国际要闻:
1、美股三大指数均涨超1.3%,热门科技股普涨,中概指数涨1.33%;
2、美国原油期货收跌超1.5%,纽约天然气跌4.9%;
3、纽约期金涨超0.8%重拾3400美元关口;
4、美联储戴利:降息时机临近 年内降息次数更有可能大于两次;
5、美国总统特朗普:将大幅提高印度所支付的关税;
6、印度回应特朗普威胁;
7、特斯拉批准马斯克新薪酬方案 总价值近300亿美元;
8、ChatGPT周活跃用户将达7亿,较去年增长4倍;
大中华区要闻:
1、预告:国新办8月5日举行新闻发布会,介绍西藏自治区成立60周年经济社会发展成就;
2、加强个人境外收入监管 境外买卖股票收入也要缴税;
3、A股7月新开户196万户,环比增19.27%,同比增71%;
4、广东佛山:8月起到药店购布洛芬、小柴胡颗粒等47种治疗基孔肯雅热药物须实名登记;
5、中国在艾滋病疫苗研发领域取得重要进展;
6、河北市场钢厂对焦炭采购价上调50/55元/吨;
7、今日A股志高机械申购;
8、南下资金净卖出港股181亿港元,创5月12日以来最大净卖出额,大肆减仓盈富基金、恒生中国企业;
9、公告精选︱豪威集团:上半年净利润同比预增39.43%到49.67%;日盈电子:目前公司无人形机器人相关业务收入;
10、公告精选(港股)︱心动公司(02400.HK)盈喜:预期中期净利润大幅增加约215%;
11、A股投资避雷针︱*ST元成:董事洪鲁圆涉嫌严重违纪违法被调查。
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