国元证券晨会纪要-20250603

Core Insights - The report highlights the ongoing trade tensions, particularly the escalation of the trade war initiated by Trump, which has implications for various sectors including manufacturing and technology [4] - The report notes that the US manufacturing PMI has contracted for three consecutive months, indicating a potential slowdown in economic activity [4] - The European Union is reportedly planning to restrict Chinese access to the medical device procurement sector, which could impact market dynamics [4] Economic Data Summary - The Baltic Dry Index increased by 4.80% to 1418.00, indicating a rise in shipping costs [5] - The Nasdaq Index closed at 19242.61, up by 0.67%, while the Dow Jones Industrial Average rose by 0.08% to 42305.48 [5] - The ICE Brent crude oil price rose by 3.73% to 65.12, reflecting an increase in global oil prices [5] - The US dollar index decreased by 0.75% to 98.69, suggesting a weakening of the dollar against other currencies [5] - The Hang Seng Index closed at 23157.97, down by 0.57%, indicating a decline in the Hong Kong market [5] - The Shanghai Composite Index fell by 0.47% to 3347.49, reflecting a downward trend in mainland Chinese markets [5]