日本传出重磅消息！ 据7月23日最新消息，日本首相石破茂将在8月结束前正式表明辞职意向。该消息传出后，日本股市涨幅扩大， 截至券商中国记者发稿，日经225指数涨超3%。 石破茂将表明辞职意向 据央视新闻报道，当地时间7月23日，总台记者获悉，日本首相石破茂称，将在8月结束前正式表明辞职意向。 石破茂向周围人士透露，自民党将于8月汇总参议院选举情况相关报告，他本人计划在8月结束前宣布辞职，已 基本确定该意向 。 日本自民党和公明党组成的执政联盟20日在日本第27届参议院选举中落败后，石破茂内阁的支持率跌至新低， 自民党内开始出现要求首相、自民党总裁石破茂辞职的呼声。 此前，在7月20日举行的日本第27届参议院选举中，由自民党和公明党组成的执政联盟丧失参议院过半数议 席。这是自1955年以来，自民党作为执政党首次在国会众参两院都未能取得过半数席位。 特朗普在其社交平台"真实社交"上发文称，美国刚刚与日本达成了一项"巨大的"协议，可能是有史以来最大的 一项。他表示，按照其指示，日本将向美国投资5500亿美元，美国将获得其中90%的利润。这项协议将创造数 十万个就业岗位。特朗普还称，或许最重要的是，日本将开放其市场进 ...

Core Viewpoint - The recent preliminary trade agreement between the US and Japan has surprised investors positively, providing a boost to the Japanese market amidst political uncertainty and acting as a catalyst for global risk assets [1][2]. Trade Agreement Details - The US has set tariffs on Japanese goods at 15%, significantly lower than the previously threatened 25%, which is expected to alleviate potential risks to global supply chains and reduce pressure on corporate earnings [1][2]. - The agreement includes a commitment from Japan to open its market further to US products, including automobiles and agricultural goods, alongside a promise of $550 billion in investments [2][4]. Market Reactions - Analysts predict a bullish sentiment in Japanese and Asian stock markets due to the unexpected favorable outcome of the trade agreement, which is seen as a positive shift in risk sentiment globally [3][5]. - The automotive sector is expected to benefit significantly, as the reduced tariff rate from 25% to 15% alleviates previous negative impacts on profitability [5][6]. Political Implications - The agreement comes at a time when Japanese Prime Minister Shinzo Abe is facing pressure to resign following a poor performance in the recent Senate elections, raising questions about his leadership [2][4]. - The trade deal is viewed as a potential lifeline for Abe, providing a positive narrative amidst political challenges [4][5]. Economic Outlook - The reduction in tariffs is anticipated to improve Japan's economic outlook, although concerns remain regarding the long-term implications of increased government spending and potential capital outflows due to the investment commitments [5][6]. - The bond market may experience upward pressure on yields due to heightened volatility and concerns over Japan's fiscal health, despite the immediate positive sentiment from the trade agreement [3][5].

日本经济再生大臣赤泽亮正：最新的贸易协议未包含任何关于国防预算的内容。 ...

Group 1 - The core viewpoint of the news is that the United States and Japan have reached a significant trade agreement, with Japan making substantial concessions to the U.S. [1][3] - U.S. President Trump announced that the tariff rate on Japan will decrease from 25% to 15%, and Japan is expected to invest $550 billion in the U.S., with the U.S. receiving 90% of the profits from this investment [3] - The agreement is projected to create hundreds of thousands of jobs in the U.S. and will open up trade in various sectors, including automobiles, rice, and other agricultural products [3] Group 2 - Japanese Economic Revitalization Minister Akira Amari expressed gratitude for the negotiation efforts and celebrated the completion of the task, although some Japanese citizens expressed dissatisfaction with the perceived concessions made by their government [1][4] - There is a sentiment among some Japanese netizens that the agreement represents a one-sided concession, questioning the success of the negotiations and suggesting that it might have been better to maintain the original 25% tariff [4]

摘要今日周二（7月22日)亚盘时段，伦敦金目前交投于3420.99美元附近，截至发稿，伦敦金暂报 3424.74美元/盎司，跌幅0.19%，最高上探3438.54美元/盎司，最低触及3420.79美元/盎司。目前来看， 伦敦金短线偏向看跌走势。 今日周二（7月22日)亚盘时段，伦敦金目前交投于3420.99美元附近，截至发稿，伦敦金暂报3424.74美 元/盎司，跌幅0.19%，最高上探3438.54美元/盎司，最低触及3420.79美元/盎司。目前来看，伦敦金短线 偏向看跌走势。 【要闻速递】 美国总统特朗普称，美国刚刚与日本达成了一项规模庞大的协议，该协议堪称有史以来规模最大的协议 之一。 尤为重要的是，日本将开放其国家贸易，涉及领域广泛，包括汽车、卡车、大米以及部分其他农产品等 各类商品。同时，日本将向美国支付15%的对等关税。 特朗普强调，对于美国而言，这是一个令人无比激动的时刻，而且美国与日本将继续保持良好关系。 【最新伦敦金行情解析】 从当前盘面走势分析，早间金价小幅冲高后，在3401附近的隔夜阻力位承压回落，展开技术性修正。早 间提及的两大关键支撑区域——布林线中轨3386附近及趋势线衍生支撑3 ...

在美国总统特朗普宣布贸易协议后，菲律宾股市上涨。 ...

