国信证券(香港)·资讯日报 股票市场概览 港股市场表现 美股市场表现 2025 年 8 月 1 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 東日 | 周涨跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | 涨跌 (%) | (%) | 涨跌 (%) | | 日经225 41069.82 | | 1.02 | (0.93) | 2.95 | | 纳斯达克指数 21122.45 | | (D.03) | 0.07 | 8.39 | | 标普500 | 6339.39 | 0.37) | (0.77) | 7.32 | | 恒生科技 | 5453.14 | (0.69) | (3.96) | 21.16 | | 道琼斯工业指数 44130.98 | | 0.74) | (1.72) | 3.66 | | 德国DAX 24065.47 | | (0.81) | (0.63) | 20.88 | | 富时新加坡海峡指数 | 4173.77 | 1.08) | (2.05) | 9.96 | | 上证指数 | 3573.21 | 1.18) | (0.5 ...

国信证券(香港)·资讯日报 股票市场概览 港股市场表现 富时新加坡海峡指数一年表现 JING YI, CFA, CPA SFC CE No.: BRQ314 +852 2899 6747 jessiejing@guosen.com.cn 美股市场表现 2025 年 7 月 31 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 東日 | 周深跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | 涨跌 (%) | ( % ) | 涨跌 (%) | | 德国DAX 24262.22 | | 0.19 | 0.18 | 21.86 | | 上证指数 | 3615.72 | 0.17 | 0.61 | 6.12 | | 纳斯达克指数 21129.67 | | 0.15 | 0.10 | 8.43 | | 日经225 40654.70 | | (0.05) | (1.93) | 1.91 | | 标普500 | 6362.90 | (0.12) | (0.40) | 7.72 | | 富时新加坡海峡指数 | 4219.41 | (0.24) | (0.98) ...

Market Overview - The Hang Seng Index closed at 25,562, down 0.15% for the day but up 27.24% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.34% to 9,177, with a year-to-date increase of 25.46%[3] - The Hang Seng Tech Index decreased by 0.35% to 5,664, showing a year-to-date rise of 26.33%[3] Stock Performance - Southbound funds recorded a net purchase of HKD 12.72 billion in Hong Kong stocks[9] - Major tech stocks showed mixed results, with Alibaba slightly up while Tencent, JD.com, and Meituan fell within 1%[9] - Biopharmaceutical stocks performed strongly, with WuXi AppTec surging over 11% and several others rising more than 8%[9] U.S. Market Trends - The Dow Jones Industrial Average fell 0.42% to 44,838, while the Nasdaq Composite dropped 0.38% to 21,179[9] - Notable declines in popular tech stocks included Meta down over 2% and Intel, Apple, and Tesla each down over 1%[9] - Novo Nordisk's shares plummeted over 21% after lowering its sales and profit growth forecasts for 2025[9] Japanese Market Insights - The Nikkei 225 index decreased by 0.79% to 40,998, marking three consecutive days of decline[9] - Semiconductor stocks faced significant sell-offs, with Disco down 2.66% and Advantest down 1.05%[9] Economic Indicators - The U.S. trade deficit narrowed by 10.8% in June to USD 86 billion, reflecting a decrease in imports[13] - The Atlanta Fed's GDPNow model estimates a 2.9% growth rate for Q2 2025, up from a previous estimate of 2.4%[13]

国信证券(香港)·资讯日报 股票市场概览 港股市场表现 美股市场表现 | 年 月 2025 7 | 日 25 | | | | --- | --- | --- | --- | | 资讯日报 | | | | | 海外市场主要股市上日表现 | | | | | 指数 | 收市价 | | 升跌% | | | | 单日 | 年内 | | 恒生指数 | 25,667 | 0.51 | 27.95 | | 恒生国企 | 9,258 | 0.18 | 26.99 | | 恒生科技 | 5,743 | (0.05) | 28.53 | | 美国道琼斯 | 44,694 | (0.70) | 5.05 | | 美国标普 500 | 6,363 | 0.07 | 8.19 | | 美国纳斯达克 | 21,058 | 0.18 | 9.05 | | 德国 DAX | 24,296 | 0.23 | 22.03 | | 法国 CAC | 7,818 | (0.41) | 5.93 | | 英国富时 100 | 9,138 | 0.85 | 11.81 | 美国主要指数一年表现 纳斯达克 合指数 标普 指数 道琼斯工业 均指数 日本主要指 ...

