Group 1 - The A-share market is seeing significant movements, with the announcement of the subscription for Hongyuan Co., indicating active market participation [2] - China’s July CPI remained flat year-on-year, with a month-on-month increase of 0.4%, while the PPI decreased by 3.6% year-on-year and 0.2% month-on-month, reflecting ongoing deflationary pressures [2][2] - The total cash dividends for A-share listed companies in 2024 are projected to reach 2.4 trillion yuan, a 9% increase from 2023, indicating a positive outlook for shareholder returns [2] Group 2 - Nvidia has received a license from the U.S. government to export H20 chips to China, which may impact the competitive landscape in the semiconductor industry [2] - Kuaishou has launched a standalone "takeaway" feature, with the number of paying users for takeaway services increasing over three times quarter-on-quarter, showcasing growth in the food delivery sector [2] - Ningde Times has confirmed the suspension of mining operations at its Ganxiawo site, with no immediate plans for resumption, which may affect lithium supply chains [2][2]
音频 | 格隆汇8.11盘前要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P·2025-08-10 23:05