据央视新闻，美国总统特朗普在接受美国消费者新闻与商业频道（CNBC）采访时表示， 美国将首先对进口药品征收"小额关税"，并在一年左右的 时间内提高税率。 特朗普周二在接受采访时称，美国计划对进口药品征收的关税最终可能升至250%，这是他迄今为止所威胁征收的最高税率。 特朗普表示，初期将对药品征收"小额关税"，但在一年，最多一年半内，他将把税率提高至150%，然后再升至250%。 不过，鉴于特朗普多次威胁征收高额关税但随后又改变主意，他是否最终会将药品关税定在250%存在不确定性。早在7月初，特朗普就曾 威胁要对药品征收200%的关税。 然而，这些拟议中的关税将对制药行业造成打击。业界已警告称，关税可能推高成本、抑制在美投资并扰乱药品供应链，从而使患者面临风险。 此外，制药企业目前还在应对特朗普药价政策带来的冲击，他们认为这些政策不仅威胁到公司的利润，还会影响其研发投入能力。 例如，特朗普在5月签署了一项行政命令，重启一项颇具争议的计划，即"最惠国待遇政策"。该政策旨在通过将某些药品在美国的售价与海 外显著更低的价格挂钩，从而大幅削减药品成本。 上周，特朗普还致信全球17家制药巨头，要求它们在9月29日前承诺采 ...

Macro News - The State Council issued opinions on gradually promoting free preschool education, stating that from the fall semester of 2025, public kindergarten tuition fees for the last year will be waived [1] - Seven departments, including the central bank, jointly issued guidelines to support new industrialization, aiming for a mature financial system for high-end, intelligent, and green manufacturing by 2027 [1] - The National Health Commission and 16 departments released an implementation plan for the "Healthy China Action - Healthy Environment Promotion Action (2025-2030)", with goals to improve drinking water quality and health literacy by 2030 [1] - Regulatory authorities are intensifying efforts to combat market fraud by punishing third-party companies that assist in fraudulent activities for listed companies [1] Industry News - The China Electromechanical Products Import and Export Chamber urged photovoltaic companies to adhere to fair competition principles and control capacity expansion according to global market demand [2] - Trump announced plans to impose drug tariffs, starting small but potentially reaching 250% [2] - The Guizhou Provincial Market Supervision Administration held discussions with travel platform companies to enforce compliance with laws and maintain a fair market environment [2] Company News - Upstream New Materials announced that it may apply for a continuous suspension of trading if its stock price continues to rise [6] - The Shanghai Stock Exchange reported abnormal trading behaviors affecting market order related to Upstream New Materials, leading to account trading suspensions for certain investors [6] Global Market - Major US stock indices closed lower, with the Dow down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49% [7] - WTI crude oil futures fell by 1.7% to $65.16 per barrel, while Brent crude oil futures dropped by 1.63% to $67.64 per barrel [8] - COMEX gold futures rose by 0.25% to $3435 per ounce, and silver futures increased by 1.36% to $37.835 per ounce [9] New Stock Information - New stock HanSang Technology (301491) has an issue price of 28.91 with a PE ratio of 14.90, focusing on high-end audio products and solutions [10]

央视记者 当地时间5日获悉，美国中东问题特使威特科夫将于8月6日前往莫斯科，与俄罗斯领导人会面。 ...

据央视新闻，总台记者 当地时间8月5日获悉， 以色列总理内塔尼亚胡决定全面占领加沙 。 有消息人士透露，以色列政府意识到，"全面占领加沙的军事行动可能会危及被扣押人员"。目前加沙地带估计仍有20名被扣押人员。 据以色列多家媒体5日晚报道，以色列总理内塔尼亚胡在召开有限范围内安全会议后， "强烈倾向于全面占领加沙地带" 。 目前，以军已经控制了加沙地带约75%的区域。而根据当天会议的新计划， 以色列军方将推进占领剩余区域，从而将整个加沙地带置于以 色列控制之下。 该计划将于8月7日提交以色列安全内阁全体会议表决。 ...

Core Viewpoint - The continuous inflow of new funds into the A-share market has significantly boosted trading volume and market sentiment, with increasing discussions about stocks among investors [1][3]. Group 1: National Team - The national team has invested over 210 billion yuan in ETFs, actively supporting the A-share market by purchasing at least 8 broad-based ETFs since April [2][4]. - The national team's buying behavior shows a broad coverage across various ETFs, including blue-chip and mid-cap stocks, indicating a strong commitment to stabilizing the market [4]. Group 2: Public and Private Funds - The public fund industry has seen rapid growth, with net assets reaching 34.05 trillion yuan by July 31, a 5.34% increase since the beginning of the year [5]. - In the first seven months of the year, 903 new public funds were launched, with a total issuance of 600.715 billion units, reflecting a rising trend in new fund issuance and an increased proportion of equity funds [6]. Group 3: Insurance Capital - Insurance capital has made 21 equity stakes in listed companies this year, the highest in five years, with a focus on high-dividend sectors [9]. - By the end of the first quarter, insurance companies had a total investment balance of 34.93 trillion yuan, with 2.82 trillion yuan allocated to stocks, marking a 16% quarter-on-quarter increase [9]. Group 4: Retail Investors - Retail investors have contributed over 3.2 trillion yuan in net inflows to the market from January to July, with a notable increase in participation from younger investors, particularly those born in the 1990s [10][11]. - The net inflow of small orders (less than 40,000 yuan) reached its peak in March at 625.04 billion yuan, indicating strong retail investor engagement [11]. Group 5: Leverage Funds - As of August 4, the financing balance in A-shares reached 1.98 trillion yuan, marking the 11th consecutive trading day of exceeding this threshold since April 3 [15]. - The trend of high financing balances indicates a shift in market sentiment, with significant buying activity observed in July following a period of adjustment [15]. Group 6: Foreign Capital - Foreign capital has shown renewed interest in the Chinese stock market, with a net increase of 10.1 billion USD in domestic stocks and funds in the first half of the year, reversing a two-year trend of net selling [16]. - The trading activity of foreign capital in A-shares has increased, with a total holding value of 2.29 trillion yuan by the end of June, reflecting a growing willingness to allocate capital to the Chinese market [16].