国信证券(香港)·资讯日报 股票市场概览 港股市场表现 美股市场表现 | 2025 年 7 月 | 24 日 | | | | --- | --- | --- | --- | | 资讯日报 | | | | | 海外市场主要股市上日表现 | | | | | 指数 | 收市价 | | 升跌% | | | | 单日 | 年内 | | 恒生指数 | 25,538 | 1.62 | 27.31 | | 恒生国企 | 9,241 | 1.82 | 26.77 | | 恒生科技 | 5,746 | 2.48 | 28.59 | | 美国道琼斯 | 45,010 | 1.14 | 5.80 | | 美国标普 500 | 6,359 | 0.78 | 8.11 | | 美国纳斯达克 | 21,020 | 0.61 | 8.85 | 美国主要指数一年表现 纳斯达克 指数 标普 指数 道琼斯工业 均指数 日本主要指数一年表现 富时海峡时报指数 数据日期：2025 年 7 月 23 日 资料来源：万得，国信证券（香港）财富研 究部整理 JING YI, CFA, CPA SFC CE No.: BRQ314 +852 2899 674 ...

国信证券(香港)·资讯日报 股票市场概览 数据日期：2025 年 7 月 22 日 资料来源：万得，国信证券（香港）财富研 JING YI, CFA, CPA SFC CE No.: BRQ314 +852 2899 6747 jessiejing@guosen.com.cn 注：以上数据均来官方披露、公司资料，国信证券（香港）研究部整理，请务必阅读正文之后的信息披露及其项下所有内容。 日本日经 225 39,819 (0.11) (0.30) 港股市场表现 美股市场表现 | 2025 年 7 月 | 23 日 | | | | --- | --- | --- | --- | | 资讯日报 | | | | | 海外市场主要股市上日表现 | | | | | 指数 | 收市价 | | 升跌% | | | | 单日 | 年内 | | 恒生指数 | 25,130 | 0.54 | 25.27 | | 恒生国企 | 9,076 | 0.39 | 24.50 | | 恒生科技 | 5,607 | 0.38 | 25.49 | | 美国道琼斯 | 44,502 | 0.40 | 4.60 | | 美国标普 500 | 6,3 ...

Market Overview - The Hang Seng Index closed at 24,826, up 1.33% for the day and 23.76% year-to-date[3] - The Hang Seng China Enterprises Index rose 1.51% to 8,986, with a year-to-date increase of 23.27%[3] - The Hang Seng Tech Index increased by 1.65% to 5,539, marking a 23.96% rise year-to-date[3] U.S. Market Performance - The Dow Jones Industrial Average fell by 0.32% to 44,342, with a year-to-date gain of 4.23%[3] - The S&P 500 Index decreased slightly by 0.01% to 6,297, up 7.06% year-to-date[3] - The Nasdaq Composite Index rose by 0.05% to 20,896, reflecting an 8.21% increase year-to-date[3] Sector Highlights - Major tech stocks like JD.com and Alibaba saw gains of approximately 3%[10] - Financial stocks also performed well, with China Merchants Securities rising over 4%[10] - Pharmaceutical stocks experienced significant increases, with Lepu Biopharmaceuticals up over 24%[10] Economic Indicators - Consumer confidence in the U.S. reached a five-month high, with inflation expectations dropping to 4.4%[10] - The Federal Reserve's stance on interest rates remains cautious, with potential rate cuts anticipated in September[10] Investment Insights - The upcoming earnings reports from major tech companies are expected to significantly influence the S&P 500's overall performance, with projected earnings growth of 14.1% for these firms[16] - Analysts caution that high market expectations may lead to volatility if earnings do not meet projections[15]

