音頻 | 格隆匯7.18盤前要點—港A美股你需要關注的大事都在這
國際要聞：
1、納指、標普500指數創收盤新高，中概指數升1.23%；
2、美國原油期貨收升近1.75%，報67.54美元/桶；
3、加拿大股指創收盤歷史新高；
4、外國投資者5月增持美債，加拿大購買激增；
5、美國眾議院通過加密貨幣法案，將移交給特朗普簽署為法律；
6、花旗：上調中國及韓國股票評級至增持，降印度股票評級至“中性”；
7、特朗普據稱將於9月訪問巴基斯坦；
8、特朗普患有慢性靜脈功能不全；
9、大超預期！美國6月零售銷售環比+0.6%；
10、美國上週初請失業金人數為22.1萬 低於預期；
11、美國6月進口價格同比意外下降0.2%；
12、美國7月費城聯儲製造業指數躍升至15.9；
13、美聯儲戴利：今年將降息兩次是合理的預期，但不要先發制人地降息；
14、OpenAI發佈ChatGPT Agent：能主動思考、自選工具，智能體賽道大變天；
大中華區要聞：
1、預吿：國新辦7月18日舉行“高質量完成‘十四五’規劃”系列主題新聞發佈會；
2、財政部：將超豪華小汽車消費税徵收範圍由每輛零售價格130萬元調降至90萬元；
3、農業農村部：肉牛養殖已連續3個月總體保持盈利，奶牛養殖虧損程度有所減輕；
4、住建部：要把城市更新擺在更加突出位置 加快老舊管線改造升級；
5、廣期所對多晶硅期貨實施交易限額及調整工業硅期貨SI2509合約交易限額；
6、硅業分會：原料價格上行 帶動本週硅片價格跳升；
7、南方電網負荷7月17日再創新高 達2.56億千瓦；
8、上海10例受試者憑藉腦機接口實現“意念説話”；
9、育兒補貼政策暫未出台；
10、寒武紀：調整2025年度定增方案，募資總額不超39.85億元；
11、一則停產消息點燃碳酸鋰行情 藏格礦業迴應：系採礦證問題；
12、今日港股維立志博申購；
13、南下資金加倉美團和建行，減倉泡泡瑪特；
14、公吿精選︱中微公司：預計半年度淨利潤同比增加31.61%到41.28% 蘭生股份：目前未開展“穩定幣”相關業務；
15、公吿精選(港股)︱微創機器人-B(02252.HK)預期中期收入同比增長約70%至80%；
16、A股投資避雷針︱鴻銘股份：終止籌劃重大資產重組；縱橫股份：上半年預虧3468.45萬元左右。
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