资讯日报-20250717

Market Overview - The Hang Seng Index closed at 24,590, down 0.29% for the day but up 22.22% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.18% to 8,877, with a year-to-date increase of 21.56%[3] - The Hang Seng Tech Index decreased by 0.24% to 5,431, maintaining a year-to-date rise of 21.27%[3] U.S. Market Performance - The Dow Jones Industrial Average rose 0.53% to 44,023, with a year-to-date increase of 4.02%[9] - The S&P 500 gained 0.32% to close at 6,244, reflecting a year-to-date growth of 6.50%[9] - The Nasdaq Composite increased by 0.25% to 20,678, with a year-to-date rise of 7.35%[9] Sector Highlights - Major tech stocks mostly declined, with Meituan down 1.66% and Netease down 1%[9] - Semiconductor stocks saw gains as Nvidia announced a resumption of chip sales to China, with shares of Nvidia up 0.38%[9] - Cryptocurrency-related stocks rebounded, with China San San Media surging over 70% in a single day and a cumulative increase of 350% for the month[9] Japanese Market Insights - The Nikkei 225 index fell 0.04% to 39,678, while the TSE index rose 0.21%[13] - The Japanese yen depreciated against the U.S. dollar, reaching a three-month low due to rising U.S. interest rates[13] - Japan's foreign tourist arrivals in the first half of 2025 reached 21.52 million, a 21% increase year-on-year[13] Economic Indicators - U.S. June PPI showed a year-on-year increase of 2.3%, below expectations, indicating a potential easing of inflationary pressures[13] - The Federal Reserve's Beige Book indicated cautious hiring and improved economic activity, but a neutral to slightly pessimistic outlook[13] - The probability of the Fed maintaining interest rates in July is at 95.3%, with a 4.7% chance of a 25 basis point cut[14]