国际金价8月1日涨超1% 本周累计涨近2% 美国7月就业数据远不及预期，推高了市场对美联储的降息预期，而新的关税措施生效刺激了市场的避险需求，本周五国际金价上涨。截至收盘，纽约商 品交易所12月黄金期价收于每盎司3399.80美元，涨幅为1.53%，触及一周高点。本周国际金价累计上涨1.92%。 美国6月非农就业人数意外增长14.7万，这不仅高于5月的14.4万新增岗位，也大幅超越经济学家普遍预测的11万，显示美国劳动力市场成功抵御了特朗普 政府贸易和移民政策带来的不确定性。这一意外强劲的数据将减轻美联储的降息压力，尽管特朗普多次公开呼吁该行采取降息行动。美联储主席鲍威尔本 周表态称，7月降息"仍在考虑范围内"，这似乎扭转了他此前"维持利率不变至秋季"的立场。 美债收益率、美元跳水。现货黄金、现货白银短线拉升。 | < W | | | 美元指数 | | | | --- | --- | --- | --- | --- | --- | | | | | USDX.FX | | | | 99.0169 | | 前收 | 100.0654 | 开元 | 100.0560 | | -1.0485 -1.05% | | 卖 ...

巴勒斯坦伊斯兰抵抗运动（哈马斯）2日发表声明，回应美国中东问题特使威特科夫称哈马斯已"准备好解 除武装"的言论，表示哈马斯不会解除武装，直至建立一个独立、拥有完全主权的巴勒斯坦国。 当地时间8月2日，巴勒斯坦伊斯兰抵抗运动（哈马斯）发表声明强调，"除非全面恢复我们的民族权利，其中 最重要的是建立一个以耶路撒冷为首都、享有完全主权的独立的巴勒斯坦国，否则就不能放弃武装抵抗。" 声明称，只要以色列对巴勒斯坦领土的占领持续存在，抵抗运动及其武装手段就是巴勒斯坦民族应有的合法权 利。 据以色列媒体《国土报》2日报道，威特科夫当天现身以色列中部城市特拉维夫，与被扣押人员家属会面。威 特科夫提到，哈马斯表示已"准备好解除武装"，多个阿拉伯国家政府正要求哈马斯解除武装。 以色列总理内塔尼亚胡7月31日与到访的威特科夫会晤后，一名以色列高级官员向媒体吹风称，以美双方同 意，不再寻求就短期停火、部分被扣押人员获释达成协议，而是改为寻求一项全面方案，即解除哈马斯武装、 实现加沙地带"非军事化"并使所有被扣押人员获释。 据以色列《国土报》8月1日援引一名以方消息人士的话报道，以色列与哈马斯围绕加沙地带停火的谈判眼下难 以重启。 这 ...

1. 7月基金发行超900亿份，科创债ETF成亮点。 7月基金发行即将落幕，整体呈现回暖态势。从数据来看， 以基金成立日作为统计标准，7月已有115只新基金成立，合计发行份额超900亿份。在权益市场的提振和科 创债ETF等债券创新产品的激励下，7月股票和债券型基金的份额占比均有提升，仅混合型产品份额下降。在 业内人士看来，后续市场风险偏好仍有望处于上行阶段，权益类资产存在配置性价比。 2. 债市"冲击波"：谁在偷笑？谁在颤抖？基金公司打出应对"组合拳"。 股债"跷跷板"效应正持续发酵—— 股市、商品市场持续向好，债基却深陷泥沼，部分流出资金正进入权益市场。债券基金经理们开始多线发 力：降久期去杠杆，提前预防净值波动；紧盯散户情绪，做好流动性应对措施；挽留机构客户，缓解赎回压 力。 3. 54 只权益基金近一年业绩翻倍，广发基金上榜数量居首。 截至 7 月 25 日收盘的最近一年，市场上共有 54 只基金收益 率超过 100% ，其中，主动型基金有 34 只。权益投资能力突出的基金管理人也再度在本轮行情中交出了较为亮眼的投资 成绩单。以广发基金为例，在近一年收益率翻倍的 54 只基金中，广发基金旗下有 6 只产 ...

