金十数据8月4日讯，汇丰银行在一份报告中说，美国积累的大量铜库存现在可能会减少，削弱美国对铜 的需求。纽约商品交易所（COMEX）铜库存攀升至21年高位，因买家预期美国对铜征收更大关税。汇 丰银行预测，2025年铜价平均为每磅4.24美元，2026年为每磅4.15美元。该行表示："近期铜市场的发展 非常清楚地说明，贸易政策的不确定性会如何影响经济、市场和价格。""美国和海外铜价之间的价差大 幅扩大，也创造了大量的交易机会，并显著提高了大宗商品市场的交易利润。" 市场分析：美国铜需求疲软，库存减少 ...

韩国产业部长：需要为新常态时代制定中长期战略。 ...

日本财务大臣加藤胜信：需要考虑主权财富基金的成本和回报问题。 ...

Core Viewpoint - The South Korean Minister of Industry expresses ongoing concerns regarding the impact of the 15% tariffs imposed by the United States on companies [1] Group 1 - The South Korean government is worried about the potential negative effects of the U.S. tariffs on local companies [1] - The 15% tariff rate is highlighted as a significant concern for the industry [1]

交通运输部：7月28日—8月3日，港口完成货物吞吐量24258.1万吨，环比下降4.99% 金十数据8月4日讯，根据国务院物流保通保畅工作领导小组办公室监测汇总数据，7月28日—8月3日， 全国货运物流有序运行，其中监测港口完成货物吞吐量24258.1万吨，环比下降4.99%，完成集装箱吞吐 量568万标箱，环比下降8.52%；邮政快递揽收量约35.96亿件，环比下降1.83%；投递量约36.05亿件， 环比下降1.72%。 ...

Core Points - The event held from August 1 to 3 in Yushu Tibetan Autonomous Prefecture, Qinghai Province, focused on trade and cultural exchanges between Yushu and Nepal [1] - The first batch of cross-border logistics trucks from Yushu to Nepal officially departed, carrying products worth 460,000 yuan to Kathmandu, the capital of Nepal [1] - The initiative aims to promote the export of Qinghai's beef, mutton, and handicrafts while facilitating the import of Nepal's handmade carpets and specialty spices into the Chinese market [1] - An international freight company was established in Kathmandu in March, enhancing trade and cultural exchanges between the two countries [1]

Core Viewpoint - The military sector is experiencing significant growth, with stocks such as North China Long Dragon and others reaching historical highs due to increased global military spending driven by geopolitical tensions [1] Group 1: Stock Performance - North China Long Dragon's stock rose over 15%, while Changcheng Military Industry and Guojijiangong reached their daily limit, both achieving historical highs [1] - Other notable stocks with strong performance include Hengyu Xintong, Zhimingda, Shaanxi Huada, Zhenxin Technology, Jianghang Equipment, and Mengsheng Electronics [1] Group 2: Market Drivers - Financial analysts at Caitong Securities highlight that escalating geopolitical conflicts are intensifying national security demands, leading to an upward trend in global military expenditure [1] - The military trade market is expected to continue expanding, supported by enhanced domestic substitution capabilities, which may drive a reevaluation of the sector [1]

越南电动车制造商VinFast称，将每年在印度生产5万辆新能源汽车。 ...

日本首席谈判代表、经济再生大臣赤泽亮正：将在制药和芯片项目上与美国密切合作。 ...

日本首相石破茂：对美国造船业的投资可能还涉及到韩国。 ...