1. 财政部：下半年将及时谋划出台务实管用的增量政策。 2. 美财长贝森特：债券回购上限或超40亿美元。 3. 美联储戴利：尚未看到需提前加息的证据，长债收益率上升是全球问题。 4. 美联储外国逆回购余额升至2022年10月以来最高。 5. 高盛称要想降低美债收益率，通胀降温才是“最佳药方”。 6. 美财长贝森特：AI使得许多企业发债时“对收益率近乎不敏感”。 7. 美国圣路易斯联储行长谈及债市动荡，称市场并未质疑美联储信誉。 8. 宏观经济预测咨询公司TS Lombard：美国的债券回购计划很像收益率曲线控制，美元面临风险。 9. 中国人民银行：将发行300亿元中央银行票据。 10. 财政部：下半年还有2万多亿元地方政府专项债和超长期特别国债待发行使用。 11. 财政部：截至7月底已发行新增专项债2.4万亿元，支持建设项目1.8万个。 12. 万科A：2026年至今到期的公开债已全部完成展期。

South Korea launched an 880 bln won (≈$631m) ultra-long technology fund today, offering up to a 16-year investment horizon for advanced tech sectors. Policy capital comprises 77% (680 bln won), including 600 bln won from the Advanced Strategic Industries Fund and 80 bln won in fiscal funding; the Financial Services Commission and Korea Development Bank are driving the initiative. The fund will target next-generation semiconductors, biotech and related advanced industries; investee eligibility requires vetting by a technology credit guarantee fund or equivalent legal assessment. To limit concentration, at least 40% of allocations must be invested outside AI and semiconductors; early-stage co-investment and overseas M&A receive weighted incentives. Asset managers will be appointed as three small managers (80 bln won each) and four large managers (160 bln won each); proposals close Sept. 3, selection is due in October and disbursement could be completed by year-end. Manager evaluation will emphasize sector-specific teams and expert networks.

据德国《法兰克福汇报》：大众汽车劳工代表贝纳批评首席执行官计划裁员。贝纳表示，裁减5万个岗位是首席执行官“强烈挑衅”的举动，公司存在“成本问题”，需要解决。