三大超级赛道，迎利好；特朗普即将与普京会晤；美联储，降息大消息；农业农村部将引导调减百万头能繁母猪……重要消息还有这些

Group 1: Macro News - The Consumer Price Index (CPI) in July showed a month-on-month increase of 0.4%, reversing a previous decline of 0.1%, while the core CPI rose by 0.8% year-on-year, marking the third consecutive month of growth [3] - The Producer Price Index (PPI) decreased by 0.2% month-on-month, but the rate of decline narrowed by 0.2 percentage points compared to the previous month, indicating a potential stabilization in industrial prices [3] Group 2: Financial Sector - The China Securities Index Company announced adjustments to the CSI 1000 index, effective after market close on August 8, 2025, with three stocks being added and three ST stocks being removed [9][10] - The China Securities Regulatory Commission proposed a fine of 160 million yuan against *ST Gao Hong for information disclosure violations, which may lead to its forced delisting [11] Group 3: Investment Opportunities - Beijing's Economic and Technological Development Zone launched a plan to support the development of embodied intelligence robots, with ten measures to promote industry growth [13] - The Henan provincial government introduced policies to support the artificial intelligence industry, focusing on model development, computing power, and talent cultivation [15] - The establishment of the Hubei Brain-Computer Interface Innovation Development Alliance aims to accelerate the clinical application of brain-computer interface technologies [16] Group 4: Market Strategies - CITIC Securities suggests focusing on strong industry trends while avoiding high valuation micro-cap stocks, as the market remains cautious about earnings realization [22] - Guojin Securities highlights two strategies: targeting undervalued sectors with improving profitability and identifying stocks with low price positions that attract individual investors [23]