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资讯日报:股票市场概览-20250730
Guoxin Securities Hongkong·2025-07-30 05:30

Market Overview - The Hang Seng Index closed at 25,562, down 0.15% for the day but up 27.24% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.34% to 9,177, with a year-to-date increase of 25.46%[3] - The Hang Seng Tech Index decreased by 0.35% to 5,664, showing a year-to-date rise of 26.33%[3] Stock Performance - Southbound funds recorded a net purchase of HKD 12.72 billion in Hong Kong stocks[9] - Major tech stocks showed mixed results, with Alibaba slightly up while Tencent, JD.com, and Meituan fell within 1%[9] - Biopharmaceutical stocks performed strongly, with WuXi AppTec surging over 11% and several others rising more than 8%[9] U.S. Market Trends - The Dow Jones Industrial Average fell 0.42% to 44,838, while the Nasdaq Composite dropped 0.38% to 21,179[9] - Notable declines in popular tech stocks included Meta down over 2% and Intel, Apple, and Tesla each down over 1%[9] - Novo Nordisk's shares plummeted over 21% after lowering its sales and profit growth forecasts for 2025[9] Japanese Market Insights - The Nikkei 225 index decreased by 0.79% to 40,998, marking three consecutive days of decline[9] - Semiconductor stocks faced significant sell-offs, with Disco down 2.66% and Advantest down 1.05%[9] Economic Indicators - The U.S. trade deficit narrowed by 10.8% in June to USD 86 billion, reflecting a decrease in imports[13] - The Atlanta Fed's GDPNow model estimates a 2.9% growth rate for Q2 2025, up from a previous estimate of 2.4%[13]