Workflow
资讯日报-20250506
Guoxin Securities Hongkong·2025-05-06 09:15

Market Performance Overview - The Hang Seng Index closed at 22,505, up 1.74% for the day and 12.19% year-to-date[4] - The Hang Seng China Enterprises Index rose 1.92% to 8,231, with a year-to-date increase of 12.91%[4] - The Hang Seng Tech Index surged 3.08% to 5,244, marking a 17.37% increase year-to-date[4] U.S. Market Trends - The Dow Jones Industrial Average fell 0.24% to 41,219, down 3.12% year-to-date[4] - The S&P 500 Index decreased by 0.64% to 5,650, with a year-to-date decline of 3.93%[4] - The Nasdaq Composite dropped 0.74% to 17,844, reflecting a year-to-date decrease of 7.59%[4] Japanese Market Insights - The Nikkei 225 Index increased by 1.04% to 36,831, but is down 7.68% year-to-date[4] - The Topix Index rose 0.31%, supported by a weaker yen boosting export-related stocks[9] Sector Performance Highlights - Technology stocks in Hong Kong saw significant gains, with Xiaomi up over 6% and Alibaba and JD.com rising over 3%[9] - Pharmaceutical outsourcing stocks were active, with Kanglong Chemical and WuXi AppTec both gaining over 7%[9] - Conversely, restaurant stocks faced declines, with Yum China dropping over 7%[9] Economic Indicators - U.S. non-farm payrolls increased by 272,000 in April, exceeding market expectations of 180,000[12] - The market anticipates the Federal Reserve will maintain current interest rates in the upcoming meeting, with a potential rate cut not expected until at least July[12]