国新证券股份：每日晨报-20250206

Domestic Market Overview - The domestic market experienced a weak consolidation with a decrease in trading volume, as the Shanghai Composite Index closed at 3213.62 points, down 0.89%, and the Shenzhen Component Index closed at 10225.87 points, down 0.77% [1][5][10] - Out of 30 sectors, 29 saw declines, with real estate, consumer services, and food and beverage sectors leading the losses, while only the communication sector saw a slight increase [1][10] - The total trading volume for the A-share market was 1.1477 trillion yuan, which was a decrease compared to the previous day [1][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 0.61%, and the Nasdaq up 1.28% [2][5] - Notable gains were seen in Nvidia and Microsoft, both rising over 4%, leading the Dow [2][5] - Most Chinese concept stocks declined, with Global Data dropping over 12% and Dingdong Maicai down over 5% [2][5] Key News Highlights - The Central Committee of the Communist Party and the State Council issued the "Rural Comprehensive Revitalization Plan (2024-2027)", aiming for substantial progress in rural revitalization by 2027 [13] - A joint implementation plan was released by the Central Financial Office and six departments to promote long-term capital entering the market, focusing on increasing the investment ratio of commercial insurance funds and social security funds in A-shares [11][14] - The first batch of Sci-Tech Innovation Index ETFs was officially approved, with 12 products set to launch after the Spring Festival [19][20] - Three major tech companies in the U.S. announced a $500 billion investment in AI infrastructure, expected to create 100,000 jobs [22]