Core Viewpoint - Lady Gaga was spotted in Los Angeles with a custom Labubu doll, sparking global fan discussions and highlighting the international appeal of Chinese IPs [1] Group 1 - The sighting of Lady Gaga with the Labubu doll has generated significant excitement among fans and collectors [1] - The event is seen as a milestone for Chinese IPs, indicating their successful transition into the international market [1] - Some enthusiasts have even referred to Pop Mart as the "Chinese Disney," emphasizing its growing influence in the global toy industry [1]

Core Viewpoint - The company has announced the preliminary transfer price for the inquiry-based transfer of depositary receipts, set at 54.79 yuan per share [1] Group 1: Transfer Details - A total of 27 institutional investors participated in the inquiry-based transfer, including fund management companies, qualified foreign institutional investors, securities companies, and private fund managers [1] - The total number of valid subscriptions for depositary receipts reached 28.8376 million shares, resulting in a subscription multiple of 2 times [1] - The total number of depositary receipts to be transferred has been fully subscribed, with 13 institutional investors preliminarily determined as the transferees, intending to acquire a total of 14.3889 million shares [1]

Group 1 - Morgan Stanley raised HSBC's target price from 830 pence to 870 pence [1]

Group 1 - The BIST-100 index in Turkey increased by 1.5% [1] - The main banking index rose by 3.7% [1]

Core Viewpoint - Danske Bank analysts suggest that if the Bank of England lowers interest rates as expected, the British pound may react mildly due to market anticipation and the potential for a gradual easing policy [1] Summary by Relevant Categories Interest Rate Expectations - The Bank of England is likely to lower interest rates on Thursday, with the market widely expecting this move [1] - Danske Bank anticipates that the Bank of England may maintain a gradual easing policy guidance [1] Currency Outlook - The British pound is expected to weaken further, as the Bank of England's rate cuts in 2026 may exceed market expectations [1] - The euro is projected to rise against the pound, with an expected exchange rate of 0.89 within the next 6 to 12 months [1] Economic Conditions - Rising uncertainty and signs of slowing economic growth in the UK are likely to put additional pressure on the pound [1] - The positive correlation between the pound and the US dollar may also contribute to the pound's challenges [1]

Group 1 - The core sentiment around gold is optimistic, indicating a potential for continued strength in the short-term bullish positions [1] - There is a live analysis being conducted by a commentator, suggesting active engagement and interest in the gold market [1]

分析师：库格勒宣布辞职的时机堪称最糟 金十数据8月4日讯，安德森资本管理公司创始人Peter Andersen表示，每个数据细节、每位美国联邦官 员的发言都被过度剖析，这只会加剧市场紧张，对投资者决策毫无助益。尽管库格勒此前并不活跃，但 这（库格勒辞职）仍十分有趣，宣布时机堪称最糟糕。这无疑表明未来将会有一些实质性的变化，但不 确定市场能承受多大的变化。现在有太多的变动因素，投资者面临的复杂局面雪上加霜。 ...

智通财经8月4日电，广汽丰田7月销量66018台，同比增长11.7%。 ...

8月4日13时，北京市升级发布全市暴雨红色预警信号。记者从市交通委获悉，面对严峻的天气形势，市 交通部门依据应急响应要求落实各项措施，全面部署轨道交通、地面公交、公路保障等多领域防汛措 施，在确保安全前提下重点保障市民早晚高峰必要交通出行，全力维护城市交通平稳有序。(北京日报) ...

智通财经8月4日电，上海洗霸(603200.SH)公告称，为推动硫化锂业务的发展，公司拟与有研稀土新材 料股份有限公司合资设立一家有限公司，新设子公司注册资本为2亿元，其中公司以货币和非货币资产 出资，认缴出资额为1.65亿元，占注册资本的82.5%，有研稀土以货币出资，认缴出资额为3500万元， 占注册资本的17.5%。新设子公司经营范围包括新材料技术研发、电子专用材料制造等。 上海洗霸：拟与有研稀土合资设立控股子公司 ...