Report Overview - Report Date: July 23, 2025 [1] - Report Title: "Soybean Meal: Market sentiment is strong, and the market fluctuates strongly; Soybean No.1: Technically fluctuates strongly" [1] - Analyst: Wu Guangjing [1] Industry Investment Rating - Not provided in the report Core Viewpoints - The market sentiment of soybean meal is strong, and the market fluctuates strongly; the technical aspect of soybean No.1 fluctuates strongly [1] - The core factors affecting soybean prices in the near term are Sino-US trade dynamics and weather conditions [3] Summary by Directory 1. Fundamental Tracking Futures - DCE Soybean No.1 2509: The daytime closing price was 4,232 yuan/ton, up 56 yuan (+1.34%); the night session closing price was 4,241 yuan/ton, up 28 yuan (+0.66%) [1] - DCE Soybean Meal 2509: The daytime closing price was 3,086 yuan/ton, up 27 yuan (+0.88%); the night session closing price was 3,092 yuan/ton, up 16 yuan (+0.52%) [1] - CBOT Soybean 11: The price was 1,026 cents/bushel, down 0.75 cents (-0.07%) [1] - CBOT Soybean Meal 12: The price was 286.9 dollars/short ton, up 2 dollars (+0.70%) [1] Spot - Shandong: The price of soybean meal (43%) was 2,930 - 2,950 yuan/ton, M2509 + 0/+30, basically flat to up 20 yuan compared to the previous day [1] - East China: The price of soybean meal in Taizhou Huifu was 2,910 yuan/ton, up 10 yuan compared to the previous day [1] - South China: The price of soybean meal was 2,930 - 2,970 yuan/ton, M2601 + 90, down 20 yuan to up 20 yuan compared to the previous day [1] Main Industry Data - Trading volume: The trading volume of soybean meal was 12.15 million tons/day, compared with 14.95 million tons/day two days ago [1] - Inventory: The inventory of soybean meal was 90.83 million tons/week, compared with 84.29 million tons/week two days ago [1] 2. Macro and Industry News - On July 22, CBOT soybean futures closed lower. The good weather in the US Midwest boosted the crop yield outlook, putting pressure on prices [3] - Sino-US trade negotiations are about to resume, which improves market sentiment and provides support [3] - The US Treasury Secretary announced that he will meet with the Chinese Finance Minister in Stockholm next week to discuss the possibility of reaching a trade agreement before August 12 to avoid the implementation of high tariffs [3] - The market is also waiting to see if the US will implement the tariff deadline for global trading partners on August 1 [3] 3. Trend Intensity - The trend intensity of soybean meal is +1; the trend intensity of soybean No.1 is +1 (only referring to the price fluctuation of the main contract in the daytime session on the report day) [3]

日本汽车股集体走强。丰田汽车、本田汽车、日产汽车三大车企股价同步拉升。 受到相关消息影响，今天（7月23日）上午日本股市大涨，日经225指数盘中站上40000点整数关 口。 日经 225 N225 40811.77 今开 40189.18 最高 40850.70 最低 40087.86 -- 振幅 1.92% 2.61% 1036.85 总量 昨收 39774.92 52周高 40852.54 52周低 30792.74 相关基金 日经 ETF 1.152 2.49% 跟踪误差 2 0.69% > 分时 五日 日K (0) 均价：40640.44 最新：40811.77 1036.85 2.61% 40850.70 2.70% wn a ma 20771-92 38699.14 -2.70% 成交量 ▼ 0 分时量:0 - 现量: -- 2025.07. 23 本文字数：199，阅读时长大约1分钟 据央视新闻消息，当地时间7月22日，美国总统特朗普通过社交媒体宣布美国与日本达成贸易协议： 对日 关税税率为15%及日本5500亿美元对美投资 。 | | 2786.0 +289.5 +11.60% | | | | ...

Group 1 - The US and Japan have reached a trade agreement, reducing the reciprocal tariff rate from 25% to 15%, with Japan committing to invest $550 billion and open its agricultural market, including rice [1] - Following the announcement, the Japanese stock market experienced a significant surge, with the Nikkei 225 index surpassing the 40,000-point mark, showing an intraday increase of over 2% [2] - The Tokyo Stock Exchange index also saw a notable rise, breaking the 2,900-point threshold with an increase exceeding 2.4% [4] Group 2 - Japanese automotive stocks were the highlight of the market surge, with Mazda's stock rising over 17%, Subaru's over 14%, Toyota's over 10%, Honda's over 9%, and Nissan's over 9% [5] - The automotive sector is crucial to Japan's economy, and the previous announcement of a 25% tariff on Japanese automotive exports had been a significant point of contention in US-Japan trade negotiations [5]

Core Viewpoint - The article discusses the recent trade agreement between the United States and Japan, which includes a reduction in tariffs and significant Japanese investment in the U.S. [1] Group 1: Trade Agreement Impact - The U.S. and Japan have reached a trade agreement that lowers the reciprocal tariff rate from 25% to 15% [1] - Japan is set to invest $550 billion in the U.S. and will open its market for rice and other agricultural products [1] Group 2: Market Reaction - Following the announcement, the Japanese stock market experienced a significant surge, with the Nikkei 225 index surpassing the 40,000-point mark, showing an intraday increase of over 2% [2][4] - Major automotive stocks in Japan saw substantial gains, with companies like Mazda, Subaru, Toyota, Honda, and Nissan reporting increases of over 9% to 17% [10] Group 3: Sector Performance - The automotive sector was highlighted as a key driver of the market rally, with collective gains among major car manufacturers [9][10] - Other large companies in Japan, including TDK, Yamaha, and Panasonic, also saw their stock prices rise significantly [6]