Group 1 - Japanese investors have significantly withdrawn from overseas stock and bond markets due to concerns over the US economic outlook and renewed tariff tensions, with a net sale of 752.1 billion yen in overseas stocks for the week ending August 2, reversing two weeks of net buying [1] - The MSCI World Index experienced a sharp decline of 2.54%, marking its largest drop in three months, primarily influenced by disappointing US non-farm payroll data and new tariffs imposed by President Trump on multiple countries [1] - The US non-farm payroll increased by 73,000 in July, with a downward revision of 258,000 for May and June combined, while Trump signed an executive order on July 31 to impose "reciprocal tariffs" ranging from 10% to 41% on various countries and regions [1] Group 2 - Japanese investors also reduced their holdings in foreign long-term bonds, with a net sale of 526.3 billion yen for the second consecutive week [2] - Foreign investors showed decreased interest in the Japanese stock market, with net investment of approximately 193 billion yen, the lowest level in six weeks [2] - Despite recent capital outflows, Japan's overall investment enthusiasm in overseas markets remains strong, with cumulative investments of 3.37 trillion yen this year, contrasting sharply with a net sale of 915.8 billion yen during the same period last year [2] - In the domestic bond market, foreign capital outflow pressure has eased, with net outflow from the long-term bond market dropping to 87.5 billion yen, while the short-term bill market saw a net inflow of 1.2 trillion yen, reversing a previous outflow of 1.95 trillion yen [2]

（责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月7日｜美国总统特朗普：现在正是午夜，数十亿美元的关税现在正流入美国！ ...

丰田将全年营业利润预估下调16%（从3.8万亿日元下调至3.2万亿日元），预计美国对进口汽车征收关税将带来1.4万亿日元（约95亿美元）的冲击，并将努力应对原材料价格上涨和日元走强。外汇交易员 (@myfxtrader):虽然本田季度业绩受到美国汽车进口关税冲击，本田仍然上调年度利润预期，从此前的5000亿日元上调至7000亿日元。本田解释称，最新的贸易协议避免“最坏情况”，目前预计损失4500亿日元，低于此前6500亿日元的预期。本田4至6月利润为2440亿日元，低于预期的3100亿日元，其中1250亿日元受到关税负面影响。 ...

特朗普：对等关税将在8月7日晚午夜生效。 https://t.co/00WhsAeuK9外汇交易员 (@myfxtrader):根据特朗普最新的行政令，新关税要到8月7日才会生效（新税率适用于此后进入消费或从仓库提取以供消费的货物），而不是之前的8月1日，再次留下关税谈判的时间窗口。白宫官员也表示，希望在新的关税实施日期8月7日之前，与各国达成更多协议。 https://t.co/UAGTqkmETQ ...

特朗普表示，苹果公司将大幅增加国内供应链的支出。苹果将在肯塔基州新建用于生产iPhone屏幕的玻 璃生产设施。 他称，"这将是朝着最终目标迈出的重要一步……确保在美国销售的iPhone也在美国制造。"不过，库克 随后澄清，虽然许多iPhone零部件将在美国生产，但iPhone的完整组装仍将在海外进行。 今年2月，苹果公司已宣布，计划未来四年在美国投资5000亿美元，新建服务器制造工厂等。最新的表 态将使苹果公司累计投资承诺达到6000亿美元。 彭博社认为，这是该公司为避免旗舰产品被征收惩罚性关税而作出的承诺。特朗普今年5月曾发出威 胁，如果苹果公司不在美国境内制造iPhone，就必须缴纳至少25%的关税。 苹果公司上周表示，今年二季度其因关税遭受了8亿美元的损失。 中新网8月7日电(记者张乃月)当地时间6日，美国总统特朗普与苹果公司CEO库克共同宣布，苹果公司 将在美国追加1000亿美元投资。 （文章来源：中国新闻网） ...

交易咨询业务资格：证监许可【2012】1091号 贵金属早报—— 2025年8月7日 大越期货投资咨询部 项唯一 从业资格证号： F3051846 投资咨询证号： Z0015764 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 1、基本面：报道称特朗普与乌克兰的和平谈判可能取得进展，金价震荡小幅回落； 美国三大股指全线收涨，欧洲三大股指收盘全线上涨；美债收益率涨跌不一，10年 期美债收益率涨1.77个基点报4.226%；美元指数跌0.55%报98.22，离岸人民币对美 元小幅升值报7.1848；COMEX黄金期货跌0.08%报3431.8美元/盎司；中性 2、基差：黄金期货783.68，现货779.94，基差-3.74，现货贴水期货；中性 3、库存：黄金期货仓单36045千克，增加36千克；偏空 4、盘面：20日均线向上，k线在20日均线上方；偏多 5、主力持仓：主力净持仓多，主力多增；偏多 6、预期：今日关注英国央行利率决议、美国二 ...

