8月7日，沪深两融数据显示，恒生互联(513330)获融资买入额4.54亿元，居两市第22位，当日融资偿还 额4.70亿元，净卖出1574.81万元。 本文源自：金融界 作者：智投君 最近三个交易日，5日-7日，恒生互联(513330)分别获融资买入4.18亿元、4.40亿元、4.54亿元。 融券方面，当日融券卖出13.54万股，净买入97.20万股。 ...

Group 1 - The core index of the London stock market, the FTSE 100, closed at 9100.77 points, down 63.54 points or 0.69% from the previous trading day [1] - Among the constituent stocks, service sector stocks led the gains, with InterContinental Hotels Group rising by 5.78%, Coca-Cola HBC AG increasing by 4.16%, and Rentokil Initial PLC up by 2.99% [1] - Conversely, healthcare stocks experienced the largest declines, with Hikma Pharmaceuticals falling by 7.11%, Babcock International Group down by 5.82%, and BAE Systems decreasing by 5.36% [1] Group 2 - The CAC40 index in Paris closed at 7709.32 points, up 74.29 points or 0.97% from the previous trading day [1] - The DAX index in Frankfurt closed at 24192.50 points, up 268.14 points or 1.12% from the previous trading day [1]

Core Viewpoint - The company expects a significant increase in pre-tax profit for the six months ending June 30, 2025, compared to the same period in 2024, indicating strong financial performance improvement [1] Financial Performance - The anticipated pre-tax profit for the period is projected to be between approximately HKD 280 million and HKD 320 million, a substantial increase from the HKD 167 million recorded for the six months ending June 30, 2024 [1] - The improvement in financial performance is primarily attributed to an increase in the net fair value gains of financial assets measured at fair value through profit or loss [1] - Additionally, the relatively low level of the Hong Kong Interbank Offered Rate (HIBOR) has contributed to a decrease in financing costs [1]

Group 1 - Japanese investors have significantly withdrawn from overseas stock and bond markets due to concerns over the US economic outlook and renewed tariff tensions, with a net sale of 752.1 billion yen in overseas stocks for the week ending August 2, reversing two weeks of net buying [1] - The MSCI World Index experienced a sharp decline of 2.54%, marking its largest drop in three months, primarily influenced by disappointing US non-farm payroll data and new tariffs imposed by President Trump on multiple countries [1] - The US non-farm payroll increased by 73,000 in July, with a downward revision of 258,000 for May and June combined, while Trump signed an executive order on July 31 to impose "reciprocal tariffs" ranging from 10% to 41% on various countries and regions [1] Group 2 - Japanese investors also reduced their holdings in foreign long-term bonds, with a net sale of 526.3 billion yen for the second consecutive week [2] - Foreign investors showed decreased interest in the Japanese stock market, with net investment of approximately 193 billion yen, the lowest level in six weeks [2] - Despite recent capital outflows, Japan's overall investment enthusiasm in overseas markets remains strong, with cumulative investments of 3.37 trillion yen this year, contrasting sharply with a net sale of 915.8 billion yen during the same period last year [2] - In the domestic bond market, foreign capital outflow pressure has eased, with net outflow from the long-term bond market dropping to 87.5 billion yen, while the short-term bill market saw a net inflow of 1.2 trillion yen, reversing a previous outflow of 1.95 trillion yen [2]

美元兑瑞郎下跌0.3%，报0.8050。 在美上市瑞士ETF跌幅收窄至不足0.6%。综合媒体报道，美国国务卿 卢比奥称预计很快将宣布一些消息，瑞士领导人称赞与卢比奥进行"良好会晤"。Flightaware航班追踪信 息显示，瑞士政府专机将于美东时间18:10离开华盛顿特区。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Group 1 - The core index of the London Stock Exchange, the FTSE 100, closed at 9142.73 points, up 14.43 points or 0.16% from the previous trading day [1] - Medical stocks led the gains in the London market, with notable increases including: Smith & Nephew up 15.34%, Fresnillo up 6%, Diageo up 4.9%, Melrose Industries up 4.89%, and BP up 2.81% [1] - Service sector stocks experienced the largest declines, with significant drops including: Reed Elsevier down 2.31%, Lloyds Banking Group down 2.18%, 3i Group down 2.04%, Games Workshop down 1.84%, and Experian down 1.78% [1] Group 2 - The CAC40 index in Paris closed at 7621.04 points, down 10.97 points or 0.14% from the previous trading day [1] - The DAX index in Frankfurt closed at 23846.07 points, up 88.38 points or 0.37% from the previous trading day [1]

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]

Core Insights - The summer sports events in the Yangtze River Delta, particularly the "Su Super" football league and "Zhe BA" basketball league, have significantly engaged local communities and transformed the cultural and commercial landscape [1][4][5] Policy Coordination and Framework - The integration of culture, tourism, commerce, and sports in the Yangtze River Delta is rooted in national strategies and systematic policy frameworks established since 2018, focusing on industrial collaboration and innovative mechanisms [2][3] - The 2019 "Yangtze River Delta Regional Integration Development Plan" emphasized enhancing policy coordination efficiency, laying the groundwork for the integration of complex industries like culture, tourism, commerce, and sports [2] - In 2021, the "Opinions on High-Quality Development of Sports Integration in the Yangtze River Delta" highlighted the cultivation of original event brands as a key task for regional coordinated development during the 14th Five-Year Plan [2] Economic Impact and Industry Resonance - The "events+" model has demonstrated a multiplier effect, driving cross-industry collaboration and creating a vibrant ecosystem beyond just sports [4][5] - The "Su Super" league is projected to generate over 300 million yuan in comprehensive revenue, with an average increase of 2 million yuan per city, showcasing the economic benefits of local events [5] - During the events, travel-related bookings, including flights and hotels, saw an increase of 9% to 29%, indicating a boost in local tourism and consumption [5] Cultural and Community Engagement - Events have evolved from mere competitions to cultural phenomena, integrating local industries and enhancing community engagement through innovative formats like "second venues" and themed night markets [7][8] - The "Zhe BA" league has created a model of "watching games + tourism," promoting bundled ticket sales and enhancing the cultural experience for attendees [5][7] Systematic Upgrades and Future Outlook - The Yangtze River Delta is developing a comprehensive model for cultural, commercial, and sports integration, characterized by seamless ticketing and travel experiences [8] - The synergy of policy, industry, and market forces is forming a sustainable and replicable "golden triangle" for regional development, positioning sports events as key drivers of economic and cultural revitalization [8]

香港联交所最新资料显示，7月29日，Central Huijin Investment Ltd.减持中国船舶租赁(03877)403.2万 股，每股作价2.2537港元，总金额约为908.69184万港元。减持后最新持股数目为3.703亿股，最新持股 比例为5.97%。 本交易涉及其他关联方：China Re Asset Management(Hong Kong)Company Limited；中国再保险(集团) 股份有限公司。 ...