男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普宣布对欧盟、墨西哥征收30%关税 美联储古尔斯比：最新的关税威胁或推迟降息 财政部：加强国有商业保险公司长周期考核 科创板试点IPO预先审阅机制 "国铀一号"成功生产下线"第一桶铀" 市场盘点 上周五，美元指数区间震荡，始终徘徊在98关口下方，最终收涨0.307%，报97.85，全周累涨近1%，脱离三年来的低点。美债收益率大涨，基准的10年期美 债收益率收报4.412%，2年期美债收益率收报3.91%。 由于特朗普宣布更多关税信函后避险情绪升温，现货黄金连续第三日走高，盘中触及6月24日以来的最高水平，最终收涨0.99%，收报3355.91美元/盎司；现 货白银涨势更加显著，最终收涨3.56%，报38.38美元/盎司，创2011年9月以来新高。 随着油市焦点转移至美国对俄罗斯的潜在制裁，两油盘中拉升。WTI原油站上67美元关口，最终收涨2.55%，报67.59美元/桶；布伦特原油收涨2.53%，报 70.04美元/桶。 美联储总部翻修问题成扳倒鲍威尔的关键 ...

Group 1 - The article discusses the deep insights into insurance capital investment strategies, emphasizing that understanding these strategies can help investors outperform the market over the next 3-5 years [2][4][5] - The ongoing competition in the food delivery sector is expected to normalize, which may exert pressure on major technology stocks in Hong Kong [3][8][12] - The U.S. has announced a 30% tariff on Mexico and the EU, which could suppress global risk appetite in the short term [3][14][15] Group 2 - Several companies released their half-year earnings forecasts, showing a significant divergence in performance [3][17] - China Shenhua expects a net profit decline of 8.6% to 15.7% due to decreased coal sales and prices, while Zijin Mining anticipates a 54% increase in net profit driven by rising gold and copper prices [18][19] - The Shanghai Stock Exchange announced that 32 unprofitable companies in the Sci-Tech Innovation Board will now display a "U" designation, and a new pre-review mechanism for IPOs will be implemented [20][20] Group 3 - The Financial Regulatory Bureau issued a new regulation prohibiting financial institutions from misleading clients through performance manipulation or improper presentation [21][24][25] - This regulation aims to enhance the integrity of financial products and is expected to have a long-term positive impact on the industry, despite potential short-term challenges [28][29] - There are discussions about brokerage firms potentially obtaining licenses for selling insurance and wealth management products, indicating a shift in the financial services landscape [30][31]

白宫经济顾问哈塞特表示，如果特朗普认为其得到的关税提案不够好，关税就会落实。 ...

Investment Rating - The investment rating for the non-ferrous metals industry is "Positive" (maintained) [4][106]. Core Views - The report highlights that copper prices are under pressure due to the implementation of a 50% tariff on copper by the U.S., which is expected to take effect in late July or early August. This has led to a significant increase in U.S. copper prices while London and Shanghai copper prices have declined [5][9]. - The report anticipates that global copper inventory transfers will conclude, providing some support for copper prices despite the short-term pressure from tariffs. It is expected that Shanghai copper will fluctuate between 77,000 and 79,000 CNY per ton in the near term [5]. - The aluminum market is characterized by low inventory levels, with aluminum prices experiencing high volatility. The report notes a slight increase in alumina prices and a decrease in aluminum production margins [5][26]. - Lithium prices are rebounding from the bottom, driven by a "reverse involution" trend, with expectations for supply-side reductions and seasonal demand support [5][78]. - Cobalt prices may rebound due to an extended export ban from the Democratic Republic of Congo, which is expected to tighten supply in the fourth quarter [5][88]. Summary by Sections 1. Industry Overview - The report discusses macroeconomic indicators, including U.S. unemployment claims, and the announcement of copper tariffs by the U.S. government [9]. - The overall performance of the non-ferrous metals sector is analyzed, with the sector underperforming compared to the Shanghai Composite Index [11]. 2. Industrial Metals 2.1 Copper - London copper prices fell by 2.43%, while Shanghai copper prices decreased by 1.63%. U.S. copper prices increased by 10.30%. Inventory levels showed a mixed trend, with London copper inventory rising by 14.12% and Shanghai copper inventory declining by 3.70% [26]. 2.2 Aluminum - London aluminum prices increased by 0.08%, and Shanghai aluminum prices rose by 0.36%. Inventory levels for both London and Shanghai aluminum increased, while production margins decreased [26][36]. 2.3 Lead and Zinc - Lead prices decreased, while zinc prices saw a slight increase. Inventory levels for lead and zinc showed mixed trends, with lead inventory declining and zinc inventory increasing [49]. 2.4 Tin and Nickel - Tin prices fell, and nickel prices also experienced a decline. Inventory levels for both metals showed a downward trend [62]. 3. Energy Metals 3.1 Lithium - Lithium prices, including lithium carbonate and lithium spodumene, saw increases, while hydroxide prices slightly decreased. The report notes ongoing challenges in production margins for lithium [78]. 3.2 Cobalt - Cobalt prices are under pressure, but the extended export ban from the DRC may create opportunities for price rebounds in the future [88].