全球金融市场惊涛骇浪：美联储独立性面临严峻考验 全球金融市场遭遇剧烈震荡，其导火索是美联储理事阿德里安娜·库格勒（Adriana Kugler）的突然辞职。8月8日，库格勒正式辞去原本任期至2026年1月的职 位，比原计划提前五个月。这一事件，如同投下的一枚重磅炸弹，引发了连锁反应，最终导致美股蒸发万亿美元，美元暴跌，全球投资者信心严重受挫。 库格勒的辞职充满了扑朔迷离的疑云。其简短的辞职信中仅提及"重返大学任教"，并未解释提前离职的真正原因。 就在辞职前，她因"个人事务"缺席了本 周美联储的关键议息会议，未能参与关于是否降息的投票。 然而，美国总统特朗普却迅速抓住机会，公开指责美联储主席鲍威尔，并宣称库格勒与鲍威尔 存在分歧，这一说法与库格勒一贯的"鹰派"立场相悖，更增添了事件的神秘色彩。 | Stay Connected - Recent Postings - Calendar Publications Site Map - A-Z index - Careers FAQs Videos Contact | Search | | | | | | | Advanced | | --- | --- | --- ...

8月1日20时40分左右，金价快速飙升，现货黄金已涨破3340美元关口，日内涨幅超1.5%。 | W | | | 伦敦金现 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | SPTAUUSDOZ.IDC | | | | | 3340.300 | | 昨结 | 3289.710 | 总量 | | 0 | | +50.590 | +154% 一篇 | | 3289.830 | 现手 | | 0 | | 最高价 | 3340.893 | 持 仓 | 0 | 外 盘 | | 0 | | 最低价 | 3281.270 | 增 仓 | 0 | 内 盘 | | 0 | | 分时 | 五日 | EK | 高K | 月K | 車 名 | (0) | | 叠加 | | | | 均价:0.000 | | | | 3340.893 | | | | | 1.56%】卖一 3340.560 | | | | | | | | 2- 3340.300 | | | | | | | | 20:45 3340.213 20:45 3340.310 | 0 191 | | | | ...

Core Points - The sudden resignation of Federal Reserve Governor Adriana Kugler allows President Trump to appoint a new policymaker aligned with his views on interest rates sooner than expected [3][4] - Kugler expressed her honor in serving on the Federal Reserve Board during a critical time for achieving the dual mandate of lowering prices while maintaining a strong labor market [3] - The resignation is effective August 8, and Kugler will return to Georgetown University as a professor [5] Federal Reserve Context - Kugler's term was originally set to end in January 2026, and her departure marks a significant change in the Federal Reserve's composition [3][4] - Trump and his allies have been pressuring the Federal Reserve to lower interest rates, which has not occurred so far this year [3][9] - Following Kugler's resignation announcement, there was a notable increase in market bets on interest rate cuts, with traders fully pricing in two 25 basis point cuts this year [7] Market Reaction - The news of Kugler's resignation contributed to a rise in U.S. Treasury yields, particularly affecting the two-year note, which saw its largest drop since December 2023 [5] - The U.S. dollar index fell by over 1.38% on August 1, reflecting market sentiment regarding potential interest rate cuts [7][8] Political Implications - Trump expressed satisfaction with Kugler's resignation and suggested that Fed Chair Jerome Powell should also resign, indicating a desire for a shift in the Federal Reserve's leadership [11][12] - The pressure from Trump intensified after the Federal Reserve decided to maintain interest rates during a recent meeting, with no clear indication of a potential cut in the September meeting [9][12]

