国新证券股份：每日晨报-20250109

Domestic Market Overview - The domestic market experienced a rebound after hitting a low, with the Shanghai Composite Index closing at 3229.64 points, up 0.71% [4][8] - The Shenzhen Component Index closed at 9998.76 points, increasing by 1.14%, while the Sci-Tech 50 Index rose by 2.86% [4][8] - A total of 26 out of 30 sectors in the CITIC first-level industry index saw gains, with electronics, computers, and communications showing significant increases, while pharmaceuticals, coal, and utilities faced declines [4][8] Overseas Market Overview - The three major U.S. stock indices all closed lower, with the Dow Jones down 0.42%, the S&P 500 down 1.11%, and the Nasdaq down 1.89% [2][4] - Notable declines included Nvidia, which fell over 6%, and Amazon, which dropped more than 2% [2][4] - Chinese concept stocks showed mixed results, with Xpeng Motors rising over 9% and TAL Education falling more than 7% [2][4] Market Drivers - A video call took place between China's Vice Premier He Lifeng and U.S. Treasury Secretary Janet Yellen, agreeing to maintain communication and manage differences to stabilize U.S.-China economic relations [9] - On the same day, 4393 stocks in the A-share market rose, while 902 fell, indicating a positive market sentiment with many stocks experiencing significant gains [9] News Highlights - The State Development and Reform Commission emphasized preventing policies that hinder fair competition [13] - The Central Committee and the State Council released opinions on deepening the reform and development of elderly care services, aiming for a well-established service network by 2029 [15] - The State Council issued guidelines to promote the high-quality development of government investment funds, focusing on effective management and risk prevention [17][18]