资讯日报-2025-04-02

Market Overview - The Hang Seng Index closed at 23,207, up 0.38% for the day and 15.69% year-to-date[7] - The S&P 500 closed at 5,633, up 0.38% for the day but down 4.23% year-to-date[7] - The Nikkei 225 index slightly increased by 0.02%, but is down 10.70% year-to-date[7] Sector Performance - In the Hong Kong market, tech stocks saw significant gains, with NetEase rising over 4% and Kuaishou up over 3%[10] - Medical stocks performed well, with Kangfang Biotech increasing by over 12%[10] - The automotive sector is under pressure due to potential tariff impacts, with costs per vehicle possibly rising by $4,000 to$15,000[11] Economic Indicators - The U.S. ISM Manufacturing PMI for March was reported at 49, indicating contraction for the first time this year[11] - Moody's chief economist predicts that permanent tariffs could lead to a recession in the U.S. economy lasting over a year, with unemployment potentially exceeding 7%[11] Investment Strategies - Investors are advised to focus on "low sensitivity investment portfolios," including defensive medical stocks and utility companies[11] - Goldman Sachs predicts the S&P 500 may drop by 6% to around 5,300 in the next three months, before rebounding to 5,900 in the following year[11]