IAEA: Ukraine's Zaporizhia Nuclear Power Plant lost all external power today, the ninth time during the military conflict and the first time since late 2023. The nuclear power plant is currently relying on its emergency diesel generators for power, h

Foreign 1. Citi: The tariff deadline may be "insignificant" for G10 foreign exchange, but keep an eye on Japan. 2. Morgan Stanley: The Bank of England may accelerate the pace of interest rate cuts in the second half of the year. 3. UBS: There is no risk to the ability of the United States to repay its debts. 4. Moody's: Tariffs and trade uncertainties have increased credit risks in the Asia-Pacific region. 5. Commerzbank: The United States and Vietnam have reached a trade agreement, and it is not surprising that the US dollar is "indifferent". 6. ING: Concerns about the strengthening of the euro seem to be overdone. Domestic 1. CICC: The resilience of non-agricultural data does not support the Fed's early rate cut. 2. CITIC Securities: The trend of small banks buying bonds in the second half of the year will not change. 3. CITIC Securities: It is believed that the central bank still has room to cut interest rates this year. 4. CITIC Securities: It is expected that the Federal Reserve will cut interest rates again at the September interest rate meeting. 5. CITIC Securities: The size of the submarine optical cable market is expected to have a CAGR of 13% from 2025 to 2030. 6. Cathay Pacific Haitong: Rare earth prices are expected to continue to rise. 7. Huatai Securities: Maintain the judgment that the Fed will cut interest rates twice in September-December. 8. Huatai Securities: The national fertility subsidy policy is expected to be implemented within the year. 9. Galaxy Securities: Domestic demand + military trade resonate, and the military industry sector welcomes investment opportunities. 10. Tianfeng Securities: Optimistic about the overall valuation reassessment of Hong Kong stocks under the aggressive + evolution. 11. CITIC Securities: There is still a surplus of milk sources, and the upstream continues to be destocked, and attention is paid to changes in downstream demand.

1. Will talk to Zelensky - People familiar with the matter revealed that US President Trump and Ukrainian President Zelensky are expected to discuss the sudden stop of the US delivery of some key weapons to Kiev in a telephone conference on Friday. 2. Disappointed with Putin - Trump: Disappointed with the call with Russian President Putin. I don't think Putin intends to stop the action. 3. Frequently forwarding remarks praising the job market -The US non-farm data exceeded expectations and the unemployment rate unexpectedly fell. Trump forwarded videos praising the performance of today's US economic data on his social media. One of the videos said that today's data is good news and much better than expected. 4. Tariff letters will be issued -Trump said that he will start writing to trading partners on Friday to set unilateral tariff rates, and countries must pay tariff rates starting on August 1. He added: "Tariffs range from as high as 60% or 70% to as low as 10% and 20%." 5. Plan to hold a fight match at the White House - Trump said on Thursday that he is planning to hold an Ultimate Fighting Championship (UFC) event at the White House next year to celebrate the 250th anniversary of the United States' declaration of independence. 6. Will sign the "Big and Beautiful" bill - The US "Big and Beautiful" bill was passed by the House of Representatives with the rebellion of two Republican lawmakers, and Trump will sign the bill early Saturday morning. 7. Increase prices for foreign tourists - Trump signed an executive order instructing the US Department of the Interior to study raising ticket prices for foreign tourists to enter US national parks to ensure that US residents have priority rights when visiting national parks. 8. Appease farmers - Trump said he is willing to allow immigrant workers working for US farms to stay in the United States as long as the employer farmers are willing to "guarantee" them. Trump's statement was made against the backdrop of increasingly tightened US immigration policies and increasingly prominent agricultural labor shortages. 9. Waiting for Hamas to accept the ceasefire agreement - Trump: In the next 24 hours, we will know whether Hamas agrees to the ceasefire agreement.