Group 1: Trade Policies and Market Reactions - Trump's tariff policy escalates with a delay on "reciprocal tariffs" until August 1, threatening 50% tariffs on copper and 200% on pharmaceuticals, causing global market concerns [3] - International oil prices face short-term pressure, with Brent crude rising 0.82% to $70.15 per barrel, while copper prices surge 17% to a historical high due to tariff expectations [3] Group 2: Economic Indicators - China's June CPI turns positive with a 0.1% year-on-year increase, driven by rising industrial consumer goods prices and recovering service demand [6] - PPI declines by 3.6% year-on-year, indicating ongoing industrial deflationary pressures [7] Group 3: Corporate Performance - Multiple companies report positive mid-year earnings forecasts, with Shen Shen Fang A projecting a net profit increase of 1412%-2034%, and companies like Shengnong Development and Haopeng Technology expecting over 200% profit growth [5] Group 4: Central Bank Actions - Central banks globally, including China, continue to increase gold reserves, with over 90% planning to do so in the next year to hedge against dollar risks [8] Group 5: Industry Developments - A major lithium mine with 4.9 billion tons of ore and 131,000 tons of lithium oxide resources discovered in Hunan Province, alleviating domestic lithium resource dependence [9] - Long-term restructuring plans for Changan Group aim to establish it as an independent central enterprise, promoting a transition to new energy [11] Group 6: Market Trends - WTI crude oil rises 0.59% to $68.33 per barrel, while Brent crude increases 0.82%, with OPEC+ potentially increasing production in September [16] - COMEX gold falls 0.96% to $3310.80 per ounce, as stronger-than-expected U.S. non-farm data reduces safe-haven demand [17] Group 7: Stock Market Movements - U.S. stock market shows mixed results, with the S&P 500 down 0.07% and Nasdaq up 0.03%, while Nvidia reaches a historic high with a market value nearing $4 trillion [18]
7月9日|财经简报 全球央行增持黄金 铜价上涨 中美满意近期会晤
Sou Hu Cai Jing·2025-07-09 07:59