中证500期货 (CFX_IC) 加自选

周三，随着投资者评估美中贸易谈判的最新进展，中国10年期政府债券收益率跃升至1.71%左右，连续第四个交易日上涨。美国财政部长斯科特·贝森特最近宣布，华盛顿和北京的官员将于下周在斯德哥尔摩举行第三轮高级别会谈，重点是确保将目前贸易紧张局势的暂停延长到8月中旬以后。作为东道国领导人，瑞典首相乌尔夫·克里斯特尔森对即将举行的会谈表示欢迎。在一个相关的事态发展中，中国大使馆发言人证实，双方已经敲定了特朗普总统和Xi之间先前协议的实施细节。投资者现在正将注意力转向将于本周末发布的中国即将公布的工业利润数据，以更深入地了解国内企业如何应对持续的关税压力。

China’s 10-year government bond yield jumped to around 1.71% on Wednesday, marking its fourth consecutive session of gains, as investors assessed the latest developments in US-China trade negotiations. US Treasury Secretary Scott Bessent recently announced that officials from Washington and Beijing will convene in Stockholm next week for a third round of high-level talks, focusing on securing an extension of the current pause in trade tensions beyond mid-August. As host nation leader, Swedish Prime Minister Ulf Kristersson welcomed the upcoming talks. In a related development, a spokesperson from the Chinese embassy confirmed that both parties have finalized the implementation details of a prior agreement between Presidents Trump and Xi Jinping. Investors are now turning their attention to China’s upcoming industrial profits data, set to be released this weekend, for deeper insight into how domestic companies are weathering the ongoing strain of tariff pressures.

周三，离岸人民币微涨至约7.16元兑1美元，触及两周多来的最高水平，投资者密切关注美中贸易关系的发展。周二，美国财政部长斯科特·贝森特宣布，美国和中国官员将于下周在斯德哥尔摩举行第三轮高级别会谈，此前他最近在日内瓦和伦敦与中国副总理何立峰进行了面对面的会谈，旨在就可能将目前贸易紧张局势的暂停延长至8月中旬以后进行谈判。正在进行的讨论旨在制定一项临时贸易休战协议，以缓解日益加剧的关税僵局中的紧张局势，两国已经征收了高达三位数的关税，并引发了对双边贸易严重中断的担忧。从外部来看，在特朗普总统在即将到来的关税最后期限之前宣布与日本达成贸易协议后，人民币的升值也得到了美元疲软的支持。

The offshore yuan edged higher to around 7.16 per dollar on Wednesday, hitting its highest level in over two weeks, as investors kept a close eye on developments in US-China trade relations. On Tuesday, US Treasury Secretary Scott Bessent announced that American and Chinese officials will meet in Stockholm next week for a third round of high-level talks, following his recent in-person meetings with Chinese Vice Premier He Lifeng in Geneva and London, aimed at negotiating a likely extension of the current pause in trade tensions beyond mid-August. The ongoing discussions aim to craft a provisional trade truce designed to ease tensions in the intensifying tariff standoff, which has already seen both nations impose steep, triple-digit duties and sparked fears of a severe disruption to bilateral trade. Externally, the yuan's appreciation was also supported by a weaker greenback, after President Trump's announcement of a trade agreement with Japan ahead of a looming tariff deadline.

沪深300指数升至4141.00点，为2024年11月以来的最高点。过去4周，沪深300指数上涨6.07%，过去12个月上涨21.14%。

CSI 300 increased to 4141.00 Index Points, the highest since November 2024. Over the past 4 weeks, Shanghai Shenzhen CSI 300 Index gained 6.07%, and in the last 12 months, it increased 21.14%.

周三，上证综指上涨0.3%，收于3590点以上，而深证成指下跌0.1%，收于11090点。由于美中贸易关系的不确定性持续存在，内地股市表现喜忧参半。美国财政部长斯科特·贝森特表示，两国官员下周将在斯德哥尔摩会晤，讨论延长贸易谈判窗口。到目前为止，北京已同意解除对美国稀土金属和磁铁的出口禁令。作为回报，华盛顿将恢复向中国运送半导体设计软件、生产材料和商用飞机发动机。投资者现在正期待本周末公布的中国工业利润数据，以进一步了解国内企业如何应对持续的关税压力。在个股中，中国北方稀土上涨3.1%，内蒙古上涨5.9%，卧龙电气上涨4.4%，对贸易限制放宽持乐观态度。

The Shanghai Composite rose 0.3% to above 3,590 while the Shenzhen Component fell 0.1% to 11,090 on Wednesday, with mainland stocks showing mixed performances as uncertainty over US-China trade relations persisted. US Treasury Secretary Scott Bessent said officials from both countries will meet in Stockholm next week to discuss extending the trade negotiation window. Beijing has so far agreed to lift its export ban on rare earth metals and magnets to the US. In return, Washington will resume shipments of semiconductor design software, production materials, and commercial aircraft engines to China. Investors are now looking ahead to China’s industrial profits data due this weekend for further insight into how domestic firms are coping with ongoing tariff pressures. Among individual stocks, China Northern Rare Earth climbed 3.1%, Inner Mongolia rose 5.9%, and Wolong Electric added 4.4% on optimism over the easing of trade restrictions.