农银国际证券每天导读

Core Insights - The report highlights a mixed performance in global stock markets, with U.S. indices rising due to weaker employment data, which has increased expectations for a Federal Reserve rate cut [2][9] - The Hang Seng Index and the China National Index both experienced declines, with the latter showing a significant drop [2] - The report provides a detailed overview of various indices, including their closing values and percentage changes over different time frames [4] Market Performance Summary - The Hang Seng Index closed at 17,799.61, down 1.27% for the day and up 0.47% over the past five days [4] - The H-share Index closed at 6,382.27, down 1.37% for the day and up 0.92% over the past five days [4] - The Shanghai Composite Index saw a decline, while the Shenzhen Component Index increased, indicating mixed performance in the Chinese markets [2] Economic Indicators - U.S. non-farm payrolls increased by 206,000 in June, surpassing market expectations of 190,000, while the unemployment rate rose to 4.1% [7][9] - The Eurozone's retail sales showed a month-on-month increase of 0.1%, slightly below the expected 0.2% [7] - Japan's current account balance was reported at ¥2,350.3 billion, indicating a positive trade balance [7] Company-Specific Developments - The report mentions that China’s central bank has signed agreements with several financial institutions for medium to long-term bond borrowing, amounting to several hundred billion yuan [15][16] - Canadian company Teck Resources received conditional approval from the Canadian government for a $6.9 billion acquisition by Glencore, aimed at protecting local jobs and the environment [24] - Foxconn's revenue exceeded expectations due to growth in AI server business, with June revenue reported at NT$490.7 billion (approximately $15.1 billion), reflecting a 19% year-on-year increase [24]