农银国际证券：每天导读-20250124

Core Insights - The report highlights the mixed performance of major stock indices, with the US markets showing gains while the Hong Kong indices experienced declines [7][8] - Economic indicators such as unemployment claims and consumer confidence indices are closely monitored, with recent data showing a slight increase in initial jobless claims in the US [8] - The report discusses geopolitical factors affecting trade, particularly the potential impact of US tariffs on various countries, including India and South Korea [9] Economic Data Summary - The US initial jobless claims for the week ending January 18 were reported at 223,000, slightly above the market expectation of 220,000 [8] - The continuous jobless claims as of January 11 were 1,899,000, higher than the previous value of 1,853,000 [8] - The Eurozone consumer confidence index for January was reported at -14.2, slightly better than the previous -14.5 [8] Market Performance Summary - The Hang Seng Index closed at 19,700.56, down 0.40% for the day, while the H-share index fell by 0.18% [2] - The Shanghai Composite Index showed mixed results, with the index closing higher while the Shenzhen Component Index declined [7] - The report notes significant net inflows into the Hong Kong stock market, with northbound trading from Shanghai and Shenzhen showing strong demand [7] Corporate News Summary - Jiangsu Bank reported a preliminary net profit increase of 10.8% for 2024, estimating a profit of 31.8 billion RMB [9] - Sequoia China is reportedly close to acquiring Marshall Group AB, a prominent audio equipment manufacturer, with an estimated valuation of around $1.1 billion [9] - SK Hynix achieved record quarterly profits, driven by demand for memory chips used in data centers and AI development, reporting an operating profit of 8.08 trillion KRW ($56 billion) [9]