财经早报：最高40%！特朗普宣布对14国关税税率 ，AI“伤害”人类的证据出现了

Group 1: Trade and Tariffs - The U.S. President Trump signed an executive order extending the "reciprocal tariffs" delay until August 1, 2025, after initially announcing high tariffs on certain trade partners [2] - Trump announced a 25% tariff on all products imported from Japan and South Korea starting August 1, 2025, stating that this rate is still below what is needed to eliminate the trade deficit with these countries [2] - The U.S. is in discussions regarding the acquisition of TikTok's U.S. operations, with Trump indicating that a deal is "basically reached" but may still require approval from China [2][3] Group 2: Central Bank and Gold Reserves - The People's Bank of China increased its gold reserves to 7.39 million ounces (approximately 2298.55 tons) as of the end of June, marking the eighth consecutive month of increases [4] - A survey by the World Gold Council indicated that 95% of central banks expect to continue increasing their gold reserves in the next 12 months, the highest percentage since the survey began in 2019 [4] Group 3: Pension Fund Investments - A German pension fund, KZVK, has entrusted its investment in China to Franklin Templeton's Hong Kong subsidiary, with an initial investment of $50 million [7] - The investment will cover Chinese stocks, including those listed in Hong Kong, mainland China, and U.S.-listed Chinese companies [7] Group 4: Financial Market Trends - A price war in business loans is emerging among banks, with many lowering interest rates below 3%, while smaller banks struggle to keep up [8] - Insurance companies have made 20 equity stakes in listed companies this year, matching the total for the previous year, driven by a low-interest environment and policy guidance [11] Group 5: Charging Infrastructure - The National Development and Reform Commission announced plans to enhance the layout of high-power charging infrastructure, aiming for over 100,000 high-power charging stations by the end of 2027 [9][10] Group 6: Semiconductor Industry - Changxin Technology, a leading Chinese memory chip manufacturer, has accepted guidance for its IPO, with the first major shareholder holding 21.67% of the company [13][14] Group 7: Stock Market Performance - A-shares showed mixed performance on July 7, with the Shanghai Composite Index closing at 3473.13 points, a slight increase of 0.02% [17] - The Hong Kong stock market experienced a rebound, with the Hang Seng Technology Index rising by 0.25% [17] Group 8: Corporate Earnings - Industrial Fulian expects a net profit increase of approximately 50% for the second quarter [20] - Several companies, including RISC-V and Li Er Chemical, project significant year-on-year profit increases, with some expecting up to 460.7% growth [21]