农银国际证券：每天导读-20250115

Core Insights - The report highlights a mixed performance in global stock markets, with the Hang Seng Index and the National Index showing significant gains, while the Nasdaq experienced a decline [7][10] - Key economic indicators from the US and China indicate a cooling in inflation and a decline in new loans, respectively, suggesting potential shifts in monetary policy and economic growth [9][10] Economic Data Summary - US Producer Price Index (PPI) for December showed a month-on-month increase of 0.2%, lower than the expected 0.4%, with the year-on-year PPI rising to 3.3% [8][10] - China's M2 money supply growth remained steady at 7.3% year-on-year, while M1 showed a slight improvement to -1.4% [8][10] - New RMB loans in China for the year reached 18.09 trillion yuan, marking a decline for the first time in 13 years [9][10] Market Performance Summary - The Hang Seng Index closed at 19,219.78, up 1.83% for the day, while the H-share index rose by 2.10% [2] - The Shanghai Composite Index and Shenzhen Component Index both saw increases, with the former showing a notable rise [7] - The report notes that all industry indices within the Hang Seng and Shanghai markets experienced upward movement, particularly in the healthcare and information technology sectors [7][10] Corporate News Summary - JPMorgan appointed Jenn Piepszak as the new COO, marking a significant leadership change within the bank [10] - Sinopec announced an investment of approximately 21.31 billion yuan for technological upgrades and restructuring of its refining facilities [10] - Boeing's aircraft deliveries fell to the lowest since the pandemic, with a 35% year-on-year decline, highlighting ongoing operational challenges [10]