Core Viewpoint - The article highlights key economic indicators and events in China and the US, focusing on inflation data, GDP growth, and trade statistics, which are crucial for understanding market trends and potential investment opportunities [4][6][8]. Group 1: Economic Data in China - In June, China's imports decreased by 3.4% year-on-year, while exports increased by 4.8% [2]. - The GDP for the second quarter of 2023 showed a year-on-year growth of 5.4%, with a quarter-on-quarter increase of 1.2% [9]. - The social retail sales in June grew by 6.4%, marking the highest growth since December 2023, driven by policies promoting consumption [14]. - Real estate development investment in the first half of 2023 saw a significant decline of 10.7% [2]. Group 2: Economic Data in the US - The US Consumer Price Index (CPI) for June showed a year-on-year increase of 2.9%, slightly above the previous month's 2.8% [2]. - The Producer Price Index (PPI) for June increased by 2.5% year-on-year, indicating persistent inflationary pressures [3]. - Retail sales in the US experienced a decline in May, with the largest drop since March 2023, primarily due to decreased automobile purchases [21]. Group 3: Key Events and Statements - The US Federal Reserve's Beige Book indicated heightened economic uncertainty due to tariffs, affecting business and consumer decision-making [23]. - Trump's upcoming statement regarding Russia is anticipated to impact market sentiment and geopolitical dynamics [19][20]. - The European Central Bank's inflation data showed a 2% increase in June, aligning with its target and influencing future monetary policy decisions [25].

欧盟委员会主席冯德莱恩表示，将把对美国关税的反制措施暂停期延长至8月初，欧盟一直明确表示倾向于与美国通过协商达成解决方案，这一立场依然不变。 ...

Group 1 - The index is expected to consolidate and gather strength before reaching new highs, with the recent tariff delay being fully priced in by the market, leading to a rise in major indices, including the Shanghai Composite Index reaching a high of 3555.22 points [3][14] - The market's optimistic sentiment is currently prevailing, but there is insufficient risk pricing for potential negative surprises regarding tariffs, which may hinder further declines in risk evaluation [3][14] - The market's recent rise is primarily driven by an increase in risk appetite, with the ChiNext Index, CSI 1000 Index, and All A Index outperforming the Shanghai Composite Index [4][15] Group 2 - Short-term themes are expected to rotate between policy expectations and industrial trends, with a focus on the "anti-involution" sector and real estate, which has seen a 6.1% increase this week due to anticipated policy developments [6][16] - The "anti-involution" sector, particularly in steel, pork, and certain segments of new energy, is highlighted as a potential area of focus due to high policy expectations following recent government meetings [6][16] - The trading of industrial trends is expected to continue, with short-term attention on sectors such as stablecoins, rare earths, nuclear fusion, military industry, deep-sea economy, artificial intelligence, and innovative pharmaceuticals [7][17]

见闻财经日历 WSCN Economic Calendar W 华尔街见闻 | 时间 地区 | 内容 | 预期 前值 | | | --- | --- | --- | --- | | 7月14日 周一 | | | | | 数据 国内 | 10:00 中国 6月进口同比(按美元计) | | -3.4% | | | 10:00 中国 6月出口同比(按美元计) | | 4.8% | | 国内 | 10:00 国新办举行新闻发布会介绍 2025年上半年进 出口情况 | | | | 事件 | 15:00 国新办举行新闻发布会，请中国人民银行副 | | | | | 行长邹澜介绍2025年上半年金融统计数据情况 | | | | 海外 | 特朗普称将发布有关俄罗斯的"重大声明" | | | | 7月15日 周二 | | | -10.7% | | 国内 | 10:00 中国 1至6月全国房地产开发投资 | | | | | 10:00 中国 6月城镇调查失业率 | | 5% | | | 10:00 中国 1至6月城镇固定资产投资同比 | | 3.7% | | | 10:00 中国 6月规模以上工业增加值同比 | | 5.8% | ...

比特币维持跌势，现跌0.3%。欧盟委员会称，我们注意到特朗普关于关税的信函。准备继续努力，在8 月1日前达成协议。将采取必要措施维护欧盟利益。必要时将采取"反制措施"。 ...

Group 1 - The European Union, consisting of 27 member states, is the largest trading partner of the United States, importing goods worth $605 billion from the U.S., surpassing Mexico and Canada [1] - The highest value category of imports from the U.S. to the EU is pharmaceuticals, followed by automobiles, aircraft, and other heavy machinery [1] - President Trump has threatened to impose a 200% tariff on any pharmaceuticals imported into the U.S., although this will not be implemented for at least 18 months [1] Group 2 - Mexico is another significant trading partner for the U.S., with imports exceeding $505 billion in 2024 [1] - According to the U.S. Department of Agriculture, Mexico accounted for 69% of U.S. vegetable imports and 51% of fresh fruit imports in recent years [1] - Due to the short shelf life of these products, consumers may experience price increases more rapidly compared to other goods [1]