农银国际证券每天导读

Core Insights - The report highlights a significant decline in the U.S. manufacturing sector, with the ISM manufacturing PMI dropping to 46.8, marking the largest contraction in eight months [6][15][16] - The report notes that the U.S. job market is showing signs of weakness, with the employment index falling to 43.4, indicating a notable decrease in employment levels [6][15][16] - The report discusses the impact of economic data on market performance, with major U.S. indices experiencing declines, particularly the Nasdaq, which saw a drop of 2.30% [6][15][16] Economic Indicators - The U.S. ISM manufacturing PMI for July was reported at 46.8, below market expectations of 48.5, indicating a contraction in manufacturing activity [6][15] - The U.S. initial jobless claims for the week ending July 27 were reported at 236,000, slightly below the previous week's figure of 249,000 [6][15] - The report mentions that the 10-year U.S. Treasury yield has fallen below 4%, with traders anticipating three rate cuts by the Federal Reserve this year [11][12] Market Performance - The report indicates that the Hang Seng Index closed at 17,304.96, down 0.23% for the day, while the H-share index fell by 0.34% [2] - The report notes that the Shanghai Composite Index also experienced a decline, with the major consumer indices leading the drop [6] - The report highlights that the A-share market saw a net inflow of 43.57 billion HKD from southbound trading, indicating continued interest from investors [6] Corporate News - Apple reported a 5% increase in revenue for Q3, reaching 85.8 billion USD, driven by the anticipated launch of a new iPad, despite weak sales in China [27] - Intel announced that its Q3 revenue is expected to fall short of analyst expectations, forecasting between 12.5 billion to 13.5 billion USD, and plans to lay off over 15% of its workforce [28] - Amazon projected its Q3 operating income to be between 11.5 billion to 15 billion USD, with sales expected to grow by 8% to 11% [30]