Core Viewpoint - The International Monetary Fund (IMF) has proposed a comprehensive strategy for Nigeria to address its economic challenges, recommending a dual approach of budget adjustments and targeted poverty alleviation to promote sustainable recovery [1][2]. Group 1: Economic Strategy - IMF suggests that the Nigerian government lower the benchmark oil price for the 2025 budget to mitigate risks associated with future oil price fluctuations [1]. - The IMF recommends that funds saved from fuel subsidy cuts, which account for approximately 2% of the 2024 GDP, be directed towards increasing cash transfers to the poorest segments of the population [1]. - This strategy aims to reduce fiscal vulnerability and effectively cushion the negative impacts of fuel subsidy reforms on vulnerable groups [1]. Group 2: Economic Forecast - According to the IMF's latest projections, Nigeria's economic growth rate is expected to reach 3.4% in 2025, followed by a slight slowdown to 3.2% in 2026 [1]. - The IMF has raised its forecast for annual crude oil production (including condensate) to 1.7 million barrels per day, reflecting cautious optimism regarding the gradual recovery of the energy sector [1]. Group 3: Monetary Policy - To effectively curb inflation and stabilize the foreign exchange market, the IMF emphasizes that the Central Bank of Nigeria must continue implementing tight monetary policies to ensure that real policy rates remain positive [2]. - This approach aims to rebuild investor confidence and help mitigate pressures on the local currency [2]. - The proposed "fiscal tightening + targeted poverty alleviation" dual strategy is designed to address Nigeria's fiscal vulnerability while providing direct assistance to alleviate the impact of reforms on the most vulnerable groups in society [2].

新华财经北京7月2日电比利时央行行长皮埃尔·温施于本周三指出，欧元区的通胀存在持续低于欧洲央 行设定的2%目标的风险。他认为，面对经济增长前景黯淡以及多重因素对通胀的压力，维持一个适度 的支持性货币政策立场是合理的。 温施还特别提到德国的大规模财政扩张计划，称其具有"颠覆性意义显著"，并相信有能力实施财政刺激 的国家将为经济带来重要提振。最近的欧元区采购经理指数（PMI）数据也显示出一定的乐观迹象，进 一步证明了他对未来经济发展的谨慎乐观态度。 （文章来源：新华财经） 尽管如此，欧洲央行预测从2025年第三季度起的18个月内，通胀将保持在目标之下，并预计到2027年初 才会回升至2%的目标水平。金融市场预期存款利率在今年内可能会降至1.75%。然而，温施对欧元区经 济的韧性持有信心，他认为不应过分担心降息过度的问题。 自去年六月以来，欧洲央行已累计降息200个基点至目前的"中性"利率水平2%，但温施认为，在当前经 济环境下，这一利率水平可能不足以应对挑战。他特别强调，如果经济复苏继续被推迟且产出长期低于 潜在水平，则提供额外的政策支持将是必要的。 此外，温施还提到了近期欧元兑美元汇率上升至1.18（这是自20 ...

新京报讯（记者熊丽欣 实习生张启扬）近日，一网友发布视频称，其在广东汕头南澳县云澳镇十里银 滩拍照时，遭一男子制止。该男子自称已承包该区域，不允许拍摄。7月2日，新京报记者从云澳镇政府 获悉，事发区域为公共开放式海滩，公众可自由进入游玩、拍照。目前，此事正在进一步调查处置中， 后续将由相关部门进行通报。 一段网络公开视频显示，在一处海滩，视频拍摄者准备拍照时，被身着白色上衣的男子上前制止。白衣 男子询问拍摄者是什么身份，承接商业拍摄订单是否已在市场监管局备案、完成缴税，并坚称自己"合 法承包"，"县政府、镇政府的批文我们都有"。当视频拍摄者要求查看批文时，该白衣男子摆手示意其 离开，并催促"拍完赶紧走"。该视频发布后引发网友质疑，作为开放式免费海滩，公共资源不应被私人 限制使用。 据媒体报道，此事发生于6月30日下午，地点位于十里银滩海马湾附近。视频拍摄者自称为游客，当天 约了摄影师进行旅拍，却遭白衣男子阻拦，对方表示"沙滩是他们承包的，不让拍"。 7月2日，云澳镇政府一名工作人员告诉记者，云澳镇此前确已将十里银滩承包出去。"但（承包方）只 有经营权，并不存在不允许公众在沙滩拍摄的情况。他（白衣男子）乱说的， ...

