影响市场重大事件：七部门加强对5G、工业互联网等数字基础设施建设的贷款支持；扩大跨境贸易人民币结算规模，开展跨境资金池业务试点

Group 1: Financial Support for New Industrialization - The People's Bank of China and seven departments issued guidelines to enhance financial support for new industrialization, emphasizing the integration of digital economy and real economy [1][3][7] - Financial institutions are encouraged to utilize technologies like big data, blockchain, and AI to streamline processes and improve service efficiency for manufacturing, especially for SMEs [1][7] - Long-term loan support will be strengthened for digital infrastructure projects such as 5G and industrial internet [1][6][8] Group 2: Cross-Border Trade and Financial Services - The guidelines aim to expand the scale of cross-border trade settlements in RMB and enhance the convenience of cross-border financial services [3][7] - A special action plan will be launched to support SMEs in international markets, improving the efficiency of cross-border trade settlements [3][7] - Pilot programs for cross-border cash pool businesses will be initiated to facilitate the management of domestic and foreign funds [3][7] Group 3: Investment Opportunities in Emerging Markets - Emerging markets, including China, are becoming increasingly attractive for investment as the risk gap between U.S. assets and emerging market assets narrows [5] - Weak employment data in the U.S. suggests a potential shift towards a rate cut by the Federal Reserve, which may pressure the dollar [5] - The impact of tariffs on emerging markets is less severe than anticipated, as many imported goods still enjoy tariff exemptions [5] Group 4: Logistics and Economic Indicators - In July, China's logistics industry prosperity index was reported at 50.5, indicating continued expansion in logistics demand despite adverse weather conditions [10] - The index showed a slight decrease of 0.3 percentage points from the previous month, reflecting a slowdown in growth rate while maintaining overall expansion [10] Group 5: Private Equity Market Trends - In July, the number of registered private equity products reached 1,298, marking an 18% month-on-month increase and the highest level in 27 months [9] - Stock strategy products dominated the market, accounting for nearly 70% of the total registered products in July, with a 24.58% increase from the previous month [9]