免责声明 . 沪深300走势图 标普500走势图 3,100 3,300 3,500 3,700 3,900 4,100 06/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/24 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 06/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/24 国际经济要闻 南韩允许透过欧洲清算银行以韩圜进行南 韩国债交易 中证监将于陆家嘴论坛期间发布资本市场 相关政策举措 北京市住建委发布统计数据显示，5月二手房网签数量13,383套，按月升0.2%，按年升 3.1%。5月北京二手房挂牌总量呈现下降趋势，这可能表明市场去化压力有所减轻。在 近期内房领域出台多项政策后，北京二手房市场回暖，尤其在「517新政」实施后，北 京二手房成交量的增长更为明显。（彭博） 台积电刘德音：在美建厂成本高 为应对全 球供应链碎片化 | --- | --- | --- | --- | --- | ...

2024年6月4日 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 06/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/24 4,500 5,000 5,500 6,000 6,500 7,000 7,500 06/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/2405/24 | --- | --- | --- | --- | --- | --- | |-----------|-------------------------------|-------|-----------|-----------|-------| | 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 | 财新中国PMI制造业 | 5月 | 51.6 51.4 | 51.7 | | | 欧元区 | HCOB欧元区制造业PMI | 5月 | 47.4 ...

Group 1: PMI Data Overview - In May 2024, China's official manufacturing PMI was 49.5, down 0.9 percentage points from April and below the market expectation of 50.5[1] - The non-manufacturing business activity index for May was 51.1, a decrease of 0.1 percentage points from April, also below the expected 51.5[1] - The composite PMI output index fell to 51.0 in May, down 0.7 percentage points from April's 51.7[1] Group 2: Economic Challenges - The primary challenge for the economy remains weak overall demand and a sluggish real estate sector, with 60.6% of manufacturing firms reporting insufficient demand in May, an increase of 1.2 percentage points from April[4] - The construction sector's business activity index dropped to 54.4 in May, down 1.9 percentage points from April, indicating a slowdown in construction progress[14] - The average daily transaction area of commercial housing in 30 major cities fell by 41.0% year-on-year and 2.9% month-on-month as of May 29[14] Group 3: Policy Responses - On May 17, the People's Bank of China announced three significant measures to support the real estate sector, including the cancellation of the housing loan interest rate floor and a reduction in the down payment ratio[4] - The central bank introduced a 300 billion yuan re-loan for affordable housing, expected to stimulate an additional 500 billion yuan in bank loans[4] - The issuance of long-term special government bonds accelerated in May, with the first batch of 30-year and 20-year bonds successfully issued on May 17 and 24, respectively, indicating a potential increase in infrastructure investment in the coming months[4]

每天导读 | --- | --- | --- | --- | |-------------------------------------|--------------|-----------------|-----------------| | 指数 | 收市 | 日比 (%) | 5 日 (%) | | 恒生 | 18079.61 | (0.83) | (2.84) | | H 股 | 6392.58 | (1.09) | (3.22) | | 红筹 | 3868.63 | (0.76) | (1.53) | | HSC 大型股 | 1656.54 | (0.91) | (2.87) | | HSC 中型股 | 3605.88 | (0.69) | (1.38) | | AH股溢价 | 140.32 | 0.94 | 3.24 | | 沪深300 | 3579.93 | (0.40) | (0.60) | | 富时中国A50 | 12452.30 | (0.50) | (0.87) | | 上证180 | 7865.35 | (0.40) | (0.28) | | 上证380 | 5277.66 | (0 ...

每天导读 收市 日比(%) 5日(%) 18230.19 (1.34) (3.38) 6462.95 (1.44) (3.56) 3898.44 (1.54) (1.44) 1671.70 (1.28) (3.42) 3630.79 (1.06) (2.11) 139.02 1.25 2.29 3594.31 (0.53) (1.30) 12514.94 (0.88) (1.62) 7896.73 (0.67) (0.93) 5283.87 (0.42) (0.77) 21364.48 (1.38) (1.12) (0.77) 38556.87 (1.40) 38111.48 (0.86) (3.93) 5235.48 (0.60) (1.35) 16737.08 (1.08) (0.38) 18496.79 0.13 (1.04) 0.59 8231.05 (1.66) 7978.51 0.55 (1.53) 市价 日比(%) 5日(%) 77.77 (0.18) 1.17 2344.00 0.05 0.29 578.31 (1.57) (0.84) 293.00 (1.56) (0.76) 4002.29 ...

