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安期货晨会纪要-20250731
2025年7月31日星期四 ➢ 鲍威尔淡化降息预期;美韩贸易协 议。A股指数涨跌不一,沪指再创今 年新高。上证指数涨0.17%报3615.72 点,深证成指跌0.77%,创业板指跌 1.62%。采掘行业和船舶制造板块涨 幅居前。港股低开,尾盘跌势扩大。 香港恒生指数跌1.36%报25176.93点, 恒生科技指数跌2.72%,恒生中国企 业指数跌1.18%。医疗器械以及石油 板块涨幅居前。大盘成交额3197亿 港元。外盘方面,欧洲主要股指收 盘小幅上涨。美国三大股指收盘涨 跌不一,道指跌0.38%,标普500指数 跌0.12%,纳指涨0.15%。美联储维持 利率不变,鲍威尔淡化9月降息预期。 美韩达成贸易协议,特朗普将对韩 国征收15%关税。 14,000 16,000 18,000 20,000 22,000 24,000 26,000 28,000 | 25176.93 | -1.36 | 25.51 | | --- | --- | --- | | 9038.27 | -1.18 | 23.98 | | 5490.76 | -2.72 | 22.89 | | 124.19 | 0.99 | -13.15 ...
Meta Pours Billions Into AI While Reality Labs Bleeds Cash
PYMNTS.com· 2025-07-31 02:13
If Mark Zuckerberg is right, the next must‑have wearable won’t count your steps or flash your texts. It will out‑think you on everything from homework to holiday planning. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins req ...
DOCKING! SpaceX Crew 11 ISS Docking
The Launch Pad· 2025-07-31 02:12
Join us for LIVE coverage as we track SpaceX Crew 11 on the approach and docking to the International Space Staton in LEO Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad SUBSCRIBE to TLP Space News! https://www.youtube.com/@thelaunchpadn ...
这家日化巨头请了一位印度裔CEO
Sou Hu Cai Jing· 2025-07-31 02:12
尹莹/作者 宝洁公司(P&G)宣布,现任首席运营官(COO)Shailesh Jejurikar将于2026年1月1日正式接替Jon Moeller,出任公司总裁兼首席执行官,成为宝洁历史上 首位印度裔掌门人。 与此同时,Jon Moeller将转任执行董事长,继续领导董事会并为新任CEO提供战略咨询。Shailesh Jejurikar自1989年加入宝洁,拥有36年任职履历,业务足迹 覆盖北美、欧洲、亚洲及非洲。他曾主导构建宝洁旗下最大业务部门——织物与家居护理事业群,推动Tide汰渍、Ariel碧浪、Downy当妮、Febreze风倍清等 全球性品牌发展,该部门贡献了公司约三分之一的销售额与净利润。 亚马逊Prime Day美妆品类销售增长显著 2025年亚马逊Prime Day美妆品类总销售额达241亿美元,同比增长30.3%。活动初期开局平缓,前四小时销售额同比下降14%,但随后迅速反弹。Momentum Commerce美国站最终交易额超7.5亿美元,同比增长4.9%。 本次活动中,25.6%的商品参与促销,较去年增加8%,平均折扣为21.7%,较去年下降11%,后期折扣力度升至26.7%。品牌方 ...
AI眼镜多重要?扎克伯格:没有它,你连认知都会落后
Sou Hu Cai Jing· 2025-07-31 02:12
不过,未来的消费级AI设备未必一定是以眼镜的形式出现。今年春天,OpenAI以65亿美元收购了前苹果设计总监乔纳森·艾维(Jonathan Ive)创办的创业公 司,旨在打造新的消费者设备来与AI互动。其他一些创业公司也在探索这一区域,包括AI别针(如Humane的失败尝试)和吊坠设备(如Limitless和Friend的产 品)。 扎克伯格在财报电话会议上表示:"我依旧认为,眼镜基本上会成为AI的理想载体,因为你可以让AI看到你一天中所看到的一切,听到你所听到的一切,并 与你进行交流。" 他补充道,给这些眼镜添加显示功能将释放更多价值,无论是像Meta下一代Orion AR眼镜那样提供更广阔的全息视野,还是像日常AI眼镜那样配备较小的 显示屏。 "我认为,未来如果你没有具备AI功能的眼镜,或者没有某种与AI互动的方式,你可能会在认知能力明显落后于其他人。" 目前来看,眼镜似乎最为合理,因为很多人已经习惯佩戴眼镜,而且这种形式在社交场合更容易被接受。但过去人们也不知道自己需要智能手机,直到有人 创造了它。下一个AI设备,可能是人们现在根本无法想象的东西。 扎克伯格 尽管如此,扎克伯格依然坚信眼镜将成为主流。他 ...
