Core Viewpoint - Investors are preparing for a critical week in the U.S. market, with significant economic events, corporate earnings reports, and impending tariff deadlines testing Wall Street's resolve [3][4]. Economic Events - A series of economic data releases will begin with the U.S. GDP for Q2, followed by the Federal Reserve's interest rate decision, and concluding with the July employment report [5][16]. - The Atlanta Fed predicts a Q2 GDP annualized growth rate of approximately 2.9%, primarily reflecting a decrease in imports [13]. Corporate Earnings - The earnings season is peaking, with major companies like Microsoft, Meta, Apple, and Amazon set to report their financial results, collectively valued over $11 trillion, indicating a significant impact on Wall Street [6]. Market Sentiment - There is growing unease among analysts and investors regarding the scale of the recent stock market gains, with the S&P 500 index up 8.3% this year and a 12-month price-to-earnings ratio expected to reach 22 times [9]. - The market has seen a shift in sentiment as a result of trade agreements with major partners and a temporary truce with China, leading to a reduction in recession probabilities [10][11][12]. Federal Reserve Outlook - The Federal Reserve is expected to maintain interest rates in the range of 4.25%-4.5%, despite external pressures for lower borrowing costs [14]. - Investors are keen to observe any widening of divisions within the Federal Open Market Committee regarding interest rate decisions [15]. Tariff Uncertainty - There is heightened uncertainty regarding whether the Trump administration will impose tariffs on countries without trade agreements by the August 1 deadline, which could lead to significant market volatility [18][19]. - Market strategists express caution, noting that tariff risks and related uncertainties remain prevalent [20].

Group 1 - In 2025, China has 130 companies listed in the Fortune Global 500, a decrease of 3 from the previous year, ranking second after the United States [2] - The total revenue of the 130 Chinese companies for 2024 is approximately $10.7 trillion, with an average sales revenue of about $82 billion [2] - The average profit of companies from mainland China and Hong Kong increased from $3.9 billion to $4.2 billion, a year-on-year increase of 7.4% [2] Group 2 - Major Chinese tech companies such as JD.com, Alibaba, Tencent, Pinduoduo, and Meituan continue to grow in a competitive landscape, with their rankings improving [3] - Pinduoduo saw the most significant ranking increase, jumping 176 places to rank 266, while Meituan rose 57 places to rank 327 [3] - JD.com remains the highest-ranked private company from mainland China at position 44, while Huawei's revenue is close to $120 billion, although its profit decreased to approximately $8.7 billion [3] Group 3 - Ten Chinese automotive and parts companies made it to the 2025 Fortune Global 500, with Chery's revenue increasing from $39.1 billion to $59.7 billion, elevating its rank by 152 places to 233 [3] - BYD's ranking improved by 52 places to 91, marking its first entry into the top 100, while Geely's revenue rose from $70.4 billion to $79.9 billion [3] - Xiaomi's ranking increased by 100 places to 297, achieving its largest growth since its debut in 2019 [3] Group 4 - The total revenue of the 2025 Fortune Global 500 companies is approximately $41.7 trillion, exceeding one-third of the global GDP, with a year-on-year growth of about 1.8% [4] - The profit of the 500 companies collectively reached nearly $3 trillion, marking the second-highest profit total in history [4] - Saudi Aramco remains the most profitable company with a profit of about $105 billion, despite a year-on-year decline of approximately 13% [4] Group 5 - Walmart has been ranked as the largest company globally for the twelfth consecutive year, followed by Amazon and State Grid Corporation of China [4] - The ranking threshold for the Fortune Global 500 increased from $32.1 billion to $32.2 billion [4] - The total assets and net assets of the listed companies reached their highest levels since the inception of the Fortune Global 500 [4]

Core Insights - The core focus of the news is on the advancements made by ZhiDeMai Technology in AI, particularly the performance and expansion of its "Haina" MCP Server, which has seen significant growth and new partnerships in July 2023 [1][2]. Group 1: MCP Server Performance - The "Haina" MCP Server achieved an output of 13 million units in July, representing a 67% month-over-month increase, and added over 30 new partners [1]. - The server has expanded its presence to multiple external platforms, including Tencent Developer Platform, Xiaoyi Intelligent Platform, Huawei Cloud Maas Platform, and Zhipu AI Open Platform, enhancing its service offerings for AI applications [1]. Group 2: Interface and Search Capabilities - A new interface, the Product Search Pro interface, was launched, which has improved search accuracy from 88% to 94.5%, with a peak accuracy of 97.2% for regular product searches [1]. - The upgrades to the search capabilities are based on enhancements in three key areas: key information extraction, semantic relevance filtering, and dynamic query parsing, leading to a systematic reconstruction of product search [1]. Group 3: Product and Business Practices - The product "ZhiShu" AI Universal Content Insight Platform was highlighted, which aims to explore "AI + Marketing" by evaluating content quality, detecting user needs, and predicting matching effectiveness [2]. - The AIUC product has established collaborations with several leading clients and top universities for specialized AI application projects [2].

