Market Performance Overview - The Hang Seng Index closed at 21,057, down 1.91% for the day and up 4.97% year-to-date[4] - The Hang Seng Tech Index fell 3.72% to 4,796, with a year-to-date increase of 7.34%[4] - The Dow Jones Industrial Average decreased by 1.73% to 39,669, with a year-to-date decline of 6.76%[4] - The S&P 500 dropped 2.24% to 5,276, down 10.30% year-to-date[4] - The Nasdaq Composite fell 3.07% to 16,307, with a year-to-date decrease of 15.55%[4] Sector-Specific Insights - Major technology and financial stocks in Hong Kong experienced significant declines, with Apple’s Q1 shipments in China down 9%, leading to an 8% drop in related stocks like AAC Technologies[10] - Semiconductor stocks, such as SMIC, saw gains amid U.S. chip export restrictions, with SMIC rising 4% during trading[10] - Gold futures surpassed $3,300, with gold stocks like Zhaojin Mining increasing over 8% to reach a new historical high[10] Economic Indicators - U.S. retail sales rose by 1.4% in March, the largest increase since January 2023, as consumers rushed to purchase goods before tariffs took effect[13] - The World Trade Organization revised its 2025 global goods trade growth forecast from 3.0% to -0.2%, indicating a significant downturn, particularly affecting North America[13]
资讯日报-20250417
Guoxin Securities Hongkong·2025-04-17 09:27