以军称打死哈马斯谢赫拉德万营副指挥官 智通财经8月3日电，据央视新闻，当地时间8月2日，以色列国防军发表声明称，7月24日，以军在军事 行动中打死巴勒斯坦伊斯兰抵抗运动（哈马斯）谢赫拉德万营副指挥官萨拉赫·丁·扎阿特拉。以军称， 该人曾负责指挥、策划多起针对以色列平民和以军部队的袭击行动，并曾担任谢赫拉德万营战斗支援连 连长。哈马斯方面对此暂无回应。 ...

8月2日23时15分，北京市平谷区气象台升级发布暴雨黄色预警信号。预计当前至3日5时，平谷部分地区 小时雨强可达50毫米以上，6小时累计雨量可达70毫米以上，山区及浅山区可能出现山洪、泥石流、滑 坡等次生灾害，低洼地区可能出现积水，请注意防范。目前密云、怀柔处于暴雨橙色预警中，延庆、顺 义、平谷处于暴雨黄色预警中。 ...

金十数据8月2日讯，俄罗斯联邦委员会宪法委员会成员阿列克谢·普什科夫称，全球无法替代俄罗斯供 应的石油量，俄罗斯约占全球石油供应量的10%。普什科夫在其社交平台上写道："尽管特朗普发出实 施高额二级制裁关税的警告，但印度炼油厂仍在继续购买俄罗斯石油。印度方面对此解释称，如果全球 市场停止接收来自俄罗斯的每日950万桶石油供应，油价可能会涨至每桶135-140美元。而实际上，根本 无法替代如此大量的石油供应，因为俄罗斯约占全球石油供应量的10%。" （俄罗斯卫星网） 俄联邦委员会委员：全球无法替代俄罗斯石油供应量 ...

Core Viewpoint - OPEC+ is set to finalize its production plan for September, weighing between a full exit from the 2.2 million barrels per day (bpd) reduction or a more cautious approach due to increasing supply-demand uncertainties [1] Group 1: Production Plans - Eight core OPEC+ member countries will decide on August 3 whether to fully exit the 2.2 million bpd oil production cut plan in September [1] - The group has already decided to implement about 80% of the 2.46 million bpd increase plan, which includes a capacity adjustment of 300,000 bpd from the UAE [1] - The market generally anticipates an additional increase of 548,000 bpd in September, maintaining the acceleration seen in August, which would restore production 12 months ahead of the original schedule [1] Group 2: Member Perspectives - A representative confirmed that their country supports completing the full increase in September, with several major member countries advocating for a faster pace, especially considering some countries have been producing above their quotas for an extended period [1] - However, at least one member country is leaning towards a more cautious approach due to concerns over oil prices, suggesting that the 548,000 bpd increase could be split into smaller adjustments of 137,000 bpd each month from September to December [1]

订阅特朗普动态 +订阅 订阅美联储动态 +订阅 库格勒意外辞职或加速特朗普选定下任美联储主席人选 金十数据8月2日讯，美联储理事库格勒周五突然宣布辞职，这给美国总统特朗普提供了比预期更早填补 美联储空缺的机会，也可能迫使他提前数月敲定下任主席人选。货币政策分析公司LH Meyer经济学家 Derek Tang表示，"现在球踢到了特朗普脚下，特朗普一直在向美联储施压，声称要安插自己人。如今 机会来了。"由于鲍威尔的主席任期虽于明年5月结束，但其理事任期持续至2028年。若鲍威尔不主动辞 去理事职务，特朗普在2028年前将再无机会填补空缺。这种情况下， 特朗普可能被迫用拟提拔的主席 人选填补库格勒空缺。沃尔夫研究公司美国政策与政治策略主管Tobin Marcus指出："关键在于这是特 朗普唯一可操作的职位空缺。若他想从美联储外部物色下任主席，提名或将提前揭晓。" ...

Core Viewpoint - The Palestinian Islamic Resistance Movement (Hamas) emphasizes that armed resistance will not be abandoned unless there is a complete restoration of national rights, particularly the establishment of an independent Palestinian state with Jerusalem as its capital and full sovereignty [1] Group 1 - Hamas issued a statement on August 2, asserting the necessity of restoring national rights for the continuation of armed resistance [1]

Group 1 - Berkshire Hathaway has recorded a $3.8 billion impairment on its investment in Kraft Heinz, marking a significant challenge for the iconic consumer goods deal made by Warren Buffett in 2015 [1] - This is the second impairment for Berkshire on Kraft Heinz, following a $3 billion write-down in 2019 [1] - As of the end of June, the book value of this investment has been reduced to $8.4 billion, indicating a rare disappointment for Buffett despite the investment still being profitable [1] Group 2 - Kraft Heinz's stock price has declined by 62% since the merger of Kraft and Heinz in 2015, while the S&P 500 index has increased by 202% during the same period [1] - The company is currently considering splitting off some of its business segments to address challenges such as inflation suppressing consumer demand and the trend towards healthier eating [1]

Core Viewpoint - Hamas has stated that it will not disarm unless an independent Palestinian state is established [1] Group 1 - The organization emphasizes the necessity of establishing a sovereign Palestinian state as a precondition for disarmament [1]

金十数据8月2日讯，巴菲特旗下伯克希尔哈撒韦(BRK.A.N、BRK.B.N)表示，其消费品业务受到美国总 统特朗普贸易政策的冲击，因该政策提高了进口商品关税。这家企业集团旗下的消费品部门（包括Fruit of the Loom、Jazwares和Brooks Sports等品牌）第二季度营收同比下降5.1%至1.89亿美元，主要由于销 量下滑、关税影响及业务重组所致。伯克希尔称，关税政策导致订单交付出现延迟。不过该公司指出， 运动鞋品牌Brooks本季度营收逆势增长18.4%，得益于销量提升。由于伯克希尔业务横跨多个经济领 域，其经营状况被视为美国经济的缩影，因而备受投资者关注。在今年5月的伯克希尔年会上，巴菲特 曾力挺自由贸易，称关税不应成为"武器"，并强调"平衡的贸易对世界有益"。 特朗普关税重创巴菲特旗下伯克希尔消费品业务 ...

智通财经8月2日电，深圳市气象台2025年8月2日21时3分发布暴雨黄色预警信号，南山区、珠江口、深 圳湾和宝安区（石岩、福永、西乡、沙井、新安、航城、福海、新桥街道）已出现20毫米降水，预计未 来2小时还有20-40毫米降水，全市进入暴雨戒备状态。上述区域存在山洪风险，请注意防御暴雨可能引 发的局部内涝、山洪等灾害。 暴雨戒备状态 深圳发布暴雨黄色预警信号 ...