智信精密：股东张国军拟减持不超过1.86%股份 智通财经7月2日电，智信精密(301512.SZ)公告称，公司股东、董事张国军计划自公告披露之日起十五 个交易日后的三个月内，通过集中竞价或大宗交易的方式合计减持公司股份不超过99万股，占公司总股 本的1.8562%。减持原因为股东资金需求，减持股份来源为首次公开发行股票前持有的股份。 ...

Company Overview - Texas Instruments is one of the largest semiconductor companies globally, serving as a key chip supplier to manufacturers in various sectors including vehicles, smartphones, and data centers [1]. Global Presence - The company operates in more than 30 countries, highlighting its extensive global reach and influence in the semiconductor market [1].

| 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 02800 | 盈富基金 | 168930.04 | 167445.82 | 0.49 | | 01801 | 信达生物 | 107997.43 | 65111.55 | 1.15 | | 03690 | 美团-W | 297605.60 | 33808.84 | 0.56 | | 00981 | 中芯国际 | 327427.12 | 31778.77 | -2.57 | | 01053 | 重庆钢铁股份 | 372082.05 | 14480.05 | 91.11 | | 09992 | 泡泡玛特 | 72452.38 | 12269.52 | -3.15 | | 01530 | 三生制药 | 93771.70 | 10950.80 | 2.54 | | 00314 | 思派健康 | 167450.55 | 8001.87 | 8.62 | | 01788 | 国泰君安国际 | 287269.20 | -48.58 | 0.87 | | 0093 ...

道指跌0.02%，标普500指数跌0.08%，纳指跌0.07%。特斯拉(TSLA.O)开涨2.8%，公司二季度交付量略 低于预期，微软(MSFT.O)开跌0.47%，据悉其将在第二轮大规模裁员中裁减9000名员工。 "小非农"超预期爆冷 美三大股指小幅低开 ...

纳斯达克综合指数7月2日（周三）开盘下跌13.43点，跌幅0.07%，报20189.46点； 标普500指数7月2日（周三）开盘下跌6.50点，跌幅0.10%，报6191.51点； 道琼斯指数7月2日（周三）开盘下跌88.33点，跌幅0.20%，报44406.61点。 ...

Company Overview - Snap's shares increased by 7.6% to $9.35 in the last trading session, with a higher-than-average trading volume, compared to a 6% gain over the past four weeks [1] - The company is approaching its goal of 1 billion monthly active users (MAU), having surpassed 900 million MAU in April, with significant growth in markets like India, where MAU exceeded 250 million [2] Financial Performance - Snap is expected to report quarterly earnings of $0.00 per share, reflecting a year-over-year decline of 100%, while revenues are projected to be $1.34 billion, an 8% increase from the previous year [3] - The consensus EPS estimate for Snap has been revised 1.6% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [4] Industry Context - Snap operates within the Zacks Internet - Software industry, where Tuya Inc. also competes, having closed the last trading session at $2.33 with a -4.6% return over the past month [4] - Tuya's consensus EPS estimate remains unchanged at $0.03, representing a 25% decline compared to the previous year, and it holds a Zacks Rank of 1 (Strong Buy) [5]

Key Takeaways VRTX gains EU approval for Alyftrek to treat CF patients aged six and above with non-class I mutations. Alyftrek offers once-daily dosing and potential benefits over Trikafta, including improved CFTR function. Alyftrek sales reached $53.9M in Q1 2025, with management expecting stronger uptake in H2 2025.Vertex Pharmaceuticals (VRTX) announced that the European Commission has approved Alyftrek (deutivacaftor/tezacaftor/vanzacaftor) for treating people with cystic fibrosis (“CF”) aged six year ...