate of 1.3844%, and a marginal rate of 1.4172%, with a bid-to-cover ratio of 3.26 times and a marginal bid-to-cover ratio of 61.36 times [1] - Additionally, a 50-year bond was issued with a scale of 35 billion, an issuance rate of 2.0187%, and a marginal rate of 2.0100%, featuring a bid-to-cover ratio of 5.42 times and a marginal bid-to-cover ratio of 16.47 times [1] Summary by Category 2-Year Bond - Issuance Scale: 145 billion [1] - Issuance Rate: 1.3844% [1] - Marginal Rate: 1.4172% [1] - Expected Rate: 1.4000% [1] - Bid-to-Cover Ratio: 3.26 times [1] - Marginal Bid-to-Cover Ratio: 61.36 times [1] 50-Year Bond - Issuance Scale: 35 billion [1] - Issuance Rate: 2.0187% [1] - Expected Rate: 2.0100% [1] - Bid-to-Cover Ratio: 5.42 times [1] - Marginal Bid-to-Cover Ratio: 16.47 times [1]

Core Viewpoint - Thailand's Finance Minister announced plans to import between 1 million to 2 million tons of American soybeans, indicating a significant shift in agricultural trade dynamics [1] Group 1 - The Thai government is actively seeking to enhance its agricultural imports, specifically targeting American soybeans [1] - The import volume of 1 to 2 million tons represents a substantial commitment to U.S. agricultural products, potentially impacting local markets and trade relations [1]

Core Viewpoint - The offshore RMB Hong Kong Interbank Offered Rate (CNH HIBOR) remains mostly stable, with the one-year rate hitting a record low [1] Group 1 - The one-year HIBOR decreased slightly to 1.82015%, marking the lowest level since data collection began [1] - The overnight HIBOR increased by 2 basis points to 1.09667% [1] - The one-week and two-week HIBOR rates remained unchanged at 1.27697% and 1.32939%, respectively, both operating at over three-month lows [1]

金十数据8月1日讯，该行将宁德时代(03750.HK)盈利预测上调5%以反映业绩好高预期，并将H股目标价 由400港元上调至415港元，相当于预测2026年及2027年综合市盈率20倍。考虑到H股自上市以来已累升 62%，估值已趋合理（H股相当于预测今明两年市盈率各26.9倍22倍），故下调评级由增持降至中性， 强调该下调纯属估值考量。 摩根大通因估值考量降宁德时代评级至中性 目标价升至415港元 ...

-0.02(-0.35%) +0.09(+0.80%) +0.03(+0.37%) 光大银行 2392.96亿市值 3.88亿成交额 4.05 0.00(0.00%) 得經 中国太保 中国平安 中国人保 0 3626.37亿市值 10660.27亿市值 3615.32亿市值 4.24亿成交额 13.91亿成交额 3.56亿成交额 58.54 37.58 8.20 +0.12(+0.32%) -0.15(-0.26%) +0.02(+0.24%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17807.86亿市值 2176.17亿市值 4692.86亿市值 25.26亿成交额 8.45亿成交额 5.58亿成交额 1417.60 178.38 120.90 -0.62(-0.35%) -4.07(-0.29%) -0.25(-0.21%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2381.29亿市值 2907.41亿市值 3220.14亿市值 12.26亿成交额 30.95亿成交额 21.51亿成交额 138.54 330.00 694.97 -5.20(-1.55%) -14.53(-2.05%) -0. ...

Market Overview - The Shanghai Composite Index closed at 3566.55 points, down 0.19% [1][3] - The Shenzhen Component Index closed at 10992.87 points, down 0.15% [1][3] - The ChiNext Index closed at 2324.50 points, down 0.16% [1][3] - The CSI 300 Index closed at 4065.24 points, down 0.25% [1][3] - The STAR 50 Index closed at 1039.02 points, down 0.84% [1][3] - The CSI 500 Index closed at 6212.50 points, down 0.22% [1][3] - The CSI 1000 Index closed at 6657.24 points, down 0.06% [2] Trading Volume - The trading volume for the Shanghai Composite Index was 425.3 billion [3] - The trading volume for the Shenzhen Component Index was 569.67 billion [3] - The trading volume for the ChiNext Index was 289.8 billion [3] - The trading volume for the CSI 300 Index was 216.6 billion [3] - The trading volume for the CSI 500 Index was 158.5 billion [3] - The trading volume for the CSI 1000 Index was 219.9 billion [2][3] - The trading volume for the North Stock 50 Index was 13.3 billion, showing a significant increase of 37.26% [3] - The trading volume for the Wande All A Index was 1008.1 billion, with a change of -0.09% [3]

金十数据8月1日讯，A股三大股指早盘窄幅震荡，沪指围绕平盘震荡，创业板指一度涨近1%，随后回 落转跌。截至中午收盘，沪指跌0.19%，深证成指跌0.15%，创业板指跌0.16%；沪深两市半日成交额不 足万亿，超2800只个股上涨。盘面上，光伏、物流板块涨幅居前，多只物流股大涨；银行板块探底回 升，农业银行盘中再创历史新高；影视院线、游戏板块跌幅居前。 A股午评：创业板指冲高回落收跌% 光伏、物流板块涨幅居前 ...