资讯日报-20250709

Market Overview - The Hang Seng Index closed at 24,148, up 1.09% for the day and 20.38% year-to-date[3] - The Hang Seng China Enterprises Index rose 1.16% to 8,709, with a year-to-date increase of 19.46%[3] - The Hang Seng Tech Index led gains with a 1.84% rise, totaling a 19.20% increase for the year[3] US Market Performance - The Dow Jones Industrial Average fell 0.37% to 44,241, with a year-to-date gain of 3.99%[3] - The S&P 500 Index decreased by 0.07% to 6,226, up 5.85% year-to-date[3] - The Nasdaq Composite Index saw a slight increase of 0.03%, closing at 20,418, with a year-to-date rise of 5.74%[3] Sector Highlights - Major tech stocks in Hong Kong saw significant gains, with Kuaishou up over 5% and Baidu rising 3.55%[9] - Chinese brokerage stocks surged, particularly Victory Securities and Guotai Junan International, which rose over 33% and 28.5% respectively[9] - The solar energy sector remained active, with Shunfeng Clean Energy increasing over 30%[9] Investment Trends - Net inflows from southbound funds amounted to HKD 387 million[9] - The semiconductor sector in the US showed strength, with the Philadelphia Semiconductor Index rising 1.8%[9] Economic Indicators - The US announced tariffs ranging from 25% to 40% on imports from 14 countries, increasing market uncertainty[9] - Japan's Nikkei 225 Index rose 0.26% amid a weaker yen and tariff negotiations[13] Notable Stock Movements - Nvidia's stock increased by 1.11%, closing at $160, with a market cap exceeding $3.9 trillion[9] - Alibaba's stock rose 1.6% to $108, with a market cap of $257.7 billion[24] Summary of Key Data - The Hang Seng Index's year-to-date performance is 20.38%, while the Dow Jones has only gained 3.99%[3] - The semiconductor sector's performance in the US is highlighted by Intel's 7.23% increase, marking the largest gain among its peers[9]