沪指创10年新高，鲍威尔发出降息信号丨一周热点回顾

Group 1: A-Share Market Performance - The A-share market has seen a significant milestone with all three major indices reaching new highs, and the total market capitalization surpassing 100 trillion yuan for the first time [2] - The Shanghai Composite Index hit a peak of 3759.1 points, breaking the previous high of 3731.69 points from February 2021, marking the highest level since August 2015 [2] - The trading volume in the A-share market exceeded 2 trillion yuan for eight consecutive trading days, indicating strong market activity [2] Group 2: Fiscal Revenue and Economic Recovery - The fiscal revenue for the first seven months of the year reached 135839 billion yuan, showing a year-on-year growth of 0.1%, with July's revenue growth at 2.6%, the highest this year [3][4] - Tax revenue showed signs of recovery, with a 5% increase in July, and the four major tax categories all improved, particularly personal income tax which grew by 8.8% [3] - Government spending for the same period was 160737 billion yuan, up 3.4%, with significant increases in social security, education, and healthcare expenditures [3] Group 3: Personal Pension Policy Changes - New regulations allow for additional circumstances under which individuals can withdraw personal pensions, including major medical expenses, unemployment, and low-income support [5] - This adjustment aims to address the urgent needs of citizens and improve the accessibility of personal pension funds [5] Group 4: Real Estate Market Stabilization - The State Council emphasized the need to consolidate the stabilization of the real estate market and promote urban renewal projects [6][7] - The focus is on enhancing domestic circulation to counteract uncertainties in international markets, with measures to stimulate consumption and investment [6] Group 5: Ride-Hailing Platforms Adjusting Commission Rates - Major ride-hailing platforms have announced reductions in commission rates to enhance driver earnings, with Didi lowering its maximum commission from 29% to 27% [8][9] - This collective action is in response to regulatory pressures aimed at improving driver rights and ensuring fair compensation [8] Group 6: Pop Mart's Financial Performance - Pop Mart reported a revenue of 138.8 billion yuan for the first half of the year, a 204.4% increase year-on-year, with a net profit of 47.1 billion yuan, up 362.8% [10][11] - The company achieved significant growth across various regions, particularly in the Americas with a staggering 1142.3% increase in revenue [10] Group 7: PPP Project Regulation - New guidelines have been issued to regulate the construction and operation of existing Public-Private Partnership (PPP) projects, focusing on prioritizing economically viable projects [12][13] - The aim is to prevent project delays and ensure effective investment, addressing issues that have arisen since the promotion of the PPP model in 2014 [12]