格隆汇7月8日｜大和资本市场分析师在一份报告中表示，欧洲央行将于周四发布的6月会议纪要将受到投资者关注，但自该会议以来的油价下跌缓解了未来政策辩论的紧迫性。在6月份的会议上，欧洲央行上调了通胀预期，并自2023年以来首次加息。不过分析师表示：“随后的能源价格下跌可以说降低了其对未来政策辩论的重要性，上周在辛特拉举行的会议上，政策制定者暗示他们不急于在7月份的会议上再次收紧政策。”

Sales volumes for iPhone, Mac and iPad have a limited relationship with pricing, JPMorgan said, citing past trends.

上期所燃油主力合约大涨6%，报3106元/吨；低硫燃油主力合约大涨6%，报4000元/吨。大商所液化石油气（LPG）主力合约涨超3%，报4732元/吨。

美国最大的期权零售做市商城堡证券称，其当时并不知悉中国证监会处罚公告即将发布，却成为数千笔看跌期权交易的对手方，因相关期权在公告后暴涨而损失约2800万美元 【财新网】 中国整治违规跨境炒股引发的美股期权“抢跑”交易诉讼继续扩大。继美国期权做市商海纳国际（Susquehanna International）旗下公司对若干身份不明交易者提起诉讼后，美国最大的期权零售做市商城堡证券（Citadel Securities）近日也申请作为原告，加入在美国纽约南区联邦法院的这起诉讼。 财新获得的起诉书显示，城堡证券称，其作为做市商，是数千笔富途控股（NASDAQ：FUTU）和老虎证券（NASDAQ：TIGR）看跌期权交易的对手方；相关交易者在监管消息公布前买入期权，并在消息披露后获利；城堡证券称，其作为期权卖方承担了相反方向的损失，金额约2800万美元。

(RTTNews) - Genworth Financial, Inc. (GNW), a financial service provider, said that its Chief Executive Officer, Tom McInerney, will take a temporary leave of absence from his role to focus on his health.

Investor positioning is so optimistic that earnings disappointments could trigger a massive stock reversal.

Source: Bloomberg, 0:00

(RTTNews) - French luxury goods group Kering SA (PPRUF.PK, PPRUY.PK, KER.PA) announced that its Italian fashion house Gucci has entered into a 50 -year exclusive beauty license agrrement with French Cosmetics and beauty products giant L'Oreal Co. (LRLCY.PK, OR.PA).

When turning on the oven is a no-no and you're bored of salads, these foods (and drinks) will help to beat the heat.

7月8日，新西兰联储货币政策委员会宣布将官方现金利率上调25个基点至2.50%。这是该行在连续三次会议维持利率不变后，重新开启紧缩周期。 新西兰联储在声明中表示，当前通胀水平仍高于目标区间，且经济活动预计将增强，需要进一步减少货币刺激措施，以推动通胀率回归2%的目标中点。 委员表示，未来进一步提高利率的可能性较大，但具体时机“高度不确定”。未来的政策决策将严格取决于新数据、企业定价行为，以及经济活动强度对中期通胀压力的实际影响。通胀前景的复杂性仍是政策制定的核心挑战。 新西兰联储强调，尽管能源价格已经下降，但冲击的影响将持续一段时间，中期通胀压力的前景依然不确定。这一前景很大程度上取决于近期成本上涨能在多大程度上转化为终端价格上涨。 此外，供应链调整可能需要时间，地缘政治不确定性依然相当显著。据预测，新西兰年度整体通胀率将在2026年6月当季达到3.9%的峰值，在9月当季回落至3.3%。

格隆汇7月8日｜A股市场国产软件股集体走强，其中，绿盟科技20CM涨停，熙菱信息涨超13%，南天信息、荣联科技、云赛智联、浪潮信息、恒为科技、浪潮软件10CM涨停，奇安信-U涨超8%，云涌科技、电科网安涨超7%，达梦数据、国投智能、天源迪科、启明星辰、金山办公、地铁设计涨超6%，安恒信息、宝信软件、微创光电、行云科技涨超5%。

格隆汇7月8日｜花旗发表报告，启动覆盖SpaceX，予其“买入”评级及目标价200美元。该行认为这个目标价只是里程碑，未来在关键工程成就大规模实现后，股价有望达到900美元以上。报告指，SpaceX正处于未来2-3年催化剂特别密集的起步阶段，预计这将帮助公司在多个高价值市场建立主导地位。

