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美股特斯拉跌超6%;香港证监会召开第二次数字资产咨询小组会议——《投资早参》

Market News - US stock indices collectively declined, with the Dow Jones down 0.94%, Nasdaq down 0.92%, and S&P 500 down 0.79%. The US will impose a 25% tariff on all products from Japan and South Korea starting August 1, leading to declines in stocks of Japanese and Korean companies listed in the US, such as Nissan down over 7% and Toyota down nearly 4% [1] - International oil prices surged, with US crude oil main contract up 1.37% to $67.92 per barrel, and Brent crude oil main contract up 1.84% to $69.56 per barrel. International precious metal futures closed mixed, with COMEX gold futures up 0.10% to $3346.40 per ounce, while COMEX silver futures down 0.39% to $36.94 per ounce [1] Industry Insights - The Hong Kong Securities and Futures Commission held a meeting discussing the regulation of virtual asset trading platforms, focusing on the ASPIRe roadmap's pillars A (Access) and P (Products). The Financial Secretary indicated that guidelines on anti-money laundering and other requirements will be published this month, with a limited number of stablecoin licenses expected [2] - TrendForce reported that the transition from older DRAM products to new generations will occur in Q3, with demand expected to rise due to traditional peak season and EOL announcements from major manufacturers. Overall memory prices are projected to increase by 15-20%, with DDR4 prices potentially rising by 38%-45% [3] - The National Development and Reform Commission announced plans for the scientific planning and construction of high-power charging facilities, aiming for over 100,000 such facilities by the end of 2027. This aligns with the growing electric vehicle market, with China projected to hold 58% of the global electric vehicle stock by 2025 [4][5]