资讯日报-20250507

Hong Kong Market Overview - The Hang Seng Index closed at 22,663, up 0.70% for the day and up 12.97% year-to-date[4] - The Hang Seng China Enterprises Index rose 0.37% to 8,262, with a year-to-date increase of 13.33%[4] - The Hang Seng Tech Index slightly declined by 0.09% to 5,240, but is up 17.26% year-to-date[4] - Net inflow from southbound funds reached HKD 13.475 billion[9] US Market Performance - The Dow Jones Industrial Average fell 0.95% to 40,829, down 4.03% year-to-date[4] - The S&P 500 Index decreased by 0.77% to 5,607, with a year-to-date decline of 4.67%[4] - The Nasdaq Composite Index dropped 0.87% to 17,690, down 8.39% year-to-date[4] - Major tech stocks mostly declined, with Microsoft down 0.66% and Apple down 0.19%[9] Sector Highlights - Large tech stocks like Meituan and Tencent saw gains, with Meituan up 4.53% and Tencent over 1%[9] - Airline stocks surged, with China Eastern Airlines up 7.3% and China Southern Airlines up 6.56%[9] - Gold stocks performed well, with Chifeng Jilong Gold Mining up over 12%[9] - Education stocks collectively weakened, with China Oriental Education down over 3%[9] Trade Deficit Insights - The US trade deficit reached a record high of USD 140.5 billion in March, a 14% increase from February[12] - Imports surged by 4.4% to USD 419 billion, while exports only slightly increased by 0.2% to USD 278.5 billion[12] - The trade deficit significantly impacted the US GDP, contributing to a 0.3% annualized decline in Q1 2025[12]