中国常驻联合国代表傅聪7日在联合国大会“终止美国对古巴的经济、商业和金融封锁”辩论会上发言时强调，中方敦促美方立即停止对古巴的封锁和任何形式的胁迫施压，停止侵犯古巴人民的生存权、发展权，不要站在国际共识、历史正义和人类良知的对立面。傅聪表示，去年10月，联大以165票支持的压倒性多数，连续第33年通过“必须终止美国对古巴的经济、商业和金融封锁”决议。决议为立刻解除对古巴的非法制裁提供了依据，必须得到严格执行。（央视新闻）

CrailsheimStudio/iStock via Getty Images Netflix ( NFLX ), Disney ( DIS ) and Alphabet’s YouTube ( GOOG ) ( GOOGL ) are all interested in challenging Fox for the U.S. broadcast rights to the 2030 and 2034 World Cup, CNBC reported, citing people familiar with the matter. Amazon ( AMZN ) , which currently owns UEFA Champions League rights in the U.K., and Apple ( AAPL ), which owns global MLS rights, could also enter the mix, further fueling a potential bidding war for the rights. Discussions between FIFA and potential media partners are expected to begin sometime in the next three months, the report said, citing sources. FIFA has alerted media companies during preliminary talks, which began earlier this year, that English- and Spanish-language U.S. rights are likely to be sold together, rather than separately as they have been for previous World Cups, including 2026, according to the people. Fox paid $485M for the English-language rights for this year’s tournament, hosted across North American cities, according to The Athletic . NBCUniversal’s Telemundo paid $600M for the Spanish-language rights, according to people familiar with the matter. Executives at various media companies are budgeting between $1.5B and $2B for the U.S. rights to each tournament across languages, said the people. The last time FIFA negotiated a deal, with Fox and Telemundo, was in 2011. Four years later, FIFA extended that deal through 2026. More on Netflix, Alphabet, etc. Netflix Q2 Preview: Live Programming Presents Opportunity, Shares A Hold Netflix: Don't Overlook The Structural Threat Of Microdramas Netflix: Forget Subscriber Growth, AI Is The New Investment Narrative SpaceXAI's Grok continues to lose market share; Meta AI climbs to fourth in US: analysis Netflix signs deal with digital publishers for homepage content

Hong Kong fertility clinics should be required to report serious incidents within 24 hours to both the regulator for in vitro fertilisation (IVF) and health authorities, lawmakers have said, following an embryo mix-up at a centre that went undisclosed for weeks. They urged the government on Wednesday to close the regulatory gap, a day after it emerged that HEAL Fertility in Central had mishandled embryo biopsy specimens from two patients and failed to promptly report the incident to health...

格隆汇7月8日｜船舶追踪数据显示，至少四艘油气运输船已放弃穿越霍尔木兹海峡的尝试，因这一关键水道再次发生船只遇袭事件，安全担忧加剧。此前，周二一艘卡塔尔液化天然气运输船和一艘悬挂沙特国旗的原油油轮在海峡附近受损，据报伊朗向该水道的船只发射了导弹，促使海事当局将通行船只的威胁等级提升至“严重”。分析公司Kpler和LSEG的数据显示，三艘液化天然气（LNG）运输船——“Al Ghariya”号、“Duhail”号和“Al Ruwais”号——此前均正缓慢向西驶向霍尔木兹海峡，但在周二深夜改变航向，调头驶离。这三艘由卡塔尔能源公司控制的船只均为空载，正前往卡塔尔拉斯拉凡出口设施装载货物。与此同时，LSEG和Kpler的数据还显示，一艘悬挂印度国旗的油轮（装载着上周晚些时候装载的200万桶科威特原油）周三在霍尔木兹海峡附近的阿曼角掉头。

