大类资产早报-20250718

Group 1: Global Asset Market Performance 1.1 Government Bond Yields - On July 17, 2025, the 10 - year government bond yields of the US, UK, France, etc. were 4.453, 4.654, 3.379 respectively, with the latest changes of - 0.004, 0.016, 0.000 [3]. - The 2 - year government bond yields of the US, UK, Germany, etc. on July 17, 2025 were 3.950, 3.902, 1.858 respectively, with the latest changes of 0.050, 0.052, 0.004 [3]. 1.2 Exchange Rates - On July 17, 2025, the US dollar - to - Brazilian real, Russian ruble, South African rand exchange rates were 5.546, 108.000, 17.830 respectively, with the latest changes of - 0.41%, 0.00%, 0.08% [3]. - The on - shore RMB, off - shore RMB, RMB central parity rate, and 12 - month NDF on July 17, 2025 were 7.182, 7.184, 7.146, 7.010 respectively, with the latest changes of 0.04%, 0.06%, - 0.09%, 0.01% [3]. 1.3 Stock Indices - On July 17, 2025, the S&P 500, Dow Jones Industrial Average, NASDAQ were 6297.360, 44484.490, 20885.650 respectively, with the latest changes of 0.54%, 0.52%, 0.75% [3]. - The Russian stock index, Nikkei, Hang Seng Index were 1151.930, 39901.190, 24498.950 respectively, with the latest changes of 0.00%, 0.60%, - 0.08% [3]. 1.4 Credit Bond Indices - The latest changes of the US investment - grade credit bond index, euro - zone investment - grade credit bond index, and emerging - economy investment - grade credit bond index were 0.05%, 0.06%, 0.01% respectively [3]. Group 2: Stock Index Futures Trading Data 2.1 Index Performance - The closing prices of A - shares, CSI 300, SSE 50, etc. were 3516.83, 4034.49, 2744.26 respectively, with the percentage changes of 0.37%, 0.68%, 0.12% [4]. 2.2 Valuation - The PE(TTM) of CSI 300, SSE 50, CSI 500, etc. were 13.32, 11.33, 29.75 respectively, with the环比 changes of 0.03, - 0.04, 0.32 [4]. 2.3 Risk Premium - The 1/PE - 10 - year interest rates of CSI 300, SSE 50, CSI 500, etc. were 3.70, 5.77, - 0.38 respectively, with the环比 changes of 0.00, 0.00, 0.00 [4]. 2.4 Fund Flows - The latest values of fund flows in A - shares, the main board, small - and medium - sized enterprise board, etc. were 270.43, 41.86, - 56.21 respectively [4]. 2.5 Trading Volume - The latest trading volumes of the Shanghai and Shenzhen stock markets, CSI 300, SSE 50, etc. were 15393.69, 3255.17, 746.46 respectively, with the环比 changes of 973.31, 248.60, 65.04 [4]. 2.6 Basis and Premium - The basis of IF, IH, IC were - 22.69, - 2.86, - 104.46 respectively, with the amplitudes of - 0.56%, - 0.10%, - 1.72% [4]. Group 3: Government Bond Futures Trading Data 3.1 Closing Prices and Percentage Changes - The closing prices of government bond futures T00, TF00, T01, TF01 were 108.885, 106.045, 108.940, 106.115 respectively, with the percentage changes of - 0.05%, - 0.02%, - 0.02%, - 0.01% [5]. 3.2 Fund Interest Rates - The R001, R007, SHIBOR - 3M were 1.5116%, 1.5329%, 1.5570% respectively, with the daily changes of - 2.00BP, 0.00BP, 0.00BP [5].