Core Viewpoint - The article highlights a significant increase in gold and other precious metals prices, driven by factors such as expectations of interest rate cuts by the Federal Reserve, weak U.S. non-farm data, and geopolitical risks, which have bolstered demand for gold as a safe-haven asset [6][8]. Precious Metals Market Summary - As of August 7, precious metals experienced notable price increases, with NYMEX palladium rising by 1.73%, NYMEX platinum by 1.72%, and spot gold reaching approximately $3,395 per ounce, reflecting a 0.80% increase [2][3]. - The dollar index has seen a sharp decline, hovering around the 98 mark, which typically supports gold prices [4]. Global Gold Demand Trends - According to the World Gold Council, global gold demand surged to 1,249 tons in Q2 2025, a 3% year-on-year increase, with total demand value reaching $132 billion, marking a 45% increase and setting a new historical record [7]. - The increase in demand is attributed to strong investment activity, particularly in gold ETFs, which saw inflows of 170 tons in Q2, contrasting with outflows in the same period of the previous year [10]. Investment Demand Insights - Gold bar and coin investments rose by 11% to 307 tons in Q2, with Chinese demand increasing by 44% to 115 tons, while Indian demand reached 46 tons [10]. - Central banks continued to purchase gold, adding 166 tons in Q2, although the pace of purchases has slowed [10]. Jewelry Demand Analysis - Global gold jewelry demand fell by 14% year-on-year in Q2, nearing 2020 lows, with China's demand dropping to 69 tons, a 20% decline [12]. - Despite the decrease in volume, the value of global gold jewelry consumption increased to $36 billion in Q2 [12]. Market Outlook - The article suggests that the strong start to the year may lead to a relatively narrow trading range for gold prices in the second half of the year, with ongoing economic and geopolitical uncertainties providing further support for gold [8][10]. - The high prices of gold are expected to continue to pressure jewelry demand, while the ongoing consolidation in the jewelry market may lead to a healthier long-term market environment [14].

昨天（8月6日）下午6时许，在湖南岳阳市洞庭南路与竹荫街交汇处，一辆车身印有"库迪咖 啡"的货车撞向一家茶颜悦色门店， 造成2人轻微受伤，2人不幸去世。 同日，岳阳楼区公安分局发布通报称，目前伤者救治、事故调查及善后工作正在进行中，并称 涉事小型电动货车是在卸货后准备移车时意外失控。 社交平台上流传着多条事发视频，其中一个监控画面显示，8月6日晚上6：36左右，一辆车身 印有"库迪咖啡"字样的货车撞向了一家茶颜悦色门店，不少市民试图合力将货车挪动，但无法 挪动，当日稍晚，警方、消防人员等来到现场，货车也被围挡起来。 8月7日， 记者致电库迪咖啡（岳阳洞庭南路店）， 工作人员称，事发时， 门店员工在店内工 作，具体情况不太了解，运送物资的车辆属仓库管理，目前该仓库也配合警方调查，接下来， 企业肯定会对配送货车安全停车有更强化的要求。 同日，记者致电涉事茶颜悦色门店，但电话未能接通。 从地图上看， 两家涉事门店距离为27米。 南都·湾财社记者注意到，根据多位目击者发布的视 频，茶颜悦色涉事门店外放着多个石墩子，有市民坐在石墩子上。 今天（8月7日）， 茶颜悦色 方面回应称， 感谢社会各界关心，具体情况以警方通报为 ...

各级各有关部门要高度重视，认真按照预案规定的预警措施和响应行动，加强会商研判，第一 时间发布预警信息，突出抓好山洪灾害、地质灾害、病险水库、中小河流、尾矿库、淤地坝等 薄弱环节防范，强化城市内涝、轨道交通、立交桥、涵洞、隧道、地下空间管控，严格按照 关、降、停、撤、拆"五字要诀"的要求，做好灾害应对和人员转移避险工作。 全市立即采取 停产、停业、停课、停运和暂停集体户外活动等强制管控措施。 各级防汛责任人要立即上岗 到位，24小时值守巡查，各级抢险救援队伍严阵以待，确保险情早发现、早报告、早处置，全 力保障人民群众生命财产安全，最大程度减轻灾害损失。 8月7日中午，大河报记者从郑州市城区河道事务中心（以下简称：河道中心）获悉，为做好暴 雨极端天气城区河道防汛工作，该中心全体人员迅速到岗到位，按照职责分工，各司其职，实 时监测"两河一渠"河道运行状态。 目前，郑州市区金水河、熊耳河、东风渠行洪通畅，河道中心将持续检测水位。在此，河道中 心希望提醒广大市民，降雨期间，请广大市民远离河道水边，确保自身安全。 来源丨央视新闻、 大河报 编辑丨江佩佩 实习生沙昕湲 SFC 8月7日，据河南郑州市防汛抗旱指挥部消息，受本 ...

