陆家嘴财经早餐2025年8月13日星期三

Group 1 - The US and China have agreed to suspend the implementation of 24% tariffs on each other's goods for 90 days starting from August 12, 2023 [2] - A new personal consumption loan subsidy policy has been introduced, allowing eligible loans to receive financial subsidies from September 1, 2025, to August 31, 2026, with a maximum subsidy of 3,000 yuan per person [2] - A loan subsidy policy for service industry operators has been issued, providing financial subsidies for loans up to 1 million yuan for specific sectors including catering, health, and tourism [2] Group 2 - The US CPI for July remained flat at 2.7%, lower than the expected 2.8%, while the core CPI rose by 3.1%, exceeding expectations [3] - The market anticipates a greater than 90% probability of the Federal Reserve lowering interest rates in September following the CPI data release [3] Group 3 - The A-share market continues to show a slow bull trend, with major indices reaching new highs for the year, particularly in the semiconductor sector [5] - The Hong Kong Hang Seng Index rose by 0.25%, while the Hang Seng Technology Index fell by 0.38% [6] - The A-share financing balance has surpassed 2 trillion yuan for the first time in ten years, indicating strong interest in sectors like electronics and pharmaceuticals [6] Group 4 - Tencent Music reported a 17.9% year-on-year increase in total revenue for Q2, reaching 8.44 billion yuan, with a 33% growth in adjusted net profit [7] - The company has seen a 6.3% increase in the number of paid online music users, totaling 124.4 million [7] Group 5 - The domestic stock market and commodities continue to show strength, while the bond market remains under pressure, with the 30-year government bond yield surpassing 2% [23] - The US Treasury Department reported a significant increase in tariff revenue, reaching $28 billion in July, a 273% year-on-year increase [18]