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A股特别提示(7-31):美联储利率按兵不动,育儿补贴900亿元,支付宝、微信均可申领
Sou Hu Cai Jing·2025-07-31 02:52

Group 1 - The Central Committee of the Communist Party of China emphasized the need for stable and flexible macroeconomic policies to support economic growth and consumer demand, while addressing local government debt risks and enhancing the attractiveness of the domestic capital market [1][2] - The Ministry of Civil Affairs reported a significant decline in marriage registrations, with 6.106 million couples registered in 2024, a decrease of 20.5% year-on-year, indicating a marriage rate of 4.3‰ [3] - The Ministry of Health called for strengthened measures to prevent the spread of the Chikungunya virus, highlighting the importance of regional cooperation and monitoring [3] Group 2 - The U.S. Federal Reserve maintained the federal funds rate target range at 4.25% to 4.5%, with Chairman Powell indicating that it is too early to predict future rate cuts due to uncertainties surrounding tariffs and inflation [2] - The U.S. economy showed a surprising growth in Q2 with a 3% annualized increase in GDP, exceeding market expectations of 2.4% [8] - The ADP reported an increase of 104,000 jobs in July, surpassing economists' expectations, although still below last year's average [9] Group 3 - The Chinese government plans to increase the budget for childcare subsidies to approximately 90 billion yuan, with a full rollout of applications by August 31 [1] - The Ministry of Commerce held discussions with major U.S. companies, including Boeing and Apple, regarding U.S.-China trade relations and the development of American businesses in China [3] - The real estate market in China saw a seasonal decline in land transactions in July, with a 13% decrease in transaction area and an 18% decrease in transaction value [6]