Group 1 - Federal Reserve Governor Michelle Bowman supports three interest rate cuts this year and urges the central bank to initiate cuts in the September meeting [1] - Spot gold opened lower today, with COMEX gold dropping nearly 1% [1] Group 2 - U.S. Treasury Secretary Becerra expects trade issues to be resolved by the end of October [3] - CATL's mining operations at the Jiangxia Mine have been confirmed to cease production, impacting lithium carbonate prices [3] - U.S. stock market rebounded last week, with the S&P 500 rising by 2.4% and Nasdaq increasing by 3.9% [3] Group 3 - A-shares market rose overall last week, with major indices increasing, particularly the Shanghai Composite Index which rose over 2% [4] - Hong Kong's Hang Seng Index increased by 1.43%, with the Hang Seng Technology Index up by 1.17% [4] - Key upcoming data releases include China's macro and financial data, U.S. CPI, and preliminary GDP data from the UK and Japan [4] Group 4 - Industrial Fulian reported a net profit of 12.11 billion yuan for the first half of the year, benefiting from strong growth in AI-related businesses [7] - The company achieved a revenue of 360.76 billion yuan, a year-on-year increase of 35.6% [7] Group 5 - The number of A-shares priced below 2 yuan has decreased significantly, with only 38 stocks remaining, marking a low point for the year [11] - The Chinese government is implementing measures to regulate cash transactions over 50,000 yuan, easing previous requirements [16] Group 6 - The new Tibet-Xinjiang railway project is progressing with a focus on optimizing route plans and controlling engineering investments [6] - Breakthroughs in all-solid-state lithium battery technology have been achieved, enhancing the understanding and application of this technology [20]
早报 (08.11)| 反内卷大消息,确定停产!美联储突发,金价跳水;7000亿巨头业绩狂飙;“两普”将会晤