Core Viewpoint - A tragic accident occurred at the Xiata Scenic Area in Xinjiang's Zhaosu County, where a suspension bridge collapsed, resulting in 5 fatalities and 24 injuries. The incident has prompted immediate emergency responses and investigations into safety measures [1][3]. Group 1: Incident Details - On August 6 at 18:18, one of the cables of the suspension bridge at Xiata Scenic Area broke, causing the bridge surface to tilt and leading to 29 people falling [1]. - The injured included 5 fatalities, 22 with minor injuries, and 2 with serious injuries, all of whom were promptly taken to hospitals for treatment [1]. - The local government activated emergency responses, deploying various departments to assist in rescue efforts and manage the situation [1]. Group 2: Government Response - A joint working group from the State Council's Work Safety Committee, the Ministry of Culture and Tourism, and the National Forestry and Grassland Administration was dispatched to the site to oversee rescue and investigation efforts [1]. - The Xiata Scenic Area has been closed, and investigations into the cause of the accident are ongoing [1]. Group 3: Visitor Experience - Prior to the incident, the scenic area was crowded with tourists, with reports of long queues for entry and transportation [2][3]. - A visitor recounted that the area was bustling with people, and despite concerns about the bridge's safety, many continued to enter the park [3][5].

Core Viewpoint - The article discusses the implementation of a national childcare subsidy policy, highlighting the expected financial support from both central and local governments, and the anticipated impact on families and local economies [1][6][12]. Group 1: National Policy Overview - The national childcare subsidy is set at 3,600 yuan per child per year, with an initial budget of approximately 90 billion yuan allocated for this program [1][6]. - The central government will cover about 90% of the funding required for the subsidies, while local governments will contribute the remaining amount [1][6]. - The policy aims to create a multi-layered subsidy structure, combining national and local efforts to support families [1][8]. Group 2: Local Implementation - Local governments are in the process of developing their own policies to align with the national standards, with some cities already indicating that their policies are still under formulation [6][7]. - Cities that previously lacked childcare subsidy policies will primarily adopt the national standard, while those with existing policies will need to ensure their programs are compatible with the new national guidelines [7][8]. - The article notes that as of now, 23 provinces have explored or implemented some form of childcare subsidy policy [8]. Group 3: Parental Perspectives - Parents express a desire for the subsidies to be accessible and timely, with many indicating that even a modest monthly subsidy can help alleviate some childcare costs [10][11]. - The article highlights that while the subsidy is beneficial, many parents prioritize other factors such as educational resources and job security when considering family planning [10][11]. - The national policy is expected to ease the financial burden on families, particularly in underdeveloped regions, but it is not seen as a comprehensive solution to increasing birth rates [12][13]. Group 4: Broader Support Policies - The article mentions additional supportive measures, such as tax deductions for childcare expenses and increased coverage for maternity medical expenses, which aim to reduce the overall cost of raising children [12][13]. - It emphasizes the need for a holistic approach to family support, integrating childcare subsidies with other social policies related to education, housing, and healthcare [12][13].

芯片股涨势扩大，阿石创、好上好封涨停，此前富满微、东芯股份、盈方微、大为股份、斯达半导涨停，新恒汇、国科微、芯导科技、台基股 份均涨超10%。 8月7日午后，A股三大指数涨跌不一。截至14：20，沪指站稳3600点，涨0.12%，深成指微跌0.23%，创业板指跌0.69%。盘面上，个股跌多涨 少，沪深京三市超3000股飘绿，成交额超1.6万亿元。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3638.20 | 11151.81 | 1458.13 | | +4.20 +0.12% | -25.97 -0.23% | -1.38 -0.09% | | 科创50 | 创业板指 | 万得全A | | 1061.44 | 2342.65 | 5676.59 | | +1.68 +0.16% | -16.30 -0.69% | -3.46 -0.06% | | 沪深300 | 中证500 | 中证A500 | | 4114.21 | 6334.00 | 4862.40 | | +0.73 +0.02% | -23.38 -0.37 ...

