Company News - Apple has received FDA approval for its blood pressure detection feature on the Apple Watch, set to launch next week, compatible with Series 9, Series 10, Series 11, Ultra 2, and Ultra 3 models [5] - Giorgio Armani's will designates LVMH, EssilorLuxottica, and L'Oréal as preferred buyers for the company's equity [6] - Google Cloud has signed a £400 million contract with the UK Ministry of Defence to provide sovereign cloud services, ensuring secure infrastructure for information processing and supporting AI and cybersecurity tools [7] - The European Commission has accepted Microsoft's commitments to address competition issues related to its Teams platform, which was found to have an unfair competitive advantage due to bundling with productivity applications [8] - Rivian is recalling 24,214 R1S and R1T electric vehicles in the U.S. due to a software defect that may cause misidentification of vehicles by its highway assistance system [9] - VinFast has signed a memorandum of understanding with Vietmap to jointly develop integrated digital mapping solutions and smart traffic services for its electric vehicles [10]

报告行业投资评级 - 锌趋势强度为0，处于中性状态，取值范围在【-2,2】区间整数，-2表示最看空，2表示最看多 [3] 报告的核心观点 - 锌市场呈现累库持续状态，各指标有不同变化 [1] 根据相关目录分别进行总结 基本面跟踪 - 沪锌主力收盘价22250元/吨，较前日涨0.16%；伦锌3M电子盘收盘2887.5美元/吨，较前日涨0.72% [1] - 沪锌主力成交量93321手，较前日增加9597手；伦锌成交量7702手，较前日减少1578手 [1] - 沪锌主力持仓量100442手，较前日减少2612手；伦锌持仓量203552手，较前日增加2333手 [1] - 上海0锌升贴水-65元/吨，较前日增加5元/吨；LME CASH - 3M升贴水18美元/吨，较前日增加25.5美元/吨 [1] - 广东0锌升贴水-105元/吨，较前日减少5元/吨；进口提单溢价135美元/吨，较前日无变动 [1] - 天津0锌升贴水-85元/吨，较前日减少5元/吨；锌锭现货进口盈亏-2457.51元/吨，较前日减少112.13元/吨 [1] - ZN00 - ZN01为-65元/吨，较前日增加10元/吨；沪锌连三进口盈亏-2111.88元/吨，较前日减少55.89元/吨 [1] - 沪锌期货库存44925吨，较前日增加596吨；LME锌库存50625吨，较前日减少200吨 [1] - 1.0mm热镀锌卷含税4293元/吨，较前日无变动；LME锌注销仓单15200吨，较前日减少175吨 [1] - 上海Zamak - 5锌合金23355元/吨，较前日增加90元/吨；LME off warrant（T + 3）14057吨，较前日增加419吨 [1] - 上海Zamak - 3锌合金22805元/吨，较前日增加90元/吨；氧化锌≥99.7%为21300元/吨，较前日增加100元/吨 [1] 新闻 - 美国8月CPI同比增长2.9%，环比增长0.4%，核心CPI同比增长3.1%，环比增长0.3%，增速与华尔街预期和7月水平持平，推动物价上行的动力主要来自汽车和服务价格，交易员消化了美联储年底前降息三次的情景 [1] - 美国上周首申失业金人数增至26.3万，跃升至近四年高位，截至9月6日的一周较上月增加2.7万人，经济学家预测中值为略降至23.5万人，截至8月30日的一周续请失业金人数保持194万人不变 [1]

Group 1 - The initial jobless claims in the U.S. increased by 11,000 to 235,000 for the week ending August 16, marking the largest rise in nearly three months, indicating a potential increase in layoffs and a weakening labor market [1] - The U.S. Department of Labor reported that the average monthly job growth over the past three months was 35,000 positions, reflecting a trend of "low layoffs and weak hiring" as companies adjust to trade policies [1] - Continuing jobless claims rose by 30,000 to 1.972 million for the week ending August 9, reaching the highest level since November 2021 [1]

Group 1 - The core point of the article indicates that the number of initial jobless claims in the United States for the previous week was 235,000, which exceeded the forecast of 226,000 and the previous value of 224,000 [1]

Core Points - The number of initial jobless claims in the U.S. slightly decreased, indicating that despite reduced hiring by companies, there are no large-scale layoffs occurring [1][5] - The continuing claims for unemployment benefits also fell, suggesting that while job seekers are struggling to find work, the overall unemployment situation is stable [3][5] Group 1: Jobless Claims Data - As of the week ending August 9, initial jobless claims decreased by 3,000 to 224,000, which is in line with levels seen in November 2021 and below the expected 225,000 [1] - For the week ending August 2, continuing claims dropped to 1.953 million, lower than the expected 1.967 million and the previous 1.974 million [3] Group 2: Economic Indicators - Recent data indicates a cooling labor market, with July non-farm payrolls significantly below expectations and previous months' data revised down by 258,000 [5] - The overall Consumer Price Index (CPI) for July rose by 2.7% year-on-year, which was below expectations, leading to increased speculation about potential interest rate cuts by the Federal Reserve [5] - However, the core CPI for July reached its highest level since February, raising concerns for the Federal Reserve regarding inflation control [5] Group 3: Market Reactions - Following the release of jobless claims and inflation data, traders reduced their bets on interest rate cuts, leading to a decline in U.S. stock index futures and a rise in the dollar index and U.S. Treasury yields [5]

Core Insights - The number of individuals continuously claiming unemployment benefits in the U.S. has risen to the highest level since the end of 2021, indicating that it is taking longer for unemployed individuals to find new jobs [1] - As of the week ending May 31, the number of continuous unemployment claims reached 1.96 million, exceeding analysts' expectations [1] - Meanwhile, the number of initial unemployment claims remained unchanged from the previous week, slightly above expectations [1]

Group 1: Market Performance - Chinese assets experienced a significant surge, with the Nasdaq Golden Dragon China Index rising over 1.4% and leveraged ETFs gaining more than 3% [1][3] - Major Chinese concept stocks saw substantial increases, including Kingsoft Cloud up over 9% and Alibaba, NetEase, and Baidu rising over 1% [3] Group 2: U.S. Trade Data - The U.S. trade deficit in April recorded a historic decline of 55.5%, reaching $61.6 billion, the lowest level in 2023 [3][4] - Exports amounted to $289.37 billion, a 3% month-over-month increase, while imports fell sharply by 16.3% to $350.99 billion, marking the largest decline on record [4][6] Group 3: Employment Market Signals - Initial jobless claims in the U.S. rose to 247,000, the highest level since October 2022, indicating a cooling labor market [9][10] - The ADP report showed that private sector job growth slowed to just 37,000 in May, the lowest increase in over two years, suggesting a weakening employment landscape [13]