2025-08-01 Friday
2025-08-02
15:06:28
The number of international tourists to Spain in June
Previous
:
1358.20
Forecast
:
-
Published Value
1290.30
Previous
15:06:19
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Copper
Previous
:
-351
Forecast
:
-
Published Value
727
Previous
15:06:19
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Zinc
Previous
:
-174
Forecast
:
-
Published Value
-76
Previous
15:06:17
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Silver
Previous
:
-61
Forecast
:
-
Published Value
-24076
Previous
15:06:17
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Aluminum
Previous
:
-2048
Forecast
:
-
Published Value
-511
Previous
15:06:15
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Lead
Previous
:
426
Forecast
:
-
Published Value
-2412
Previous
15:06:12
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Nickel
Previous
:
-54
Forecast
:
-
Published Value
-331
Previous
15:06:10
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Tin
Previous
:
-4
Forecast
:
-
Published Value
-143
Previous
15:06:09
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Alumina
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:06:06
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Wire Rods
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:06:04
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Hot-rolled coil
Previous
:
0
Forecast
:
-
Published Value
-598
Previous
15:06:02
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Fuel oil
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:06:02
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Stainless Steel
Previous
:
0
Forecast
:
-
Published Value
-248
Previous
15:05:58
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Petroleum Asphalt
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:05:56
Daily warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China -20 # rubber
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:05:52
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Natural Rubber
Previous
:
-310
Forecast
:
-
Published Value
-1970
Previous
15:05:51
Daily warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Crude oil
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:05:49
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Rebar
Previous
:
0
Forecast
:
-
Published Value
0
Previous
15:05:49
Daily Warehouse receipt changes of the Shanghai Futures Exchange on August 1st in China - Gold
Previous
:
2181
Forecast
:
-
Published Value
102
Previous
15:05:29
At market close, the Shanghai Composite Index fell 0.37%, the Shenzhen Component Index fell 0.17%, the ChiNext Index fell 0.24%, and the Beijing Stock Exchange 50 Index fell 0.23%. The total trading volume of the three stock markets in Shanghai, Shenzhen, and Beijing reached 1.6199 trillion yuan, down 342 billion yuan from the previous day. Over 3,300 stocks rose in both markets. In terms of sector themes, traditional Chinese medicine, photovoltaic equipment, and AI intelligent bodies rose, while the military and civil explosives sectors adjusted. The traditional Chinese medicine sector continued to strengthen, with Biovalley rising over 20%. Weikang Pharmaceuticals hit the 20cm limit up, and Guizhou Bailing and Xintian Pharmaceuticals also hit the limit up. The photovoltaic equipment sector strengthened, with Jiejia Weichuan hitting the 20cm limit up, and Shuangliang Energy Saving hitting the limit up. AI intelligent bodies strengthened after midday, with Cube Technology and Jinke Environment rising over 10%. The military sector adjusted, with ST Emergency hitting the 20cm limit up. The civil explosives sector adjusted, with Poly United hitting the limit up.
14:58:03
[Inspection time shortened by 90%, "Cross-border Green Channel China-Vietnam Direct" regular transportation starts today] On August 1, the "Cross-border Green Channel China-Vietnam Direct" - China-Vietnam GMS cross-border direct + fresh agricultural products green channel "One Code Pass" regular transportation departure event was held in Honghe, Yunnan, injecting strong impetus into deepening economic and trade cooperation with ASEAN countries. The "Cross-border Green Pass China-Vietnam Direct" initiative utilizes a "Green Pass One Code + Cross-border One Lock" model. Exported goods transit through the Honghe Bonded Area, with the customs clearance process pre-positioned at the customs supervision facility within Honghe Prefecture (Mengzi Customs). Customs personnel verify the information, and the system automatically generates a customs verification record. Customs Green Pass vehicles can travel normally on expressways within Yunnan Province. Upon exit, they apply for Green Pass inspection and indicate that customs verification has been completed. Toll station inspectors use Yunnan's "One Code" to scan the transaction QR code generated by the exit toll lane software to obtain the vehicle's passage information. The system retrieves and links the customs verification record based on the license plate number. After confirmation, clearance is released in seconds. Upon arrival at the port, GMS cross-border direct vehicles will be swiftly exited through the "Green Channel." Inspection time has been significantly reduced by 90%, saving 30% in personnel costs. The implementation of this innovative model has greatly improved cross-border transportation efficiency, reduced business operating costs, and minimized the loss of fresh agricultural products during transportation. (CCTV News)
