国新证券每日晨报-2025-04-03

Domestic Market Overview - The domestic market experienced narrow fluctuations with a slight increase on April 2, 2025. The Shanghai Composite Index closed at 3350.13 points, up 0.05%, while the Shenzhen Component Index closed at 10513.12 points, up 0.09%. The ChiNext Index fell by 0.16%, and the STAR Market 50 Index decreased by 0.16%. The total trading volume of the A-share market was 992.7 billion yuan, a decrease from the previous day [1][4][9]. - Among the 30 sectors tracked by CITIC, 19 sectors saw gains, with the most significant increases in comprehensive finance, textile and apparel, and telecommunications. Conversely, sectors such as defense and military, non-ferrous metals, and electric power and utilities experienced notable declines [1][4][9]. Overseas Market Overview - On the same day, all three major U.S. stock indices closed higher, with the Dow Jones Industrial Average rising by 0.56%, the S&P 500 increasing by 0.67%, and the Nasdaq Composite gaining 0.87%. Notable performers included Goldman Sachs, which rose over 2%, and Amazon, which increased by approximately 2%. The index tracking seven major U.S. tech stocks rose by 0.6%, with Tesla surging over 5% and Apple increasing by 0.31% [2][4]. Key News Highlights - The Chinese government emphasized the importance of ensuring stable employment levels for youth, particularly for college graduates, as part of a broader strategy to enhance job creation and support entrepreneurship [3][12][13]. - The State Council issued opinions on improving price governance mechanisms, aiming to facilitate efficient market operations and ensure fair pricing [3][14]. - The National Development and Reform Commission announced the first batch of pilot projects for vehicle-to-grid (V2G) interactions, indicating a push towards innovative energy solutions [3][15]. - The National Data Bureau is developing an action plan to enhance data efficiency in state-owned enterprises, focusing on digital transformation and data resource management [3][16]. - President Trump signed executive orders imposing a 10% minimum benchmark tariff on trade partners, effective April 5, 2025, which may impact market sentiment [3][17].