每天导读-2025-04-02

Core Insights - The report highlights the mixed performance of major stock indices, with the Hang Seng Index closing at 23,206.84, up by 0.38% for the day but down 0.59% over the past five days [1] - The report notes a significant rebound in large technology stocks, contributing to the overall market recovery in Hong Kong [6] - The report indicates that the pharmaceutical sector led gains in the CSI 300 index, while consumer discretionary sectors lagged [6] Economic Data Summary - The U.S. manufacturing PMI final value for March was reported at 49.2, slightly above the market expectation of 49.9 [7] - U.S. construction spending month-on-month for February was reported at 0.7%, exceeding the market expectation of 0.3% [7] - The unemployment rate in Japan for February was reported at 2.4%, slightly better than the expected 2.5% [7] - The Eurozone CPI month-on-month for March was reported at 0.6%, matching market expectations [7] Major News Summary - The White House announced that President Trump’s tariffs will take effect immediately after the announcement on April 2 [9] - Canadian Prime Minister Mark Carney stated that Canada will retaliate if the U.S. continues to impose tariffs [9] - U.S. manufacturing activity has contracted for the first time this year, with price indicators reaching a three-year high [9] - The report mentions that Chinese banks are encouraged to increase credit loans to technology enterprises [8] Company News - BYD reported a strong start to 2025, with first-quarter vehicle sales increasing by 58% year-on-year, delivering 371,419 passenger cars in March alone [9] - The report indicates that Trump is considering proposals to divest TikTok's U.S. operations from its parent company ByteDance [9] - Dada announced the signing of a final agreement for privatization with JD Sunflower Investment Limited [9]