日本首相石破茂：需要继续关注贸易协议的实施情况。 ...

Group 1 - The aerospace equipment sector has increased by over 3% [1] - The aerospace and defense ETF (159227) has risen by 2.71%, with a trading volume of 72.72 million yuan [1] - The trading volume has increased by 76.16% in the past month, adding 300 million shares [1] Group 2 - A-share accounts can now directly purchase the Sci-Tech Innovation Board without the previous requirement of 500,000 yuan [1]

Group 1 - The military equipment sector has increased by over 3% [1] - The leading military ETF (512710) has risen by 2.15%, with a trading volume of 4.51 billion yuan [1] - In the past month, the trading volume has increased by 9.64 billion yuan [1]

日本首相石破茂：必要时将与特朗普举行会谈。 ...

港股创新药ETF(513120)成交额超25亿元，当前跌幅为2.53%，成交额25.01亿元，近1月份额减少6.88亿 份，该基金支持T+0交易。 借道ETF T+0买港股创新药>> ...

Core Viewpoint - Japanese Prime Minister Shigeru Ishiba stated that private enterprises will make investment decisions regarding investments in the United States, emphasizing that Japanese companies will not overlook risks before signing contracts [1] Group 1 - Japanese companies are expected to take a cautious approach to investments in the U.S. market [1] - The emphasis on risk assessment indicates a strategic shift in how Japanese firms approach foreign investments [1]

据同花顺（300033）iFinD数据，开盘半小时，沪深京三市成交额达4999亿元，较上日此时缩量59亿 元，预计全天成交金额约1.6万亿。 ...

金十数据8月4日讯，高盛周日重申了其对布伦特原油价格的预测，预计2025年第四季度平均每桶64美 元，2026年平均每桶56美元，但预计近期事态发展将使其基线预测的风险范围越来越大。该投行 称："俄罗斯和伊朗受到制裁的石油供应压力加大，对我们的价格预测构成上行风险，特别是考虑到闲 置产能的正常化速度快于预期。"然而，高盛指出，由于美国关税税率上调、额外二级关税的威胁以及 美国经济活动数据疲弱，其2025-2026年日均需求增长预估存在下行风险。高盛还表示："虽然欧佩克 +的政策仍然灵活，但我们认为该组织将在9月后保持其生产配额不变，因为我们预计经合组织商业库 存的增加速度将加快，季节性需求的顺风将消退。" 高盛维持布油价格预期不变，但指出需求存在下行风险 布伦特原油 ...

港股低开高走，恒指、恒生科技指数双双转涨。芯片股回暖，华虹半导体(01347.HK)涨5.6%，中芯国际 (00981.HK)、上海复旦(01385.HK)涨超3%。 ...

Core Viewpoint - Japan's Chief Negotiator and Minister of Economic Revitalization, Akizawa Ryozo, advises against blindly trusting all statements from the U.S. regarding trade talks, emphasizing the importance of a critical perspective [1] Group 1 - Japan's investment of $550 billion in the U.S. is expected to yield benefits for Japan itself [1]