金十数据全球财经早餐 | 2025年7月28日

Group 1: Trade Agreements and Economic Policies - Trump announced a trade agreement between the US and EU, imposing a 15% tariff and a $600 billion investment from the EU into the US, while the EU will implement 0% tariffs on US goods [11] - The US Commerce Secretary stated that the deadline for tariff increases on August 1 will not be extended, and the US will determine its chip tariff policy within two weeks [11] - The US is expected to impose anti-dumping duties on Canadian softwood lumber, with rates to be announced on August 8 [11] Group 2: Market Performance - International oil prices fell due to negative economic news and expectations of increased supply, with WTI crude oil down 1.67% to $64.85 per barrel and Brent crude down 1.41% to $67.60 per barrel [4] - US stock indices closed higher, with the Dow Jones up 0.47%, S&P 500 up 0.4%, and Nasdaq up 0.24% [4] - European stock indices showed mixed results, with Germany's DAX30 down 0.32% and the UK FTSE 100 down 0.2% [5] Group 3: Sector-Specific Developments - In Hong Kong, semiconductor stocks performed well, with Hua Hong Semiconductor rising 9% and SMIC up nearly 5%, while education and entertainment stocks faced declines [5] - In the A-share market, the semiconductor sector saw gains, with Zhangjiang Hi-Tech hitting the daily limit and Cambrian Technology rising over 12% [6] - The pharmaceutical outsourcing sector also showed strong performance, with WuXi Biologics up over 5% [5]