免责声明 . 沪深300走势图 标普500走势图 3,100 3,300 3,500 3,700 3,900 4,100 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 国际经济要闻 美国抵押贷款银行家协会周三公布的数据显示，截至5月24日的一周，30年期固定利率 抵押贷款的合约利率上升4个基点，至7.05%。这推动再融资指数下跌逾13%，同时购买 指数降至三个月低点。抵押贷款利率与美国国债收益率同步变动。由于经济数据显示美 国企业活动强劲且劳动力市场吃紧，美国国债收益率上周走高。（彭博） 美国30年期抵押贷款利率一个月来首次上 升 ，抑制购房和再融资需求 中国印发2024-25年节能降碳行动方案, 计 划今年二氧化碳排放降低3.9% 中国银行间市场交易商协会发布公告称，对中金公司、长春 ...

每天导读 沪深300走势图 标普500走势图 3,100 3,300 3,500 3,700 3,900 4,100 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 1 美国消费者信心指数四个月来首次升高， 超过所有经济学家预期 日元下跌0.1%，触及1英镑兑200.56日元，创2008年8月以来的最低水平。最近这波跌势 正值套利交易员涌入英镑等货币以获取额外收益之际，日元是全球利率最低的货币，英 镑等货币的收益率要高得多，今年以来日元兑G-10货币全线下跌。(彭博） 日元兑英镑跌至近16年来最低，再度引发 贬值担忧 | --- | --- | |--------------------------------------------------------------|-------- ...

Core Insights - The report highlights a significant rebound in industrial profits in China for April, which has positively influenced the Hong Kong stock market, with the Hang Seng Index rising by 1.17% and the Hang Seng Tech Index increasing by 1.71% [5][12] - The report notes that the Shanghai government has lowered the minimum down payment ratio for housing loans, which is part of broader measures to stimulate the real estate market [12] - The European Central Bank (ECB) officials have indicated the possibility of a second interest rate cut in July, which has led to a decline in the euro against the pound [7][10] Economic Indicators - China's industrial profits year-to-date have shown a growth of 4.3%, while April's industrial profits increased by 4.0% compared to a decline of 3.5% in the previous year [5][12] - The Ifo Institute's business expectations index in Germany rose to 90.4, indicating improved business sentiment for the remainder of the year [11] Market Movements - The report details that all sectors within the CSI 300 Index saw gains, with the energy sector leading the increase [5] - Northbound trading quotas for Shanghai Stock Connect remained ample, with net purchases of HKD 20.43 billion for southbound trading [5] Company News - Vanke has sold the Shenzhen Bay Super Headquarters project for CNY 2.235 billion (approximately USD 309 million), which is below the original acquisition price of CNY 3.1 billion [12] - China FAW Group is set to collaborate with an Egyptian company to produce affordable electric vehicles locally, targeting the ride-hailing market [12] - Elon Musk's xAI has completed a USD 6 billion Series B funding round, aimed at launching its first products and advancing technology development [12]

免责声明 . 主要新闻总结 来源：彭博 ˙拜登将对数百种中国产品终结关税豁免 ˙德国央行行长Nagel：欧洲央行应等到9月再进行第二次降息 1 拜登将对数百种中国产品终结关税豁免 德国央行行长Joachim Nagel表示，欧洲央行继6月开始下调借贷成本后，可能应该等到 9月再次进行降息。这位德国央行行长在意大利北部斯特雷萨举行的七国集团财长和央 行行长会议上对彭博电视表示，应警惕在下个月进行预期中的降息后，过快地予以跟进 。(彭博） 德国央行行长Nagel：欧洲央行应等到9月 再进行第二次降息 大中华经济要闻 根据中国央行数据，当月人民币存款从一季度末的纪录高位大幅减少3.92万亿元人民 币，且住户和企业存款双双下滑，规模大致相当。这其中，除了有一些用来提前偿还贷 款以及满足跨境支付需求，多数可能来自不满足于当前存款利率，进而寻求更高收益的 企业和个人。(彭博） 中国证监会收紧上市公司大股东减持股份 的规定 企业要闻 中国国家药监局批准康方赛诺医药依沃西 单抗注射液上市 《信报》报道，陆金所计划第三季度在香港推出面向中小企业的贷款业务。《信报》援 引消息人士称，陆金所正在香港申请放债人牌照。报道援引陆金所发 ...

2024年5月24日 沪深300走势图 标普500走势图 3,100 3,300 3,500 3,700 3,900 4,100 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 5,600 05/2306/2307/2308/2309/2310/2311/2312/2301/2402/2403/2404/24 ˙韩国政府推出创纪录的190亿美元激励措施 用于支持芯片产业 标普全球5月份美国综合PMI指数上升逾3个点至54.4，为2022年4月以来的最高水平。读 数高于50表明行业活动扩张。该指数高于所有接受彭博调查的经济学家的预期。这一加 速预示着第二季度上半期整体经济活动显著加速。最近的数据显示4月零售销售低迷， 制造业产值下降，表明本季度开局并不令人鼓舞。(彭博） 欧洲央行副行长Luis de Guindos在接受Oberösterreichische Nachrichten采访时表 示，下个月降息25个基点看似是 ...