据NBC新闻：特朗普表示，他愿意与加拿大进一步讨论关税问题，甚至可能在周四晚上与加拿大总理 卡尼通话。 ...

Report Industry Investment Rating - No information provided on the report industry investment rating Core Viewpoints - The rising spot premium restricts the decline of copper prices [1] - The trend strength of copper is 0, indicating a neutral outlook [3] Summary by Relevant Catalogs Copper Fundamental Data - **Futures Prices**: The closing price of the Shanghai Copper main contract was 78,040 with a daily decline of 1.13%, and the night - session closing price was 78,010 with a decline of 0.04%. The LME Copper 3M electronic disk closed at 9,607 with a decline of 1.26% [1] - **Trading Volume and Open Interest**: The trading volume of the Shanghai Copper main contract was 109,011, an increase of 53,123 from the previous day, and the open interest was 176,193, an increase of 4,504. The trading volume of the LME Copper 3M electronic disk was 46,546, an increase of 30,514, and the open interest was 271,000, an increase of 221 [1] - **Futures Inventory**: The Shanghai Copper inventory was 19,622, a decrease of 351, and the LME Copper inventory was 138,200, an increase of 1,350. The LME Copper注销仓单 ratio was 12.28%, a decrease of 1.87% [1] - **Spreads**: The LME Copper spread was - 50.76, a decrease of 3.96 from the previous day. The Shanghai 1 bright copper price was 73,600, an increase of 100. The spot - to - near - term futures spread was 165, an increase of 55 [1] Macro and Industry News - **Macro News**: The US core PCE price index in June was 2.8% year - on - year, reaching a 4 - month high. Trump said the US - Mexico tariff agreement would be extended by 90 days, and the US Commerce Secretary claimed to have reached trade agreements with Cambodia and Thailand [1] - **Micro News**: Chile expects to get Trump's tariff exemption, causing New York copper to fall more than 6% and copper mining stocks to decline generally. Peru is evaluating 134 mining exploration and development projects with an expected investment of $6 billion. Trump will impose a 50% tariff on imported semi - finished copper products and copper - intensive derivatives starting from August 1 [1][3]

特朗普有关加拿大关税的命令维持能源关税税率在10%不变。 ...

Financial Performance - Amazon reported Q2 FY2025 net sales of $167.7 billion, a 13% year-over-year increase, and a net profit of $18.2 billion, up 35% year-over-year [1] - The company expects Q3 net sales to range between $174 billion and $179.5 billion, reflecting strong growth momentum [21] AWS Performance and Market Position - AWS's backlog orders reached $195 billion as of June 30, showing a 25% year-over-year increase [5] - AWS's annual revenue is projected to reach $123 billion, indicating significant growth potential despite current capacity constraints [4] - AWS's market demand currently exceeds its existing capacity, with limitations primarily due to power and chip supply issues [6] Competitive Landscape - AWS remains a leader in the cloud services market, with its size being approximately 65% larger than its nearest competitor [3] - The company emphasizes its advantages in operational performance, security, and a broader range of services compared to competitors [3] International Business Growth - The international segment showed strong performance, with operating profit margin increasing by 320 basis points to 4.1% [9] - Mature markets like the UK, Germany, and Japan are contributing significantly to profit growth, while emerging markets are steadily improving [10] Alexa+ Development - The new Alexa+ service has been launched in the U.S. and is receiving positive feedback from millions of users, indicating a significant improvement in user experience [8] - The company plans to expand Alexa+ internationally later this year, with potential for increased revenue through subscriptions and advertising [8] Kuiper Project - The Kuiper satellite project aims to provide broadband access to 400-500 million households lacking connectivity, with significant interest from businesses and governments [11][12] - The project is expected to enter commercial testing by late this year or early next year, despite some delays with rocket suppliers [12] Artificial Intelligence Initiatives - The company is actively developing AI capabilities, with a focus on enhancing internal efficiency and product development speed [19][20] - AWS is investing in custom AI chips, which are expected to provide significant cost advantages for customers [15]

特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等，其中对瑞士征收39%的关税。 https://t.co/whZKuBskQe ...