14:52:00
Gold Prices Under Pressure on Weekly Charts but Finding Temporary Support, Market Focus on Non-Farm Payroll Data: 1. Spot gold briefly touched the 3,300 mark on Friday but has since pared gains, fluctuating around 3,290. This week's cumulative decline remains at 1.2%, potentially marking its third consecutive weekly decline. The US dollar index briefly climbed to its highest level since May 29th, continuing to suppress the performance of dollar-denominated gold. Analysts point out that gold prices have fluctuated between $3,250 and $3,450 for nearly two months and are currently moving toward the lower end of this range, potentially facing a directional shift. 2. A mix of bullish and bearish policy factors: The Federal Reserve held interest rates steady and downplayed expectations of a September rate cut, reinforcing the dollar's strength. However, trade tensions sparked by the US imposition of tariffs ranging from 10% to 41% on various countries are providing safe-haven support for gold prices. Marex analysts suggest that if tariff negotiations falter and trade frictions escalate, this could reignite gold demand. 3. Non-Farm Payroll Data is a key short-term indicator: The market is closely watching the US non-farm payroll report, due to be released this evening, with an expected increase of 110,000 jobs in July. The data will affect the market's expectations of the Fed's policy path. If the data shows a significant cooling of the job market, it may ease the pressure of the US dollar on gold; conversely, strong data may accelerate the gold price to break through the lower end of the range.
14:44:21
USD/CNH retreated from its 100-day moving average in early Friday trading, with the market awaiting guidance from the non-farm payroll data. 1. The USD/CNH pair retreated from its 100-day moving average (7.2219) to 7.2165, suggesting a pause in bullish activity at key resistance. Market analysts suggest the exchange rate may find support at the 50% Fibonacci retracement level of 7.2006, which could attract bargain-hunting. 2. Today's S&P China Manufacturing PMI showed contracting activity in July. Combined with the Chinese government's crackdown on involuted competition in the new energy sector, this could put short-term pressure on RMB demand. Policy news suggests that sectors such as photovoltaics, batteries, and electric vehicles will face stricter regulations to curb disorderly price wars. 49. 3. Market focus shifted to the evening's US non-farm payroll report, with estimates of 110,000 new jobs added in July and a slight rise in the unemployment rate to 4.2%. If the data is weaker than expected, it may strengthen the Fed's interest rate cut expectations, dragging down the US dollar and supporting the RMB; conversely, strong data may push the US dollar to continue its recent rise, further testing the resilience of the RMB. 4. From a technical perspective, if the exchange rate effectively falls below the 7.20 mark, it may fall to the support near 7.18; conversely, if it stabilizes above the 100-day moving average, it may resume the upward trend and challenge the 7.23-7.25 area.
14:42:03
Citigroup Raises Microsoft's Price Target to $680, Maintaining its Top Mega-Cap Stocks Citigroup issued a report stating that Microsoft's fourth-quarter performance exceeded expectations across the board, further highlighting Azure's accelerated growth and validating Microsoft's leadership in market share gains and AI monetization. While Azure's growth acceleration of 4 percentage points on a $75 billion annualized revenue base is impressive, even more impressive is the drivers (demand from a broad range of large customers, not just capacity timing), suggesting more sustained strength entering the current fiscal year, particularly with accelerating commercial order growth and the positive revisions to preliminary guidance for the current quarter. The bank has again raised its Azure growth forecast for the current fiscal year by 2 percentage points. With more capacity coming online, the optimistic scenario of Azure growing over 40% year-over-year in the current fiscal year looks more plausible. Microsoft's leadership in generative AI, combined with its view of accelerating revenue and profit growth, maintains its position as the bank's top mega-cap stock. The bank has raised its price target to $680, representing a forward P/E ratio of 43 times, with a "Buy" rating.
