资讯日报-20250609

Market Overview - The Hang Seng Index closed at 23,793, down 0.48% for the day but up 18.61% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.63% to 8,630, with a year-to-date increase of 18.38%[3] - The Hang Seng Tech Index also decreased by 0.63% to 5,287, maintaining an 18.32% rise for the year[3] US Market Performance - The Dow Jones Industrial Average rose 1.05% to 42,763, with a year-to-date gain of 0.51%[3] - The S&P 500 increased by 1.03% to 6,000, reflecting a 2.02% rise year-to-date[3] - The Nasdaq Composite climbed 1.20% to 19,530, with a year-to-date increase of 1.13%[3] Sector Performance - Major tech stocks in Hong Kong saw declines, with Xiaomi dropping over 2% and Alibaba down more than 1%[8] - Gold stocks surged, with China Silver Group rising over 26% and Tongguan Gold increasing by more than 5%[8] - The semiconductor sector faced significant losses, with SMIC and BeiKe both falling over 4%[8] Capital Flows - Southbound capital recorded a net inflow of HKD 6.766 billion on June 6[8] - Meituan was the top net bought stock with HKD 8.613 billion, while Tencent saw a net outflow of HKD 5.884 billion[23] Economic Indicators - The US non-farm payrolls data for May showed an increase of 139,000 jobs, exceeding market expectations[11] - The unemployment rate remained stable at 4.2%, indicating a resilient labor market despite economic slowdown concerns[11] Investment Insights - Circle, dubbed the "first stablecoin stock," saw a significant rise of over 29% on its second day of trading, accumulating a total increase of over 247% in two days[8] - Morgan Stanley revised its year-end target for the S&P 500 from 5,200 to 6,000, reflecting a bullish outlook[11]