8月22日，省加快推进现代化产业体系建设第四场专题会议（现代服务业专场）在广州琶洲人工智能与 数字经济试验区召开。会议深入学习贯彻习近平总书记关于建设现代化产业体系的重要论述，认真落实 省委工作部署，围绕更好推动我省现代服务业高质量发展深入交流、建言献策。省人大常委会主任黄楚 平出席会议并讲话。 会前，组织参观人工智能与数字经济体验推广赋能中心，实地感受广州作为全国服务业扩大开放综合试 点城市，以数字化驱动现代服务业取得积极成效。会上，郑永年等8位专家学者、人大代表及党政机 关、企业代表作交流发言，省发展改革委等5个部门负责同志作回应发言，省委常委、常务副省长张虎 对发展现代服务业工作提出具体要求。 黄楚平指出，在省委正确领导下，我省大力推动先进制造业与现代服务业深度融合，服务业规模不断壮 大，生产性服务业提质增效、生活性服务业加快发展、粤港澳大湾区服务协同成效显著，现代服务业呈 现高质量发展良好态势。 黄楚平指出，广东制造业规模大、体系全，为现代服务业提供丰富场景和广阔空间，制造业转型升级亟 需现代服务业提供更高能级的服务供给，两者相互赋能、互促双强，能够有力推动我省从"制造大 省"向"制造强省"跃升。要深 ...

Group 1 - The number of internet users in China has reached 1.123 billion, with an internet penetration rate of 79.7% [1] - Digital services have rapidly integrated into various aspects of daily life, enhancing experiences in sectors like cultural tourism through technologies such as VR [1] - The development of 5G networks and rural e-commerce has transformed mobile phones into essential tools for farmers, contributing to income growth [1] Group 2 - Digital services are innovating social governance models, such as the "smart elderly care" initiatives in cities like Shanghai, which enhance community resilience [2] - Digital technology has significantly improved the accessibility and equity of public services, streamlining processes for new parents through cross-departmental data sharing [2] - The focus of digital service development is shifting from mere availability to usability and user satisfaction, emphasizing the importance of improving people's lives [2]

Core Viewpoint - The Tianjin Municipal Government has issued an implementation plan to promote the innovative development of digital trade, aiming to integrate the real economy with the digital economy and create new momentum for foreign trade development [1][2]. Group 1: Key Tasks and Goals - The plan outlines five major areas with 19 key tasks, targeting a service trade scale that can be digitally delivered to account for over 45% of the total service trade by 2029 [1]. - It aims to enhance the scale of cross-border e-commerce transactions and its proportion of total goods trade, improve digital trade infrastructure, and increase the level of openness in the digital sector [1]. Group 2: Development Paths in Digital Trade - The plan focuses on five sub-sectors: digital product trade, digital service trade, digital technology trade, digital ordering trade, and the digitization of international trade [2]. - It includes initiatives to cultivate digital cultural export enterprises, support self-developed products going abroad, and explore new business models like digital bonded areas [2]. Group 3: Strengthening the Digital Economy Ecosystem - Tianjin will leverage institutions like Tianjin Kai High-tech Innovation Park to nurture quality enterprises and support leading digital service companies in establishing overseas operations [2]. - The city aims to attract renowned domestic and international digital enterprises to set up headquarters or functional institutions in Tianjin and create national service trade innovation demonstration zones [2].

