2024年8月1日 沪深300走势图 标普500走势图 | --- | |-------| | | | 3,900 | | 3,700 | | 3,500 | | 3,300 | | 3,100 | 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 5,800 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 来源：彭博 股市短評 昨天美国股市三大指数均上升，其中纳斯达克指数升幅最大。美联储主席鲍威尔表示，降息最早可能在9月来临。 昨天欧洲三大股市均上升，其中英国富时100指数升幅最大。昨天恒指及国指均上升。医药股领涨恒指。昨天上证 综指及深成指均上升，其中深成指升幅较大。沪深300指数各行业指数中医药卫生指数领涨。昨天沪股通北向交易 额度余额充足，南向净买入16.13亿港币；深股通北向交易额度余额充足，南向净买入6.78亿港币。今天将公 ...

2024年7月31日 每天导读 来源：彭博 ˙美国7月消费者信心指数上升 ˙日本央行数据显示削减购债计划可能侧重期限10年以内的债券 ˙政治局会议强调要着力促消费 ˙习近平在党外人士座谈会上强调要稳定市场预期，增强 社会信心 ˙世茂集团和时代中国再迎香港清盘呈请聆讯 ˙想从中国破产的房企收回现金，清盘人据悉多处碰壁 国际经济要闻 美国职位空缺数高于预期 美国上个月职位空缺数高于预期，5月份数据被向上修正，与劳动力市场近期逐渐走软 的趋势背道而驰。劳工统计局公布的职位空缺和劳动力流动调查(JOLTS)显示，职位空 缺数从前一个月上修后的823万降至818万。6月数据超出接受彭博调查的多数经济学家 预期。（彭博） 主要新闻总结 3,100 3,300 3,500 3,700 3,900 4,100 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 沪深300走势图 标普500走势图 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 5,800 08/2309/2 ...

2024年7月30日 每天导读 3,100 3,300 3,500 3,700 3,900 4,100 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 沪深300走势图 标普500走势图 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 5,800 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 股市短評 昨晚美国股市三大指数中仅道指下跌，纳指及标普500指数涨0.1%，在各大科技龙头企业业绩公布前市场观望气氛 浓厚；标普500指数各行业指数中非必需消费品指数领涨，而能源指数领跌。昨晚欧洲三大股市中仅富时100指数上 升，德国DAX指数跌幅较大。昨天港股三大指数均上涨，其中恒指涨幅最大；港股个行业指数中能源指数领涨，而 保健指数领跌。昨天A股三大指数表现不一，其中上证指数微升不足1点，而深成指下跌；沪深300指数各行业指数 中电信指数领涨，医疗保健指数领跌。昨天沪股通北向交易额度余额 ...

免责声明 . 每天导读 3,100 3,300 3,500 3,700 3,900 4,100 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 沪深300走势图 标普500走势图 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 5,800 08/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/2407/24 | --- | --- | --- | --- | --- | --- | |-----------|-------------------------------|-------|----------|--------|-------| | 国家/地区 | 主要经济资料公布 \n 经济指标 | 时间 | 市场预期 | 实际值 | 前值 | | 中国 | 工业利润同比 | 6月 | n.a | 3.6% | 0.7% | | 美国 | PCE价格指数月环比 | 6月 | 0.1% | 0.1% | ...

2024年7月26日 免责声明 . | --- | --- | --- | --- | |--------------------------|-------------|------------|--------------| | 指数 | 收市 | 日比 (%) | 5 日 (%) | | 恒生 | 17004.97 | (1.77) | (4.35) | | H 股 | 6016.51 | (2.05) | (4.60) | | 红筹 | 3592.85 | (2.16) | (4.51) | | HSC 大型股 | 1561.22 | (1.79) | (4.26) | | HSC 中型股 | 3216.38 | (2.17) | (5.13) | | AH股溢价 | 149.85 | 1.86 | 1.61 | | 沪深300 | 3399.27 | (0.55) | (3.46) | | 富时中国A50 | 11911.99 | (0.74) | (3.34) | | 上证180 | 7555.13 | (0.80) | (3.19) | | 上证380 | 4642.80 | (0.03) | ...

Core Insights - The report highlights a decline in major stock indices, with the Hang Seng Index closing at 17,311.05, down 0.91% for the day and 2.41% over the past five days [2] - The report notes a significant drop in the Nasdaq index, which fell by 3.64%, indicating a broader trend of declining stock performance in the U.S. markets [7] - The G20 finance officials' draft statement expresses optimism about the possibility of a soft landing for the global economy, despite ongoing challenges such as inflation and geopolitical tensions [9][10] Market Performance - The Hang Seng Index and H Shares both experienced declines, with the H Shares index closing at 6,142.32, down 0.85% for the day [2] - The Shanghai Composite Index also saw a decrease, with the Shanghai 180 index down 0.33% [2] - The report indicates that the U.S. manufacturing sector is showing signs of contraction, with the July manufacturing PMI falling to 49.5, indicating a slowdown [7] Economic Indicators - The report mentions that the Eurozone's manufacturing PMI dropped to 45.6, reflecting ongoing economic challenges in the region [7] - Japan's manufacturing PMI fell to 49.2, indicating a return to contraction, driven by reduced output and new orders [13] - The report highlights that China's central enterprises reported a profit total of 1.4 trillion RMB for the first half of the year, reflecting a year-on-year growth of 1.9% [22] Sector-Specific Insights - The report notes that the utility sector led gains in the A-share market, while consumer discretionary stocks faced declines [7] - In the commodities market, crude oil prices fell to $77.42 per barrel, down 0.22% for the day and 6.52% over the past five days [2] - The report indicates that global LNG receiving capacity has surpassed 100 million tons, reflecting growth in the energy sector [20][21]

2024年7月24日 免责声明 . 主要新闻总结 沪深300走势图 标普500走势图 恒指走势图 国指走势图 各股市走势图 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 07/2309/2311/2301/2403/2405/24 4,500 5,000 5,500 6,000 6,500 7,000 7,500 07/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/24 3,100 3,300 3,500 3,700 3,900 4,100 07/2309/2311/2301/2403/2405/24 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 5,800 07/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/24 来源：彭博 | --- | --- | --- | --- | --- | --- | |-------- ...

