【环球时报综合报道】据韩联社24日报道，韩国政府拟将规模超1000亿美元的韩企对美投资计划当作经 贸谈判筹码，投资金额日后可能会进一步增加。韩国《每日经济》称，日本日前与美国达成关税下调协 议对韩国构成巨大压力，若未能达成类似协定，韩国在全球汽车市场的竞争力可能受损。 报道称，韩方经贸磋商代表团原计划在定于25日的韩美"2+2"经贸磋商中提出上述韩企投资计划，但经 贸磋商因美国财长贝森特临时的紧急日程安排被取消。有韩媒猜测或许美国在以此对韩施压。 在关税磋商之前，韩国政府与包括三星、SK、现代汽车、LG在内的多家企业接触，汇集了各方对美投 资计划。截至目前，这些企业所承诺的投资金额达1000多亿美元。鉴于这笔金额仅包含企业自主制定的 投资计划，若政府运用政策性融资手段，投资规模可能进一步增加。 日本政府此前在关税谈判中承诺设立规模5500亿美元的基金用于对美直接投资，以此换取美方对日关税 税率由25%降至15%。韩媒称，韩国政府也在考虑设立投资基金的方案，还可能谋求通过进出口银行、 产业银行、贸易保险公社、韩国投资公社等机构筹资的方案。 另据彭博社24日报道，美国总统特朗普当地时间23日表示，在8月1日的最后 ...

市场消息：美国和韩国已讨论设立一个基金，用于投资美国项目，作为贸易协议的一部分。 ...

据韩国政府官员，美国要求韩国建立一个规模达数十亿美元的投资基金，以支持美国制造业。（韩国 《朝鲜日报》） ...

Group 1: Hot News - The US economy contracted for the first time since 2022 in Q1, with annualized inflation-adjusted GDP down 0.3%, far below the average growth rate of about 3% in the past two years. Net exports dragged GDP by nearly 5 percentage points, and consumer spending grew at only 1.8%, the weakest since mid-2023. Business equipment spending was the only bright spot, growing at an annualized rate of 22.5% [3] - In April, China's manufacturing PMI was 49.0%, down 1.5 percentage points from the previous month. Non-manufacturing PMI and composite PMI were 50.4% and 50.2% respectively, remaining in the expansion range. High-tech manufacturing and related industries continued to expand, and manufacturing enterprises focusing on domestic sales had stable production and operations [3] - The US and Ukraine jointly created the Ukraine Reconstruction Investment Fund. The ownership and control of resources in Ukraine remain with Ukraine. The fund will be jointly managed by the two countries with a 50:50 ratio, and neither has a dominant voting right. The fund will be filled entirely by new license revenues [4] - OPEC+ announced that 8 participating countries will increase production by 411,000 barrels per day in June. The gradual increase may be suspended or reversed depending on market conditions [4] - US employment growth was strong in April, with non-farm payrolls increasing by 177,000 (expected 130,000), and the unemployment rate remaining stable at 4.2%, indicating that the uncertainty of Trump's trade policy has not significantly affected recruitment plans [4] Group 2: Commodity Market - The capital proportions of different commodity sectors are as follows: non-metallic building materials 2.52%, precious metals 29.74%, oilseeds 12.51%, soft commodities 3.18%, non-ferrous metals 19.54%, coking coal and steel minerals 12.98%, energy 2.70%, chemicals 12.36%, grains 1.91%, and agricultural and sideline products 2.56% [5] - Key commodities to focus on include urea, crude oil, plastic, glass, and lithium carbonate [6] Group 3: Asset Performance - The daily, monthly, and annual percentage changes of major indices are as follows: Shanghai Composite Index -0.23%, 0.00%, -2.17%; SSE 50 -0.47%, 0.00%, -1.92%; CSI 300 -0.12%, 0.00%, -4.18%; CSI 500 0.48%, 0.00%, -1.64%; S&P 500 0.15%, 1.46%, -3.93%; Hang Seng Index 0.51%, 1.74%, 12.19%; Germany DAX 0.32%, 3.77%, 17.26%; Nikkei 225 0.57%, 2.18%, -7.68%; UK FTSE 100 0.37%, 1.19%, 5.18% [8] - The performance of major commodities shows different trends, such as WTI crude oil -3.69% daily, -1.63% monthly, -20.41% annually; London spot gold -0.85% daily, -1.45% monthly, 23.49% annually; LME copper -3.34% daily, 2.64% monthly, 6.65% annually [8]

Core Insights - The Oman Investment Authority and the Algerian Ministry of Finance have signed a preliminary agreement to establish an investment fund worth $298.8 million [1] Group 1 - The investment fund aims to enhance economic cooperation between Oman and Algeria [1] - This agreement marks a significant step in fostering bilateral investment opportunities [1] - The fund is expected to focus on various sectors to drive growth and development in both countries [1]

乌克兰总理：未来的美国援助可以被视为美国对协议下投资基金的贡献。 ...