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Core Viewpoint - The article highlights the significant rise in the 10-year U.S. Treasury yield from its historical low of 0.51% on August 4, 2020, to nearly 400 basis points higher, marking the worst rolling five-year total return in recorded history for U.S. Treasuries [1][4]. Group 1 - The 10-year U.S. Treasury yield reached an unprecedented low of 0.51% on August 4, 2020, which is the lowest since records began in 1790 [1]. - Since that low point, the yield has increased significantly, leading to a decline in bond prices due to the inverse relationship between yield and price [1]. - The rolling five-year nominal total return for 10-year U.S. Treasuries has only seen a few instances of negative returns in the past 230 years, with the current period being one of the worst [4][5]. Group 2 - The only periods with worse real returns (nominal returns adjusted for inflation) than the past five years were the 1790s, post-World War I, and the five years leading up to 1981 [5][6]. - The 1981-1986 period saw the second-best five-year rolling real return for 10-year U.S. Treasuries, with an annual return of approximately 20% [7]. - Current yields are around 4.25%, which is close to the long-term average, making it unlikely to replicate the historical performance seen in the early 1980s [7]. Group 3 - The past five years have been characterized by a correction of long-term overvaluation in the Treasury market, with current prices appearing closer to fair value [8]. - Despite the potential for positive real returns, future U.S. inflation rates may remain above the target level of 2%, suggesting that actual annual returns for 10-year Treasuries may struggle to exceed 1% [8].

2025年7月28日《育儿补贴制度实施方案》公布，从2025年1月1日起，无论一孩、二孩、三孩每年均可领取3600元补贴直至年满3周岁。 按照工作计划，各地将在8月下旬陆续开放育儿补贴申领，8月31日之前各地全面开放育儿补贴的申领。 目前，各地均尚未开通线上申领育 儿补贴渠道 。 育儿补贴是在全国面向群众发放现金补贴，具有开创性意义。然而，惠民政策却被诈骗分子"蹭热点"，制造出了新型骗局。 云南昭通市昭阳区警方近日发布消息， 8月4日该地接群众反映：通过社交平台接到领取补贴通知，要求限时办理，通知内含有"网址链 接"，登录后发现异常 。 警惕诈骗 昭阳警方提醒，如有人通过电话、短信、社交软件联系你向你发布"育儿补贴"领取渠道信息就是诈骗！切勿相信！ 、该补贴联合单位下发，不得 以工资形式发放，不纳入工资和 奖金, 自助申请通过 7-10 个工作日 发放三千元以上相应补贴金 、收到通知,请点击下方链接 登录官方服务办理大厅自助申请领 取 三、请在2025年8月4日之前认 逾期申请视为放弃不再受理 证. 请复制链接到沙 wata 凡是不慎点击相关链接，要求填写姓名、身份证号码、银行卡号、验证码、人脸识别等，就是诈 ...

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Core Viewpoint - The increasing consumer focus on emotional and sleep health presents new opportunities for beverages containing GABA, which is believed to help with emotional regulation and sleep improvement [1][2]. Industry Overview - Several beverage companies, including China Wangwang, Yangyuan Beverage, Mengniu Dairy, and Junyao Health, are entering the GABA market by launching products that highlight the benefits of GABA for sleep and emotional relief [1][2]. - The global GABA market is projected to grow from $100 million in 2024 to $170 million by 2033, with a compound annual growth rate (CAGR) of 6.4% during the forecast period [2]. Market Trends - The beverage industry is experiencing a shift from thirst-quenching products to health-oriented options, with GABA beverages expected to maintain an annual growth rate of over 30% [3]. - The rise in societal stress, poor sleep quality, and emotional anxiety creates significant strategic opportunities for beverage companies to develop sleep-aiding products and establish strong brands [3]. Company Strategies - Yangyuan Beverage is diversifying its product line beyond its core product, "Six Walnuts," by introducing GABA-infused products like "Dream Concentrated Walnut Milk" to cater to the high-pressure lifestyle market [4]. - Companies are leveraging GABA as a means to create new product categories and brands, helping to overcome the challenges posed by traditional brand perceptions [3][4]. Challenges in the GABA Beverage Market - The effectiveness of GABA beverages in alleviating insomnia and anxiety is debated, with some medical professionals noting that oral GABA may not effectively cross the blood-brain barrier [5]. - Marketing claims regarding the benefits of GABA beverages often include disclaimers, which may lead consumers to perceive these products as mere marketing gimmicks, potentially harming brand reputation [5][6]. - Limited consumer awareness of GABA as an ingredient poses a challenge for market growth, as evidenced by the small sales volume of Yangyuan's "Dream" series [6].