国内市场综述 量价齐升 震荡上扬 周二（7 月 29 日）大盘量价齐升，震荡上扬。截至收 盘， 上证综指收于 3609.71 点，上涨 0.33%；深成指 收于 11289.41 点，上涨 0.64%；科创 50 上涨 1.45%； 创业板指上涨 1.86%，万得全 A 成交额共 18293 亿元， 较前一日有所上升。 行业方面，30 个中信一级行业有 15 个行业上涨，其 中通信、钢铁及医药涨幅居前，而农林牧渔、银行及 家电则跌幅较大。概念方面，CRO、光模块 CPO 及西藏 振兴等指数表现活跃。 海外市场综述 美国三大股指全线收跌，道指跌 0.46% 周二美国三大股指全线收跌，道指跌 0.46%，标普 500 指数跌 0.3%，纳指跌 0.38%。联合健康跌超 7%，波音 跌超 4%，领跌道指。万得美国科技七巨头指数跌 0.59%， 脸书跌超 2%，特斯拉、苹果跌超 1%。中概股多数下跌， 小马智行跌逾 8%，理想汽车跌逾 6%。 新闻精要 风险提示 1.稳增长力度不及预期； 2.地缘冲突升级。 分析师：彭竑/钟哲元 登记编码：S1490520090001/ S1490523030001 邮箱：pengh ...

波音高管重申预期其商业部门今年将继续亏损。 ...

诺和诺德跌超21%，公司下调2025年展望；波音涨逾1%，公司第二季度营收同比增长35%；联合健康集 团跌逾5%，下调医疗保险目标范围。 （持续更新中……） 21:30 美股开盘丨三大指数高开 诺和诺德跌超21% | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 英国富时100 | 9147.10 | 65.66 | 0.72% | | 法国CAC40 | 7905.45 | 104.57 | 1.34% | | 德国DAX | 24274.27 | 303.91 | 1.27% | | 意大利富时Ml 41342.34 | | 610.00 | 1.50% | | 欧元区STOXX 5401.09d | | 63.51 | 1.19% | 道指涨0.08%，纳指涨0.52%，标普500指数涨0.26%。诺和诺德跌超21%，公司下调2025年展望；波音 涨逾1%，公司第二季度营收同比增长35%；联合健康集团跌逾5%，下调医疗保险目标范围。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | ...

从中证高端制造50指数持仓的市场板块来看，深圳证券交易所占比52.19%、上海证券交易所占比 47.81%。 从中证高端制造50指数持仓样本的行业来看，工业占比37.06%、信息技术占比30.98%、医药卫生占比 13.98%、可选消费占比12.66%、通信服务占比5.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界7月29日消息，上证指数低开高走，中证高端制造50指数 (高端造50，932025)报1492.82点。 数据统计显示，中证高端制造50指数近一个月上涨10.15%，近三个月上涨13.05%，年至今上涨6.21%。 据了解，中证高端制造50指数，选取信息技术、通信设备、电力设备、航空航天与国防、机械制造、医 药卫生、环保、汽车及零配件、油气开采等行业的50只有代表性的上市公司证券 ...

波音2025年Q2营收227.5亿美元，去年同期168.66亿美元，市场预期218.44亿美元。 本文源自：金融界AI电报 ...

印度尼西亚国防部宣布，印尼已与土耳其签订合同，向土方购买48架"可汗"战机。两国于26日在土耳其 伊斯坦布尔举行的国际国防工业博览会上签订了相关"执行合同"。声明未披露交易金额和交付时间等合 同细节。(人民财讯) ...

消息人士：波音(BA.N)、萨博正与英国BAE系统公司就潜在合作进行谈判，以参与英国更换鹰式 （Hawk）军用教练机的竞争。 ...