在农业和食品行业领域，包括葡萄酒、奶酪等法国优势出口产品均被排除在豁免清单之外，且美方要求 简化欧盟在肉类、奶制品等方面的卫生认证，这将对法国乃至欧洲整体食品安全体系造成影响。据统 计，法国相关行业每年向美销售约3.5亿欧元乳制品。法国农业部长热纳瓦尔指出，"如果葡萄酒和烈酒 出口最终未获豁免，相关行业将面临8亿欧元的额外关税冲击"。法食品出口商担心额外的进口税将压低 其产品价格，并使本就因通胀而面临拮据难题的美国消费者更加无力承担，进而对法国出口造成影响。 法国葡萄酒与烈酒出口协会主席雅尼克·菲亚利普表示，在美元疲软背景下，相关关税将持续增加法对 美出口压力，并对法竞争力造成冲击。 在数字服务和科技领域，美方宣称欧方已承诺免除对美企征收相关税费，但欧盟仅表态"将另行协调"。 法国则将该领域视为对美施压的关键领域，推动欧盟针对美在线服务巨头征收数字税。对此，法国欧洲 事务部长本杰明·哈达德曾表示，"如果欧方希望在保持对美压力上走得更远，数字服务和知识产权等领 域将成为选项"。 在军购与能源领域，美方曾明确指出，"欧洲将在2026年前大量采购美国装备"，但欧方则认为"军事采 购从未作为正式议题"。法国总统马克龙 ...

Core Points - The U.S. Secretary of Commerce, Howard Lutnick, discussed U.S.-EU trade agreements with EU officials, highlighting that digital services tax and perceived attacks on U.S. tech companies will be key topics in future negotiations [1] - Steel and aluminum, which were not included in the initial agreement, will also be part of the discussions [1] - The pharmaceutical and automotive industries are identified as critical sectors for reaching a trade agreement with the EU, with significant tariffs expected if pharmaceuticals are not produced in the U.S. [1] - Trump is expected to announce his pharmaceutical policy within the next two weeks [1]

Group 1 - The service industry in China showed a strong growth in the first half of the year, with a value added of 39,031.4 billion yuan, representing a year-on-year increase of 5.5% and accounting for 59.1% of the GDP, an increase of 0.7 percentage points compared to the previous year [1][2] - The contribution rate of the service industry to national economic growth was 60.2%, up by 5.8 percentage points year-on-year, with the service sector driving GDP growth by 3.2 percentage points, an increase of 0.5 percentage points [2] - In the second quarter, the service industry added value reached 19,517.2 billion yuan, growing by 5.7% year-on-year, with a contribution rate to economic growth rising to 61.2% [2] Group 2 - The service retail sales increased by 5.3% year-on-year, outpacing the growth of goods retail sales by 0.2 percentage points, while per capita service consumption expenditure rose by 4.9%, accounting for 45.5% of total per capita consumption expenditure [2] - Cultural and tourism consumption saw significant growth, with tourism services and cultural sports services increasing by 31.9% and 7.4% respectively, and the national box office exceeding 29.2 billion yuan, growing over 20% year-on-year [3] Group 3 - The high-tech service sector experienced robust demand, with fixed asset investment in high-tech services growing by 8.6% year-on-year, and investment in information services increasing by 37.4% [5] - The business activity index for the service industry remained above the critical point, averaging 50.2, indicating continued expansion and positive market expectations [6][7] Group 4 - The integration of technological and industrial innovation is deepening, with high-tech service enterprises showing revenue growth of 9.9% and strategic emerging service enterprises growing by 9.5% from January to May [4] - The digital technology application sector also saw a revenue increase of 11.2% year-on-year, reflecting ongoing innovation and optimization in digital service supply [4]

智通财经APP获悉，美国总统特朗普于周五表示，美国可能不会与加拿大达成新的贸易协议，并威胁最 快将在一周内对加拿大加征更多或更高的关税。 "我们和加拿大的谈判一直进展不顺，"特朗普在白宫外对媒体表示，"我认为，加拿大的情况可能不会 是谈判，而是直接加征关税。"随后他启程前往苏格兰。这是特朗普近两周来首次公开谈及与加拿大的 贸易谈判进展。 据悉，特朗普已于7月10日向加拿大总理卡尼发出一封正式信函，威胁若在8月1日前无法达成协议，将 对加拿大商品征收35%的关税。目前这类商品大多已处于25%的加税状态，此举将使税率大幅提升。特 朗普引用紧急权力，并以"芬太尼贩运对国家安全构成威胁"为由推动此措施。大多数加拿大商品仍可豁 免于此关税前提是其符合《美加墨协定》中有关北美原产规则的规定。 此外，加拿大的钢铁和铝产品目前也正承受高达50%的美国关税，而加拿大出口至美国的能源及钾肥则 被征收10%的关税。 当被记者问及在下周五之前会发生什么时，特朗普表示："8月1日将至，届时我们的贸易协议大部分会 完成，甚至可能全部达成。"他提到与澳大利亚、欧盟和中国的谈判取得进展，但对加拿大却直言批 评："我们跟加拿大没有协议，我们也 ...

