Group 1 - The article reports that the Shaolin Temple has appointed Master Yinle as the new abbot following a democratic evaluation process by the temple's community [1] - This appointment is in accordance with the "Regulations on the Appointment of Abbot in Han Chinese Buddhist Temples" [1] Group 2 - The article mentions ongoing investigations involving the former abbot, Shi Yongxin, by multiple departments [1] - It highlights significant market events, including a "super week" with major developments in China and the US, and mentions the impact of these events on the stock market [1]

市场对美欧协议的冷淡反应，标志着特朗普贸易政策激发市场剧烈波动的能力持续衰减。4月2日宣布加 征关税计划引发的抛售过后，市场逐渐意识到最初税率只是谈判筹码，15%的关税水平才是现状，后续 波动随之减弱。 智通财经APP注意到，尽管特朗普称之为"史上最重磅协议"，但这份美欧贸易协定未能提振市场风险偏 好，反映出每份新协议带来的边际效应正在递减。 周一的全球市场反应平淡：欧洲股市与欧元小幅下跌，美股基本持平。相比之下，上周美日贸易协定公 布时，日美股市均大幅上涨。 虽然投资者的注意力正在从特朗普的贸易协议转移，但仍有能搅动市场的协议——美中贸易协定。美国 商务部长卢特尼克表示，延长现行贸易休战90天是两国斯德哥尔摩会谈最可能的结果。 Global X Management投资策略师Billy Leung指出，"市场有些审美疲劳了，""别忘了我们正面临多重不 确定性：美中谈判进入第二天、更多贸易协议待公布、美联储决议在即、还有美股巨头财报。" 富达国际香港投资组合经理Taosha Wang在接受采访时表示，"贸易头条真正撼动市场的可能性已显著降 低，""我认为与关税相关的尾部风险已大幅减弱。" 美欧协议未能刺激风险 ...

在7月29日发布的最新《世界经济展望》（WEO）报告中，国际货币基金组织（IMF）将全球经济情况 描述为"在持续的不确定性中，保持脆弱的韧性"。 IMF预计2025年全球经济增长率为3.0%，2026年为3.1%，分别比2025年4月WEO的预测调高0.2个和0.1 个百分点。IMF称，这反映出由于加征关税的预期，全球经济活动提前的水平强于此前预期。 此外，IMF预计全球整体通胀率将在2025年降至4.2%，在2026年降至3.6%，与4月预测相似，但各经济 体间的通胀水平仍将存在明显分化，比如IMF预测美国的通胀率将保持在目标水平之上，其他大型经济 体的通胀率则将更低。 IMF建议，全球政策需要通过缓和紧张局势、维护价格和金融稳定、恢复财政缓冲和实施急需的结构性 改革，从而带来信心、可预测性和可持续性。 | 1001 0401 1 091 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Difference from April | | | | | | | | 04 over 04 2/ ...

智通财经7月29日电，日本谈判代表赤泽亮正表示，需关注关税带来的下行风险，贸易协议在一定程度 上缓解了不确定性。 ...

Group 1: International Gold Market - International gold price fluctuated and closed down at $3314.18 per ounce, with a high of $3345.35 and a low of $3301.47 during the trading day [1][9] - The COMEX gold futures closed at $3314.00 per ounce [9] - SPDR Gold ETF holdings stood at 956.23 tons [9][10] Group 2: Currency and Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 495.8 billion yuan, resulting in a net injection of 325.1 billion yuan after 170.7 billion yuan matured [2][10] - The onshore RMB closed at 7.1729 against the USD, down 50 basis points from the previous trading day, with the USD index rising by 1.02% to 98.6694 [15][2] Group 3: Macro Events and Trade Agreements - Trump announced that the U.S. will soon impose tariffs on pharmaceuticals, with global tariffs expected to be around 15-20% [2][17] - The EU and U.S. have established a general framework for a trade agreement, but specific details, including those related to alcoholic beverages, are still under negotiation [2][17] - The trade agreement includes a $750 billion energy purchase commitment and a $600 billion investment commitment from the EU, which may increase energy costs in Europe and accelerate capital outflow, negatively impacting the European economy [2][17] Group 4: Stock Market Performance - U.S. major stock indices showed mixed results, with the Dow down 0.14% at 44,837.56 points, S&P 500 up 0.02% at 6,389.77 points, and Nasdaq up 0.33% at 21,178.58 points [16] - Chinese A-shares saw gains, with the Shanghai Composite Index up 0.12% and the Shenzhen Component Index up 0.44% [16]