14:41:48
[10%+40% US imposes huge tariffs on Brazilian goods. Brazil: We will not compromise our sovereignty.] On July 31st, local time, US President Trump signed an executive order on "reciprocal tariffs," placing Brazil in the first tier of 10% tariffs. This executive order has a seven-day grace period and will take effect at midnight on August 7th. According to another executive order signed by Trump on July 30th, the United States will impose a 40% ad valorem tariff on Brazilian products exported to the United States starting August 6th, but Brazilian aircraft, nuts, orange juice, and some metal products will be exempted. According to data provided by Brazilian Vice President Alckmin, approximately 35.9% of Brazilian products exported to the United States will actually be subject to an additional tariff of 50%, a combination of the 10% "reciprocal tariff" and the 40% ad valorem tariff. (CCTV News)
14:39:55
China's weekly soybean meal inventory as of August 1st
Previous
:
84.29
Forecast
:
-
Published Value
96.10
Previous
14:39:53
China's weekly rapeseed meal inventory as of August 1st
Previous
:
1.20
Forecast
:
-
Published Value
1.90
Previous
14:38:31
Australian RBA Commodity Price Index for July - Monthly rate denominated in Australian dollars
Previous
:
-0.80%
Forecast
:
-
Published Value
1%
Previous
14:38:30
Australia's July RBA Commodity Price Index -SDR pricing monthly rate
Previous
:
-0.80%
Forecast
:
-
Published Value
1.30%
Previous
14:38:28
Australian July RBA Commodity Price Index - Australian Dollar Pricing
Previous
:
71.10
Forecast
:
-
Published Value
74.30
Previous
14:38:28
Australia's July RBA Commodity Price index -SDR pricing annual rate
Previous
:
-8.70%
Forecast
:
-
Published Value
-7%
Previous
14:30:29
[The average price of pork in the national agricultural product wholesale market rose by 0.7% compared with yesterday] According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Product Wholesale Price 200 Index" on August 1 was 113.09, up 0.17 points from yesterday, and the "Vegetable Basket" product wholesale price index was 113.14, up 0.19 points from yesterday. As of 14:00 today, the average price of pork in the national agricultural product wholesale market was 20.60 yuan/kg, up 0.7% from yesterday; beef was 63.95 yuan/kg, the same as yesterday; mutton was 59.63 yuan/kg, down 0.2% from yesterday; eggs were 7.72 yuan/kg, up 0.5% from yesterday; and white-striped chicken was 17.16 yuan/kg, down 1.2% from yesterday.
14:19:24
[Russell Investments: Non-farm payrolls are expected to add 100,000 new jobs, but employment is still weak but still supports a soft landing] U.S. long-term bond yields rose slightly during the Asian trading session. Analysts surveyed by The Wall Street Journal expect the U.S. non-farm payrolls to add 100,000 jobs in July, compared with 147,000 in June. BeiChen Lin, investment strategist at Russell Investments, said in a report: "As widely expected, the labor market has weakened slightly, which is still consistent with our soft landing outlook." The breadth of job creation will be a key observation point. In recent months, new jobs have begun to be more concentrated in understaffed industries such as healthcare, and the expansion of employment may provide some assurance for the resilience of the economy.
14:05:47
[Long-term U.S. Treasury yields rise as the market awaits employment data] During the Asian trading session, long-term U.S. Treasury yields rose slightly as the market awaited the U.S. non-farm payroll data, which is an important reference for assessing the prospects for interest rate cuts. Analysts surveyed by The Wall Street Journal predicted 100,000 new jobs, compared to 147,000 in June. "If the labor market weakens slightly as widely expected, it will still be consistent with our soft landing outlook," said BeiChenLin of Russell Investments in a report. The senior investment strategist said the breadth of new jobs will be a key point to look at. He said that in recent months, new jobs have begun to be more concentrated in understaffed areas such as healthcare, and the improvement in the breadth of new jobs may provide some assurance of economic resilience. According to Tradeweb data, the 10-year U.S. Treasury yield rose 1.6 basis points to 4.374%
14:05:04
[AI application sector rebounded after volatility, Dingjie Digital Intelligence rose by over 10%] In the afternoon, AI application sector rebounded after volatility, Dingjie Digital Intelligence rose by over 10%, followed by XuanYa International, Wondershare Technology, Puyuan Information, Hande Information, Cape Cloud, BlueFocus, etc. On the news front, the State Council Executive Meeting held on July 31st reviewed and approved the "Opinions on Deepening the Implementation of the 'Artificial Intelligence +' Action Plan." In addition, US-listed software development company Figma performed strongly on its first day of listing on the New York Stock Exchange, closing at $115.5, a 250% increase.
