以色列央行行长：由于地缘政治局势的发展，经济预测存在上行和下行的双重风险。 ...

以色列央行：过去12个月的通胀率已降至3.1%，但仍高于目标区间的上限。以色列央行员工预测，以 色列经济将在2026年增长4.6%（此前预测为4.0%）。 ...

招证银行金融数据前瞻 6 月社融货币预测 总量研究/银行 2025 年 6 月，我们预期当月全口径人民币贷款增量 1.80 万亿（同比少增 0.33 万亿元），其中社融口径信贷增量 1.80 万亿（同比少增 0.39 万亿元）。预期 当月社融增量 3.61 万亿，同比多增 0.31 万亿；其中政府债增量 1.40 万亿元， 同比多增 0.55 万亿元。预期社融余额增速 8.7%，环比上月回升 0.02pct；预期 新口径 M1 增速 2.5%，环比上月回升 0.22pct；M2 增速 8.3%，环比上月回升 0.44pct。 ❑ 风险提示：金融让利，息差收窄；经济恢复不及预期，资产质量恶化等。 证券研究报告 | 行业点评报告 2025 年 07 月 07 日 推荐（维持） 行业规模 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 41 | 0.8 | | 总市值（十亿元） | 11334.5 | 12.6 | | 流通市值（十亿元） | 10731.4 | 13.1 | 文雪阳 S1090524110001 行业指数 % 1m 6m 12m 绝对表现 7.3 22.5 ...

智通财经7月7日电，巴西经济学家预测2025年通胀率为5.18%，前值为5.2%。 ...

Macro Liquidity - The US dollar index continued to decline, and the degree of "inversion" in the China-US interest rate spread deepened. Both nominal and real yields on 10-year US Treasuries rose, indicating a rebound in inflation expectations [1][6] - Offshore dollar liquidity has marginally tightened, while the domestic interbank funding situation remained overall balanced, with a slight widening of the yield spread between 10-year and 1-year bonds [1][6] Market Trading Activity - Overall market trading heat has decreased, with most major indices experiencing a decline in volatility. Sectors such as light industry, military industry, textile and apparel, chemicals, retail, machinery, computers, pharmaceuticals, steel, and telecommunications are all above the 80th percentile in trading heat [2][6] - The liquidity indicators in the market have also receded, with the non-ferrous metals sector's liquidity indicators above the 50th historical percentile [2][11] Analyst Forecasts - Analysts have adjusted the net profit forecasts for the entire A-share market for 2025/2026, with sectors such as steel, retail, machinery, electric power, media, non-ferrous metals, and utilities seeing upward revisions [2][4] - The proportion of stocks with upward revisions in net profit forecasts for 2025/2026 has increased, while the proportion of stocks with downward revisions has decreased [4][16] - The net profit forecasts for the ChiNext Index and the SSE 50 have been raised, while those for the CSI 300 have been lowered. The CSI 500's forecasts have seen mixed adjustments [4][16] Northbound Trading - Northbound trading activity has decreased, with an overall net sell-off of A-shares. The average daily trading volume for northbound trading has also declined [3][5] - Northbound funds have primarily net bought sectors such as electric power and utilities, and electronics, while net selling occurred in sectors like computers, media, food and beverage, agriculture, and home appliances [3][5] Margin Financing - Margin financing activity has slightly decreased but remains at a high point since late March 2025. The net buying in margin financing was 12.607 billion yuan, with significant net purchases in sectors like electronics, military, chemicals, and electric power [4][6] - The proportion of financing purchases in sectors such as non-ferrous metals, real estate, telecommunications, and military has increased, with non-ferrous metals and telecommunications above the 50th historical percentile [4][8] Fund Activity - The positions of actively managed equity funds have decreased, with overall net redemptions in ETFs, primarily from institutional ETFs. Active equity funds have increased positions in sectors like military, telecommunications, computers, and pharmaceuticals, while reducing positions in agriculture, retail, and consumer services [4][8] - Newly established equity funds have seen a significant decline in scale, with both active and passive equity fund sizes decreasing [4][8]

根据TrendForce集邦咨询旗下显示器研究中心《 TrendForce 2025面板价格预测月度报告 》最新调研 数据，2025年7月，电视面板价格继续下探，显示器与笔记本面板价格仍将持平。具体内容如下： * 版权声明：集邦咨询显示器研究中心面板价格，欢迎转发分享，请注明出处 电视面板 | 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | TEE | 흥 | 均价 | 与前月差异(%) | | | 电视 | eenw | 3840x2160 | Open-Cell | I ea | 178 | 174 | -2.0 | -1.1% | | | ER .. M | 3840x2160 | Open-Cell | IIa | 127 | 124 | -2.0 | -1.6% | | | 43"W | 1920x1080 | Open-Cell | 62 | ୧୨ | 64 | -1.0 | -1.5% | | | M.ZE | 1366x ...

