Market Overview - The US stock market indices experienced declines, with the Nasdaq showing the largest drop due to ongoing concerns about tariff risks [6] - European stock markets also fell, while the Hang Seng Index and the National Index both rose, with the Hang Seng Index showing a larger increase driven by consumer and pharmaceutical stocks [6] - The Shanghai Composite Index and Shenzhen Component Index both increased, with the Shenzhen Component Index leading the gains [6] Economic Data - The US GDP for Q4 was revised to an annualized growth rate of 2.4%, up from the previous estimate of 2.3% [7][9] - Personal consumption in the US for Q4 was reported at 4.0%, slightly below the market expectation of 4.2% [7] - The core PCE price index for Q4 was reported at 2.6%, matching the previous value [7] International Economic News - US President Trump warned of imposing additional tariffs on the EU and Canada if they harm the US economy [9] - The Boston Fed President indicated that tariffs are likely to push inflation higher, at least in the short term [9] - Japan's Prime Minister stated that countermeasures against US auto tariffs are being considered [9] Greater China Economic News - Chinese banks are reportedly accelerating the clearance of bad real estate loans to support the economy [9] - China's net financing of government bonds reached a record high of 1.45 trillion yuan in Q1, three times the amount from the same period last year [9] - Industrial profits in China showed a year-on-year decline of 0.3% for January-February, indicating concerning economic signs [9] Corporate News - Chinese state-owned enterprises have been instructed to pause new collaborations with companies related to Li Ka-shing, reflecting pressure from Beijing [9] - OpenAI is nearing a $40 billion funding round led by SoftBank, with several investors in discussions to participate [9] - New World Development is reportedly proposing to use its Victoria Dockside asset as collateral to secure up to 15.6 billion HKD in additional loans [9]
每天导读-2025-03-28
Nong Yin Zheng Quan·2025-03-28 02:09