欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7621.04点，较前一交易日下跌10.97点， 跌幅为0.14%；德国法兰克福股市DAX指数报收于23846.07点，较前一交易日上涨88.38点，涨幅为 0.37%。 （文章来源：新华财经） 个股方面，当天伦敦股市成分股中医疗类个股领涨，位于涨幅前五位的个股分别为：医疗器械供应商施 乐辉股价上涨15.34%，贵金属生产商弗雷斯尼洛股价上涨6%，酒业公司帝亚吉欧股价上涨4.9%，投资 公司梅尔罗斯工业公司股价上涨4.89%，英国石油股价上涨2.81%。 当天伦敦股市成分股中服务类个股领跌，位于跌幅前五位的个股分别为：出版集团里德爱思唯尔股价下 跌2.31%，劳埃德银行集团股价下跌2.18%，金融投资公司3i集团股价下跌2.04%，游戏工坊集团股价下 跌1.84%，市场征信服务商益博睿股价下跌1.78%。 新华财经伦敦8月5日电（记者赵阳） 英国伦敦股市《金融时报》100种股票平均价格指数5日报收于 9142.73点，较前一交易日上涨14.43点，涨幅为0.16%。欧洲三大股指当天涨跌不一。 ...

Group 1 - The iShares Silver Trust, the world's largest silver ETF, reported a holding of 15,021.87 tons of silver as of August 4, with a reduction of 34.80 tons from the previous trading day [1] - On August 4, the spot silver price closed at $37.41 per ounce, marking a 1.06% increase, with an intraday high of $37.48 and a low of $36.66 [1] Group 2 - President Trump’s aggressive actions in response to weak employment data have caused significant market turmoil, including public criticism of Federal Reserve Chairman Powell and the dismissal of the Labor Statistics Bureau director [3] - Trump's ongoing criticism of the Federal Reserve, particularly targeting Powell for not lowering interest rates in a timely manner, has intensified, with harsh remarks made just before the July employment report [3] Group 3 - The July employment report revealed a downward revision of 258,000 jobs for May and June, the largest two-month adjustment since 1968 during non-recession periods, leading to a sharp market reaction [4] - Following the weak employment data, the two-year U.S. Treasury yield experienced its largest drop in a year, the dollar fell sharply, and expectations for a Federal Reserve rate cut increased significantly [4] - Market pricing indicates a high likelihood of a 25 basis point rate cut by the Federal Reserve next month, with another potential cut in December, contrasting sharply with Powell's earlier hawkish comments [4]

Group 1 - The core index of the London stock market, the FTSE 100, closed at 9128.30 points, up by 59.72 points, representing a 0.66% increase [1] - European stock indices experienced an overall increase, with the French CAC40 index rising by 1.14% to 7632.01 points and the German DAX index increasing by 1.42% to 23757.69 points [1] Group 2 - Bank stocks led the gains in the London stock market, with Lloyds Banking Group rising by 9.00%, St. James's Place up by 4.24%, and National Westminster Bank increasing by 3.17% [1] - Service sector stocks were the biggest losers, with Haleon down by 2.63%, and Next falling by 1.74% [1]

中新网南宁8月3日电 (黄令妍)8月2日，2025"一带一路"金融投资(南宁)论坛暨上海理财博览会南宁站举 行，政、商、学界领袖及嘉宾深入探讨"一带一路"背景下，中国面向东盟的金融投资新机遇与挑战，推 动区域金融协同发展。 中国—东盟经贸中心致力于帮助企业拓展跨境产业链、供应链、价值链。该中心运营公司党支部书记覃 子新表示，从基础设施互联互通的项目融资，到数字经济、绿色经济的产业投资，再到从跨境金融结算 的便利化探索——东盟市场的每一个领域，都蕴藏着金融与实体融合的可能性。同时，区域内汇率波动 的应对、法律体系的差异、项目风险的评估等挑战，仍需要全球金融智慧共同破解。 本次论坛还举行三场专业实用的圆桌对谈与巅峰辩论，围绕人民币国际化进程中的投资机遇与挑战等议 题，带来专业探索与思考。(完) 论坛中，国家金融与发展实验室特聘高级研究员、复旦大学管理学院特聘教授邵宇解析国际经济格局和 发展趋势，深度剖析新质生产力如何为"一带一路"注入新动能，分析其中蕴含的收益和风险。他指出， 在全球化4.0的布局谋篇中，多层次的自贸协定将成为关键落脚点。 民盟广西区委经济委员会主任李运亮从政策支持、产业布局、东南亚现状等多维角度 ...

7月31日，沪深两融数据显示，道琼斯(513400)获融资买入额0.24亿元，居两市第835位，当日融资偿还 额0.21亿元，净买入310.68万元。 作者：智投君 最近三个交易日，29日-31日，道琼斯(513400)分别获融资买入0.08亿元、0.03亿元、0.24亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 本文源自：金融界 ...