#报告 TS Lombard点评美国欧盟贸易协议：15%的关税是真的，剩下的都是假象。 https://t.co/1UKkZhbpODNone (@None):None ...

1. Report Industry Investment Rating No information provided in the given content. 2. Core Views of the Report - The non - ferrous metals sector is generally in an adjustment phase, following the profit - taking adjustment of domestic anti - involution stocks. The overall non - ferrous metals market continues to fluctuate and consolidate. Attention should be paid to the changes in the manufacturing industry and the lagged impact of tariff increases after the trade situation becomes clear [12]. - The US and the EU have reached a trade agreement, which may boost the US dollar in the short term. The progress of China - US trade negotiations also needs to be closely monitored [12]. - The domestic policy benefits have led to a rotational upward movement in the industrial product sector, but the sustainability and intensity of the spillover effect are average, and the impact during adjustments is also limited. Future attention should be paid to specific policies and their implementation [13]. 3. Summary by Directory 3.1 First Part: Operating Logic and Investment Recommendations for Non - Ferrous Metals 3.1.1 Macro Logic - The non - ferrous metals sector is adjusting, and the varieties that had a relatively obvious weekly rebound last week are also those with relatively large adjustment amplitudes. The market continues to focus on China's future policy direction and the progress of China - US trade negotiations [12]. - The US and the EU have reached a trade agreement, covering 15% of EU goods exported to the US. The US has reached agreements with important trading partners, which may boost the US dollar in the short term [12]. 3.1.2 Investment Recommendations for Different Metals - **Copper**: The COMEX copper premium over LME copper may decline. Although the "siphon effect" in the US market has ended, the non - US market inventory is low. The domestic copper market is expected to show a situation of weak supply and strong demand, but the short - term upward drive for copper prices is lacking. It is recommended to sell near - month slightly out - of - the - money put options [4]. - **Zinc**: Zinc follows the adjustment. The supply of zinc ingots is increasing, and the demand shows mixed trends. It is recommended to be bearish on rallies [14]. - **Aluminum Industry Chain**: The market sentiment has declined. For electrolytic aluminum, alumina, and cast aluminum alloy, it is recommended to take a short - selling approach and buy out - of - the - money put options for protection [6]. - **Tin**: The fundamentals of tin are weak in both supply and demand. It is recommended to take a short - selling approach and pay attention to the situation of the ore end and macro - impacts. Buying out - of - the money put options is also suggested [7]. - **Lead**: The lead price is in a consolidation phase. The social inventory is rising, but the demand is recovering. It is recommended to go long on dips and use a wide - range option straddle strategy [8]. - **Nickel and Stainless Steel**: The overall supply of refined nickel is in surplus. Nickel and stainless steel are in an adjustment phase. It is recommended to be bearish on rallies for nickel and take a short - selling approach within the range for stainless steel [9]. 3.2 Second Part: Non - Ferrous Metals Market Review - The closing prices and daily percentage changes of various non - ferrous metals futures are presented, including copper (- 0.32% to 79000), zinc (- 1.05% to 22645), aluminum (- 0.70% to 20615), etc. [17] 3.3 Third Part: Non - Ferrous Metals Position Analysis - Information on the latest position analysis of the non - ferrous metals sector is provided, including the percentage change, net long - short strength comparison, net long - short position difference, changes in net long and net short positions, and influencing factors for each variety such as Shanghai Aluminum, Shanghai Gold, etc. [19] 3.4 Fourth Part: Non - Ferrous Metals Spot Market - The spot prices and daily percentage changes of various non - ferrous metals are given, such as the Yangtze River Non - Ferrous copper spot price (- 0.48% to 79260 yuan/ton), the Yangtze River Non - Ferrous 0 zinc spot average price (- 0.57% to 22630 yuan/ton), etc. [20] 3.5 Fifth Part: Non - Ferrous Metals Industry Chain - For each metal (copper, zinc, aluminum, etc.), relevant industry chain charts are provided, including inventory changes, processing fees, and price trends. 3.6 Sixth Part: Non - Ferrous Metals Arbitrage - Charts related to the arbitrage of various non - ferrous metals are presented, such as the copper Shanghai - London ratio change, the Shanghai zinc - Shanghai lead price difference, etc. 3.7 Seventh Part: Non - Ferrous Metals Options - Charts related to the options of various non - ferrous metals are provided, including historical volatility, weighted implied volatility, trading volume and open interest changes, and the ratio of call to put open interest.

