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Group 1 - Tether Holdings SA, the issuer of the largest stablecoin, holds $8 billion worth of gold in a secret vault in Switzerland, with nearly 80 tons of gold, making it one of the largest holders globally, excluding banks and nations [1] - The significant gold reserves held by Tether enhance market perception of the asset security backing its stablecoin, potentially boosting investor confidence in the company and its related stablecoin business [1] Group 2 - SpaceX is reportedly discussing the sale of internal shares to raise funds, which could value the company at approximately $400 billion, reflecting investor confidence in the potential of space exploration and satellite internet services [2] - The planned financing round includes a "tender offer" or "secondary market transaction," allowing employees and early shareholders to sell their shares, with details subject to adjustment based on seller and buyer interest [2] Group 3 - ChatGPT has introduced a new feature called "Study Together," aimed at enhancing its role as an educational tool by encouraging active questioning and potentially supporting group learning [3] - This feature is part of OpenAI's strategy to expand into the education market and increase user engagement [3] Group 4 - Manus has responded to rumors of large-scale layoffs by stating that adjustments to certain business teams are based on operational efficiency considerations, focusing on core business development [4] - The company is reportedly relocating core technical personnel to its Singapore headquarters, indicating a strategic shift in its global operations [4] Group 5 - A new training center named the "National AI Teaching Academy" is being established by a coalition including Microsoft, OpenAI, and Anthropic, aimed at helping educators utilize AI tools in classrooms [5] - This initiative, costing $23 million, will provide free AI training and courses to 1.8 million members of the American Federation of Teachers, initially targeting K-12 educators [5]

Core Insights - The report highlights the potential impact of Trump's proposed 50% tariff on imported copper and up to 200% on pharmaceuticals, effective from August 1, which could significantly affect related industries and market dynamics [4] - The Australian central bank's unexpected decision to maintain interest rates could influence investment strategies and economic forecasts in the region [4] - The World Gold Council reported that global gold ETFs saw inflows of $38 billion in the first half of the year, setting a record for average daily trading volume [4] - The new energy passenger vehicle market in China recorded retail sales of 1.111 million units in June, representing a year-on-year growth of 29.7% [4] - SpaceX achieved an estimated valuation of approximately $400 billion during a stock sale, indicating strong investor confidence in the company [4] Economic Data Summary - The Baltic Dry Index closed at 1436.00, remaining unchanged [5] - The Nasdaq Composite Index closed at 20418.46, up by 0.03%, while the Dow Jones Industrial Average decreased by 0.37% to 44240.76 [5] - Crude oil (ICE) was priced at $70.03, reflecting a 0.65% increase, while the London gold spot price fell by 1.07% to $3300.64 [5] - The US dollar index closed at 97.49, down by 0.06% against the Chinese yuan, which was priced at 7.17, a decrease of 0.02% [5] - The Hang Seng Index rose by 1.09% to 24148.07, and the Hang Seng Tech Index increased by 1.84% to 5325.95 [5]

2025 年 7 月 9 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 全球市场观察 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌（%） | | | | 单日 | 年内 | | 恒生指数 | 24,148 | 0.97 | 41.65 | | 恒生国企 | 8,709 | 1.15 | 50.97 | | 恒生科技 | 5,326 | 2.10 | 41.49 | | 上证综指 | 3,497 | 0.72 | 17.56 | | 深证综指 | 2,102 | 1.28 | 14.39 | | 深圳创业板 | 2,181 | 1.15 | 15.32 | | 美国道琼斯 | 44,241 | -1.31 | 17.38 | | 美国标普 500 | 6,226 | -0.86 | 30.52 | | 美国纳斯达克 | 20,418 | -0.89 | 36.02 | | 德国 DAX | 24,207 | 1.76 | 44.50 | | ...

