国元证券晨会纪要-20250606

Core Insights - The report highlights a significant decline in the US import total for April, amounting to $350.99 billion, which represents a month-over-month decrease of 16.3% [4] - The US initial jobless claims for the previous week were recorded at 247,000, exceeding market expectations [4] - The European Central Bank has lowered three key interest rates by 25 basis points, aligning with market expectations [4] - Several automotive companies are considering relocating parts of their production to China [4] - China's Caixin Services PMI for May increased to 51.1, up by 0.4 percentage points from April [4] - The retail sales of passenger vehicles in China for May reached 1.93 million units, reflecting a year-over-year growth of 13% [4] - Circle, a stablecoin company, saw its stock rise by 167.2% on its IPO debut [4] - Procter & Gamble announced a layoff of 7,000 employees [4] - The wholesale price of Moutai has dropped below 2,000 yuan in some regions [4] Economic Data Summary - The Baltic Dry Index closed at 1489.00, up by 4.13% [5] - The Nasdaq Index closed at 19,298.45, down by 0.83% [5] - The Dow Jones Industrial Average closed at 42,319.74, down by 0.25% [5] - The S&P 500 closed at 5,939.30, down by 0.53% [5] - The USD/CNY exchange rate (CFETS) was 7.18, down by 0.10% [5] - The Hang Seng Index closed at 23,906.97, up by 1.07% [5] - The Shanghai Composite Index closed at 3,384.10, up by 0.23% [5]