Xuan Gu Bao·2025-07-28 00:05Group 1: Market Overview - US stock markets saw gains last Friday, with the Dow Jones up 0.47%, Nasdaq up 0.24%, and S&P 500 up 0.4% [1] - Notable stock performances included Tesla rising 3.52%, Microsoft up 0.55%, and Google A up 0.53%, while Nvidia, Meta, and Amazon experienced slight declines [1] Group 2: Trade Agreements - The US and EU reached a trade agreement imposing a 15% tariff on goods exported from the EU to the US [2] Group 3: Economic Indicators - US durable goods orders for June showed 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 [3] Group 4: International Relations - Reports suggest that after a recent agreement between Japan and the US, the Bank of Japan may consider resuming interest rate hikes within the year [4] - A high-level US business delegation is set to visit China, indicating potential improvements in US-China relations [5] Group 5: Domestic Events - A bullish sentiment prevails in the A-share market, with various brokerages expressing optimism about the ongoing bull market and potential for reaching new highs in 2024 [10][11] - The establishment of the China Capital Market Research Society aims to enhance research capabilities in the capital market, focusing on major national strategies and regulatory issues [12][13] Group 6: Industry Developments - The agricultural sector is seeing initiatives to boost consumption, with a plan to enhance supply chain efficiency and promote diverse agricultural products [16][17] - The pesticide industry is undergoing a "rectification" campaign to address issues of illegal production and excessive competition, aiming for improved market order by 2027 [15][16] Group 7: Company Announcements - Dongshan Precision announced plans for a high-end printed circuit board project with an investment of up to $1 billion to meet demand in emerging sectors like AI [20] - Jidian Co. reported a successful trial run of its integrated green hydrogen and ammonia project, indicating advancements in renewable energy [20] - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of the year, a year-on-year decrease of 20.81%, despite a stable sales performance in Hainan [21]