资讯日报-20250627

Market Overview - The Hang Seng Index closed at 24,325, down 0.61% for the day but up 21.26% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.63% to 8,804, with a year-to-date increase of 20.77%[3] - The Hang Seng Tech Index decreased by 0.26% to 5,345, with a year-to-date rise of 19.63%[3] Stock Performance - Southbound funds recorded a net inflow of HKD 5.286 billion[7] - Major tech stocks showed mixed results, with Kuaishou rising over 3% while Alibaba fell more than 2%[7] - Gold stocks surged due to increased risk aversion, with Shandong Gold and Lingbao Gold both rising over 6%[7] U.S. Market Trends - The Dow Jones increased by 0.94% to 43,387, while the S&P 500 rose by 0.80% to 6,141, and the Nasdaq gained 0.97% to 20,168[3] - All major sectors except Real Estate and Consumer Staples saw gains, with Energy and Communication rising by 1.43% and 1.16% respectively[7] Japanese Market Insights - The Nikkei 225 index rose by 1.7% to 39,585, marking its highest level since January 31[10] - Semiconductor-related stocks benefited from improved risk appetite, with SoftBank Group rising by 5.5%[10] Key Economic Indicators - Japan's government may revise its economic growth forecast for the fiscal year ending March 2026 from 1.2% to below 1% due to anticipated impacts from U.S. tariffs[10] - The U.S. trade deficit unexpectedly widened in May, with exports experiencing the largest decline since the pandemic began[10]