Group 1 - The Bloomberg Electric Vehicle Price Return Index decreased by 0.08% on Friday, August 1, closing at 2661.20 points [1] - The index has experienced a cumulative decline of 6.42% for the week, indicating a continued downward trend [1] - Overall, the electric vehicle sector is showing signs of sustained decline [1]

Market Performance Summary - Global airline ETFs fell by 3.47%, while internet stock index ETFs decreased by 3.32% and consumer discretionary ETFs dropped by 2.41% [1] - Technology sector ETFs and regional bank ETFs saw declines of up to 2.16% [1] - Other sectors such as global technology stock index ETFs, energy ETFs, financial ETFs, banking ETFs, and semiconductor ETFs experienced declines ranging from 1.91% to 1.67% [1] Sector Performance - Biotechnology index ETFs increased by 0.21%, and healthcare ETFs rose by 0.54% [2] - The current price of global airline ETFs is $23.12, with a year-to-date decline of 8.80% [3] - Internet stock index ETFs are priced at $264.73, showing a year-to-date increase of 8.87% [3] - Consumer discretionary ETFs are at $216.09, with a year-to-date decline of 3.21% [3] - Technology sector ETFs are priced at $257.07, reflecting a year-to-date increase of 10.94% [3] - Regional bank ETFs are at $58.82, with a year-to-date decline of 1.21% [3] - Global technology stock ETFs are priced at $94.04, with a year-to-date increase of 11.17% [3] - Energy sector ETFs are at $85.59, with a year-to-date increase of 1.52% [3] - Financial sector ETFs are priced at $51.40, reflecting a year-to-date increase of 7.10% [3] - Banking sector ETFs are at $55.26, with a year-to-date increase of 1.02% [3] - Semiconductor ETFs are priced at $283.95, with a year-to-date increase of 17.25% [3] - Utilities ETFs are at $85.80, with a year-to-date increase of 14.96% [3] - Biotechnology index ETFs are priced at $133.04, with a year-to-date increase of 0.72% [3] - Healthcare ETFs are at $131.13, with a year-to-date decline of 3.86% [3] Index Performance - Consumer discretionary index decreased by 3.59% to 1,735.16 [4] - Technology index fell by 2.07% to 5,112.52 [4] - Energy index declined by 1.77% to 655.08 [4] - Financials index decreased by 1.76% to 855.28 [4] - Communication services index fell by 1.65% to 380.26 [4] - Industrials index decreased by 1.46% to 1,267.14 [4] - Materials index fell by 0.75% to 549.12 [4] - Real estate index decreased by 0.26% to 259.22 [4] - Utilities index increased by 0.12% to 435.58 [4] - Consumer staples index rose by 0.53% to 879.17 [4] - Health index increased by 0.58% to 1,527.29 [4]

Core Viewpoint - The meeting between Turkey's Foreign Minister and the Hamas delegation focused on the situation in Gaza and the progress of ceasefire negotiations, highlighting Turkey's strong support for the Palestinian cause and criticism of Israel's actions [1] Group 1: Meeting Details - Turkey's Foreign Minister, Hakan Fidan, met with a Hamas delegation led by Mohammed Darwish in Istanbul on August 1 [1] - The discussions centered on the Gaza situation and the status of ceasefire negotiations [1] Group 2: Turkey's Position - Fidan accused Israel of implementing a "genocidal policy" by starving the people of Gaza, indicating a lack of sincerity from Netanyahu's government in pursuing a ceasefire [1] - He emphasized that Turkey will not accept Israel's attempts to expel Gazans or annex the West Bank [1] - Turkey reaffirmed its commitment to support the Palestinian cause and continue advocating for ceasefire negotiations [1]

Core Viewpoint - The Brazilian ETF listed in the US experienced a post-market decline of 0.26% [1] Group 1: Economic Relations - Brazilian Finance Minister Haddad expressed that US President Trump is interested in dialogue with the Brazilian President, which he considers "great" [1] - Haddad stated he is always available for discussions with US Treasury Secretary Yellen [1] Group 2: Trade Concerns - Haddad advised not to believe in the macroeconomic impacts of US tariffs, but rather to be more concerned about the microeconomic effects caused by these tariffs [1]

记者当地时间8月1日获悉，美国交通部当日表示，将取消对华盛顿和巴尔的摩之间一项长期搁置的高铁 项目的2600万美元拨款。美国交通部表示，由于"近十年来规划不善、社区强烈反对、成本严重超支， 且毫无成效"，该部门将撤销对拟建价值200亿美元的巴尔的摩-华盛顿超导磁悬浮（MAGLEV）项目的 拨款。据悉，该项目的环境审查自2021年以来一直处于暂停状态。（央视） ...

Core Viewpoint - The Central Meteorological Observatory issued a blue alert for severe convective weather, predicting strong thunderstorms and hail in various regions from August 2 to August 3 [1] Summary by Relevant Sections - **Weather Forecast** - Severe thunderstorms with winds exceeding 8 levels are expected in parts of Inner Mongolia's eastern region, western Northeast China, central and western North China, eastern Jianghuai, and eastern South China [1] - Local areas in eastern Inner Mongolia, southwestern Heilongjiang, and western Jilin may experience winds exceeding 10 levels, with maximum wind speeds potentially reaching above 11 levels [1] - **Precipitation Expectations** - Short-term heavy rainfall with hourly precipitation exceeding 20 millimeters is anticipated in parts of central and eastern Inner Mongolia, western Northeast China, central and western North China, eastern Jianghuai, eastern Jiangnan, southern Southwest China, and South China [1] - Specific areas such as western Heilongjiang, western Jilin, northern Tianjin, southeastern Jiangsu, eastern Guangxi, and western Guangdong may see hourly rainfall exceeding 50 millimeters, with maximum amounts potentially reaching above 70 millimeters [1] - **Impact Timing** - The main impact period for the severe convective weather is expected to be from the afternoon to the night of August 2 [1]

美国总统特朗普：再次呼吁美联储主席鲍威尔辞职，就像理事Adriana Kugler一样。 ...

Core Viewpoint - President Trump expressed a desire to use tariff revenues to pay down national debt and indicated a willingness to "return" these funds to the American public [1] Group 1 - The statement highlights the administration's approach to tariffs as a potential source of revenue for addressing national debt [1] - The intention to "return" tariff income to citizens suggests a populist strategy aimed at gaining public support [1]

智利国家铜业公司（Codelco）推迟发布业绩报告，以处置矿场事故。 这起事故造成一个新的区域出现致命性坍塌，已经确认一人死亡，另有五人被困地下。 此前，该公司通报称，旗下位于智利的最大铜矿矿场发生地震微动。 ...

Group 1 - Fitch Ratings upgraded the rating of Mexican oil company Pemex by two notches to BB [1] - The Mexican government issued $12 billion in bonds in the international market to assist Pemex with its financial issues [1]