音頻 | 格隆匯8.8盤前要點—港A美股你需要關注的大事都在這
國際要聞:
1、美股三大指數漲跌不一,禮來跌14.14%,中概指數漲0.95%;

2、美國上週初請失業金人數升至22.6萬 高於預期;
3、特朗普:英特爾CEO必須立即辭職;
4、特朗普將簽署行政命令 允許私募基金、地產、加密貨幣及其他另類資產納入401(K)計劃;
5、特朗普宣佈提名斯蒂芬·米蘭擔任美聯儲理事;
6、美國財長貝森特:美光科技本週來訪財政部;
7、OpenAI正式發佈GPT-5;
8、OpenAI CEO:GPT-5採用集成模型 將免費提供給衆多用戶;
9、英國央行降息25BP;
10、墨西哥央行將基準利率下調至7.75%;
11、研究顯示禮來口服藥物Orforglipron平均減重11.2% 不及預期;
12、消息稱特斯拉解散Dojo超算團隊 計劃依賴外部合作夥伴;
13、無視貿易擔憂,航運巨頭馬士基上調盈利前景;
14、俄美領導人會晤在即 交易員搶購有望受益於停火談判的資產;
15、美國商務部長:預計對中國的關稅暫停將再延長90天;
大中華區要聞:
1、中國央行連續第9個月增持黃金;
2、中國7月外匯儲備32922.35億美元,環比下降0.76%;
3、七部門:到2027年,腦機接口關鍵技術取得突破;
4、七部門:推動非植入設備量產迭代,研製頭盔、頭顯、眼鏡、耳機等集成式腦機接口產品;
5、七部門:創新腦信號傳感元件,突破關鍵腦機芯片,夯實軟件工具底座;
6、七部門:發展壯大腦機接口領域領軍企業,支持組建產業創新聯合體,牽頭承擔國家科技重大專項;
7、7月挖掘機國內銷量同比增長17.2%;
8、中芯國際:Q2營收同比增16.2%,淨利同比降19.5%;
9、今日A股天富龍、酉立智能上市;
10、南下資金加倉小米、中芯國際和阿里;

11、公告精選︱中芯國際:上半年銷售收入44.6億美元 同比增長22%;中國移動:上半年歸母淨利潤842億元 同比增長5%;
12、公告精選(港股)︱東風集團股份(00489.HK)預期中期歸母淨利潤下降90%到95%;
13、A股投資避雷針︱*ST聆達:公司及子公司及其法定代表人被限制消費。

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