资讯日报-20250429

Hong Kong Market Overview - On April 28, the Hang Seng Index closed at 21,981, down 0.04% for the day but up 9.53% year-to-date[4] - The Hang Seng Tech Index rose 0.12% to 4,983, with a year-to-date increase of 11.66%[4] - The Hang Seng China Enterprises Index remained flat at 8,081, with a year-to-date increase of 10.84%[4] US Market Performance - On April 28, the Dow Jones Industrial Average rose 0.28% to 40,114, while the Nasdaq Composite fell 0.10% to 17,383[10] - The S&P 500 Index increased by 0.06% to 5,525, with a year-to-date decline of 6.00%[4] - Major tech stocks showed mixed results, with Apple up 0.41% and Microsoft down 0.18%[10] Japanese Market Insights - The Nikkei 225 index closed at 35,706, up 0.38%, while the year-to-date performance showed a decline of 10.16%[4] - Investor sentiment in Japan was boosted by potential easing of US-China trade tensions and nearing agreements on tariffs[10] Apple Inc. Earnings Forecast - Apple is expected to report Q2 2025 revenue of $94.06 billion, a year-on-year increase of 3.64%[11] - The anticipated earnings per share (EPS) is $1.606, reflecting a 4.99% increase year-on-year[11] - iPhone revenue is projected to be approximately $47.8 billion, up 4% year-on-year, driven by a 10% increase in unit sales[11] Trade and Tariff Implications - Recent tariff exemptions on smartphones and PCs are expected to provide short-term relief for Apple, although uncertainties remain regarding future trade policies[12] - The US Treasury has significantly raised its borrowing expectations to $514 billion due to the debt ceiling impasse[13]