中俄"海上联合-2025"联合演习3日起进入海上演练阶段，双方参演舰艇从俄罗斯符拉迪沃斯托克某军港 解缆起航，驶向预定海域开展多课目演练。按照演习方案，中俄海上舰艇编队计划举行为期3天的海上 演练，包括援潜救生、联合反潜、防空反导、对海作战等多个课目，并开展实际使用武器训练。(新华 社) ...

Group 1 - The company, Delisi (002330.SZ), announced a strategic cooperation agreement with Xiamen Haifusheng Food Group Co., Ltd. and Sanhe (Yantai) Food Co., Ltd. [1] - The cooperation will focus on product supply and procurement, market expansion, technical collaboration, and the research and development of specialty products and freeze-dried pet food. [1] - The aim of this collaboration is to strengthen complementary advantages and create development opportunities, although the specific implementation details, timeline, and financial amounts remain uncertain. [1] Group 2 - The agreement is not expected to have a significant impact on the company's financial status and operating performance for the current fiscal year. [1]

金十数据8月3日讯，也门政府官员3日说，一艘搭载约150名非洲移民的船只在也门南部阿比扬省阿拉伯 海海域倾覆，已造成20多人死亡，另有数十人失踪。 （新华社） 一艘搭载非洲移民的船只在也门海域倾覆致20人死亡 ...

金十数据8月3日讯，据两位欧佩克+消息人士周日透露，该组织已原则性同意9月增产54.8万桶/日，此 举标志着其最大规模减产计划的全面退出。此次决策正值俄罗斯供应可能进一步中断之际，最终决议将 在北京时间19:00开始的会议上敲定。欧佩克+从4月份开始增加产量，小幅增产13.8万桶/日，随后在5 月、6月和7月期间每月增产41.1万桶/日，8月加速增产54.8万桶/日。如果欧佩克同意9月增产54.8万桶/ 日，将完全恢复220万桶/日的历史性减产额度，其中包括允许阿联酋额外增产30万桶/日。目前欧佩克 +仍有另一项减产计划，即8个成员国自愿减产约165万桶/日，将于2026年底到期。 消息人士：欧佩克+原则性同意9月再度大幅增产 ...

Core Viewpoint - The positioning of the market determines the behavior of leading funds, which in turn influences the structure and pattern of rising industries [1] Group 1: Market Behavior - Historically, market trends driven by incremental liquidity tend to concentrate on leading industries rather than rotating between high and low performers [1] - The essence behind this behavior is the pursuit of efficiency by funds, favoring high consensus stocks over low-positioned ones [1] Group 2: Recent Market Trends - The market performance in July confirmed that industries are gradually focusing on trend-driven stocks, while the high-cut low rotation model shows lower efficiency [1] - There has been a marginal slowdown in incremental liquidity recently, indicating that the market needs to cool down for stable long-term growth [1] Group 3: Focus Areas - Current key areas of focus include AI, innovative pharmaceuticals, resources, Hengke, and the Sci-Tech Innovation Board [1]

Core Viewpoint - India has not indicated to its refiners to stop purchasing Russian oil [1] Group 1 - The Indian government continues to support its refiners in sourcing oil from Russia despite international pressures [1]

Core Viewpoint - The European Central Bank's Governing Council member, Mahrouf, expressed concerns that Ireland's budget plan may lead to economic overheating [1] Group 1 - Mahrouf highlighted that the proposed budget could stimulate excessive economic growth, potentially destabilizing the economy [1] - The comments suggest a need for careful monitoring of fiscal policies to avoid inflationary pressures [1]

智通财经8月3日电，俄罗斯堪察加边疆区紧急情况局通报称，当地时间今天（8月3日）17时37分左右， 距首府堪察加彼得罗巴甫洛夫斯克市277公里处发生6.8级地震，震源深度26公里。据堪察加海啸观测预 警中心测算，此次地震可能导致部分地区出现不超过19厘米的海啸波。 (CCTV国际时讯) 勘察加半岛附近海域发生6.8级地震 ...

沙特基础工业公司第二季度亏损40.7亿里亚尔，预期为盈利11.1亿里亚尔。 ...

欧洲央行管委马赫鲁夫：欧洲央行可以对未来决策采取"观望态度"。 ...