高盛分析师表示，我们认为铜价尚未完全反映50%的关税水平，原因在于美国库存高企，以及是否会有 关税豁免仍存在不确定性。 ...

Core Viewpoint - The article discusses the launch of a two-month nationwide campaign by the Central Cyberspace Administration to address the dissemination of false information by self-media platforms, focusing on four major issues related to misleading public information and the manipulation of narratives. Group 1: Major Issues Addressed - Maliciously exploiting public interest by impersonating individuals involved in significant events or public figures to mislead the audience [1][2] - Distorting facts using artificial intelligence and other means to create false narratives that deceive the public [3] - Misrepresentation of policies and regulations that affect public interests, spreading false information about potential changes or significant events [5][6] Group 2: Information Authenticity Concerns - Failure to accurately label sources of information related to current events, public policies, and social issues, leading to confusion about the authenticity of the content [8][9] - Use of misleading labels or incorrect source citations that prevent the public from tracing the true origin of the information [10][11] Group 3: Professional Integrity Issues - Publishing unverified or scientifically inaccurate information under the guise of professional expertise, including the misuse of credentials [12][13] - Creating tutorials that promote deceptive practices to gain attention and disrupt the order of information dissemination [14]

距离美国的所谓8月1日"关税大限"日益逼近，美欧贸易协议也已经尘埃落定（至少表面上是），"懂王"特朗普自然轻松不少。 关税通牒 当地时间7月28日，特朗普表示，预计美国将对那些没有与华盛顿达成贸易协议的国家征收15%至20%的关税。其表示，美国将很快向大约200个国家发出关 税信函。这一消息很快再度引发全球媒体的热议。 特朗普此前已多次表示"时间有限""更愿意发封信设关税，而非寻求协议"。对于15%到20%的关税税率，特朗普称"我已经算是很友好了"。 另外，虽然美国目前已敲定与多个大国、包括欧盟之间的贸易协议，但不少细节尚未落实，其中存在不少的分歧，各国反对声浪不断高涨。 近日，法国总理贝鲁在社交媒体发文，批评美欧贸易协议。贝鲁在文中将美欧之间的贸易协议称为"冯德莱恩-特朗普协议"。他表示，欧盟始终团结一致捍 卫自身的价值与利益，但最终却选择了屈服，"那是一个黑暗的日子"。 匈牙利总理欧尔班表示，欧美协定比英美协定更为糟糕。欧尔班对欧盟将投资美国、向美方购买军事装备和能源表示强烈质疑，因为欧盟委员会既没有资金 也没有军队。 有分析人士指出，特朗普常常声称某些关税条款已经达成一致，但实际情况并没有他讲的那么明确 ...