Core Points - The U.S. has announced a 25% additional tariff on Indian goods, raising the total tariff rate to 50% due to India's alleged import of Russian oil [2][3] - This move is seen as a punitive measure against countries purchasing Russian energy, with Trump indicating that India is fueling Russia's war efforts [2][3] - The new tariff will take effect in 21 days and positions India with the highest tariff rate among U.S. trade partners [2] Group 1 - The announcement led to a decline in Indian stock index ETFs, an increase in oil prices, and a significant depreciation of the Indian Rupee against the U.S. dollar [3] - Trump expressed dissatisfaction with Putin regarding the lack of progress in ceasefire negotiations in Ukraine, setting an August 8 deadline for potential sanctions [3][4] - The Kremlin described a recent meeting with a U.S. envoy as constructive, discussing signals related to the Ukraine issue [4] Group 2 - India has criticized the U.S. and EU for targeting it over Russian oil imports while they themselves engage in trade with Russia [5][6] - The Indian government highlighted that the trade practices of these criticizing nations do not constitute a necessary national demand, unlike India's situation [6] - Indian Prime Minister Modi is scheduled to visit China from August 31 to September 1, coinciding with the heightened U.S. pressure on India regarding Russian oil purchases [7][8]

路透：瑞士联邦主席祖特尔在华盛顿空手而归，她此行是为避免美国对瑞士出口商品征收高达39%的关税。消息人士称，美国希望瑞士购买更多武器和能源，祖特尔一直在寻求10%的关税税率，但美方拒绝了这一要求。 ...

特朗普表示，他可能会宣布对中国征收进一步关税，类似因印度购买俄罗斯石油而对印额外征收的25%关税。外汇交易员 (@myfxtrader):白宫宣布，美国总统特朗普因印度购买俄罗斯能源而对该国商品额外征收25%的关税，此举发生在华盛顿与莫斯科就乌克兰问题举行的会谈未能取得突破的几小时后。根据特朗普签署的行政命令，这项新的征税将叠加在即将于一夜之间实施的25%国别关税之上，并在21天内生效，即印度的关税税率升至50%。 https://t.co/f8NTSu0g5A ...

Market Overview - Apple plans to announce a $100 billion investment in the U.S. to avoid potential tariffs, leading to a more than 5% increase in its stock price and nearly 3% in after-hours trading [2][10] - The Nasdaq rose over 1.2%, while small-cap stocks in the Russell index declined [2] - Arista Networks saw a nearly 18% surge in its stock price due to better-than-expected Q2 revenue [2] - AMD continued its downward trend, dropping 18% in after-hours trading [2] - U.S. Treasury yields showed mixed results, with a 1.7 basis point increase in the 10-year yield and a 1 basis point decrease in the 2-year yield due to rate cut expectations [2] Key News - A-share margin financing has surpassed 2 trillion yuan for the first time in ten years, reaching 20,002.59 billion yuan as of August 5 [8] - Indian Prime Minister Modi is set to visit China from August 31 to September 1 for the Shanghai Cooperation Organization summit amid rising U.S. tariffs on Indian goods [8] - Trump plans to impose a 100% tariff on chip products, but companies like Apple and TSMC that build factories in the U.S. will be exempt [8][10] - Trump has ordered an additional 25% tariff on Indian goods, which will not affect Apple [9] - The U.S. plans to increase tariffs by 15% on certain goods, with ongoing trade agreement disputes with Japan [11] Company Updates - Novo Nordisk's Q2 earnings fell short of expectations, leading to a downward revision of its annual outlook [6] - Shopify reported a strong Q2 performance with a 31% year-over-year revenue increase, leading to a stock price surge of over 20% [21] - McDonald's Q2 revenue grew by 5.4%, with a notable 3.8% increase in global same-store sales [22] - Pfizer's CEO indicated that drug tariffs would have a grace period, with initial rates expected to be lower [22] - BeiGene reported a 42% increase in Q2 revenue, raising its full-year guidance to $5-5.3 billion [17] Industry Insights - The global platinum market is facing a supply crisis, with significant buying activity depleting inventories [19] - The commercial space industry in China is entering a rapid development phase, with increased satellite launch frequencies and upcoming IPOs for private rocket companies [24] - The AI application sector is expected to see accelerated growth, driven by lower prices and expanded content offerings [23]