TRACKER! SpaceX Crew 11 Dragon Tracker
The Launch Pad· 2025-07-31 02:10
TRACKER! Join us for LIVE coverage as we track NASA SpaceX Crew 11 on their mission to the International Space Station. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad SUBSCRIBE to TLP Space News! https://www.youtube.com/@thelaunchpadnew ...
THD: This Thailand ETF Won't Make You Smile
Seeking Alpha· 2025-07-31 02:09
While Thailand is known as the land of smiles, there isn’t much to grin about these days over the Thai stock market and iShares MSCI Thailand ETF (NYSEARCA: THD ) that follows major Thai stocks. While the Thai baht wasHi I'm Lior, an economist with a PhD in economics from the University of Barcelona. My area of research has been on financial markets and monetary policy. I have been a blogger for over a decade focusing on commodities (mainly oil and gold) stocks, bonds, and currencies. I also analyze macroec ...
盘中,直线大跳水!特朗普,突然宣布!
券商中国· 2025-07-31 02:08
此前,美国总统特朗普称与韩国达成贸易协议,将对韩国征收15%关税。他还宣布,将从8月1日起对印度输美 商品征收25%的关税并实施其他"惩罚"。 另外,特朗普宣布,8月1日起对进口半成品铜等产品征收50%关税。上述消息公布后,在国际期货市场上,纽 约铜价一度暴跌逾18%,铜矿股集体大跌,自由港麦克莫兰跌近10%。 不过,国内期货市场反应平淡,截至发稿,沪铜期货主力合约下跌0.58%。7月31日,香港恒生指数开盘跌 0.77%,恒生科技指数跌0.58%。A股三大指数开盘涨跌不一,沪指跌0.3%,深证成指涨0.05%,创业板指涨 0.65%。有色金属板块多数下跌,北方铜业跌超3%,云南铜业跌超2%。 韩国股市大幅震荡! 7月31日早间,韩国股市剧烈波动,韩国综合指数一度涨超1%,不过盘中突然直线大跳水,抹去所有涨幅并转 跌。汽车股波动更大,起亚汽车、现代汽车从高点到低点,跳水幅度接近7%。美元兑韩元汇率也大跌,盘中 跌幅一度超过0.6%。 韩国股市盘中大跳水 7月31日早盘,韩国综合指数开盘涨0.7%,随后涨幅扩大至1%以上,现代汽车盘中一度涨超4%,起亚汽车一 度涨2.5%。但是,韩国股市的这种涨势没能维持太久。 ...
INVESTIGATION ALERT: Edelson Lechtzin LLP Announces an Investigation of Simulations Plus, Inc. (NASDAQ: SLP) and Encourages Investors with Substantial Losses or Witnesses with Relevant Information to Contact the Firm
Prnewswire· 2025-07-31 02:06
NEWTOWN, Pa., July 30, 2025 /PRNewswire/ -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Simulations Plus, Inc. ("Simulations Plus") (NASDAQ: SLP), resulting from allegations of providing potentially misleading business information to the investing public.If you are a Simulations Plus investor who suffered a loss and would like to learn more, you can provide your information HERE. You can also contact attorney Eric Lechtzin of Edelson Lechtzin LLP by ca ...
集运指数(欧线):10空单持有
Guo Tai Jun An Qi Huo· 2025-07-31 02:04
2025 年 7 月 31 日 运指数(欧线):10空单 投资咨询从业资格号: Z0021502 郑玉洁 zhengyujie@gtht.com 黄柳楠 投资咨询从业资格号: Z0015892 huangliunan@gtht.com 【基本面跟踪】 表 1:集运指数(欧线)基本面数据 | | | 昨日收盘价 | 日 涨跌 | 昨日成交 | 昨日持仓 | 持仓变动 | 昨日成交/持仓 | 前日成交/持仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期货 | EC2508 | 2.139.0 | 1.59% | 1.302 | 5.597 | -329 | 0.23 | 0. 51 | | | EC2510 | 1.468.7 | -0. 45% | 66, 330 | 54, 874 | 4, 148 | 1.21 | 0.82 | | | EC2512 | 1. 738. 0 | 0. 20% | 5.748 | 8. 505 | 374 | 0. 68 | 0. 49 | | | | 本期 | | 2025/7/28 | | 单位 ...