Capital Market Reforms - The Third Plenum proposed improving the coordination between investment and financing functions in the capital market, emphasizing risk prevention and strong regulation to promote stable development[1] - The capital market will focus on attracting long-term funds, enhancing the quality of listed companies, and strengthening delisting mechanisms[1] - The Shanghai Main Board A-share turnover rate was nearly 100% in H1 2024, indicating short-term trading behavior, while the STAR Market A-share turnover rate was 188%, reflecting a lack of high-quality long-term investment options[38] Monetary Policy Adjustments - The People's Bank of China announced a comprehensive interest rate cut, with the 7-day reverse repo rate adjusted from 1.80% to 1.70%, and the 1-year and 5-year LPR rates reduced to 3.35% and 3.85%, respectively[6] - The interest rate cut aims to support economic growth, as Q2 2024 GDP growth slowed to 4.7% year-on-year[6] Real Estate Sector Reforms - The Third Plenum proposed cautious advancement of property tax reforms, with the pace depending on the recovery of the real estate market[5] - The government plans to reform the pre-sale system for commercial housing and promote the sale of completed properties[5] - In H1 2024, new residential sales amounted to 4.127 trillion yuan, with an average price of 10,288 yuan per square meter, highlighting affordability challenges[38] Private Sector Support - The private sector contributes over 50% of tax revenue, 60% of GDP, 70% of technological innovation, 80% of urban employment, and 90% of the total number of enterprises[13] - The government will support private enterprises in leading national major technological projects and open up national research infrastructure to private firms[8][9] Fiscal and Tax Reforms - The Third Plenum proposed shifting the consumption tax collection process to local governments, which could help alleviate fiscal pressures caused by declining land sales revenue[22] - In 2023, domestic consumption tax revenue reached 1.6118 trillion yuan, and in the first five months of 2024, it was 760.7 billion yuan[22] Technological and Industrial Development - The government will focus on developing strategic industries such as new-generation information technology, AI, aerospace, new energy, and advanced materials[15][16] - The establishment of the National Integrated Circuit Industry Investment Fund III in May 2024 aims to support the semiconductor industry[53] Digital Economy and Platform Economy - The government plans to deepen the integration of the digital economy with the real economy and promote the innovative development of the platform economy[43][44] - Cross-border e-commerce is identified as a new growth point, with platforms like PDD and Shein expanding in overseas markets[47] Green and Low-Carbon Development - The government will establish green consumption incentives to promote a low-carbon circular economy[68] - Policies supporting green consumption and energy-efficient upgrades are expected to benefit related industries[69] Advanced Manufacturing - The government will accelerate new industrialization, focusing on high-end, intelligent, and green development in the manufacturing sector[70] - The semiconductor industry is expected to grow, driven by demand from sectors like new energy vehicles and AI[72] Employment and Social Security - The government will implement a gradual and flexible approach to raising the statutory retirement age to address population aging[5] - The private sector's role in employment is crucial, as it accounts for 80% of urban jobs[13]

免责声明 . 各股市走势图 恒指走势图 国指走势图 14,000 15,000 16,000 17,000 18,000 19,000 20,000 21,000 22,000 07/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/24 4,500 5,000 5,500 6,000 6,500 7,000 7,500 07/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/2406/24 来源：彭博 1 哈里斯迅速行动为党内提名固票 力争展现 团结迎战特朗普 知情人士透露，日本央行官员认为消费支出疲软会使他们在下周政策会议上决定是否加 息变得更加复杂。知情人士表示，一些官员认为7月不加息是一种选择，以便有更多时 间观察即将发布的数据以确认消费支出是否会如预期回升。其中一些人的立场是日本央 行应避免给人过于鹰派的印象。（彭博） 日本央行官员据悉认为消费支出疲软令是 否加息的决策变得复杂化 2 2024年7月23日 | --- | --- | --- | --- | --- | --- | --- | ...

2024年7月22日 每天导读 | --- | --- | --- | --- | |--------------------------|-------------|------------|--------------| | 指数 | 收市 | 日比 (%) | 5 日 (%) | | 恒生 | 17417.68 | (2.03) | (4.79) | | H 股 | 6165.04 | (2.25) | (5.63) | | 红筹 | 3662.77 | (2.66) | (4.62) | | HSC 大型股 | 1598.14 | (2.00) | (4.92) | | HSC 中型股 | 3333.61 | (1.68) | (3.11) | | AH股溢价 | 149.94 | 1.67 | 5.27 | | 沪深300 | 3539.02 | 0.51 | 1.92 | | 富时中国A50 | 12282.95 | (0.33) | 1.06 | | 上证180 | 7839.64 | 0.45 | 1.83 | | 上证380 | 4824.15 | 0.02 | 0.06 | | 台北加权 ...