Core Points - The United Nations is implementing a comprehensive reform plan involving a $700 million budget cut in response to funding threats from the Trump administration [1] - The plan requires a 20% reduction in spending and personnel, which will lower the UN's annual budget to its lowest level since 2018, with an estimated 3,000 positions to be eliminated [1] - The scale of the cuts directly reflects the threat of funding interruption from the United States, which traditionally covers 22% of the UN's budget [1] - The Trump administration has suspended payments and withdrawn from multiple UN agencies, leading to expectations of further funding reductions [1]

德国外长：以色列对加沙地带的围困导致民众饥荒、死亡和苦难。 ...

Group 1 - China's National Bureau of Statistics will release July CPI and PPI data next Saturday, with expectations of a 0% month-on-month CPI and a year-on-year decrease of approximately -0.5% [1] - For PPI, a rebound is anticipated both year-on-year and month-on-month based on high-frequency data such as the CRB spot index [1] - The Hong Kong securities market will implement a reduction in the minimum price fluctuation level starting next Monday, aimed at lowering trading costs and enhancing trading efficiency [1] Group 2 - The U.S. will begin implementing "reciprocal tariffs" next week, with new tariffs effective from August 7, providing countries with an additional window to negotiate lower tariffs [2] - The U.S. will release the July ISM services index next Tuesday, following a disappointing manufacturing ISM index and weak employment data, raising concerns about economic growth slowing [2] - The 2025 World Robot Conference will take place from August 8 to 12, alongside the World Robot Expo and World Robot Competition [2]

德国外长：加沙地带巴勒斯坦人正遭受饥荒。 ...

Core Insights - The latest data from the National Taxation Administration indicates that in the first half of this year, national enterprise sales revenue has maintained steady growth, with the manufacturing sector showing quality improvements under the "Two New" policies [1] Manufacturing Sector - Manufacturing sales revenue growth rate is 1.5 percentage points faster than the overall national enterprise growth rate, making it a crucial support for stable economic growth [1] - The high-end transformation of the manufacturing sector is progressing steadily, with sales revenue in equipment manufacturing and high-tech manufacturing increasing by 8.9% and 11.9% year-on-year, respectively [1] High-Tech Industry - The innovative industry continues to expand, with high-tech industry sales revenue growing by 14.3% year-on-year in the first half of the year, indicating rapid growth [1] Digital Economy - Sales revenue from core digital economy industries and the amount of national enterprise procurement of digital technologies both saw a year-on-year increase of around 10%, reflecting the ongoing acceleration of digital industrialization and industrial digitalization processes [1]

波兰内政和行政部长马尔钦.凯尔温斯基宣布，波兰将延长与德国的边境临时管控措施至10月4日。这一 临时管控措施原定8月5日到期。此前，外界已普遍预计该措施将延期。今年早些时候，德国加强德波边 境管控，拒绝没有身份文件的非法移民入境。波兰方面认为，这给波兰造成了不公平的额外负担。为 此，波兰政府自7月7日零时起，在本国西部与德国、东北部与立陶宛的边境实施临时管控措施，为期30 天，旨在遏制非法移民进入波兰。(央视新闻) ...

美国白宫国家经济委员会主任哈塞特：（谈及下一任美联储主席人选事宜）美国总统特朗普正与财长贝 森特积极寻找人选。 ...

德国外长：呼吁允许联合国救援组织不受限制地进入加沙地带。 ...

Core Viewpoint - The UK Financial Conduct Authority (FCA) anticipates that the cost of compensation for car loans will reach between £9 billion and £18 billion, with the minimum cost unlikely to be below £9 billion [1] Summary by Category Financial Impact - The compensation costs for car loans are projected to be substantial, with estimates ranging from £9 billion to £18 billion [1] - The FCA indicates that the costs are unlikely to fall below £9 billion, suggesting a significant financial burden on the industry [1]

欧佩克+9月如期延续大幅增产，分析师：下一阶段增产窗口已打开 金十数据8月3日讯，机构分析师Javier Blas表示，正如预期的那样，八个自愿减产的欧佩克+国家同意在 9月份将产量提高54.7万桶/日。关键点在于，欧佩克+仍保持政策灵活性：本次会议本可释放停止增 产、进入"暂停模式"的信号，但最终未作此表态。这为第四季度可能启动的下一阶段增产（166万桶/ 日）打开了政策窗口。 ...