特朗普宣布对印度征收25%关税特朗普称，虽然印度是美国的朋友，但多年来他们的关税是世界上最高的，而且他们拥有所有国家中最激烈和令人厌恶的非货币贸易壁垒。 此外，印度一直从俄罗斯购买绝大部分军事装备，并且是俄罗斯与中国一起最大的能源买家。因此，从8月1日开始，印度将支付25%的关税，外加惩罚。 ...

特朗普：8月1日就是最后期限，不会再延期。 ...

国际文传电讯社：俄罗斯与中国将于2025年8月1日至5日举行联合海军演习。 ...

#报告 高盛前瞻7月美联储利率决议 https://t.co/FNzCD3DgA5None (@None):None ...

#报告 美银前瞻美联储7月利率决议None (@None):None ...

有记者问：美国财政部长表示，如果中国继续购买俄罗斯石油，中国可能会面临更高的关税。请问中方对此有何评论？外交部发言人郭嘉昆表示，中国将根据自身国家利益采取合理的能源保障措施，关税战没有赢家，胁迫、施压解决不了问题。中方将坚定维护自身主权、安全和发展利益。外汇交易员 (@myfxtrader):美国财长贝森特称，与中国的会谈非常令人满意，但未讨论TikTok。他还称曾警告中国官员，继续购买受制裁的俄罗斯石油将面临高额关税，但中方回应称将维护其能源主权。 ...

#观察 “依法依规治理企业低价无序竞争”移除了“低价”二字，对近期价格无序上涨进行纠偏。外汇交易员 (@myfxtrader):#新闻 中共中央政治局召开会议，决定召开二十届四中全会，分析研究当前经济形势和经济工作。中共中央总书记习近平主持会议。（新华社）主要议程是，中共中央政治局向中央委员会报告工作，研究关于制定国民经济和社会发展第十五个五年规划的建议。 https://t.co/q0oLquXPOR ...

国家卫健委副主任郭燕红：国家卫健委会同相关部门将多渠道降低群众生育、养育、教育成本，将3岁以下婴幼儿照护费用纳入个人所得税专项附加扣除，并将扣除标准提高到每个子女每月2000元；进一步完善生育休假制度，各省（区、市）普遍延长产假至158天及以上；均设立15天左右的配偶陪产假、5~20天不等的父母育儿假。 ...

Government Policy & Funding - Central government to establish "Childcare Subsidy Funds" with an initial budget of approximately 90 billion yuan [1] - Central government to provide subsidies to local governments at a certain percentage for the issuance of national basic standard subsidies, with the central government bearing approximately 90% of the total [1] - National basic standard for childcare subsidies set at 3,600 yuan per child per year for infants under 3 years old [1] Childcare Subsidy Scheme - Childcare subsidy scheme to be implemented from January 1, 2025, for infants under 3 years old who meet legal and regulatory requirements [1] - Childcare subsidies to be issued annually until the infant reaches 3 years of age [1]

Economic Policy & Development - The meeting decided to convene the 20th Fourth Plenary Session of the CPC Central Committee to study current economic situation and work [1] - The meeting will focus on studying the proposal for the 15th Five-Year Plan for National Economic and Social Development [1] - Macro policies should be strengthened continuously and appropriately, implementing more proactive fiscal policies and moderately easing monetary policies to fully release policy effects [1] - Structural monetary policy tools should be used to increase support for technological innovation, boost consumption, support small and micro enterprises, and stabilize foreign trade [1] Industry & Trade - High-quality promotion of "two major" constructions to stimulate private investment and expand effective investment [2] - Accelerate the cultivation of emerging pillar industries with international competitiveness, and promote the deep integration of technological innovation and industrial innovation [2] - Advance capacity governance in key industries [2] - Help foreign trade enterprises that are heavily impacted, strengthen financial support, and promote the integrated development of domestic and foreign trade [3]