环球市场动态：内地5月工业企业利润同比下降

Market Overview - In May 2025, profits of industrial enterprises in mainland China decreased by 9.1% year-on-year, a decline of 12.1 percentage points compared to the previous month, while operating income grew by 0.8%, down 1.8 percentage points from last month[5] - The pressure on profit margins is a major factor dragging down the profit growth of industrial enterprises, reflecting a common phenomenon of price-volume trade-off in the industrial sector due to tariff impacts[5] Global Market Trends - U.S. stock markets showed mixed performance, with the Dow Jones rising by 1.0% to close at 43,819.3 points, while the S&P 500 and Nasdaq both increased by 0.5%[8] - European markets also performed well, with the Euro Stoxx 600 index up by 1.1% and the UK FTSE 100 rising by 0.7%[8] - In Latin America, major stock indices declined, with the S&P Mexico IPC index down by 0.1% and the Brazilian IBOVESPA index falling by 0.2%[8] Commodity and Currency Insights - International oil prices remained stable, with NYMEX crude oil rising by 0.4% to $65.52 per barrel, while gold prices fell by 1.8% to $3,287.60 per ounce due to reduced safe-haven demand[26] - The U.S. dollar index rebounded after five consecutive declines, reflecting fluctuations in trade negotiations and economic data[26] A-share Market Performance - The A-share market showed divergent trends, with the Shanghai Composite Index falling by 0.7% to 3,424 points, while the Shenzhen Component Index rose by 0.34%[18] - The technology sector performed well, driven by rising copper prices, with the LME copper price surpassing $10,000, boosting related stocks[18] Sector Analysis - The software sector in the U.S. maintained resilience despite recent volatility, with strong performances in information security and infrastructure software[8] - In the Hong Kong market, the Hang Seng Index fell by 0.17%, with mixed performances among large tech stocks and financial sectors dragging down the overall market[10]