Core Viewpoint - The article discusses the recent turmoil in the bond market, highlighting the significant redemption wave faced by bond funds due to market volatility and the "see-saw" effect between the stock and bond markets. It notes that while bond funds experienced substantial redemptions, the situation has begun to stabilize following timely interventions by the central bank [1][5][7]. Redemption Wave - In late July, over 70% of bond funds faced net value declines, with 2821 out of 3872 bond funds reporting negative returns, representing 73% of the total [5][6]. - The 10-year government bond yield rose from a low of 1.64% in early July to a peak of 1.75% by the end of July, contributing to the volatility in bond fund net values [5][6]. - A total of 47 bond funds announced large redemptions in July, with significant net value adjustments made [5][6]. Market Dynamics - The "see-saw" effect between the stock and bond markets has been a key factor in the recent bond market adjustments, with rising stock market valuations attracting funds away from bonds [10][14]. - Institutional investors, particularly bank wealth management products, have been significant players in the bond fund redemption wave, driven by defensive strategies amid market uncertainties [7][8]. Central Bank Intervention - The central bank's timely actions, including a net injection of 601.8 billion yuan into the market, helped stabilize the bond market and mitigate the negative feedback loop caused by redemptions [7][13]. - Following the central bank's interventions, the pressure on bond fund redemptions has eased, with some institutions beginning to re-invest in bond funds [13][14]. Future Outlook - Analysts suggest that while the stock market remains attractive, the bond market is expected to stabilize within a range, with the 10-year government bond yield projected to fluctuate between 1.6% and 1.8% [14][15]. - The introduction of a new tax policy on bond interest income is anticipated to benefit public fund raising, potentially leading to increased investment in bond funds by banks [14][16]. - The overall sentiment in the bond market is expected to remain cautious, with strategies leaning towards "solid income+" products as a response to the current "asset shortage" in the bond market [16].

Core Viewpoint - The article discusses the negative impact of online misinformation on Li Auto and its customers, highlighting the company's response to protect its brand and users [1][4][9]. Group 1: Company Response - Li Auto's legal department reported that many car owners have expressed concerns about their vehicles being targeted, leading to widespread negative sentiment online [1]. - The company identified a significant amount of misleading negative information being disseminated across multiple platforms, with 45 similar posts appearing on one platform within a single morning [4]. - Li Auto stated that this situation severely damages the image of its users and disrupts their daily lives, prompting the company to take legal action against those responsible for the misinformation [6]. Group 2: Market Impact - Following the negative publicity, Li Auto's stock price fell by approximately 1.3% in Hong Kong, with a 5.43% decline in its U.S. stock price the previous night [9]. - The company's product head shared evidence of organized online attacks against Li Auto, indicating a coordinated effort to undermine the brand [8].

Market Overview - On August 7, A-shares showed mixed performance with over 2900 stocks declining, while the three major indices fluctuated [1] - The Shanghai Composite Index closed at 3638.40, up 4.40 points (+0.12%), while the Shenzhen Component Index fell 14.42 points (-0.13%) to 11163.36 [2] - The total trading volume reached 1.21 trillion yuan, with a predicted increase to 1.96 trillion yuan, up by 199.9 billion yuan [2] Chip Sector Performance - The chip sector experienced a significant rise, with stocks like Fuman Microelectronics hitting the daily limit [2] Xiaomi Group Update - Xiaomi Group's stock fell over 5%, reaching a two-month low, due to a report predicting a 25% year-on-year decline in smartphone shipments in India by Q2 2025 [4][5] Apple Stock Impact - Apple's stock surged by 5.09% on August 6, increasing its market value by approximately 153.3 billion USD (about 110.11 billion yuan) [6] - Following this, A-shares related to Apple's supply chain saw a general increase, with the Tonghuashun Apple concept index rising by 1.57% [7] Apple Supply Chain Stocks - Notable increases in Apple supply chain stocks included: - Chuangyuan Xinke: +4.35% - Industrial Fulian: +4.11% - Lens Technology: +3.96% - Luxshare Precision: +3.65% [8] - Hong Kong-listed Apple concept stocks also performed well, with companies like GoerTek rising over 8% and Hon Teng Precision increasing over 7% [9] Consumer Electronics Market Outlook - Analysts from Huaxi Securities predict a gradual recovery in the consumer electronics market driven by a new replacement cycle and the application of artificial intelligence technology, which is expected to boost demand for lithium batteries [9]

据央视新闻报道，今天（8月7日）上午10时，国务院新闻办公室举行国务院政策例行吹风会， 财政部副部长郭婷婷和教育部有关负责人介绍逐步推行免费学前教育政策有关情况，并答记者 问。 财政部副部长郭婷婷介绍， 国家统一实施的免保育教育费政策覆盖所有幼儿园大班儿童，预 计今年秋季学期将惠及约1200万人。 仅今年秋季一个学期，全国财政将增加支出约200亿元， 相应减少家庭支出200亿元。 郭婷婷介绍，国办《意见》明确，按照地方有关部门制定的公办园保育教育费收费标准执行， 也就是说： 比如，某个民办园经批准的保育教育费收费标准是每人每月800元，所在地同类型公办园的保 育教育费收费标准为500元；政策实施后，公办园大班儿童就不用再交保育教育费了，民办园 大班儿童只需交差额部分，也就是300元。 免费学前教育政策既是教育公平的"托底工程"，也是人口战略与经济发展的"助推器"，科学实 施将助力破解教育不平等、优化人口结构，实现长期社会效益最大化。近日国务院办公厅发布 《关于逐步推行免费学前教育的意见》（国办发〔2025〕27号），标志着我国在构建高质量教 对公办园儿童原来收多少，现在就免多少； 对在教育部门批准设立的民办园 ...