Market Overview - The FTSE 100 index in London closed at 9132.81 points on July 31, down 4.13 points, a decline of 0.05% [1] - All three major European stock indices experienced declines on the same day [1] Top Gainers - Financial stocks led the gains in the London stock market, with the following notable increases: - St. James's Place, a financial investment firm, saw its stock rise by 11.89% - DCC plc, a commercial services company, increased by 9.49% - Rolls-Royce Holdings plc rose by 8.50% - Rightmove plc, a UK real estate sales network, gained 2.79% - Prudential plc, an insurance and financial investment firm, increased by 2.73% [1] Top Losers - Consumer stocks faced the largest declines, with the following notable decreases: - Mondi Group, a paper company, fell by 12.07% - London Stock Exchange Group dropped by 7.91% - Antofagasta plc, a mining company, decreased by 5.89% - Diageo plc, a beverage company, declined by 4.46% - Anglo American plc fell by 3.72% [1] Other European Indices - The CAC 40 index in Paris closed at 7771.97 points, down 89.99 points, a decline of 1.14% [1] - The DAX index in Frankfurt closed at 24065.47 points, down 196.75 points, a decline of 0.81% [1]

【#二季度中国市场黄金ETF流入464亿元# 为最强劲季度表现】世界黄金协会7月31日发布的数据显 示，二季度中国市场黄金ETF流入464亿元（合65亿美元，61吨），创下有史以来最强劲的季度表现。 与金条和金币需求类似，中国市场黄金ETF流入也集中在4月，主要由全球贸易风险加剧及金价飙升推 动。上半年中国市场黄金ETF总流入达631亿元（合88亿美元）。在金价飙升的叠加作用下，上半年中 国黄金ETF资产管理总规模（AUM）实现翻倍以上增长，增速为116%，6月底达1525亿元（合213亿美 元），总持仓飙升74%至200吨。AUM和总持仓均创下各自的月末历史新高。（新浪财经） ...

Group 1 - The national childcare subsidy scheme will provide an annual subsidy of 3,600 yuan per child until the age of three, starting from January 1, 2025 [1] - Families with children born before January 1, 2025, who are under three years old, will also be eligible for the subsidy, calculated based on the number of months [1] - The policy aims to reduce the financial burden of raising children and is expected to benefit over 20 million families annually [1][3] Group 2 - The increase in birth rates in 2024 is attributed to accumulated fertility intentions, the implementation of local support policies, and cultural preferences related to the zodiac [3] - Over 20 provinces have already begun exploring childcare subsidies, with some regions like Yunnan and Ningxia implementing provincial-level policies [3] - The example of Panzhihua City in Sichuan, which introduced a childcare subsidy policy in 2021, shows a positive impact on population growth [3][4] Group 3 - The long-term trend indicates a decrease in the number of women of childbearing age, which may continue to affect birth rates [4] - The comprehensive implementation of the childcare subsidy system reflects a significant investment in human capital, with a broader coverage and stronger support [4] - Experts suggest that merely providing subsidies is insufficient to fundamentally address low birth rates; a holistic approach is needed to create a family-friendly society [4]

Core Insights - The People's Bank of China reported that as of June 2025, China's gold reserves reached 73.9 million ounces (approximately 2,298.55 tons), marking a net increase of 70,000 ounces for the eighth consecutive month [2] - The ongoing enthusiasm for gold purchases by central banks globally reflects concerns over economic uncertainty, weakening dollar credibility, and geopolitical risks, which will have lasting impacts on foreign exchange reserve structures, gold price trends, and investor decisions [2] Summary by Sections Gold Reserve Increase - Since resuming gold purchases in November last year, China's central bank has shown a "high then stable" monthly gold buying pattern, with an average monthly increase of 60,000 to 160,000 ounces from January to June 2025 [3] - In 2024, global central banks' net gold purchases reached 1,136 tons, the second-highest on record, with China, Poland, and Turkey accounting for over 50% of the total in Q1 2025 [3] Strategic Implications - The central bank's gold purchases align with the internationalization of the renminbi, as it has become the second-largest trade financing currency and the third-largest payment currency globally [4] - The trend of increasing gold reserves is expected to continue, as China's gold reserves still lag behind those of developed economies, indicating a strategic need for asset allocation and security [4][5] Market Dynamics - While the central bank's gold purchases may support gold prices, it does not guarantee price increases, as historical instances show that increased central bank purchases can coincide with declining gold prices [6] - The pace and intensity of gold purchases by central banks vary, leading to different short-term impacts on domestic and international gold prices [6] Investment Considerations - The central bank's actions signal the enduring safe-haven appeal of gold, prompting investors to consider various investment vehicles such as gold-themed financial products, physical gold, and gold ETFs [8] - Investors are advised to avoid blindly chasing high prices, as the current high levels of gold prices may already reflect existing uncertainties, and new investors should prioritize long-term value preservation over short-term gains [9]

Group 1 - The core viewpoint of the articles highlights the growth and significance of specialized and innovative enterprises in Sichuan, with over 3,000 such companies representing approximately 15.2% of the total industrial enterprises in the province [1][6] - In the first half of this year, the added value of specialized and innovative industrial enterprises in Sichuan grew by 10.2% year-on-year, surpassing the average growth rate of larger industrial enterprises by 2.9 percentage points [1][6] - The second Industrial and Financial Cooperation Conference in Yibin showcased successful collaborations between finance and industry, emphasizing the role of financial support in advancing technology and innovation [2][3] Group 2 - During the conference, 18 key industrial-financial cooperation projects were signed, including a 500 million yuan equity investment fund focused on technological innovation [2][6] - The Sichuan Province Technology Innovation Investment Group has established three new funds totaling 3 billion yuan since its inception, targeting sectors such as low-altitude economy, artificial intelligence, aerospace, and biomanufacturing [2][6] - The conference introduced a comprehensive cultivation platform for specialized and innovative enterprises aiming for public listing, marking a significant step in addressing funding challenges faced by these companies [6][7] Group 3 - The financial sector in Sichuan has seen a steady increase in medium- and long-term loans directed towards the manufacturing industry, with a year-on-year growth of over 13% [5][6] - The launch of a matrix of innovative financial products to support new industrialization was announced, including 15 financial products tailored for advanced manufacturing [7] - The establishment of a comprehensive financial service plan, "Trial Financing Integration," aims to accelerate the trial phase for innovative projects, showcasing a collaborative effort between banks and insurance companies [7]