金十数据整理：昨日今晨重要新闻汇总（7月7日） 国内新闻： 7. 关税-①特朗普：可能在周一发出12或15封与关税有关的信函。已经达成一些协议。②韩美贸易代表 在美磋商延长对等关税豁免方案。③美财长：多项重大协议已接近达成；若收到关税信函的国家未能达 成协议，税率将从8月1日起恢复到4月份水平。④白宫经济顾问哈塞特表示，部分贸易谈判可能会超过 截止日期。⑤消息人士：印度-美国小型贸易协议谈判已经完成，平均关税税率可能为10%。⑥泰国据 悉将向美国提供更多让步，以避免36%的关税。 ⑦美商务部长：关税将于8月1日生效，特朗普"现在正 在制定税率和协议"。 1. 李强出席金砖国家领导人第十七次会晤第一阶段会议并发表讲话。 2. 国务院台办：启用M503航线W121衔接航线对两岸同胞都有利。 3. 广东出台意见化解不动产登记历史遗留问题 "小产权房"一律不得登记。 4. 财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施。 5. 中缅泰达成系列共识：将继续严打电诈，全面清剿电诈园区，全量抓捕涉诈人员。 1. 韩国特检组向法院申请拘留前总统尹锡悦。 2. 也门官员：一艘商船在红海遭胡塞武装袭击。 3. ...

美国商务部长卢特尼克：关税将于8月1日生效。 ...

特朗普：可能在周一发出12或15封与关税有关的信函。 ...

周五A股冲高回落，沪指盘中涨逾1%逼近3500点，大金融冲高回落。周度数据看（6月30日-7月4日），三大指数涨跌互现，上证指数周涨1.4%，创业板指 周涨1.5%，科创50周跌0.35%。受反内卷主线利好，钢铁、建筑材料涨幅居前。周中热点轮动，银行、医药涨幅可观。下跌方面，计算机、非银金融跌幅居 前，获资金逢跌布局。 同花顺： 沪指日线 图：6/30-7/4申万一级行业涨幅榜 | 名称 | 5日涨跌幅 | 主力净流入额 | | --- | --- | --- | | 钢铁(申万) | 5.06% | 12.4617. | | 建筑材料(中万) | 3.96% | 9.51亿 | | 银行(申万) | 3.77% | 52.6717. | | 医药生物(中万) | 3.64% | 63.65 Z | | 综合(申万) | 2.82% | -6069 H | | 传媒(申万) | 2.71% | 25.49亿 | | 农林牧渔(中万) | 2.55% | 7.20亿 | | 公用事业(申万) | 2.26% | 38.91亿 | | 电力设备(申万) | 1.99% | -35.20亿 | 图：6/30-7/4 ...

美国主要贸易伙伴周末仍在争分夺秒敲定贸易协议，或者为争取更多时间游说。美国总统特朗普表示， 他将于下周一（7月7日）向约十几个国家通知其最新关税水平。"我签署了一些信函，它们将于周一发 出，可能有12封，"特朗普在独立日假期周末告诉记者。他还补充道，这些信函涉及"不同金额、不同幅 度的关税和略有不同的措辞"。当被问及涉及哪些国家时，他回答道："我会在下周一宣布。" ...

美国即将签发正式贸易信函，关税最高70%，会否继续刺激黄金上涨？金十研究员郝仁正在直播分析， 点击进入直播间 相关链接 黄金前瞻关键位 ...

Group 1: Company Developments - Luckin Coffee has opened its first two stores in the United States, with drink prices ranging from $3.45 (approximately ¥24.71) to $7.95 (approximately ¥56.94) [3] - BYD has suspended its plan to build a large factory in Mexico due to geopolitical tensions and uncertainties from U.S. trade policies, although it still aims to expand in the Americas [3] - Jin Jiang International Hotel has submitted its IPO application to the Hong Kong Stock Exchange, with plans to use the funds for capital expenditures to enhance its overseas hotel business [4] - TikTok has launched an in-app shopping feature in Japan, allowing users to buy products directly through shopping videos and live streams [4] - Genki Forest has entered the Indonesian market with its iced tea series, expanding its global footprint [7] Group 2: Industry Trends - The Ministry of Commerce of China will strengthen guidance on the export of used cars to promote healthy and orderly development in this sector [8] - Former U.S. President Trump announced that new tariffs will begin on August 1, with rates potentially ranging from 10% to 70% [9] - Hong Kong's IPO fundraising has ranked first globally this year, reflecting strong market dynamics [9] - Saudi Arabia's foreign direct investment inflow reached $6.4 billion in the first quarter, marking a 24% year-on-year increase [9] Group 3: Investment and Financing - Zhihui Technology has secured a strategic investment of 1 billion yuan from Pudong Venture Capital and Zhangjiang Group [10] - Shinke Industrial has completed a financing round exceeding 100 million yuan, aimed at technology upgrades and international expansion [10] - Lingchuan Technology has raised several hundred million yuan in its Series A financing round, focusing on next-generation chip development [10]

Group 1 - The market indices have shown a strong performance, but individual stocks may not reflect this trend, indicating a potential disconnect between indices and stock performance due to the registration system [1] - Concerns about tariffs have led to market exits, but the core stocks in the Shanghai Composite Index, particularly those with domestic focus, are less affected by export-related tariffs [3] - The upcoming market outlook is optimistic, with expectations for a rise towards 3500 points, supported by sectors like banking, liquor, and insurance, although caution is advised regarding increasing positions [5] Group 2 - The market is likely to continue its upward trend, with a tendency for rebounds in the face of negative sentiment, as seen in past events [7] - The performance of key sectors such as insurance, liquor, securities, and real estate will be crucial for supporting the banking sector's growth [5] - The overall market strategy should focus on position management, ensuring profits during rises and maintaining reserves during declines [5]

柬埔寨宣布与美国就关税谈判达成一致柬埔寨政府宣布，围绕对等关税的贸易协定框架，与美国讨论了联合声明并达成一致意见。关税税率等细节尚未公布。联合声明将于近期公布。🗒️特朗普4月向柬埔寨提出了49%的对等关税率。这一税率在东南亚最高。柬埔寨在服装等方面对美国的出口比例较高。如果按计划征收关税，将对就业环境等产生严重影响。外汇交易员 (@myfxtrader):特朗普宣称已经采取了宽容态度，决定施加“打折”的对等关税。随后白宫公布对多国加征对等关税的清单：中国 34%欧盟 20%越南 46%中国台湾 32%日本 24%印度 26%韩国 25%泰国 36%瑞士 31%印尼 32%马来西亚 24%柬埔寨 49%英国 10%南非 30%巴西 10%新加坡 10%以色列 17%菲律宾 17%智利 https://t.co/VFqtk3WzEj ...

Core Viewpoint - A CNBC survey indicates that 78% of respondents believe that Trump's tariffs will complicate debt management [1] Group 1 - The survey highlights a significant concern among the public regarding the impact of tariffs on financial management [1] - The overwhelming majority of respondents (78%) express that tariffs will create challenges in managing debt [1]