Market Overview - The Hang Seng Index closed at 23,601, up 0.24% for the day and up 17.65% year-to-date[3] - The Hang Seng China Enterprises Index closed at 8,584, up 0.31% for the day and up 17.75% year-to-date[3] - The Hang Seng Tech Index closed at 5,247, down 0.09% for the day and up 17.43% year-to-date[3] U.S. Market Performance - The Dow Jones Industrial Average closed at 41,603, down 0.61% for the day and down 2.21% year-to-date[3] - The S&P 500 closed at 5,803, down 0.67% for the day and down 1.34% year-to-date[3] - The Nasdaq Composite closed at 18,737, down 1.00% for the day and down 2.97% year-to-date[3] Sector Highlights - Pharmaceutical stocks surged, with Hengrui Medicine rising over 25% due to announcements of innovative drug research at the upcoming ASCO annual meeting[8] - Nuclear power stocks strengthened, with CGN Mining rising over 8% following Trump's executive order to promote nuclear power development[8] - Technology stocks showed mixed results, with NetEase rising over 1% while Alibaba and JD.com experienced slight declines[8] Economic Indicators - Japan's core CPI for April was reported at 3.5%, above the expected 3.4%, indicating potential for a rate hike by the Bank of Japan[11] - The U.S. Treasury yields have shown fluctuations, impacting market sentiment and investment strategies[20] Investment Insights - The Nasdaq Golden Dragon China Index showed resilience, closing up 0.05% despite declines in major Chinese tech stocks like Alibaba and JD.com[8] - Palantir Technologies reported a significant revenue increase, with 2024 revenue projected at $2.87 billion, reflecting a 29% year-over-year growth[13]
资讯日报-20250526
Guoxin Securities Hongkong·2025-05-26 05:56