资讯日报-20250708

Hong Kong Market Overview - The Hang Seng Index closed at 23,888, down 0.12% for the day but up 19.08% year-to-date[3] - The Hang Seng Tech Index rose 0.25%, while the Hang Seng China Enterprises Index fell 0.01%[3] - Net inflow from southbound funds exceeded HKD 12 billion, indicating strong buying interest in Hong Kong stocks[9] US Market Performance - The Dow Jones Industrial Average closed at 44,406, down 0.94%, marking its worst single-day performance since mid-June[3] - The S&P 500 Index fell 0.79% to 6,230, while the Nasdaq Composite dropped 0.92% to 20,413[3] - Major tech stocks like Nvidia and Apple saw declines of 0.69% and 1.69%, respectively, with Tesla experiencing a significant drop of 6.79%, losing over USD 68 billion in market value[3] Sector Highlights - In Hong Kong, large tech stocks showed mixed results, with Kuaishou and Tencent rising over 1%, while Netease and Xiaomi saw slight declines[9] - The gaming sector is expected to see high single-digit growth in total revenue for the second half of the year, with MGM China recording five consecutive days of gains[9] - The power sector was active, with Datang Power rising over 4% due to increased electricity demand amid high temperatures[9] Notable Stock Movements - Chinese dairy stock Feihe fell over 17%, while gold stocks like Zhaojin Mining and Shandong Gold dropped 6.48% and 5.96%, respectively[9] - Semiconductor stocks in the US faced a downturn, with the Philadelphia Semiconductor Index falling 1.88%[3] Economic Indicators - Japan's Nikkei 225 index closed down 0.56%, reflecting investor caution amid US tariff evaluations[13] - Japan's real wages fell 2.9% year-on-year, complicating the Bank of Japan's interest rate hike plans[13]