音頻 | 格隆匯7.26盤前要點—港A美股你需要關注的大事都在這
國際要聞:
1、美股三大指數收盤升跌不一,福特汽車大跌超18%;

2、美國原油收升約0.9%;
3、貝萊德:繼續超配美股及人工智能主題相關機會;
4、美國二季度GDP為2.8% 高於預期;
5、美國Q2核心PCE物價指數年化季率初值為2.9% 高於預期;
6、本田宣佈關閉中國兩家工廠;
7、日元強勢“翻身” 全球市場大洗牌;
8、日股7連跌創3個月新低,較前高回落10.7%;
9、韓股創6月11日以來收盤新低,較前高回落6.4%;
10、印尼正式啟動“黃金簽證”計劃 吸引外國投資者;
11、銅價跌破每噸9000美元大關 為自4月初以來首次;
12、意大利總理梅洛尼將訪華;
13、挑戰谷歌!OpenAI推出在線搜索工具SearchGPT;
大中華區要聞:
1、兩部門:降低超長期特別國債資金申報門檻 不再設置“項目總投資不低於1億元”要求 支持中小企業設備更新;
2、在岸、離岸人民幣兑美元雙雙升破7.21;
3、香港6月進口同比9%超預期,出口同比10.7%遜預期;
4、香港2024年上半年商品整體出口貨值同比上升12.2%;
5、明星企業扎堆排隊 港股IPO熱潮湧動;
6、有銀行開始搶客了 辦100多萬元房貸送5克金條;
7、2024上半年中國遊戲產業報吿:國內遊戲市場實銷收入超1400億元;
8、招商銀行下調存款掛牌利率;
9、深圳用電負荷首次突破2300萬千瓦;
10、2024暑期檔票房破65億;
11、東方甄選:主播董宇輝離職;
12、東方甄選:出售與輝同行100%股權予董宇輝 代價7658.55萬元;
13、A股綠聯科技今日上市;
14、北上資金淨賣出A股65.82億元,減倉貴州茅台和寧德時代,加倉紫金礦業;

15、南下資金逆勢加倉騰訊,減倉美團、紫金礦業;

16、公吿精選︱煜邦電力:上半年淨利潤同比預增668.27%到803.85%;中國電建:簽訂7.55億美元阿布扎比PV3阿吉班1.5GW光伏項目EPC合同;
17、公吿精選(港股)︱環球新材國際(06616.HK)擬6.65億歐元購買全球表面解決方案業務;
18、A股避雷針︱萊紳通靈:王麗麗和克復榮光擬合計減持不超過3%股份;*ST華鐵:公司股票將被終止上市暨停牌。

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