国新证券股份：每日晨报-20250205

Domestic Market Overview - The domestic market experienced a slight decline with the Shanghai Composite Index closing at 3250.6 points, down 0.06%, and the Shenzhen Component Index at 10156.07 points, down 1.33%. The ChiNext Index fell by 2.73% [1][5][10] - Among the 30 sectors tracked, 12 sectors saw gains, with banking, electricity and utilities, and coal leading the increases, while communication, electronics, and retail sectors lagged [1][5][10] - The total trading volume across both markets was 112.76 billion yuan, showing a slight decrease compared to the previous day [1][5][10] Overseas Market Overview - The three major U.S. stock indices all closed higher, with the Dow Jones up 0.3%, the S&P 500 up 0.72%, and the Nasdaq up 1.35%. Major tech stocks like Chevron and Apple rose over 2% [2][5] - Chinese concept stocks also saw a general increase, with Tuya Smart rising over 20% and XPeng Motors up over 8% [2][5] Key News Highlights - The State Council Tariff Commission announced that starting February 10, 2025, tariffs will be imposed on certain imported goods from the U.S., including a 15% tariff on coal and liquefied natural gas, and a 10% tariff on crude oil and agricultural machinery [3][13] - The Ministry of Commerce and the General Administration of Customs announced export controls on tungsten, tellurium, bismuth, molybdenum, and indium-related items [3][14] - Google is under investigation by the market regulatory authority for suspected antitrust violations [3][15] Economic Data - China's January Caixin Manufacturing PMI was reported at 50.1, down from 50.5, marking the fourth consecutive month in the expansion zone [23] - The U.S. January ISM Manufacturing PMI was reported at 50.9, indicating expansion for the first time since October 2022 [23] - Eurozone January CPI preliminary year-on-year increase was 2.5%, slightly above expectations [23]