Group 1 - Domestic futures main contracts showed mixed performance in early trading, with Shanghai gold and silver, as well as lithium carbonate, rising over 1% [1] - Lumber and iron ore also increased by nearly 1% [1] - On the downside, industrial silicon fell over 4%, while eggs, fuel oil, and polysilicon dropped more than 3% [1] Group 2 - SC crude oil, glass, and low-sulfur fuel oil (LU) experienced declines of nearly 3% [1]

相关链接 美元/离岸人民币 金十数据8月4日讯，离岸人民币香港银行同业拆息(CNH HIBOR)周一显示：主要期限利率全线上涨； 其中隔夜HIBOR涨1个基点至1.10947%，创7月28日以来新高。一周期的HIBOR涨13个基点至 1.40909%，两周期HIBOR升15个基点至1.48364%，一年期HIBOR小涨至1.82106%。点击链接查看历史 数据>> CNH同业拆息利率全线上涨，隔夜拆息创一周新高 ...

金十数据8月4日讯，A股三大股指早盘低开后震荡回升，银行股稳步走高带动沪指翻红。截至中午收 盘，沪指涨0.2%，深证成指跌0.28%，创业板指跌0.49%；沪深两市半日成交额不足万亿，近2800只个 股上涨。盘面上，军工股活跃，爱乐达20CM涨停，长城军工、建设工业、航天电子多股涨停；黄金 股、游戏股涨幅居前。医药股领跌，科兴制药跌近11%；光伏设备股回调。 A股午评：沪指涨0.2% 军工股领涨 ...

Core Viewpoint - The stock index futures showed slight increases in early trading, indicating a stable market sentiment [1] Group 1: Stock Index Futures Performance - The main contract for the CSI 300 index futures (IF) rose by 0.03% [1] - The main contract for the SSE 50 index futures (IH) increased by 0.26% [1] - The main contract for the CSI 500 index futures (IC) saw a marginal rise of 0.01% [1] - The main contract for the CSI 1000 index futures (IM) gained 0.22% [1]

美国总统特朗普：以舒默为首的民主党人正在拖延我的提名。 ...

Group 1: Market Overview - The FTSE China A50 index components showed mixed performance with banking stocks rising, while the oil sector declined [1][6]. - Semiconductor sector exhibited varied results with some stocks gaining and others losing [1]. Group 2: Banking Sector - Everbright Bank had a market capitalization of 239.89 billion with a trading volume of 311 million, closing at 4.06, up by 0.01 (+0.25%) [3]. - Major insurance companies like China Pacific Insurance, Ping An Insurance, and China Life Insurance had market capitalizations of 362.19 billion, 355.95 billion, and 1,057.65 billion respectively, with trading volumes of 579 million, 1,229 million, and 221 million [3]. Group 3: Alcohol Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1,781.25 billion, 216.13 billion, and 469.52 billion respectively, with trading volumes of 531 million, 1,521 million, and 490 million [3]. - Kweichow Moutai's stock increased by 0.97 (+0.07%), while Shanxi Fenjiu and Wuliangye saw declines of 1.75 (-0.98%) and 0.04 (-0.03%) respectively [3]. Group 4: Semiconductor Sector - Northern Huachuang, Cambrian Technologies, and Haiguang Information had market capitalizations of 235.68 billion, 289.75 billion, and 330.15 billion respectively, with trading volumes of 978 million, 2,815 million, and 3,595 million [3]. - Cambrian Technologies saw a stock increase of 4.29 (+3.11%), while Northern Huachuang and Haiguang Information experienced declines of 3.19 (-0.97%) and 3.51 (+0.51%) respectively [3]. Group 5: Oil Sector - China Petroleum and Sinopec had market capitalizations of 1,552.02 billion and 685.04 billion respectively, with trading volumes of 609 million and 610 million [3]. - The stock prices for China Petroleum and Sinopec decreased by 0.03 (-0.35%) and 0.04 (-0.70%) respectively [3]. Group 6: Other Industries - BYD and Shaanxi Coal and Chemical Industry had market capitalizations of 954.02 billion and 194.77 billion respectively, with trading volumes of 2,934 million and 323 million [3]. - The stock price for BYD decreased by 1.16 (-1.10%), while Shaanxi Coal increased by 0.08 (+0.40%) [3].

Market Overview - The Shanghai Composite Index opened lower but rose by 0.20% during the morning session, while the Shenzhen Component Index and the ChiNext Index fell by 0.28% and 0.49% respectively [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 920.8 billion, a decrease of 74.1 billion compared to the previous trading day [1] Sector Performance - The military industry sector experienced a collective surge, with stocks like Aileda hitting the daily limit and Changcheng Military Industry reaching a historical high [1] - The AI intelligent agent concept also saw renewed activity, with stocks such as Huashengchang hitting the daily limit [1] - Other strong sectors included robotics and reducer concepts, with Zhongma Transmission hitting the daily limit [1] - Conversely, the consumer goods sector underwent adjustments, with Dalian Friendship hitting the daily limit down [1] Stock Performance - Over 2,700 stocks in the market rose, indicating a generally positive sentiment despite some declines in specific sectors [1] - The limit-up performance rate was recorded at 64%, with 32 stocks hitting the limit and 18 stocks touching the limit down [5] - The high opening rate was noted at 78%, with a profit rate of 60% [5]

游戏股震荡拉升 巨人网络触及涨停 智通财经8月4日电，游戏股日内震荡拉升，巨人网络触及涨停，神州泰岳、北纬科技、冰川网络、吉比 特、三七互娱等跟涨。消息面上，SensorTower发布的《2025年海外游戏市场洞察》显示，全球移动与 PC游戏市场重拾增长势头，合计市场规模预计将在2028年突破1200亿美元。 ...

Core Insights - VinFast plans to launch India-manufactured vehicles in August [1] - The company is negotiating a green smart mobility solution for India [1] - The Indian factory has received overseas orders from Bangladesh, Nepal, Sri Lanka, and Mauritius [1]

Group 1 - The main contract for industrial silicon futures has seen a daily decline of 4%, currently priced at 8300 yuan per ton [1]