【恒生指数收盘涨0.92%，南向资金净卖出约181亿元】恒生科技指数涨1.55%。半导体股涨幅居前，英 诺赛科涨约30%，公司宣布与英伟达达成合作，联合推动800 VDC电源架构在AI数据中心的规模化落 地；华虹半导体涨约9%，中芯国际涨约3%。南向资金净卖出约181亿元，创5月12日以来最大单日净卖 出。 ...

Group 1 - The opening price for Au99.95 was 773.00, with a closing price of 777.58, reflecting an increase of 10.06 yuan or 1.31% [2] - Au100g opened at 771.00 and closed at 777.37, showing an increase of 8.32 yuan or 1.08% [2] - Au(T+D) had an opening price of 768.20 and closed at 775.55, with an increase of 18.76 yuan or 1.14% [3] Group 2 - The highest price for Au99.95 reached 778.40, while the lowest was 773.00 [2] - The trading volume for Au(T+D) was 47,492, with a total transaction amount of 36,838,943,860 yuan [3] - The weighted average price for Pt99.95 was 312.96, with a closing price of 314.56, reflecting an increase of 4.64 yuan or 1.50% [3] Group 3 - The opening price for NYAuTN06 was 779.10, with a closing price of 779.90, indicating an increase of 9.95 yuan or 1.29% [4] - The trading volume for NYAuTN12 was 14.4, with a closing price of 776.75, reflecting an increase of 10.4 yuan or 1.36% [4] - The total transaction amount for PGC30g was 46,620 yuan, with a closing price of 777.00 [4]

Core Viewpoint - Mitsubishi UFJ Financial Group (MUFG) analysts indicate that the slowdown in U.S. employment growth has boosted expectations for interest rate cuts, which is favorable for non-yielding gold [1] Group 1 - The expectation of interest rate cuts is increasingly being factored in by traders [1] - Economic uncertainty is driving investors to seek safe-haven assets [1] - Gold is expected to receive strong support in the short term [1]

今年上半年，机械工业经济运行稳中向好，产品产销平稳增长，对外贸易展现韧性，创新活力加快释 放，新质生产力积极发展，产业升级和高质量发展成效显著。今年上半年，机械工业产业支柱地位稳固 提升，截至6月末，机械工业规模以上企业数量达13.6万家，较上年同期增加0.6万家，占全国工业的 26.2%。此外，上半年，机械工业规模以上企业增加值同比增长9.0%，增速高于全国工业和制造业2.6和 2个百分点，为稳定经济大盘、提振工业经济发挥积极作用。不仅如此，机械工业主要涉及的五个国民 经济行业大类增加值均实现同比增长。其中，汽车和电气机械行业实现两位数增长，增速分别为11.3% 和12.2%；通用设备、专用设备和仪器仪表行业增速分别为8.3%、3.8%和7.6%。在产品产销方面，在存 量政策与新一轮"两新"政策加力扩围叠加效应下，国内市场需求改善，带动机械工业产销形势整体好于 上年。上半年，重点监测的122种主要产品中，84种产品产量同比增长，占比68.9%，比上年同期提高 7.4个百分点。(央视新闻) ...

李家超率团访问澳门 金十数据8月4日讯，香港特区行政长官李家超明日（5日）率领香港特区政府代表团访问澳门。香港特 区政府代表团成员包括财政司司长陈茂波、政制及内地事务局局长曾国卫、医务卫生局局长卢宠茂、运 输及物流局局长陈美宝和行政长官办公室主任叶文娟。访问澳门期间，李家超将与澳门特区行政长官岑 浩辉会面，并到访当地基建设施。李家超同日下午返港。 ...

Group 1 - Cryptocurrency concept stocks collectively rose before market opening, indicating positive market sentiment [1] - SharpLink Gaming experienced a rise of over 4%, reflecting strong investor interest [1] - Strategy saw an increase of over 2%, suggesting a favorable outlook among investors [1] - MARA Holdings increased by over 1%, contributing to the overall upward trend in the sector [1]

Swatch首席执行官：认为可以达成协议，降低瑞士出口到美国的关税。 ...

Group 1 - The London Metal Exchange (LME) reported a decrease in tin inventory by 50 tons [1] - Aluminum inventory increased by 925 tons [1] - Copper inventory decreased by 2,175 tons [1] - Lead inventory decreased by 1,100 tons [1] - Zinc inventory decreased by 3,825 tons [1] - Nickel inventory remained unchanged [1]

Core Viewpoint - Goldman Sachs predicts that the South Korean won and the New Taiwan dollar will outperform other Asian currencies, excluding Japan [1] Group 1 - The South Korean won and New Taiwan dollar are expected to show stronger performance compared to other Asian currencies [1]

Core Insights - The CEO of Swatch expressed satisfaction that the company has successfully transferred a significant amount of inventory to the United States, indicating a strategic move to bolster its presence in the U.S. market [1] Inventory Management - Swatch currently holds an inventory in the U.S. that is sufficient for 3 to 6 months, suggesting a proactive approach to meet potential demand and mitigate supply chain disruptions [1]