国新证券股份：每日晨报-20250110

Domestic Market Overview - The market experienced a V-shaped reversal with mixed performance on January 8, 2025. The Shanghai Composite Index closed at 3230.17 points, up 0.02%, while the Shenzhen Component Index closed at 9944.64 points, down 0.54%. The ChiNext Index fell by 0.98% [1][4][9] - Among the 30 sectors tracked, 10 sectors saw gains, with home appliances, banking, and machinery leading the increases. Conversely, non-ferrous metals, steel, and basic chemicals experienced significant declines [1][4][9] - The total trading volume for the A-share market reached 12,576 billion yuan, showing an increase compared to the previous day [1][4][9] Overseas Market Overview - On the same day, the three major U.S. stock indices closed mixed. The Dow Jones rose by 0.25%, and the S&P 500 increased by 0.16%, while the Nasdaq fell by 0.06%. Notably, UnitedHealth rose nearly 2%, and Coca-Cola gained over 1%, leading the Dow [2][4] - The index tracking major U.S. tech stocks fell by 0.05%, with Facebook dropping over 1%. Most Chinese concept stocks declined, with Xpeng Motors falling more than 5% [2][4] News Highlights - The National Development and Reform Commission and the Ministry of Finance announced a new policy to enhance large-scale equipment updates and promote the replacement of consumer goods [3][12] - Shanghai has allowed the establishment of wholly foreign-owned hospitals, excluding traditional Chinese medicine and public hospital acquisitions [3][14] - The Ministry of Finance has established a national platform for the adjustment and sharing of state-owned assets in administrative and public institutions to improve asset allocation efficiency [3][15][16] - The Ministry of Commerce expressed strong opposition to the U.S. listing of certain Chinese companies as "military enterprises" [3][17] - The Federal Reserve's meeting minutes indicated that some participants have incorporated potential changes in trade and immigration policies into their forecasts [3][18]