早餐 | 2025年7月28日

Group 1 - The S&P 500 index achieved a five-day consecutive rise, reaching a new high [1] - Crude oil and gold futures fell by over 1% [1] - Domestic double焦 (coke and coal) futures experienced a significant drop after intervention from exchanges [1] Group 2 - The US and EU reached a trade agreement that will impose a 15% tariff on most EU goods exported to the US [1] - In June, US durable goods orders saw a preliminary month-on-month decline of 9.3%, marking the largest monthly drop since the pandemic, primarily due to a decrease in aircraft orders [1] - Reports suggest that following an agreement between Japan and the US, the Bank of Japan may resume interest rate hikes within the year [1] Group 3 - In June, China's industrial enterprises above designated size saw a year-on-year profit decline narrow to 4.3%, with significant support from the equipment manufacturing sector [1] - The automotive industry experienced a remarkable profit growth of 96.8% [1] - The China Securities Regulatory Commission emphasized efforts to consolidate the market's recovery and enhance multi-level market vitality through reforms [1] Group 4 - The State Council of China announced measures to gradually implement free preschool education [1] - The Chinese Foreign Ministry clarified its stance on issues such as "overcapacity" and industrial subsidies in the context of China-EU disagreements [1] - The Prime Minister of Cambodia is set to lead a delegation to Malaysia for discussions with Thailand [1]