14:00:05
The monthly rate of the Nationwide house price index in the UK in July
Previous
:
-0.80%
Forecast
:
0.30%
Published Value
0.60%
Previous
14:00:04
The year-on-year rate of the Nationwide house price index in the UK in July
Previous
:
2.10%
Forecast
:
2.10%
Published Value
2.40%
Previous
14:00:01
Russia's SPGI Manufacturing PMI for July
Previous
:
47.50
Forecast
:
-
Published Value
47
Previous
13:49:39
[BYD announces patent for automatic charging and inflation robot to enhance intelligent experience] Tianyancha App shows that on August 1, BYD Co., Ltd. applied for a patent for "a robot". The abstract shows that the present invention relates to an automatic charging and inflation robot for vehicles, which includes an information acquisition module to obtain vehicle power or tire pressure information, and control charging or inflation after judging the threshold; a motion control module drives the robot to the charging or inflation interface of the vehicle; the charging module charges the vehicle through a charging gun; the inflation module inflates the vehicle tires through an air pump; the positioning module realizes accurate interface identification and positioning through dual positioning units; the clamping and fixing module grabs and fixes the charging gun or air pump. The robot does not require vehicle-side modification, integrates charging and inflation functions, and realizes automatic charging, tire pressure monitoring and inflation through intelligent judgment, precise docking and closed-loop control, thereby enhancing the intelligent experience, ensuring safety and reducing usage costs.
13:45:11
[Dollar Strength Continues, Yen Weakness Draws Government Concern] 1. The US dollar index climbed to 100.14 on Friday, its highest level since May 29th. This week's gain totaled 2.5%, putting it on track for its best weekly performance in nearly three years. After US President Trump announced differentiated tariffs on Canada, Switzerland, and other countries, the US dollar generally strengthened against major currencies, with the Canadian dollar falling to a three-month low of 1.3872 and the Swiss franc retreating 0.26% to 0.8120. 2. The yen continued to weaken after the Bank of Japan stated it was in no rush to raise interest rates. USD/JPY briefly rose to 150.915, an April high, before retreating to around 150.47. Japanese Finance Minister Katsunobu Kato expressed concern and hinted at possible intervention. Asian currencies were generally under pressure, with the Philippine peso falling to a six-month low and the South Korean won also hitting a multi-month low. 3. The market focused on non-farm payroll data: Despite Trump's renewed criticism of the Federal Reserve's policies, the US dollar remained strong. Analysts pointed out that if the US non-farm payroll data tonight shows a moderate slowdown in job growth (expected to add 110,000 jobs), it may strengthen the "Goldilocks" economic scenario, creating conditions for future interest rate cuts by the Federal Reserve. The euro remained near a two-month low, currently trading around 1.1427, up about 0.13%, as the market's pessimistic interpretation of the US-EU trade agreement continued to exert pressure.
13:39:13
Asia-Pacific stock markets are generally under pressure, with the semiconductor sector leading the decline. 1. Major Asia-Pacific stock markets fell across the board on Friday, pressured by the new US tariffs and weak economic data. US President Trump announced differentiated tariffs across several economies, including a uniform 40% tariff on goods transshipped for tax evasion, sparking market concerns. Investors also awaited guidance from US non-farm payroll data tonight. 2. South Korean stocks led the decline, with the Kospi plummeting 3.5% to 3,131 points. The government's withdrawal of tax cuts triggered a sell-off, with technology stocks such as SK Hynix leading the decline. Japan's Nikkei fell 0.4%, with semiconductor equipment giant Tokyo Electron plunging 17.4%. The Taiwan stock market fell 0.7%, dragged down by semiconductor stocks, with TSMC and MediaTek both falling over 1%. Mainland Chinese stocks were relatively resilient, with the Shanghai Composite Index down 0.2% and the Hong Kong Hang Seng Index also slightly lower by 0.2%. 2. Southeast Asian markets showed mixed performance, with Indonesian and Malaysian stock markets bucking the trend and rising over 1%, while Thai and Vietnamese stock markets saw slight declines. Analysts pointed out that the differential impact of tariff policies on different economies will continue to ferment, and stocks related to the technology industry chain may continue to be under pressure in the short term.