资讯日报-2025-04-08

Market Performance Overview - The Hang Seng Index closed at 19,828, down 13.22% for the day and 1.15% year-to-date[4] - The Hang Seng China Enterprises Index fell 13.75% in a single day, with a year-to-date decline of 0.37%[4] - The Hang Seng Tech Index experienced a significant drop of 17.16% for the day and 1.49% year-to-date[4] - The Nikkei 225 index in Japan fell 7.83% on April 7, marking a year-to-date decline of 21.95%[4] U.S. Market Reactions - The Dow Jones Industrial Average decreased by 0.91%, while the S&P 500 fell by 0.23%, both marking their third consecutive day of decline[8] - The Nasdaq Composite Index saw a slight increase of 0.10%, ending a two-day drop[8] - The Nasdaq Golden Dragon China Index dropped by 5.12%, with major Chinese stocks like Alibaba and JD.com experiencing declines of 9.06% and 5.13%, respectively[8] Sector-Specific Insights - Major technology and financial stocks in Hong Kong faced heavy losses, with Xiaomi down over 20% and Alibaba down nearly 18%[8] - Agricultural stocks showed resilience, with Tianjin Rice rising nearly 29% amid expectations of reduced imports from the U.S. due to tariffs[8] - In the U.S., Apple shares fell by 3.67% as the company faced supply chain pressures from tariff policies[8] Capital Flow Trends - Southbound capital into Hong Kong stocks continued to see net inflows, totaling 15.373 billion HKD on April 7, with four consecutive trading days of over 10 billion HKD in net purchases since April[8] Economic Outlook - The ongoing tariff disputes are expected to maintain market volatility, with analysts indicating that the lack of clarity in trade policies could prolong market adjustments[11] - The VIX index, a measure of market volatility, surged above 45, indicating heightened investor anxiety amid the tariff impacts[11]