国新证券每日晨报-20250701

Domestic Market Overview - The domestic market experienced a slight increase with the Shanghai Composite Index closing at 3444.43 points, up 0.59%, and the Shenzhen Component Index closing at 10465.12 points, up 0.83% [1][4] - Among the 30 sectors tracked, 26 sectors saw gains, with notable increases in defense, media, and comprehensive finance, while banking, non-banking finance, and transportation sectors faced declines [1][4] - The total trading volume for the A-share market was 15174 billion, showing a slight decrease compared to the previous day [1][4] Overseas Market Overview - The US stock market saw all major indices rise, with the Dow Jones up 0.63%, the S&P 500 up 0.52%, and the Nasdaq up 0.47%, marking six consecutive days of gains [2][4] - Both the S&P 500 and Nasdaq reached new historical closing highs [2][4] - Chinese concept stocks showed mixed results, with the Nasdaq Golden Dragon China Index down 0.49% and the Wande Chinese Technology Leaders Index down 0.44% [2][4] Economic Indicators - The manufacturing PMI, non-manufacturing business activity index, and composite PMI output index for June showed improvements, recorded at 49.7%, 50.5%, and 50.7% respectively, indicating overall economic expansion [10][13] - On the same day, 4054 stocks in the A-share market rose, while 1126 fell, with 94 stocks hitting the daily limit up and 7 hitting the limit down [10] News Highlights - The Central Political Bureau of the Communist Party of China held a meeting to review the "Regulations on the Work of the Central Decision-Making and Coordination Institutions" [11] - The Shenzhen Stock Exchange released standards for recognizing "light assets and high R&D investment" for the ChiNext board, aimed at better serving technological innovation [16]