Hong Kong Market Overview - On June 2, 2025, the three major indices in Hong Kong closed lower, with the Hang Seng Index down 0.57%, the Hang Seng China Enterprises Index down 0.86%, and the Hang Seng Tech Index down 0.70%[9] - The average price of second-hand residential properties in 100 cities in China fell to 13,794 yuan per square meter, with a month-on-month decline of 0.71% and a year-on-year decline of 7.24%[9] US Market Performance - On June 2, 2025, US stocks saw slight gains, with the Dow Jones up 0.08%, the S&P 500 up 0.41%, and the Nasdaq up 0.67%[9] - Major tech stocks had mixed results, with Microsoft up 0.35%, Nvidia up 1.67%, and Google down 1.43%[9] Japanese Market Performance - The Nikkei 225 index fell by 1.30% on June 2, 2025, influenced by rising trade tensions and a stronger yen, which increased by 0.6% to 143.15 against the dollar[9] - Concerns over trade uncertainties have led to a decline in investor sentiment, impacting the Japanese stock market negatively[9] Sector-Specific Insights - In the Hong Kong market, technology stocks showed mixed performance, with Meituan and Kuaishou dropping over 1%, while Netease and Xiaomi rose over 1%[9] - Gold stocks performed strongly due to rising international gold prices, with Tongguan Gold surging over 18% following Trump's announcement to increase tariffs on steel and aluminum[9] Economic Indicators - The US ISM manufacturing index remained in contraction territory for the third consecutive month, indicating ongoing economic challenges[12] - The GDPNow model forecasts a Q2 GDP growth rate of 4.6% for the US, up from a previous estimate of 3.8%[12]
资讯日报-20250603
Guoxin Securities Hongkong·2025-06-03 08:32