沪指站上3500点，银行地产双爆；特朗普对23国宣布新关税丨一周热点回顾

Group 1: Trade Policies - The U.S. President Trump announced new tariffs on 23 countries, ranging from 20% to 50%, effective August 1 [2] - The tariffs include a 50% tax on all copper imports to the U.S. [2] - The trade negotiations have progressed slowly, with only agreements reached with the UK and Vietnam, while talks with the EU, Japan, and others remain challenging [3] Group 2: Insurance Sector - The Ministry of Finance has introduced a new mechanism for long-term assessments of state-owned insurance companies, focusing on key indicators like net asset return and capital preservation [4] - The assessment method has been adjusted to include longer-term metrics, which is expected to encourage a focus on long-term returns and reduce short-term volatility impacts [4] Group 3: Economic Indicators - The June Consumer Price Index (CPI) showed a year-on-year increase of 0.1%, reversing the previous month's decline, while the Producer Price Index (PPI) decreased by 3.6% year-on-year [5] - The core CPI, excluding food and energy, rose by 0.7%, marking a 14-month high, indicating strengthening domestic demand [5] Group 4: Employment Policies - The State Council has issued a notice with 19 measures to stabilize employment, including increased support for small and medium enterprises and enhanced training programs [7] - The measures aim to address structural employment issues and provide financial incentives for companies hiring unemployed youth [7] Group 5: Pension Adjustments - The basic pension for retirees will be increased by 2% starting January 1, 2025, with a focus on supporting lower-income retirees [8] - This adjustment reflects the government's commitment to improving living standards amid economic uncertainties [8] Group 6: Stock Market Developments - The Shanghai Composite Index has surpassed the 3500-point mark, driven by strong performance in the banking sector [9] - The rise in stock indices is attributed to expectations of policy easing and significant movements in financial stocks [9] Group 7: Real Estate Market - Real estate stocks have surged following government emphasis on localized policy implementation to enhance market stability [10][11] - The government is focusing on new urbanization and housing supply for migrant populations, indicating potential growth in the real estate sector [11] Group 8: Nvidia's Market Position - Nvidia's market capitalization has exceeded $4 trillion, making it the first company to reach this milestone [12] - The surge in Nvidia's stock price is linked to optimistic expectations regarding its leadership in the AI sector and increasing demand for AI chips [12]