农银国际证券：每天导读-20240831

Daily Market Summary - The Hang Seng Index closed at 17786.32, up by 0.53% for the day and 0.82% over the past five days [3] - The H-share index closed at 6247.13, increasing by 0.34% daily and 0.37% over five days [3] - The Shanghai Composite Index decreased, while the Shenzhen Component Index increased, with the CSI 300 index showing a mixed performance across sectors [6] Economic Indicators - The US GDP growth for Q2 was revised up to 3%, driven by a 2.9% increase in personal spending [8][9] - The Eurozone consumer confidence index for August was reported at -14, down from -13.4 [6] - The unemployment rate in the Eurozone for July was reported at 6.4% [6] Company Performance - Huawei reported a revenue of 239 billion RMB (approximately 33.6 billion USD) for Q2, marking a 33.7% year-on-year increase, while net profit decreased by 18.6% [25] - Dell Technologies exceeded revenue expectations due to a surge in AI-optimized server sales, with orders reaching 3.2 billion USD [26] - Nokia is exploring options for its mobile network assets, attracting interest from potential buyers including Samsung [28] Market Trends - The technology sector in the US showed weakness, impacting the Nasdaq index significantly [6] - The Chinese central bank is expected to continue its supportive monetary policy stance, enhancing macroeconomic coordination [20][21] - The demand for AI-related technology is driving significant growth in server sales, as indicated by Dell's performance [26]