从板块来看，超级水电概念股维持强势，中国电建等多股涨停。 券商、保险等金融股集体走强， 国 盛金控涨停。钢铁股冲高回落，柳钢股份7天6板。下跌方面，军工股展开调整，长城军工等多股跌 超5%。 板块方面，超级水电、证券、保险、钢铁等板块涨幅居前，海南自贸区、军工、特高压、电池等板 块跌幅居前。截至收盘，沪指涨0.75%，深成指涨0.31%，创业板指涨0.72%。 今日A股早盘震荡走高，三大指数小幅上涨， 沪指站上3600点 再创年内新高 。 沪深两市半日成交 额1.14万亿，较上个交易日放量8.7亿。盘面上热点较为杂乱，个股跌多涨少，全市场超3100只个股 下跌。 ...

Core Viewpoint - The A-share index continues to strengthen, with the Shanghai Composite Index returning to 3600 points, marking the second highest position since October 8, 2024 [1] Group 1 - The Shanghai Composite Index has shown resilience, indicating positive market sentiment [1] - The index's recovery to 3600 points reflects investor confidence and potential growth opportunities in the market [1] - This performance may attract further investments and bolster market stability moving forward [1]

Core Viewpoint - The establishment of the Hainan Free Trade Port is a significant step towards enhancing international trade and economic cooperation, with a focus on high-quality development and increased openness [2][3][4][6]. Group 1: Policy Implementation - The "closure" of Hainan is not a restriction but a means to further open up and facilitate smoother international exchanges, maintaining efficient connections with the mainland [2][5][6]. - The current focus is on policy implementation to enhance the sense of gain for businesses and the public, integrating innovative systems, and establishing Hainan as a crucial point for domestic and international dual circulation [3]. Group 2: Taxation and Trade - The coverage of "zero tariff" goods has significantly increased, expanding from approximately 1,900 tax items to about 6,600 tax items, which constitutes 74% of all goods, marking a 53 percentage point increase compared to pre-closure policies [4]. - The implementation of a negative list management system for "zero tariff" goods will replace the previous positive list, indicating a substantial increase in the openness of the trade environment [4].

据央视新闻，当地时间7月23日，日本首相石破茂称，将在8月结束前正式表明辞职意向。 ...

Core Viewpoint - The establishment of the Hainan Free Trade Port (FTP) is a significant milestone in China's efforts to expand its openness and implement a series of liberalization and facilitation policies, with the full closure operation set to officially start on December 18, 2025 [2][4]. Group 1: Policy Framework - The Hainan FTP will implement a policy characterized by "one line open, two lines controlled, and free flow within the island," facilitating the movement of goods, services, and people [2]. - A preliminary policy system has been established, allowing visa-free entry for personnel from 85 countries [3]. Group 2: Specific Measures - The current closure policy measures can be summarized as "four more": 1. More favorable "zero tariff" policies, increasing the proportion of zero-tariff goods from 21% to 74% for imports [5]. 2. More relaxed trade management measures, allowing open arrangements for certain previously restricted imports [5]. 3. More convenient passage measures, utilizing existing open ports and introducing new ones for efficient import and export [5]. 4. More efficient and precise regulatory models to ensure smooth implementation of open policies [5][6].

据央视新闻消息，当地时间22日，美国总统特朗普表示，在情报部门披露奥巴马政府曾伪造 特朗普"通俄"材料后，司法部应直接将前总统奥巴马作为目标。 特朗普还说，前国务卿希拉里、前总统拜登以及其他许多人都参与其中。他称这是"世纪大 罪""铁证如山"，对国家构成重大威胁。但截至目前，特朗普并未给出证据。 美情报部门：奥巴马政府曾伪造特朗普"通俄"材料 当地时间18日，美国国家情报总监办公室发表声明称， 美国国家情报总监加巴德当天披露证 据，显示2016年时任总统奥巴马及其国家安全内阁成员曾在特朗普赢得当年的总统选举后， 试图通过伪造情报来推翻特朗普胜选结果。 声明称，美国情报界曾在2016年11月美国总统选举前的几个月里达成共识，认为俄罗斯没有 干涉选举的意图和能力。但在12月9日，白宫召集美国国家安全委员会高级成员讨论俄罗斯问 题。会后，克拉珀的助理发送电子邮件要求情报部门"根据总统（也就是奥巴马）的要求"给出 一份新的情报评估，详细说明俄罗斯"为影响2016年大选而采用的工具和行动"，这项工作由 当时的国家情报总监办公室牵头，中央情报局、联邦调查局、国家安全局和国土安全部都参与 其中。 当天， 特朗普在白宫被问及 ...

