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财达证券:晨会纪要-20240927
Caida Securities·2024-09-27 07:16

Summary of Key Points Group 1: Market Overview - European stock indices closed higher, with Germany's DAX 30 reaching a new high [1] - The US 30-year fixed mortgage rate was reported at 6.08% for the week ending September 26 [1] - South Africa's stock index rose by 1.7%, with major components like Prosus and Richemont increasing by over 6% [1] - US Treasury Secretary Janet Yellen projected a decline in housing costs, aiding the goal of achieving a 2% inflation rate [1] - The US mortgage rates have dropped to their lowest level in two years, potentially stabilizing between 6% and 6.2% for the year [1] - The size of US money market funds reached a record high of 6.42trillion[1]Group2:CentralBankActionsTheFederalReservesovernightreverserepurchaseagreement(RRP)usagewas6.42 trillion [1] Group 2: Central Bank Actions - The Federal Reserve's overnight reverse repurchase agreement (RRP) usage was 424.916 billion on September 26, up from $416.193 billion the previous day [1] - The central bank indicated that it may further reduce the reserve requirement ratio by 0.5 percentage points based on market liquidity conditions [1] Group 3: Company Announcements - Several ETFs and indices, including Invesco Nasdaq Technology ETF and E Fund CSI Wind M&A Restructuring Index, were suspended for trading on September 27 to protect investor interests [1] - ST Xudian's stock was announced to be delisted, with trading suspension effective from August 15 [1] Group 4: Special Trading Suspensions - Multiple bonds and securities, including those from Zhonglin Group and others, were suspended from trading due to various reasons, including continuous losses and issuer applications [2][3][4][5][6][7]