Core Points - The U.S. Department of Defense has accepted a Boeing 747-8 luxury aircraft gifted by Qatar, which is to be upgraded as "Air Force One" for Trump [1] - A budget of $934 million has been reallocated from nuclear missile maintenance to fund the modification of the new "Air Force One" [1][3] - The "Sentinel" program, aimed at modernizing ICBM launch facilities, has seen its costs balloon from an initial estimate of $96 billion to nearly $141 billion, triggering scrutiny [3][4] - The Air Force Secretary acknowledged that some funds from the "Sentinel" project were temporarily diverted for the new "Air Force One" but assured that this would not delay the project [4] Financial Implications - The modification costs for the new "Air Force One" are estimated to be less than $400 million, although some experts suggest it could reach $1.5 billion [4] - The reallocation of $934 million has raised concerns among Congress members regarding ethical implications and the credibility of the government [4][5] Political and Ethical Concerns - The acceptance of a foreign gift as "Air Force One" has sparked debates over potential conflicts of interest and ethical issues [5] - Trump defended the acceptance of the aircraft, claiming it was a gift to the U.S. Department of Defense and not personally to him [5]

Group 1 - The article discusses the recent trade agreements between the US and Japan, Indonesia, and the Philippines, highlighting the reduction of tariffs and Japan's commitment to invest $550 billion in key industries [51][52] - The article notes that developed markets have generally seen an increase, with the Nikkei 225 rising by 4.1% and the S&P 500 by 1.5% [4][80] - The article mentions the fluctuations in commodity prices, with WTI crude oil decreasing by 3.2% to $65.2 per barrel, while coking coal prices surged by 36.0% to 1259 yuan per ton [37][38] Group 2 - The article reports that the US Markit Manufacturing PMI fell to 49.5 in July, below the expected 52.7, indicating ongoing disruptions in US industrial production due to tariffs [66][81] - The European Central Bank (ECB) maintained interest rates during its July meeting, aligning with market expectations as inflation returned to target levels [69][81] - The article highlights the mixed performance of emerging market 10-year government bond yields, with Turkey's yield rising significantly by 177.5 basis points to 31.6% [20]

Group 1: Earnings Reports Focus - Major companies including technology giants, energy leaders, financial firms, and healthcare industry leaders are set to release earnings reports this week [1][2][3] - The focus will be on the "Big Four" tech companies: Apple, Microsoft, Amazon, and Meta, with attention on AI strategies, consumer trends, and cloud computing performance [1][2] Group 2: Technology Sector Insights - Analysts expect Microsoft to report a revenue and earnings growth of approximately 14% year-over-year, with a strong buy rating from Wall Street despite some cautious quantitative ratings [14][16] - Meta is anticipated to show a profit and sales growth of about 14%, with mixed ratings from analysts, some maintaining a strong buy and others expressing concerns over capital expenditures [17][18] Group 3: Consumer and Healthcare Sector Highlights - Companies like Procter & Gamble, Starbucks, and CVS Health are also set to report earnings, reflecting a diverse range of consumer goods and healthcare services [3][12] - The healthcare sector remains a focal point due to changing drug pricing, innovation, and patient demand, with major firms like AbbVie and Pfizer releasing their results [2][3] Group 4: Energy Sector Expectations - ExxonMobil and Chevron are expected to report double-digit year-over-year declines in revenue and profit due to soft energy prices, with ExxonMobil receiving a strong buy rating while Chevron is rated hold [32][34] - Analysts highlight ExxonMobil's strong position in the Permian Basin and Guyana, while Chevron's reliance on upcoming acquisitions for future growth raises concerns [32][33] Group 5: Market Sentiment and Stock Ratings - Apple is projected to see a slight revenue and earnings growth of 2% to 3%, with mixed ratings from analysts reflecting concerns over valuation and growth slowdown [21][24] - Amazon is expected to report a profit growth of 4% and revenue growth of 9%, with strong buy ratings from both Wall Street and quantitative systems, indicating confidence in its diversified growth strategy [25][27]