国新证券股份：每日晨报-20250117

Domestic Market Overview - The domestic market showed weak consolidation with a volume decrease, with the Shanghai Composite Index closing at 3227.12 points, down 0.43%, and the Shenzhen Component Index at 10060.13 points, down 1.03% [1][5][9] - Among the 30 sectors, 5 sectors saw gains, with media, banking, and retail leading the increases, while defense, non-ferrous metals, and computers experienced significant declines [1][5][9] - The total trading volume of the A-share market reached 12119 billion, a substantial increase from the previous day [1][5][9] Overseas Market Overview - All three major U.S. stock indices closed higher, with the Dow Jones up 1.65%, S&P 500 up 1.83%, and Nasdaq up 2.45% [2][5] - Notable stock performances included Goldman Sachs rising over 6% and Tesla increasing by more than 8% [2][5] Regulatory Developments - The State Council published regulations to standardize the services provided by intermediary institutions for companies issuing stocks, effective from February 15, 2025 [10][16] - The regulations aim to enhance the quality of listed companies and protect investors' rights, prohibiting intermediaries from charging fees based on the outcome of stock issuance [10][16] Economic Data - The U.S. core CPI year-on-year growth rate fell to 3.2% in December, leading to a rebound in market expectations for interest rate cuts [21][22] - The total import and export volume of goods in China reached 43.8 trillion yuan, marking a 5% increase and setting a new historical high [24]