根据TrendForce集邦咨询旗下显示器研究中心《 TrendForce 2025面板价格预测月度报告 》最新调研数据， 2025年7月，电视面板价格继续下探，显示器与笔记本价格仍持平。 具体内容如下: | 电视 | ee" w | 3840x2160 | Open-Cell | I ea | 178 | 174 | -2.0 | -1.1% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | SE .. M | 3840x2160 | Open-Cell | 119 | 127 | 124 | -2.0 | -1.6% | | | 43"W | 1920x1080 | Open-Cell | 62 | ર્સ | 64 | -1.0 | -1.5% | | | M.ZE | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | -1.0 | -2.8% | | | | | 1 | | | | | | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65. ...

【环球时报特约记者 晨阳 郑凯】编者的话：7月5日已经过去了，最近在网络上热传的"日本7月5日发生 毁灭性大地震"的预言并没有成真，这不仅让忙着辟谣的日本政府松了一大口气，也让外界更加关心一 个话题：预测地震为何这么难？ 7 月 5 日大地震传闻源自漫画家的梦？ 此前有关"日本7月5日将发生毁灭性大地震"的传言在国外社交平台上疯传，以至于近日赴日本的游客数 量都大幅减少，5日当天数十万日本民众彻夜不睡防范大地震。 然而相关传闻的来源并非科学家的预测，而是来自日本漫画家龙树谅在1999年出版的《我所看见的未 来》一书，书中记录了龙树谅多个"预言梦"。其中一则"2011年3月将有大灾难"的"预言"与2011年3月11 日东日本大地震时间巧合，因此书中其他相关"预言"引发关注并广泛传播。而"日本将于2025年7月5日 发生毁灭性大地震"就是该系列"预言"之一。据《时代周刊》报道，龙树谅于2021年重新出版的《我所 看见的未来》中描述说，7月5日凌晨4时18分将发生毁灭性地震，"将有一场巨大的海啸席卷太平洋国 家，危害相当于2011年东日本大地震的3倍"，"日本列岛的太平洋一侧会有1/4到1/3被大海啸吞噬"。 由于 ...

作者 | 第一财经 潘寅茹 2025.07. 06 本文字数：1665，阅读时长大约3分钟 周末，一场关于地震的谣言搅动日本。 综合新华社、央视新闻报道，7月4日开始，"日本将发生毁灭性地震"的消息，逐渐霸榜社交媒体平 台。 传言缘起日本漫画家龙树谅1999年出版的《我所看见的未来》中描绘的梦境："日本2025年7月5日 凌晨4时18分将发生大地震。" 就在7月5日凌晨4时，近25万人蹲点观看了日本全国紧急地震速报进行的视频直播，日本气象厅网 站也一度因访问人数过多而瘫痪。不过，"毁灭性大地震"并没有应验，当天仅日本鹿儿岛县吐噶喇 列岛附近海域发生5.4级地震。 事后，包括日本政府、气象厅等官方机构接连出面辟谣。 不过，受到"末日地震"谣言的影响，亚洲多国民众近期赴日旅游意愿下降。野村综合研究所首席经 济专家木内登英预估，谣言的外溢效应，至少会对日本造成5600亿日元（约合人民币258.7亿元） 的经济损失。 政府与科学机构接连辟谣 据央视新闻报道，5日上午日本气象厅召开发布会，再次强调"7月5日大地震"纯属谣言，地震无法 精确预测，呼吁民众回归理性。 东京大学退休教授罗伯特·盖勒也强调，"地震预测仍是世界难 ...

Core Viewpoint - A rumor about a catastrophic earthquake in Japan on July 5, 2025, caused significant public concern and impacted tourism, despite no such event occurring [1][3] Group 1: Rumor and Its Impact - The rumor originated from a manga published in 1999, predicting a devastating earthquake, leading to over 250,000 people watching live earthquake reports [1] - The economic loss due to the rumor is estimated at 560 billion yen (approximately 25.87 billion RMB) due to decreased tourism interest [1] Group 2: Official Responses - The Japan Meteorological Agency (JMA) held a press conference to clarify that the earthquake prediction was unfounded and emphasized the unpredictability of earthquakes [3][4] - Official statements from JMA and other institutions highlighted that the recent seismic activity in the Kagoshima area is unrelated to the rumors and is part of normal volcanic activity [3][4] Group 3: Seismic Activity and Predictions - Between June 21 and July 5, there were at least 1,329 small earthquakes in the Kagoshima region, with the largest being 5.5 magnitude [3] - JMA reported a 4.8 magnitude earthquake on July 6, with no tsunami risk, and reiterated that predicting earthquakes accurately remains a challenge [4][5] Group 4: Broader Natural Disaster Context - Japan faces ongoing threats from extreme weather events, including typhoons and heatwaves, exacerbated by climate change [5] - The government has assessed an 80% probability of an 8.0 magnitude earthquake occurring in the next 30 years, based on geological data [5] Group 5: Safety Measures - The Chinese Embassy in Japan advised citizens to be aware of natural disaster risks and to follow safety protocols during extreme weather [6]