Market Overview - The three major indices continued to decline in the afternoon, with the Hang Seng Index dropping over 3.1% at one point, ultimately closing down 2.72%, marking five consecutive days of decline [1] - The Hang Seng Index and the National Enterprises Index saw increases of 1.36% and 1.18%, respectively [1] Automotive Sector - Major automotive stocks experienced significant declines, with Li Auto falling by 12.84%, BYD down 5.77%, Xpeng down 5.68%, and NIO down 5.64% [2] - The automotive sector faced pressure as July retail sales of narrow passenger vehicles reportedly fell over 11% month-on-month, leading to increased concerns about "involution" competition within the industry [3] Technology Sector - Large technology stocks, which serve as market indicators, all saw declines, with Alibaba and JD.com dropping nearly 3%, and Baidu down 2% [3] - Semiconductor stocks performed poorly throughout the day, with leading company SMIC falling nearly 6% [3] Oil and Related Sectors - International oil prices rebounded to around $70, leading to a rise in oil stocks, which increased by nearly 4%, with China Petroleum & Chemical rising nearly 3% [3] Other Sectors - The infant formula sector is viewed positively by institutions due to expected demand improvements, with H&H International Holdings surging over 11% [3] - Coal, electricity, and steel stocks related to "anti-involution" themes showed relative activity [3]

7月30日，现货黄金刚刚突破3330.00美元/盎司关口，最新报3330.84美元/盎司，日内涨0.14%。 | | | 伦敦金现(SPTAUUSDOZ) 交易中 07-30 09:28:57 | | | 6 | | --- | --- | --- | --- | --- | --- | | 3330.84 = 0.00 | | | 昨结 3326.05 持仓 0 | | | | 4.79 | 0.14% | 量0 | | 昨收 3326.05 日增 0.00 | | | 分时 3333.455 | 五日 | 日K | 周Ｋ ■ 0.22% | | 月K 更多, 0 盘口 | | | | | | 卖1 3330.920 | | | | | | | | 买1 3330.840 | | | | | | | 09:28 3330.76 | | R.050 | | | 0.00% | | 09:28 3330.75 | | | | | | | 09:28 3330.766 0 | | | | | | | 09:28 3330.75 0 | | | | | | | 09:28 3330.598 0 | | 3318.6 ...

| 名称 | 最新价 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25414.72 | -0.43% | | 800000 | | | | 国企指数 | 9106.52 | -0.43% | | 800100 | | | | 恒生科技指数 | 5556.04 | -1.57% | | 800700 | | | 盘面上，大型科技股多数出现下跌行情，其中，京东跌1.69%，阿里巴巴、百度跌超1%，腾讯、小米均 有跌幅，美团涨0.6%；地缘政治紧张油价飙升，石油股表现活跃，股份、中国石油化工均上涨2%；医 疗股强势，平安好医生大涨9%刷新阶段新高，机构看好婴幼儿奶粉板块需求改善，昨日高开低走的三 胎概念股再起升势。 另一方面，汽车股大幅下跌，发布新车理想汽车反而大跌超10%，带领造车新势力集体走低；小摩指 H20解禁利好AI数据中心托管企业，但影响本地产业链市场情绪，半导体芯片股表现低迷，苹果概念 股、军工股、濠赌股、机器人概念股纷纷走低。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何 ...

