消息面： 1、习近平7月1日上午主持召开中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋 经济高质量发展等问题。 2、据国家发改委消息，从7月1日24时起，国内汽、柴油每吨分别上调235元和225元，全国平均来看， 92号汽油、95号汽油和0号柴油每升上调0.18元、0.19元和0.19元。 7月2日消息，三大指数涨跌不一，兵装重组板块跌幅居前。截至今日开盘，沪指报3458.17点，涨 0.01%；深成指报10455.83点，跌0.20%；创指报2140.14点，跌0.36%。 3、针对"国内头部光伏玻璃企业计划于7月开始集体减产30%"的市场消息，亚玛顿董秘刘芹回应称，光 伏玻璃行业减产的消息属实。 4、工信部发布数据，1—5月份，规模以上互联网和相关服务企业完成互联网业务收入7735亿元，同比 增长0.9%。 5、比亚迪上半年新能源汽车销量约214.6万辆，同比增长33.04%。 6、禾元生物科创板IPO在7月1日获上市委会议通过，这是重启科创板第五套上市标准后首家过会企 业。 7、百川股份公告，公司实际控制人、董事长郑铁江被留置。 8、新大陆公告称，设立境外子公司并取得美国MSB牌照，覆盖 ...

Group 1: IPO Activity - A-share IPO activity has surged in the first half of 2025, with a total of 177 companies accepted for listing, marking a significant increase compared to previous years [1] - In June alone, 150 companies were accepted, accounting for over 80% of the total for the first half of the year, setting a new monthly record [1] - The increase is attributed to the gradual easing of the "phase tightening IPO" policy and the withdrawal of non-compliant applications, which has reduced pressure on exchanges and improved acceptance and review efficiency [1] Group 2: Federal Reserve Signals - Federal Reserve Chairman Jerome Powell indicated that most committee members expect a rate cut later this year, depending on economic data [3] - Following Powell's comments, the probability of a rate cut in July rose to approximately 25%, up from less than 20% previously [3] - Goldman Sachs predicts that the Fed will restart rate cuts in September, with expected cuts of 25 basis points in September, October, and December [3] Group 3: Automotive Industry Performance - BYD reported June sales of 382,500 new energy vehicles, up from 341,700 in the same month last year, with a cumulative sales increase of 33.04% year-on-year [8] - Great Wall Motors sold 110,700 vehicles in June, a year-on-year increase of 12.86%, with a total of 197,700 vehicles sold in the first half of the year [8] - Xiaomi's automotive division delivered over 25,000 vehicles in June [8] Group 4: Innovation in Pharmaceuticals - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, emphasizing the use of healthcare data for drug research [10] - The measures aim to enhance collaboration among healthcare, insurance, and pharmaceutical sectors to facilitate innovative drug development [10] Group 5: Corporate Developments - He Yuan Bio's IPO application has been approved, marking the first company to pass under the newly restarted fifth set of standards for the Sci-Tech Innovation Board [14] - The company plans to raise 2.4 billion yuan for projects including the construction of a human albumin industrialization base and new drug research [14] - Zhongke Environmental announced the acquisition of 100% equity in two environmental companies for a total of 354 million yuan, expanding its waste treatment capabilities [19]

Core Viewpoint - The article discusses the recent fluctuations in gold prices, influenced by factors such as interest rate expectations, trade agreements, and market sentiment towards non-farm payroll data. Group 1: Gold Price Movements - On July 1, gold prices opened at $3302.91 per ounce, reached a low of $3302.19, and peaked at $3357.90 before closing at $3338.71, marking a daily increase of $35.8 or 1.08% [1][3] - The overall market sentiment remains cautious due to mixed economic data, with expectations for non-farm payroll data influencing gold price movements [3][5] Group 2: Economic Indicators and Market Sentiment - The decline in the US dollar index and the anticipation of interest rate cuts have provided support for gold prices, despite some technical resistance [3][5] - The market is currently awaiting key employment data, including the Challenger job cuts and ADP employment figures, which are expected to be bearish for gold prices [5] Group 3: Interest Rate Expectations - Recent comments from Federal Reserve officials suggest a potential interest rate cut in July, which has bolstered bullish sentiment for gold [7] - President Trump's stance on not extending the July 9 trade negotiation deadline has raised concerns about trade agreements, further increasing market demand for safe-haven assets like gold [7] Group 4: Technical Analysis - The monthly chart indicates a bearish outlook for gold prices, but they remain above the 5-month moving average, suggesting a potential for further gains unless this support is broken [9] - Short-term technical indicators show that gold prices are facing resistance at the middle Bollinger Band, but support levels are present at various moving averages [10] Group 5: Trading Strategy - Suggested trading levels for gold include support at $3333 or $3320 and resistance at $3348 or $3360 [11]