美国经济突传利空信号。 国际评级机构惠誉在最新发布的报告中表示，将美国约四分之一的行业年内前景展望下调至"恶化"，预计美国GDP增长势头将在年内放缓。 特朗普政府的贸易和关税政策的不确定性是惠誉发出警告的主要原因。尽管8月1日"大限"临近，但美国与欧盟、印度的贸易谈判前景仍存在较大的变数。据 最新消息，欧盟成员国于7月24日投票通过了一项对总额930亿欧元的美国产品加征反制关税的措施。另外，美国谈判团队将在8月下半月才访问印度，这凸 显了美国与印度贸易谈判的复杂性。 下调 尽管惠誉还将2025年美国GDP增长预期从1.2%上调至1.5%，但惠誉指出，预计美国GDP增长势头将在年内放缓。 据美国国会无党派机构国会预算办公室（CBO）最新公布的估算结果，美国总统特朗普最近签署的"大而美"法案将使该国的联邦赤字扩大3.4万亿美元，并导 致未来十年1000万美国公民失去医疗保险。 美媒援引专家分析称，"大而美"法案削减医疗保险和其他联邦援助，将抵消轻微税收减免给许多家庭带来的改善，最终受益者主要是富人。CBO此前估计，该 法案将扩大美国的贫富差距，让美国最贫困阶层每人每年损失约1600美元，最富裕家庭的平均年收入则将 ...

惠誉认为，特朗普政府在贸易和关税方面的摇摆不定，尤其可能对美国消费者产生重大影响。 美国经济突传利空信号。 国际评级机构惠誉在最新发布的报告中表示，将美国约四分之一的行业年内前景展望下调至"恶化"，预计美国 GDP增长势头将在年内放缓。 特朗普政府的贸易和关税政策的不确定性是惠誉发出警告的主要原因。尽管8月1日"大限"临近，但美国与欧 盟、印度的贸易谈判前景仍存在较大的变数。据最新消息，欧盟成员国于7月24日投票通过了一项对总额930亿 欧元的美国产品加征反制关税的措施。另外，美国谈判团队将在8月下半月才访问印度，这凸显了美国与印度 贸易谈判的复杂性。 下调 近日，全球三大评级机构之一惠誉评级在其年中更新报告中，将美国约四分之一的行业年内前景展望下调 至"恶化"，理由是美国经济面临的不确定性上升，经济增长出现放缓风险。 惠誉指出，即使经历了数月的动荡，特朗普政府似乎仍未接近建立稳定的治理架构，尤其是在贸易和关税方 面，政策指引仍不明朗，影响了美国的信贷状况。 此外，惠誉表示，受美国7月4日通过的税收和支出法案（即所谓"大而美"法案）以及延长早期减税措施的影 响，美国政府赤字预计将保持在GDP的7%以上，而债务 ...

Group 1 - The international silver price closed at $39.25 per ounce on July 23, down by $0.03 or 0.08%, with a daily high of $39.52 and a low of $39.03 [1] - As of July 23, the silver ETF holdings increased to 15,207.82 tons, up by 49.45 tons from the previous trading day, indicating a bullish sentiment in the market [2] - The recent trade tensions and potential tariffs are impacting market sentiment, particularly for export-dependent economies like Japan and the Eurozone [3] Group 2 - The silver price reached a near 14-year high of $39.53 per ounce, outperforming gold, although profit-taking limited gains near the $40 mark [4] - The technical outlook for silver remains positive as long as the key support level of $37.50 is not breached, with strong buying expected around $36.16 and the 50-day moving average at $35.90 [4]