Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 4, 2025, highlighting significant players in the industry and their respective valuations in billions of USD [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the ranking with a market capitalization of $121.99 billion [3]. - Tencent Holdings follows in second place with a valuation of $63.46 billion [3]. - Alibaba ranks third with a market cap of $27.92 billion [3]. - Xiaomi Group is fourth with a market capitalization of $18.07 billion [3]. - Pinduoduo holds the fifth position with a valuation of $15.62 billion [3]. Group 2: Additional Notable Companies - Meituan ranks sixth with a market cap of $9.45 billion [4]. - NetEase is seventh with a valuation of $8.06 billion [4]. - SMIC (Semiconductor Manufacturing International Corporation) is eighth with a market cap of $5.24 billion [4]. - Dongfang Fortune ranks ninth with a valuation of $5.11 billion [4]. - JD.com is in tenth place with a market capitalization of $4.46 billion [4]. Group 3: Rankings and Changes - Kuaishou is ranked eleventh with a market cap of $4.16 billion [5]. - Tencent Music holds the twelfth position with a valuation of $3.18 billion [5]. - Baidu is thirteenth with a market cap of $2.96 billion [5]. - Li Auto ranks fourteenth with a valuation of $2.70 billion [5]. - Beike is fifteenth with a market capitalization of $2.17 billion, showing an increase in ranking by 11 spots [5].

订单流异动预警 焦煤盯盘神器订单流显示，10:49焦煤主力合约在多条多头堆积带上方波动，现报1114.5元/吨，日内由跌转涨，此前一度跌超 4%。点击获取实时堆积带预警。 相关链接 ...

成都市气象台2025年08月04日10时00分继续发布高温红色预警信号：预计我市武侯区、锦江区、青羊 区、成华区、金牛区、高新南区、高新西区和青白江区的所有镇（街道）今日最高气温将升至37℃以 上；成都东部新区的大部分镇（街道）最高气温将升至40℃以上。高温时段主要出现在12-19时。预计 未来2天高温天气将持续，请注意防范高温带来的不利影响。 ...

新城控股发行10亿元5年期担保中票，票息定在2.68%。 ...

此前，北京丰台区、房山区、门头沟区、石景山区、怀柔区已升级发布暴雨红色预警。 ...

Group 1 - The core viewpoint emphasizes the need to consider the impact of consumption tax reduction on yield and market trust in Japan's fiscal situation [1]

交银国际发报告指，蔚来汽车(09866.HK)旗下乐道L90定价积极，整车起售价为26.58万元人民币，即使 是顶配的Ultra版亦未突破30万元人民币。综合定价策略及渠道反馈，该行预计集团每月稳定销量将超 市场预期的5000台。同时认为，蔚来的边际改善及降本效果将为市场焦点。虽股价已较低位反弹50%， 但集团2025年市销率仅为0.85倍，边际改善股价或迎来持续反弹机会。维持"买入"评级。 交银国际：蔚来L90定价积极 料每月稳定销量将超5000台 ...

Group 1 - The resignation of Federal Reserve Governor Christopher Waller has led traders to increase bets on a rate cut by the Fed in September, with a significant shift in market sentiment towards gold [1] - The current sentiment in the gold market shows that 60% of positions are long, indicating bullish sentiment among traders [1] Group 2 - The Hang Seng Index shows a bullish sentiment with 71% long positions, while the S&P 500 Index has 26% long positions [3] - The Nasdaq Index has 40% long positions, and the Dow Jones Index has 70% long positions, reflecting varying levels of investor confidence [3] - The Nikkei 225 Index has 37% long positions, while the German DAX 40 Index shows a more balanced sentiment with 56% long positions [3] Group 3 - In the forex market, the Euro/USD pair has 34% long positions, while the Euro/GBP pair has 23% long positions, indicating a bearish outlook [3] - The Euro/JPY pair has only 18% long positions, and the Euro/AUD pair shows a very low 5% long positions, suggesting strong bearish sentiment [3] - The GBP/USD pair has 70% long positions, indicating a bullish outlook, while the GBP/JPY pair has 53% long positions [3] - The USD/JPY pair has 35% long positions, and the USD/CAD pair is nearly balanced with 49% long positions [3] - The USD/CHF pair has a very low 12% long positions, indicating a strong bearish sentiment [3]

Core Viewpoint - The article discusses the potential for a rebound in U.S. soybean prices amidst a backdrop of ample supply, increased short positions from funds, and complex trade dynamics [1] Group 1: Supply and Demand Dynamics - The supply of U.S. soybeans is currently abundant, which may limit price increases [1] - The market is experiencing heightened short positions from funds, indicating bearish sentiment among investors [1] Group 2: Trade Relations - Ongoing complexities in trade relations are influencing market perceptions and could impact future pricing of soybeans [1]

市场消息：日本首相石破茂拒绝就辞职时间发表评论。 ...