Market Overview - The Dow Jones Industrial Average increased by 400.17 points, or 0.91%, closing at 44,494.94 [2] - The Nasdaq Composite decreased by 166.84 points, or 0.82%, closing at 20,202.89 [2] - The S&P 500 index fell by 6.94 points, or 0.11%, closing at 6,198.01 [2] - The European Stoxx 50 index declined by 20.81 points, or 0.39%, closing at 5,282.43 [2] - The UK FTSE 100 index rose by 124.37 points, or 0.28%, closing at 8,785.33 [2] - The German DAX index decreased by 236.32 points, or 0.99%, closing at 23,673.29 [2] - The Shanghai Composite Index increased by 13.32 points, or 0.39%, closing at 3,457.75 [2] - The Hang Seng Index fell by 211.87 points, or 0.87%, closing at 24,072.28 [2] Legislative Developments - The U.S. Senate passed a comprehensive tax and spending bill supported by President Trump with a vote of 51 to 50, now awaiting a vote in the House of Representatives [4] - The House Speaker Mike Johnson is working to pass the bill before July 4, but success is not guaranteed [4] Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated that the Fed might consider a rate cut in July, depending on evolving data, emphasizing the need for the Fed to remain apolitical [5] International Investment Changes - Russian President Vladimir Putin signed a decree establishing new investment mechanisms for foreign investors, allowing investments from "unfriendly countries" and creating special accounts for transactions [6] Political Developments in Thailand - The Thai Constitutional Court has suspended Prime Minister Prayuth Chan-o-cha amid impeachment proceedings related to alleged constitutional violations [7] Automotive Industry Performance - BYD reported June sales of 382,600 new energy vehicles, a 17.5% increase year-over-year [9] - Leap Motor achieved a record delivery of 48,000 vehicles in June, up over 138% year-over-year [9] - Xpeng Motors delivered 34,600 vehicles in June, marking a 224% increase year-over-year [9] - NIO delivered 24,900 vehicles in June, a 17.5% increase year-over-year [9] - Xiaomi Motors delivered over 25,000 vehicles in June [9]

Group 1 - Federal Reserve Chairman Powell suggested the possibility of interest rate cuts in July but did not formally endorse the idea [1] - European Central Bank President Lagarde indicated that 2025 could be a "critical year" for the status of the US dollar as a global reserve currency [2] - Bank of England Governor Bailey stated that UK interest rates are in a "downward channel," but the motivation for past rate cuts may be limited due to low household debt [2] - Bank of Korea Governor Lee Chang-yong mentioned that South Korea's inflation rate is well stabilized, but the central bank is closely monitoring rising financial stability risks when deciding on the timing and pace of rate cuts [2] - Bank of Japan Governor Ueda Kazuo noted that Japan's interest rates are currently below neutral levels, but he cautioned against using theoretical rates as a guideline in "cloudy" circumstances [2]

Market Overview - The U.S. stock market showed mixed results with the Nasdaq down 0.82%, while the Dow Jones rose by 0.91% [5] - International gold prices increased, with spot gold rising by 1.06% to $3337.33 per ounce [7] - International oil prices also saw a slight increase, with WTI crude oil rising by 0.65% to $65.53 per barrel [8] Economic Policies and Developments - The Central Financial and Economic Committee of China emphasized the need to advance the construction of a unified national market, focusing on legal and regulatory measures to improve product quality and phase out outdated production capacity [10] - The U.S. Federal Reserve Chairman Jerome Powell acknowledged that the current tariff system creates uncertainty, which may delay interest rate cuts [6] Automotive Industry Performance - BYD reported a 17.5% year-on-year increase in June sales, totaling 382,600 new energy vehicles [22] - Leap Motor achieved a record high of 48,000 deliveries in June, marking a 138% year-on-year increase [22] - Xpeng Motors delivered 34,600 vehicles in June, a significant increase of 224% year-on-year [23] - NIO delivered 24,900 vehicles in June, reflecting a 17.5% year-on-year growth [26] Corporate Changes - Gree Group appointed "post-80s" Zhao Hui as the new chairman, succeeding "post-70s" Kang Hong, indicating a potential shift in corporate strategy [28] - Baidu announced the appointment of He Haijian as the new CFO, which may bring new perspectives to the company's financial management [30] Industry Trends - The photovoltaic glass industry is experiencing a collective production cut of 30% by major manufacturers, which is expected to help stabilize prices after a period of losses [15] - The competitive landscape in the new energy vehicle market is intensifying, with various companies adjusting strategies in response to sales fluctuations [27]

"新美联储通讯社"Nick Timiraos认为，美联储主席鲍威尔在7月1日讲话中回避了一个关于7月份的尖锐 问题，在距离召开FOMC货币政策会议还有四周之际，他拒绝排除任何可能性。他的整体言论几乎没有 暗示任何为本月降息做准备的努力。 最近，由于关税上调已被暂停，且早期（是否为时过早？）通胀数据尚未显示出显著效果，鲍威尔暗 示，如果通胀没有人们担心的那么严重，降息可能会恢复。 对7月份的关注（至少在今天）可能掩盖了最近几周他和其他人的言论中更微妙的转变。在美国总统特 朗普于4月2日发布关税公告后不久，人们就推测物价上涨幅度可能非常大，以至于需要有证据表明劳动 力市场出现实质性疲软才能降息。 ...

大家好啊，今晚看看美股的表现。 美股分化 另外，特朗普表示他可能会考虑驱逐出生在南非的马斯克。 前不久，马斯克抨击特朗普提出的"大而美法案"，称其"完全疯狂且具有破坏性"。在回应特朗普最新帖文时，马斯克在X上发文写道："我真心希望把 所有补贴都砍掉，就现在。" 这并非特朗普与马斯克首次因政府支出计划发生冲突，今年早些时候两人就曾爆发争执。 英伟达股价盘中大幅跳水跌超3%。芯片股普遍回调，AMD、ARM下跌约4%，博通下跌超3%，阿斯麦、美光下跌约2%，台积电下跌超1%。 | .SOX 费城半导体指数 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 5477.73 + -68.82 -1.24% | | | | | | | | 图表 具相权 | 评论 | 资讯 | | | | | | VWAP 成交量 | 元比 | KDJ | MACD | RSI | | | | 0 田 名称代码 ⇒ | | | 价格 = | | 涨跌幅 ⇒ | 涨跌额 | | MACOM Technolog ... | | | 136.155 | | -4.98% | ...

美联储主席鲍威尔：无法说7月份考虑降息是否为时过早。 ...

美联储主席鲍威尔：绝大多数美联储委员预计今年晚些时候会降息。我们看到劳动力市场正逐步降温。 ...