Core Viewpoint - Analysts indicate that the imposition of a staggering 39% tariff by the U.S. on Switzerland is expected to negatively impact the performance of the Swiss franc compared to other G10 currencies [1] Group 1 - The Swiss franc has underperformed against other G10 currencies following the U.S. tariff announcement [1] - Forex traders are using this situation as an opportunity to push up the USD/CHF and EUR/CHF pairs before the European trading session [1] - The lack of liquidity during the Asian trading session may lead traders to excessively sell the Swiss franc [1]

周四，数据显示，投资者密切关注的通胀数据，总体个人消费支出12个月增长2.6%，高于接受道琼斯调查的经济学家预测的2.5%。 新华财经北京8月1日电最新公布的美国6月个人消费支出指数略高于经济学家给出的预期，美债收益率周四（31日）小幅波动，10年期 美债收益率跌1BP至4.37%。 据美国财政部数据，截至当天收盘，2年期美债收益率持平于3.94%，10年期美债收益率下行1BPs至4.37%，30年期国债收益率持平于 4.89%。2年期美债与10年期美债收益率收窄3BPs至43BPs，为4月9日以来的低点。 德国统计局周四公布的数据显示，7月份德国统一消费价格指数降至1.8%，降幅超出预期。接受路透社调查的经济学家此前预计，通胀 率将在6月份的2%之后降至1.9%。数据显示，剔除食品和能源成本的核心通胀率7月份为2.7%，与上月持平。与此同时，受到密切关注 的服务业通胀指数从6月份的3.3%进一步回落至7月份的3.1%。 海外其它市场方面，英债周四涨跌参半，其中2年期英债收益率跌0.5BP至3.886%，10年期英债收益率涨0.1BP至4.572%，30年期英债收 益率跌0.1BP至5.417%。 亚太市场方 ...

Core Points - The U.S. stock market experienced a slight decline, with the Dow Jones down 0.74%, S&P 500 down 0.37%, and Nasdaq down 0.03%, indicating a reversal from earlier gains [1] - Treasury Secretary Becerra expressed confidence in reaching a trade agreement with China, which initially boosted market sentiment [2] - Negotiations between the U.S. and China are ongoing, with some technical details still to be finalized [2][3] - The negotiations in Stockholm have been described as "very difficult," with China being a tough negotiator [4] - The market's initial excitement turned into profit-taking as the deadline for tariffs approached, indicating a cautious sentiment among traders [4] Market Reactions - The market reacted positively to Becerra's comments at the opening, but the gains were quickly reversed as concerns over tariffs resurfaced [1][4] - Traders were not in a "buying frenzy" but rather opted for "profit-taking" after the initial surge [4] - An announcement regarding tariff rates is expected from President Trump before the deadline, adding to market uncertainty [4]

Group 1 - The U.S. and Mexico have agreed to extend the current tariff agreement for an additional 90 days, maintaining a 25% tariff on goods from Mexico unless they qualify under the USMCA [1][3][4] - The U.S. will increase tariffs on Canada from 25% to 35%, effective August 1, 2025, with a 40% tariff on goods rerouted to avoid these tariffs [1][3] - The U.S. is set to implement new tariffs on major trading partners, including India and Brazil, which has negatively impacted market sentiment [1][10] Group 2 - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 330 points, or 0.74%, amid concerns over monetary policy and upcoming tariff implementations [1][14][16] - Major U.S. indices initially opened high but closed lower, with the S&P 500 and Nasdaq also experiencing declines [14][16] - Specific stocks showed varied performance, with Meta rising 11.25% and Amazon facing a post-earnings drop due to disappointing guidance [16]

美国官员：拥有较小逆差的国家的关税为15%。 ...