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一 |     Tariffs on steel imports from China and other countries are to be extended for another two years, British Trade Minister Anne-Marie Trevelyan said, noting that the government was acting in the "public interest" to protect "thousands" of jobs in the country.,"The government wishes to make it clear to parliament that the decision to extend the safeguards [tariffs] on the five product categories departs from our international legal obligations under the relevant WTO agreement... However, from time to time, issues may arise where the national interest requires action to be taken, which may be in tension with normal rules and procedures," she said.,The industry trade body UK Steel backed the tariffs, as well as the opposition: Nick Thomas-Symonds, the shadow international trade secretary, said the decision would be a "welcome relief," protecting the manufacturers from the cheap imports.,The decision was announced after earlier this month, reports emerged suggesting that Prime Minister Boris Johnson plans to introduce new "safeguard" import limits in order to protect British manufacturers from a "flood of cheap steel". According to the press, it is a part of PM's attempt to boost popularity of the conservatives in industrialized "red wall" areas of Britain; the Tories previously suffered a major blow during local elections in May, losing multiple seats to the Labour party.,He also said the tariffs would be in line with UK law but might be challenged within the WTO as violating the nation's obligations.。    本篇评级为★★★,主要围绕以下内容展开:                    1.资金紧张”仍是科技赛道最大阻力;          2.洼地赛道的机会仍然向上;                    如有疑问请以音频内容为准,添加妙投小虎哥微信miaotou515,入群有机会与董小姐进一步交流。         新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。

二 |                    1.资金紧张”仍是科技赛道最大阻力          上周A股市场的特点是热点不断轮转。除创新药、医药板块外,其他细分领域多是涨后跌、跌后小幅恢复,整体波动性较高,令资金无从入手。下周大家关心的科技赛道修复能否再接再厉、向上突破瓶颈?我们一起来看一下。                   科技板块关注度极高,上半年其财富效应极具吸引力。全球科技赛道存在同涨同跌的特点,源头多来自海外,尤其是美国龙头科技公司。回顾过去一周,美国和亚洲其他市场的科技板块均有一定程度反弹,但临近周末反弹幅度收窄,压制力量明显。一方面源于行业内部传出的担忧消息,另一方面,个人认为更重要的是美国金融市场资金流动性问题凸显。

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