Group 1 - The core focus of the article is on significant economic events occurring from July 28 to August 3, particularly the US-China trade negotiations and the impending tariff deadline on August 1, which are expected to impact global trade dynamics [1][4][10] - The Federal Reserve's interest rate decision is highly anticipated, with expectations that there will be no rate cuts in July, despite ongoing discussions about economic conditions [13][14][16] - Major US companies, including Microsoft, Meta, Apple, Amazon, Qualcomm, Boeing, and Starbucks, are set to release their earnings reports, which could lead to market volatility [3][25] Group 2 - The article highlights the ongoing trade talks between the US and China, with a focus on the tariffs that are set to take effect on August 1, including a 50% tariff on copper imports [4][6][10] - The article discusses the economic outlook for China, with expectations that the upcoming political bureau meeting will affirm a stable economic environment while acknowledging external pressures [11][12][21] - The article notes that the Japanese central bank is likely to maintain its target interest rate at 0.5%, influenced by ongoing US-Japan trade negotiations and domestic inflation concerns [22][23] Group 3 - Microsoft is expected to report strong earnings driven by its investments in artificial intelligence and operational efficiency, with a target price set at $530 [26] - Meta's second-quarter revenue is projected to reach $44.71 billion, reflecting a 14% year-over-year growth, with a consistent track record of exceeding market expectations [28] - Apple's revenue for the quarter is anticipated to be $90.7 billion, a 5.8% increase from the previous year, primarily due to strong iPhone sales [29] - Amazon's revenue is expected to hit $162 billion, supported by growth in its AWS and retail sectors, despite concerns over tariffs [30][31] - Qualcomm is in the process of acquiring Alphawave for approximately $2.4 billion, pending regulatory approval [32] - Boeing forecasts a significant increase in earnings per share and revenue, driven by strong demand for commercial aircraft [33] - Starbucks is launching free study areas in select stores in China to boost customer traffic amid increasing competition [34] - WuXi AppTec's stock has reached a new high, reflecting strong institutional support and positive market sentiment [35]

智通财经7月18日电，巴林海湾航空与波音公司7月17日宣布达成协议，将购买12架波音787梦想飞机， 并可选择再购买6架，以进一步拓展该航司的国际航线网络。 巴林海湾航空将购买至多18架波音787梦想飞机 ...

以下文章来源于南风窗 ，作者远游 南风窗 . 冷静地思考，热情地生活。 从起飞到坠落，不到一分钟。 文 ｜ 远游 编辑 ｜ 阿树 来源｜ 南风窗（ID： SouthReviews ） 封面来源 ｜ 新华社 当地时间6月12日正午，印度古吉拉特邦艾哈迈达巴德机场，印度航空（Air India）171号航班起飞仅数秒后，就出现了不妙的情况。 不到一分钟，这架原本飞往英国伦敦的波音787-8，就撞向了居民区，顿时升起了巨大的火球和浓烟。 飞机上共有242人（230名乘客与12名机组人员），其中241人遇难。坐在经济舱首排11A座的38岁印度裔英国籍乘客维什瓦什·库马尔·拉梅什（Vishwash Kumar Ramesh）于空难发生时及时逃生，是目前唯一一位奇迹生存的乘客。 幸存乘客维什瓦什·库马尔·拉梅什在医院接受治疗 此外，飞机坠落在机场隔壁的医学院宿舍，还导致至少5名学生当场死亡。 印度当局说，该飞机在起飞约50秒后，就停止了飞行数据的传输。从起飞到坠落，过程如此迅速、突然，令全世界为之叹息。 目前，事故原因还在调查中。 此次空难发生，正值印度民航业进行大规模重组和整改的关口。巨大的市场背后是混乱的法律法规，脆 ...

据《印度时报》13日报道，印度民航部前官员考尔表示，印度民航总局已多次提醒印度航空公司安全方面的问 题，包括检查不当和疏忽等问题，这起坠机事故引发了人们对印航维修保养措施的严重担忧，尤其是飞行前例行 的飞机维护检查的有效性。 印度民航部长纳杜12日在X上发文称，印度航空事故调查局已经启动了对这起事故的调查，印度政府还成立了由 各领域专家组成的高级别委员会详细审查这起事故，以确保飞行安全，防止此类事件再次发生。据新德里电视台 报道，美国国家运输安全委员会称，将派遣调查团队前往印度，协助印度航空事故调查局进行调查。 【环球时报特约记者 白元】据《印度斯坦时报》13日报道，继印度航空公司12日空难后，一架由泰国普吉岛飞 往印度德里的印航航班13日飞至安达曼海域时，一名乘客在飞机上发现了炸弹威胁字条，飞机紧急返航。经初步 搜查，飞机上并未发现炸弹。 《今日印度》称，印度总理莫迪13日抵达了艾哈迈达巴德机场，视察了坠机地点（如图），并前往医院探望了唯 一的幸存者。莫迪随后在社交媒体平台X上发文称，对空难感到无比悲痛，向所有遇难者表示哀悼。《印度时 报》13日称，坠机地的医院已搭建起检测中心，死难者DNA的检测和比对工作 ...

Core Viewpoint - The U.S. Department of Commerce is considering imposing additional tariffs on imported aircraft and parts, following similar measures on automobiles and ships, which could significantly impact the aviation supply chain and related industries [1][2][14]. Group 1: Import and Export Data - In 2024, the U.S. is projected to import aircraft worth $62.1 billion and export aircraft worth $123.6 billion, indicating a substantial trade balance in favor of exports [4]. - Boeing primarily exports aircraft globally but relies on imported parts and materials, highlighting the interconnectedness of the supply chain [4][10]. Group 2: Impact on Aircraft Manufacturers - The potential tariffs could affect two main categories: aircraft imported from Europe and parts supplied globally to Boeing [5]. - Airbus, despite being a competitor, has a significant market presence in the U.S., with models like the A320 and A321 series being popular due to their operational efficiency [6][7]. Group 3: Supply Chain Implications - A single aircraft consists of approximately 3 million parts, and imposing a "plane tax" could disrupt Boeing's global supply chain, particularly affecting Japanese suppliers [8]. - Japanese manufacturers play a crucial role in Boeing's production, with significant contributions to models like the 787, where Japanese firms account for 35% of the production [9]. Group 4: Broader Economic Impact - The automotive industry in Japan, already affected by U.S. tariffs on cars, could face further challenges if tariffs extend to aircraft, potentially harming both Japanese and U.S. industries [15]. - The U.S. has also announced additional fees for ships, indicating a broader trend of increasing tariffs across various sectors, which could further strain international trade relationships [16].