国新证券每日晨报-2025-04-08

Domestic Market Overview - The domestic market experienced a decline, with the Shanghai Composite Index closing at 3096.58 points, down 7.34%, and the Shenzhen Component Index at 9364.5 points, down 9.66% [1][5] - All 30 sectors in the CITIC index fell, with the computer, comprehensive finance, and machinery sectors leading the declines [1][5] - The total trading volume of the A-share market reached 1618 billion, showing a significant increase compared to the previous day [1][5] Overseas Market Overview - The US stock indices closed mixed, with the Dow Jones down 0.91% and the Nasdaq up 0.1%, while Nvidia rose over 3% [2][5] - Chinese concept stocks saw significant declines, with TAL Education falling over 11% [2][5] Driving Factors - The China National Investment Corporation expressed strong confidence in the development prospects of the Chinese capital market, planning to increase holdings in central enterprise stocks and technology innovation stocks, with an initial investment of 80 billion [10] - On the same day, 106 stocks rose while 5284 fell, indicating a broad market downturn [10] News Highlights - The Central Committee of the Communist Party and the State Council issued a plan to accelerate the construction of an agricultural power from 2024 to 2035, emphasizing the importance of agriculture in national strength [11][12] - The plan outlines goals for agricultural modernization, food security, and rural revitalization, aiming for significant progress by 2027 and substantial achievements by 2035 [14][28]