农银国际证券：每天导读-20250317

Market Overview - The US stock market saw a rebound with all three major indices rising, particularly the Nasdaq which experienced significant gains due to Trump's announcement of a one-month tariff exemption on cars imported under the US-Mexico-Canada Agreement, boosting market sentiment [6] - In Hong Kong, all three major indices increased, with the Composite Index leading with a rise of over 10% [6] - The Shanghai Composite Index also saw gains, with the Shanghai 300 Index showing a strong performance, while only the healthcare and consumer sectors experienced declines [6] Economic Data - The ADP employment change index for the US in February reported a change of 77K, significantly lower than the expected 140K [7] - The US factory orders for January matched market expectations at 1.7% [7] - The Eurozone's PPI year-on-year increased to 1.8%, surpassing the expected 1.3% [7] Corporate News - Sunac Real Estate Group announced plans to repurchase bonds with a total amount not exceeding 800 million RMB [10] - Bain Capital is reportedly close to an agreement to acquire the supermarket business of Seven & i Holdings Co, with a potential valuation exceeding 700 billion yen [10] - Hon Hai Precision Industry reported a 25% revenue growth in the first two months of the year, reflecting increased demand for AI computing [10] International Economic News - The Federal Reserve's Beige Book indicated slight economic growth, with tariffs and uncertainty being frequently mentioned [10] - Germany plans to amend its constitution to loosen fiscal spending restrictions, aiming to release hundreds of billions of euros for defense and other investments [10] - The UK central bank governor warned that the Labour Party's proposed increase in wage taxes could lead to inflation [10]