Group 1: Gold Market - Spot gold has recently surpassed $3330.00 per ounce, currently trading at $3330.84, with a daily increase of 0.14% [1] - COMEX gold futures are reported at $3385.6 per ounce, reflecting a daily rise of 0.13% [3] - Shanghai gold futures have increased by 0.45%, currently priced at 774.00 [5] Group 2: U.S. Stock Market - The three major U.S. stock indices closed lower, with the Dow Jones down 0.46% at 44632.99 points, S&P 500 down 0.30% at 6370.86 points, and Nasdaq down 0.38% at 21098.29 points [9] - Notable declines were observed in popular tech stocks, including Meta down over 2%, Intel, Apple, and Tesla down over 1%, while AMD rose over 2% [9][10] - The Nasdaq China Golden Dragon Index fell by 1.35%, with most Chinese concept stocks declining, including Li Auto down over 6% and Baidu and JD down about 3% [13] Group 3: Federal Reserve Meeting - The Federal Reserve's July meeting is anticipated to maintain interest rates unchanged, with a 97.9% probability of no change and a 2.1% chance of a 25 basis point cut [17] - Market focus is on potential signals regarding a rate cut in September, with a 63.2% probability of a 25 basis point cut [17] - Federal Reserve Chairman Jerome Powell may provide insights on the possibility of a rate cut during the post-decision press conference [18] Group 4: Economic Outlook - Analysts suggest that the global market's risk appetite is on the rise, with U.S. employment and consumption remaining robust [14] - Fidelity International predicts gold prices could reach $4000 per ounce by the end of next year due to expected rate cuts and increased central bank gold holdings [15] - Citigroup forecasts that gold prices may have peaked and could fall below $3000 next year [15]

Market Overview - The US stock market closed lower across all three major indices, with the Dow Jones Industrial Average down by 204.57 points to 44632.99, a decline of 0.46% [1] - The S&P 500 index fell by 18.91 points to 6370.86, a decrease of 0.3% [1] - The Nasdaq Composite index dropped by 80.29 points to 21098.29, reflecting a decline of 0.38% [1] Sector Performance - Most popular tech stocks experienced declines, with Meta Platforms down over 2%, and Intel, Apple, and Tesla each falling more than 1% [3] - AMD saw an increase of over 2% in its stock price [3] - The weight loss drug sector and integrated logistics sector faced significant losses, with Novo Nordisk's stock plummeting over 21% and United Parcel Service down more than 10% [3] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.35%, with major Chinese stocks generally declining [3] - Li Auto's stock dropped over 6%, JD.com fell more than 3%, and Baidu decreased by nearly 3% [3] - Other notable declines included Xpeng Motors, NIO, Alibaba, and iQIYI, each down over 2%, while Miniso saw a rise of over 2% [3] European Market - European stock markets saw collective gains, with the FTSE 100 index closing at 9136.32, up 54.88 points or 0.6% [3] - The CAC 40 index in France rose by 56.48 points to 7857.36, an increase of 0.72% [3] - The DAX 30 index in Germany increased by 247.01 points to 24217.37, reflecting a rise of 1.03% [3]

渣打集团(02888)涨超3%，截至发稿，涨3.69%，报146.2港元，成交额6115.67万港元。 根据备忘录，渣打集团将以阿里云作为人工智能领域的战略合作伙伴，通过提升运营效率和客户体验， 进一步提升其行业竞争力。渣打集团计划通过阿里云的人工智能技术和解决方案，重点开发人工智能驱 动的客户服务和销售推荐、人工智能主导的风险管理和合规自动化、以及通过研讨会和认证合作提升渣 打团队的AI技能。 消息面上，7月29日，渣打集团与阿里巴巴正式签署战略合作备忘录("备忘录")，依托阿里云的人工智 能技术，加速推进金融服务与人工智能技术的深度融合。 ...

Group 1: Market Overview - On July 29, U.S. stock indices closed lower, with the Dow Jones Industrial Average down 0.46% at 44,632.99 points, the S&P 500 down 0.3% at 6,370.86 points, and the Nasdaq Composite down 0.38% at 21,098.29 points [3][4] - Major technology stocks mostly declined, with Meta down over 2%, Tesla and Apple down over 1%, while Google gained over 1% [4][5] - U.S. airline stocks fell across the board, with Southwest Airlines down 4.39%, Delta Airlines down 1.99%, and United Airlines down 1.93% [6] Group 2: Oil Market - International oil prices surged significantly on July 29, with U.S. crude oil futures nearing $70 per barrel, closing with a nearly 4% increase [11] - Brent crude oil also saw a rise of over 4% during the day, closing with a gain of more than 3.5% [12] - President Trump indicated that if Russia does not make progress in ending the Ukraine conflict, the U.S. would impose tariffs on Russia within 10 days, stating he is not concerned about the potential impact on oil prices [14] Group 3: Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.35%, with several Chinese stocks declining significantly, including Pony.ai and Kingsoft Cloud down over 8% [7][8] - Li Auto experienced volatility, initially rising over 6% before closing down more than 6% [8] - Other Chinese stocks like NIO and Xpeng also saw declines of over 2%, while Yipeng Energy rose over 9% [10]