Domestic News:
1. The People's Bank of China increases its gold holdings for the 21st consecutive month.
2. Eight major photovoltaic silicon material manufacturers sign an initiative: sales must not be below cost price.
3. Cambricon: First-half net profit of 2.311 billion yuan, up 123% year-on-year.
4. Yichun officials: CATL's lithium mine is currently shut down for maintenance.
5. General Administration of Customs: In the first seven months, my country's total import and export value of goods reached 30.13 trillion yuan, up 17.3% year-on-year.
6. Beijing further optimizes real estate policies: the required years of social security and individual income tax payments for non-Beijing residents to purchase homes are reduced to one year; the maximum loan amount for housing provident funds is moderately increased.
International News:
1. Turkey, Saudi Arabia, and Pakistan sign a joint defense agreement.
2. OpenAI suspends development of its new model Astra, concerned about its potential for critical cyberattacks.
3. Federal Reserve's Barkin: (On inflation) If facing headwinds, (policy) must be tightened. 4. US Media: Trump Advances to Removal of Federal Reserve Governor Cook, Formal Initiates Removal Process on the Grounds of "Gross Negligence".
5. Japanese Finance Minister Satsuki Katayama: Japan and the US have been in close communication and will not hesitate to intervene if necessary.
6. Trump: Fed Interest Rate Decisions Are Not Entirely Controlled by Warsh; Artificial Intelligence May Be More Important Than Oil; Whoever Wins in Artificial Intelligence Wins Everything.
7. US Non-Farm Payrolls Unexpectedly Declined by 23,000 in July, the First Decline Since February; The Unemployment Rate Slightly Dropped to 4.1%, the Lowest Level Since June 2025.
8. White House National Economic Council Director Hassett: I Focus Almost Solely on the Unemployment Rate, and It Has Declined; I Believe Trump Wolverine Wolverine Wolverine Will Not Advise on Interest Rates.
9. Middle East Situation—
① Iranian Officials Say They Have Clarified the Overall Framework with Oman on the Strait of Hormuz Passage.
② US Officials: Iran and Oman Expected to Reach an Agreement on the Strait of Hormuz Soon. ③ US media: Iranian negotiators are awaiting final approval from Iran's Supreme National Security Council for the agreement reached with Oman and the United States.
