国新证券每日晨报-20250623

Domestic Market Overview - The domestic market experienced a contraction and continued to pull back, with the Shanghai Composite Index closing at 3359.9 points, down 0.07%, and the Shenzhen Component Index at 10005.03 points, down 0.47% [1][5][9] - Among the 30 CITIC first-level industries, 11 sectors saw an increase, with banking, transportation, and food and beverage leading the gains, while computer, media, and defense industries faced significant declines [1][5][9] - The total trading volume of the A-share market reached 1,091.7 billion yuan, showing an increase compared to the previous day [1][5][9] Overseas Market Overview - The three major U.S. stock indices closed mixed, with the Dow Jones Industrial Average up 0.08%, while the S&P 500 and Nasdaq fell by 0.22% and 0.51%, respectively [2][5] - Notable movements included Apple rising over 2% and 3M Company increasing by more than 1%, leading the Dow [2][5] - Chinese concept stocks mostly declined, with Brain Rebirth dropping 40% and Link Portal falling over 22% [2][5] Economic Data - In the first five months of the year, the national general public budget revenue was 96,623 billion yuan, a year-on-year decrease of 0.3% [17][18] - Tax revenue for the same period was 79,156 billion yuan, down 1.6%, while non-tax revenue increased by 6.2% to 17,467 billion yuan [17][18] - The total expenditure from the national general public budget was 112,953 billion yuan, reflecting a year-on-year growth of 4.2% [17][18]