国新证券股份：每日晨报-20250214

Domestic Market Overview - The domestic market experienced a fluctuating rise, with the Shanghai Composite Index closing at 3346.39 points, up 0.85%, and the Shenzhen Component Index closing at 10708.88 points, up 1.43% [1][8] - Among the 30 first-level industries, 27 saw an increase, with comprehensive finance, real estate, and computer sectors leading the gains, while non-ferrous metals, coal, and textile sectors faced significant declines [1][8] - The total trading volume of the A-share market reached 17119 billion, showing a slight increase compared to the previous day [1][8] Overseas Market Overview - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.5% and the Nasdaq up 0.03%, while Chinese concept stocks generally rose, with EHang Intelligent soaring over 21% [2] Key News Highlights - Multiple regions are accelerating the special bond storage work to revitalize idle land, with over 100 plots planned for recovery at a total price exceeding 260 billion [11] - The Ministry of Finance announced the continuation of preferential policies for cultural construction fees from January 1, 2025, to December 31, 2027, allowing a 50% reduction on fees [15] - MSCI announced the results of its February index review, including the addition of eight stocks to the MSCI China Index and the removal of twenty others, effective after the market close on February 28 [16] Inflation Data - U.S. inflation unexpectedly rose in January, with the unadjusted CPI increasing by 3% year-on-year, above the expected 2.9%, and the adjusted CPI rising by 0.5% month-on-month [9][18]