Group 1 - US stock market showed mixed results with Dow Jones down 0.37%, Nasdaq up 0.03%, and S&P 500 down 0.07% [1] - Tesla rebounded by 1.32% and Nvidia increased by 1.12%, both reaching new highs [1] - Meta Platforms and Apple saw increases of up to 0.32%, while Microsoft decreased by 0.22% and Google A dropped by 1.37% [1] Group 2 - Trump seeks to tighten clean energy tax regulations, leading to a decline in solar stocks, with SunRun falling over 11% [2] - Trump announced a 50% tariff on copper and a 200% tariff on pharmaceuticals, resulting in the largest increase in copper futures since 1968 [2] Group 3 - Meta invested $3.5 billion in EssilorLuxottica to advance its AI glasses strategy [3] Group 4 - SpaceX, owned by Musk, achieved a valuation of approximately $400 billion during a stock sale [4][11] Group 5 - Hugging Face released an open-source top model featuring dual-mode reasoning and 128K context, marking a significant advancement in AI [5] Group 6 - The 2025 Esports World Cup will be held in Riyadh, Saudi Arabia, with a total prize pool exceeding $70 million [6] Group 7 - Germany warned that the EU is prepared to retaliate if a fair trade agreement cannot be reached [7] Group 8 - Morgan Stanley predicts TSMC will continue to exceed expectations in Q2, with strong advanced process orders, although the appreciation of the New Taiwan Dollar may pose profitability challenges [8] Group 9 - The Chinese government is promoting the application of new technologies like AI in public services, as outlined in a recent policy document [9] Group 10 - Pacific Securities noted that multiple indices broke through their consolidation ranges, indicating a strong short-term market trend [10] - Everbright Securities suggested that if the Shanghai Composite Index surpasses 3500 points, it could further boost market confidence and attract more capital [10] Group 11 - Shentong Express partnered with Cainiao to accelerate the application of unmanned delivery vehicles, aiming to deploy 2000 unmanned vehicles by the end of the year [12] - Guohai Securities highlighted that the development of regulations for unmanned vehicles is paving the way for the logistics industry's standardization [12] Group 12 - The National Development and Reform Commission and six other departments released a plan to enhance the childcare service system, projecting the market size for childcare services in China to reach 151.81 billion yuan by 2024 [16]

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 44240.76 | -165.60 | -0.37% | | | 纳斯达克 | 20418.46 | 5.94 | 0.03% | | | 标普500 | 6225.52 | -4.46 | -0.07% | | | 欧洲斯托克50 | 5371.95 | 30.41 | 0.57% | | | 英国富时100 | 8854.18 | 47.65 | 0.54% | | | 法国CAC40 | 7766.71 | 43.24 | 0.56% | | | 德国DAX30 | 24206.91 | 133.24 | 0.55% | | | 俄罗斯RTS 上证指数 | 1110.51 3497.48 | 7.54 24.35 | 0.68% 0.70% | | | | | | 2.39% | | | 深证成指 区 创业板指 | 10588.39 | 152.88 2181.08 . 898 50.89 0 m | 1.46% | | | 恒生指数 | 24148 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 关税前景不明，美股涨跌互现，小盘股表现较好，道指落后。特斯拉在前一交易日大幅下跌后反弹1.3%，英伟达涨超1%、收创新高，市值逼近4万亿美 元。 特朗普寻求收紧清洁能源税收相关制度，太阳能类股下跌，SunRun跌超11%。 美债收益率延续昨日涨势，长债收益率领涨，30年期美债收益率上涨4个基点。20年期美债收益率近4年来首次超过30年期。 特朗普称将实施50%铜关税，纽铜较日低一度暴拉超18%。黄金跌1.1%，盘中一度跌破3300美元。 亚洲时段，沪指距3500点"一步之遥"，光伏、算力产业链爆发，恒指涨1%，金涌投资大涨530%，多晶硅期货涨停，国债齐跌。 纽约Talk第二季上新 | 33年交易老将，华尔街前线洞察 了解详情>> 要闻 特朗普称8月1日起实施对等关税、不会再推迟，警告欧盟征税函将至。特朗普称将实施50%铜关税、药品和半导体关税在望，纽铜一度暴拉 17%。 多国回应特朗普关税：日韩寻求继续谈判、南非辩驳税率还能降、巴西怒斥并强调反制。美财长同日本首席谈判代表通电话、被传下周访日。德 国警告：若不能达成公平贸易协议 ...

Group 1 - NASA heavily relies on SpaceX for its near-Earth and deep space exploration goals, with SpaceX executing over 80% of NASA's orbital launch missions in 2024 [1] - Since the retirement of the Space Shuttle in 2011, NASA lost its ability to send astronauts into space and depended on Russian spacecraft until the Crew Dragon spacecraft was operational [2] - NASA's Artemis lunar program is significantly dependent on SpaceX's Starship, which will serve as a lunar lander and a refueling station for missions to the Moon [3] Group 2 - Boeing's Starliner spacecraft has faced significant delays and issues, leading NASA to abandon its plans for using it for crewed missions [2] - The Crew Dragon spacecraft is currently the only option for NASA to send astronauts to low Earth orbit using domestic capabilities [2] - The Artemis program's success hinges on the integration of SpaceX's Starship for lunar landings and support operations [3]

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Virgin Atlantic Airways announced a deal with SpaceX’s Starlink to overhaul the onboard Wi-Fi across its entire fleet, making it the first UK carrier to strike a deal with Elon Musk’s company https://t.co/7VjEkNG1jT ...