This week’s deadly storms in southern and central China were worsened by a convergence of factors, underscoring the growing frequency of weather extremes that the world’s second-largest economy must increasingly contend with. The latest round of heavy rains and strong winds have killed at least 17 people in the provinces of Hubei and Guangxi, according to state media , and forced thousands to evacuate. Commodities suppliers are also reeling from the impact. Jasmine plantations in Guangxi, a key producer of the flower used widely in tea and coffee, have been flooded, according to media reports. Pig farms were reportedly inundated , potentially putting upward pressure on pork prices. Timber processing factories in the province, a hub for making wooden boards and panels, have suspended production and shipments, according to one account . The torrential downpours — turbocharged by the remnants of a tropical storm interacting with the moist southwest monsoon and cold, dry air from the north — are all the more remarkable given the general dryness seen across the country. Though swathes of Guangxi were drenched by rainfall over 200% in excess of normal in the 10 days to Tuesday, according to China’s National Climate Centre, the province has actually been drier than normal since June 1, when flood season started. Much of China, other than parts of Xinjiang and Tibet, has also seen significantly less rain than usual, data show. That contrast between broadly dry conditions punctuated by intense bursts of extreme rainfall only complicates the challenge of building adequate infrastructure and warning systems that can withstand the weather’s wild volatility. China is racing to stay one step ahead of those risks. Last month, the weather agency published a five-year plan for dealing with meteorological disasters. Among the key goals is to improve the monitoring of extreme weather, including shifts in the seasonal rain belt that threaten to cause floods in regions unaccustomed to t...

7月7日，商务部部长王文涛与荷兰外贸与发展合作大臣舍尔茨玛在北京共同主持召开中荷经贸混委会第18次会议，就中荷、中欧经贸关系坦诚、深入交换意见。王文涛表示，今年3月李强总理与耶滕首相通话，就推动中荷开放务实的全面合作伙伴关系不断取得新进展达成重要共识。中国商务部愿与荷方加强在先进制造业、科技创新、绿色转型、现代服务等领域合作，希望荷方为中国企业赴荷投资营造公平公正可预期的环境，保持半导体产供链稳定，推动妥善解决有关企业纠纷。中方欢迎荷兰企业投资中国，共享中国大市场。（商务部）

FuelCell Energy ( FCEL ) announced the pricing of an upsized underwritten public offering of 10.71M shares of its common stock at a public offering price of $21.00 per share. The gross proceeds to FuelCell Energy from the offering are expected to be $225M, before deducting underwriting discounts and commissions and other offering expenses payable by FuelCell Energy. FuelCell Energy ( FCEL ) shares are poised for a volatile session following the company's pricing news and is down 16.6% in after-hours trade on Tuesday. The transaction was expanded from its initially targeted size of $200M. FuelCell Energy has also granted underwriters a 30-day option to purchase up to an additional 1.61M common shares at the public offering price. The offering is expected to close on or about July 9, 2026, subject to customary closing conditions. The clean energy company plans to deploy the net proceeds to fund capital expenditures for manufacturing capacity expansion to support future growth, alongside working capital and general corporate purposes. More on FuelCell Energy FuelCell Energy: AI Data Center Opportunity Still Questionable, But Improved Access To Capital FuelCell Energy: What Goes Up Must Always Come Back Down FuelCell Energy: Data-Center Power Makes The Risk Worth Taking FuelCell Energy plunges after launching public offering of $200M in shares FuelCell Energy raised to Buy at B. Riley as investment case boosted by data center deal

格隆汇7月8日｜美银证券发表研报指，金蝶国际发布今年上半年盈喜，收入预计同比增长13%至14%，达36.1亿至36.4亿元，与市场及该行预期一致。该行认为，收入增长较2025财年的12%有所加快，主要受订阅收入快速增长及AI原生产品需求强劲带动。盈利方面，金蝶预期上半年纯利可达到4000万至6000万元，对比2025年上半年为亏损9800万元；经调整非国际财务报告准则纯利预计为1.05亿至1.25亿元，对比2025年上半年经调整亏损5100万元。该行估计受惠于订阅收入占比提高及AI带动营运效率改善，中期毛利率按年提升约2个百分点，维持金蝶国际的“买入”评级，目标价13.9港元不变。

Intel highlights data center and AI strategy as investors watch long-term growth AD HOC NEWS

Key PointsSince 1990, every instance of the S&P 500 gaining at least 9% in the first half of the year has resulted in positive performance in the second half.

