燕麦 (Oat) 加自选

德国财政部长表示，如果不能与美国达成公平协议，欧盟准备反击。目前，由于双方仍处于某种谈判中，因此没有提到双方之间的安排会是什么样子。然而，欧盟重申，如果与美国没有公平交易，他们随时准备采取反制措施。

German finance minister says EU ready to hit back if can't reach a fair deal with US.For now, there's no mention on what the arrangement will be like between the two sides as they are still stuck in negotiations of some sorts. However, the EU is reaffirming that they do stand ready to take countermeasures if there is no fair deal with the US.

澳大利亚央行决定后澳元走强。今天，澳元/美元汇率波动性飙升。根据ForexFactory的数据，分析师预测澳大利亚储备银行（RBA）将把利率从3.85%降至3.60%。

Australian Dollar Strengthens Following RBA Decision.Today, the AUD/USD pair experienced a spike in volatility. According to ForexFactory, analysts had forecast that the Reserve Bank of Australia (RBA) would cut interest rates from 3.85% to 3.60%.

周二，恒生指数上涨260点，涨幅1.1%，收于24148点，在科技、消费和金融股领涨的基础上，四个交易日来首次收高。在中国最高领导层最近承诺加强对国内企业大幅降价的监管后，市场情绪有所改善，分析师表示，此举可能支持生产者价格反弹，并提高企业长期盈利。科技指数飙升约1.8%，因几家公司发布了乐观的利润预警，而消费者股上涨，因市场乐观地认为该市食品配送平台的补贴可能会推动更强劲的需求。然而，在美国总统特朗普警告将于8月1日开始大幅提高关税后，贸易担忧再次加剧，限制了涨幅。在5月份数据疲软之后，投资者在周三公布的中国6月份CPI和PPI数据之前也保持谨慎。涨幅最大的包括周大福珠宝（4.4%）、比亚迪电子（3.3%）、中芯国际（3.2%）和美团（2.6%）。

The Hang Seng climbed 260 points or 1.1% to end at 24,148 on Tuesday, closing higher for the first session in four amid broad-based gains led by tech, consumer, and financial stocks. Sentiment improved following a recent pledge from China’s top leadership to tighten oversight on aggressive price-cutting by domestic firms, a move analysts say could support a rebound in producer prices and boost long-term corporate earnings. The tech index surged around 1.8% as several firms issued upbeat profit alerts, while consumer shares gained on optimism that subsidies from food delivery platforms in the city could drive stronger demand. However, gains were capped by renewed trade worries after U.S. President Trump warned that significantly higher tariffs would begin on August 1. Investors also remained cautious ahead of China’s June CPI and PPI data due Wednesday, after weak figures in May. Top movers included Chow Tai Fook Jewellery (4.4%), BYD Electronic (3.3%), SMIC (3.2%), and Meituan (2.6%).

First Light News：美国贸易截止日期延长；澳大利亚储备银行维持利率不变。门柱再次被移动；美国总统唐纳德·特朗普宣布再次延长贸易最后期限，将其推迟至8月1日。

First Light News: US Trade Deadline Extended; RBA Holds Rates Unchanged.The goalpost has been moved yet again; US President Donald Trump announced another extension to the trade deadline, pushing it out to 1 August.