Market Overview - The Hang Seng Index closed at 24,518, down 0.08% for the day but up 22.13% year-to-date[3] - The Hang Seng China Enterprises Index ended at 8,861, decreasing by 0.09% daily and up 21.44% year-to-date[3] - The Hang Seng Tech Index rose by 0.56% to 5,418, with a year-to-date increase of 21.95%[3] Sector Performance - Biopharmaceutical stocks surged, with Kanghua rising 14.5% and other companies like Kangfang Bio and Baiji Shenzhou increasing over 10%[9] - Major tech stocks showed mixed results, with Meituan up over 1% while Baidu fell over 3%[9] - Li Auto's stock increased by over 9% following the announcement of pre-orders for its new model priced between 350,000 to 400,000 RMB[9] U.S. Market Highlights - The Nasdaq Composite rose by 0.74%, the S&P 500 increased by 0.54%, and the Dow Jones Industrial Average gained 0.52%, all reaching new closing highs[9] - Nvidia's stock rose by 0.95%, while Microsoft increased by 1.20%, both achieving historical closing highs[9] - Netflix reported a net profit of $3.125 billion for Q2 2025, a 45.6% year-on-year increase, and raised its revenue and profit margin guidance for the year[9] Economic Indicators - U.S. retail sales rose by 0.6% in June, exceeding expectations, primarily driven by a rebound in auto sales[12] - The U.S. unemployment claims fell to 221,000, indicating a resilient job market despite a slowdown in hiring[12] - U.S. tariff revenues surged to $87.2 billion in the first half of the year, with June alone accounting for $26.6 billion, four times the usual level[12]

Market Overview - The Hang Seng Index closed at 24,590, down 0.29% for the day but up 22.22% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.18% to 8,877, with a year-to-date increase of 21.56%[3] - The Hang Seng Tech Index decreased by 0.24% to 5,431, maintaining a year-to-date rise of 21.27%[3] U.S. Market Performance - The Dow Jones Industrial Average rose 0.53% to 44,023, with a year-to-date increase of 4.02%[9] - The S&P 500 gained 0.32% to close at 6,244, reflecting a year-to-date growth of 6.50%[9] - The Nasdaq Composite increased by 0.25% to 20,678, with a year-to-date rise of 7.35%[9] Sector Highlights - Major tech stocks mostly declined, with Meituan down 1.66% and Netease down 1%[9] - Semiconductor stocks saw gains as Nvidia announced a resumption of chip sales to China, with shares of Nvidia up 0.38%[9] - Cryptocurrency-related stocks rebounded, with China San San Media surging over 70% in a single day and a cumulative increase of 350% for the month[9] Japanese Market Insights - The Nikkei 225 index fell 0.04% to 39,678, while the TSE index rose 0.21%[13] - The Japanese yen depreciated against the U.S. dollar, reaching a three-month low due to rising U.S. interest rates[13] - Japan's foreign tourist arrivals in the first half of 2025 reached 21.52 million, a 21% increase year-on-year[13] Economic Indicators - U.S. June PPI showed a year-on-year increase of 2.3%, below expectations, indicating a potential easing of inflationary pressures[13] - The Federal Reserve's Beige Book indicated cautious hiring and improved economic activity, but a neutral to slightly pessimistic outlook[13] - The probability of the Fed maintaining interest rates in July is at 95.3%, with a 4.7% chance of a 25 basis point cut[14]

国信证券(香港)·资讯日报 股票市场概览 港股市场表现 美股市场表现 | 2025 年 7 月 | 15 日 | | | | --- | --- | --- | --- | | 资讯日报 | | | | | 海外市场主要股市上日表现 | | | | | 指数 | 收市价 | | 升跌% | | | | 单日 | 年内 | | 恒生指数 | 24,140 | 0.26 | 20.65 | | 恒生国企 | 8,688 | 0.52 | 19.79 | | 恒生科技 | 5,248 | 0.67 | 18.25 | | 恒生科技 | 5,248 | 0.67 | 18.25 | | --- | --- | --- | --- | | 上证指数 | 3,510 | 0.27 | 5.01 | | 日经 225 | 39,570 | (0.28) | (1.09) | | 富时新加坡海 | 4,088 | 0.52 | 8.49 | | 峡指数 | | | | | 标普 500 | 6,260 | 0.14 | 6.58 | | 道琼斯工业指 | 44,372 | 0.20 | 4.50 | | 数 | | | | ...