Core Viewpoint - The three major telecom operators in China are taking substantial measures to enhance transparent consumption and simplify service packages in response to common consumer pain points such as confusing subscriptions and unsolicited calls from abroad [2][10]. Group 1: China Mobile Initiatives - China Mobile has introduced ten service commitments, including requiring explicit customer consent for service subscriptions and sending notification messages immediately after service completion [3]. - For package changes without contractual conditions, China Mobile will ensure completion within 48 hours, and users can independently block international calls and messages [3][5]. Group 2: China Telecom Measures - China Telecom has launched nine regulatory measures, emphasizing the need for user consent before activating telecom services to make the consumption process more transparent [6]. - The company will standardize the process for unsubscribing from services and prohibit the sale of unpublicized package products [6]. Group 3: China Unicom's Package Simplification - China Unicom plans to significantly reduce the variety and number of service packages, ensuring that pricing information is clearly categorized and displayed [8]. - Key terms in service agreements will be prominently highlighted to facilitate user understanding of important information [8]. Group 4: Consumer Rights Protection - The Vice President and Secretary-General of the China Consumers Association emphasized the need for operators to take responsibility for consumer rights protection and improve service quality to prevent and resolve disputes [10]. - The Ministry of Industry and Information Technology launched the "Clear Handling, Safe Use" initiative in April to address issues such as complex packages and unclear charges, with telecom user numbers reaching 1.807 billion and fixed broadband users at 682 million by the end of May [10].

据"中国网约车分会"微信公号消息，中国城市公共交通协会网约车分会7月23日发布致歉声明称： 7月22日，由《中国网约车分会》公众号发布的每日简讯中关于 "北京燃油车彻底禁入网约平台" 转 载报道的信息，由于未经权威部门核实，给公众造成了误导 ，在此我们深表歉意。 声明还称，再次向因我们的失误而受到困扰的各界人士表示诚挚的歉意，同时对值班编辑已作处 理，并在后续工作中对公众号发布信息加强审核。感谢社会各界的监督与指正，我们将以更严谨的 态度开展工作，为公众提供更专业、更可靠的服务。 目前，该条消息已经做了撤架处理。 ...

他表示，按照其指示，日本将向美国投资5500亿美元，美国将获得其中90%的利润。这项协议将创 造数十万个就业岗位。 特朗普还称，或许最重要的是，日本将开放其市场进行贸易，包括汽车、卡车、大米以及其他部分 农产品和商品。日本将向美国支付15%的对等关税。 截至目前，日本方面暂无回应。 据央视新闻， 当地时间7月22日，美国总统特朗普通过社交媒体宣布美国与日本达成贸易协议：对 日关税税率为15%及日本5500亿美元对美投资。 特朗普在其社交平台"真实社交"上发文称，美国刚刚与日本达成了一项"巨大的"协议，可能是有史 以来最大的一项。 ...

Core Viewpoint - The announcement of a 50% tariff on imported copper by the U.S. government has led to a rush of cargo ships carrying copper to American ports, creating significant profit opportunities for traders who can deliver before the tariff takes effect [1][5]. Group 1: Market Dynamics - As of now, the copper futures price on the London Metal Exchange is approximately $9,900 per ton, meaning U.S. buyers will need to pay an additional $4,950 in tariffs for each ton imported [3]. - Traders can potentially achieve profits nearly equivalent to the tariff amount if they can complete imports within two weeks [3]. Group 2: Shipping and Logistics - At least four ships loaded with copper are currently en route to U.S. ports, with one ship, Kiating, having altered its destination to Hawaii to expedite delivery and potentially save 20 days of travel time [4]. - The typical bulk carrier, with a capacity of 15,000 tons, could see a profit difference exceeding $70 million if it clears customs before the tariff takes effect [4]. Group 3: Industry Impact - Companies such as Glencore, Mercuria Energy, and Trafigura have been shipping large quantities of copper to U.S. ports since February, capitalizing on the tariff situation for unprecedented profits [5]. - There is uncertainty regarding the specifics of the copper tariff, including whether there will be a grace period for ships that depart before the tariff's implementation [5].