Employment Data Summary - In July 2025, the U.S. non-farm payrolls increased by 73,000, significantly below the expected 110,000, and the previous value was revised down from 147,000 to 14,000[1][11]. - The unemployment rate in July 2025 was 4.2%, matching expectations but up from the previous 4.1%[1][14]. - Average hourly earnings rose by 3.9% year-on-year, exceeding the expected 3.8% and revised from a previous increase of 3.7%[1][14]. Data Revision Insights - The June non-farm payrolls were revised down by a total of 258,000, with significant downward adjustments in government, leisure, and construction sectors, accounting for 90,000 of the total revision[2][12]. - The downward revision reflects the impact of tariffs on the U.S. economy, indicating a decline in the accuracy of the "birth-death model" used for employment predictions[2][5]. Sector Performance - In July, the financial activities, education, and healthcare sectors added 15,000, 79,000, and 16,000 jobs respectively, showing stability in service sector demand[3][27]. - The goods-producing sector continued to show negative job growth for three consecutive months, indicating weak production intentions among businesses[3][28]. Labor Market Dynamics - The labor force participation rate fell to 62.2% in July, down from 62.3% in June, with a notable decline in employment willingness among younger demographics[4][35]. - The number of unemployed individuals increased by 221,000 in July, contributing to the rise in the U3 unemployment rate to 4.2%[4][35]. Economic Outlook - The Federal Reserve is expected to initiate rate cuts, with market predictions indicating three rate cuts in 2025, starting in September with an 83.4% probability[5][26]. - The overall economic environment remains challenging, with the second quarter GDP growth at 3.0%, driven by a "import rush" effect, but core GDP growth showing signs of decline[5][23].

根据俄罗斯航空运输署8月2日公布的消息，俄罗斯萨马拉机场暂时停止起降航班。 点击关键字可查看 来源：央视新闻 责编：叶舒筠 校对：杨立林 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 周末重磅！市场监管总局发布！ 丨 丨 1死1伤，自动辅助驾驶导致车祸！特斯拉被裁定赔偿2.43 亿美元！马斯克发声 丨 美联储，重大变动！ 丨 "黑天鹅"来袭！全线下跌！ 丨 数据"爆冷"！降息概 率大增？深夜，美股跳水，黄金拉升！ 丨 定调！央行，重磅会议！ 丨 宗馥莉，首战输了？不得挪 用18亿美元资产！ 丨 格力电器严正声明！ 丨 事关IPO！港交所，重磅新规！ 丨 美团、饿了么、京 东，最新发声！ 丨 A股，午后突发！韩国股市暴跌！ 丨 芯片大消息！直线拉升！ 丨 全线下挫！特 朗普，突发！ 证 券 时 报 新 媒 体 矩 阵 海 15 王崇 数据5 ULL ...

【导读】美联储理事库格勒将辞职，为特朗普任命新人腾出席位 中国基金报记者 泰勒 大家周末好！关注一下美联储突然发生的人事变动。 美联储理事库格勒突然辞职 8月2日消息，美联储理事阿德里安娜·库格勒将从央行理事会的职位上卸任，美联储周五宣布了这一消 息，这将让特朗普比预期更早地有机会任命一名符合他利率观念的新政策制定者。 库格勒在递交给特朗普的辞职信中写道："能够在美联储理事会任职，是我一生的荣耀，尤其是在这个 关键时期，有幸参与实现我们的双重使命——降低物价，同时保持强劲而有韧性的劳动力市场，我感到 非常荣幸。" 库格勒的理事任期原本要到2026年1月才结束。 库格勒自2023年9月起担任美联储理事，是首位进入美联储理事会的西班牙裔政策制定者，实现了民主 党多年来呼吁在美联储任命西裔成员、提升多样性的目标。 在加入美联储之前，这位哥伦比亚裔美国经济学家曾担任美国驻世界银行代表，并在奥巴马政府时期担 任劳工部首席经济学家。 美联储表示，她的辞职将于8月8日生效。她将重返乔治城大学担任教授。 周五早些时候，美国疲软的就业数据推动美债走高，而库格勒辞职的消息使得美债涨势进一步扩大。两 年期国债收益率一度大跌，创20 ...

Core Insights - The Bank of England has been in a rate-cutting cycle for a year, yet households are facing the highest borrowing costs in a generation, leading to a significant reduction in overall spending [1] - Total annual spending by UK households has decreased by £11 billion (approximately $14.5 billion) compared to July of the previous year [1] - The decline in spending is attributed to reduced savings returns due to lower interest rates and many homeowners not yet benefiting from the rate cuts due to existing high-rate mortgage agreements [1] Group 1 - The Bank of England has cut interest rates four times in the past year, but the impact on consumer spending remains limited [1] - The reduction in household spending is primarily due to the negative effects on savers and the delayed benefits for mortgage holders [1] - Economic conditions such as stagnant real wage growth and tightening fiscal policies are expected to continue suppressing consumer spending in the coming years [1]