Spain's Banco Santander ( SAN ) has overhauled its Asia-Pacific corporate and investment banking business under new regional leadership, tightening employee oversight and cutting staff perks as it seeks to improve profitability and expand in faster-growing Asian markets, the Financial Times reported, citing people familiar with the matter. The bank removed its Beijing branch manager and is focusing growth on Southeast Asia, Japan, and South Korea, while maintaining its operations in Hong Kong and mainland China. The restructuring has been led by Alberto Rivero, who became Santander's head of Asia Pacific in January. Senior executives have stepped up cost-cutting efforts in recent months, including eliminating employee perks. Bankers in the region are now required to submit weekly reports on their work and client meetings, while business travel requests face greater scrutiny, the people said. Santander's ( SAN ) Asia-Pacific CIB business generated about €220M in revenue in 2025 and employed around 460 people across Hong Kong, Singapore, mainland China, and Australia at the end of the year, the report added . More on Banco Santander Banco Santander: Efficiency Tailwinds To Sustain Growth Banco Santander: Limited Value And Income Appeal Ahead Banco Santander, S.A. 2026 Q1 - Results - Earnings Call Presentation Santander considers hedging buy now, pay later loans - report Banco Santander Q1 results lifted by disposal gain

格隆汇7月8日｜周二，SpaceX正式成为纳斯达克100指数成分股的一员。尽管华尔街看涨声一片，但当天SpaceX跌近7%，创上市以来最低收盘价149.47美元。曾成功预测三次市场泡沫的传奇投资人Jeremy Grantham则发出了警告。他在接受最新采访时表示， SpaceX的股价极有可能在未来某一天暴跌。Grantham表达了他对埃隆·马斯克这家火箭公司的诸多担忧，包括其估值、远大的太空探索目标，以及对人工智能（AI）能否真正提高生产力的普遍疑虑。“我至少有90%的把握认为，会发生崩盘的情况，”这位亿万富翁投资者说道。Grantham目前是波士顿基金管理公司Grantham，Mayo，Van Otterloo& Co.的联合创始人及首席投资策略师。他对1929年大崩盘之类的经典泡沫时期多有研究。事实上，现年八十多岁的他自己就曾经经历过无数的繁荣与破灭的周期，而其中许多都曾经被他预测到，包括2000年互联网泡沫破灭、2008年牛市顶部、以及2009年熊市底部等。

韩国政府周三公布的数据显示，今年上半年韩国生物制药产品出口额预计将创下历史新高。 根据韩国食品药品安全部的数据，该产品类别今年前六个月的出口额预计为45亿美元，同比增长15.3%，在上半年价值52亿美元的全部药品出口中占比达86.5%。 韩国生物制药出口额从2023年的49亿美元增长至2025年的76亿美元。如果这一趋势持续下去，该部预计今年将创下历史新高。 截至6月，韩国生物制药产品已出口至163个国家，其中对瑞士的出口额最高，达7.7亿美元。 美国以6.1亿美元紧随其后，匈牙利以6亿美元位居第三。法国首次在上半年跻身韩国生物制药产品十大出口目的地之列，出口额达1.6亿美元。 按产品类型划分，重组蛋白药物出口额最高，达39.7亿美元，其次是毒素和抗毒素，为2.8亿美元，疫苗为1.2亿美元。 韩国食品药品安全部表示，将通过监管创新、信息共享以及与主要进口商开展积极的贸易谈判，努力确保生物产业在下半年继续保持出口增长势头。 责任编辑：于健 SF069

The working-class lad who became a millionaire proposes a new annual tax. Plus: it’s 25 years of The Office. Here’s what to watch this evening 9pm, Channel 4 Continue reading...

格隆汇7月8日｜美银证券发表报告指，快手宣布对可灵AI进行重组及融资，初始投资者融资额为20亿美元，按增资协议最多可达30亿美元；投前估值为150亿美元，投后估值可高达180亿美元，完成融资及充分利用员工激励计划后，快手于可灵的持股将稀释至68.33%。该行指，可灵180亿美元投后估值意味着快手持股应占价值为约120亿美元，加上公司手头净现金合计可达260亿美元，高于公司目前市值，相信对可灵AI进行重组及融资将带来多重潜在效益，包括更好地挽留及招聘人才、缓解现金流压力、释放股东价值，以及为未来潜在IPO将提供进一步上行期权。该行维持快手“买入”评级，目标价63港元不变。