国内观察：春节假期重要事件速览：春节宏观盘点

Group 1: Market Overview - During the Spring Festival, overseas markets focused on three main trading themes: Trump's tariffs on China, Canada, and Mexico; the impact of Deepseek on US tech stocks; and diverging overseas monetary policies[1] - The S&P 500 and Dow Jones indices fell by 0.29% and 0.65% respectively, while the Nasdaq rose by 0.26%[4] - The US dollar index increased by 1.02%, reaching a peak of 109.88, while the offshore RMB depreciated by 0.83%[10] Group 2: Economic Data and Events - The US GDP for Q4 2024 was reported at 2.3%, below the expected 2.6%, with personal consumption contributing 2.82 percentage points[32] - In December 2024, industrial profits for large enterprises in China turned positive with a year-on-year increase of 11.0%[33] - The manufacturing PMI for January was reported at 49.1%, indicating a contraction, while the non-manufacturing PMI was at 50.2%[39] Group 3: Consumer Behavior During Spring Festival - Cross-regional mobility during the Spring Festival reached 1.44 billion trips, a year-on-year increase of 5.76%[13] - The box office revenue for the Spring Festival reached nearly 8.6 billion yuan, surpassing the previous year's record of 8.016 billion yuan[20] - New home sales in 30 major cities during the Spring Festival increased by 92.8% year-on-year, with second and third-tier cities showing significant growth[23]