大类资产早报-20250731
Yong An Qi Huo·2025-07-31 12:39
- Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - No clear core viewpoints are presented in the content. The report mainly provides data on the performance of various global asset markets. 3. Summary by Related Catalogs Global Asset Market Performance - 10 - year Treasury Yields of Major Economies: - On July 30, 2025, yields in the US, UK, France, etc. were 4.372%, 4.603%, 3.358% respectively. Latest changes ranged from -0.029 to 0.073, weekly changes from -0.051 to 0.066, monthly changes from -0.057 to 0.157, and annual changes from -0.575 to 0.443 [3]. - 2 - year Treasury Yields of Major Economies: - On July 30, 2025, yields in the US, UK, Germany, etc. were 3.910%, 3.873%, 1.951% respectively. Latest changes ranged from -0.017 to 0.020, weekly changes from -0.008 to 0.175, monthly changes from -0.054 to 0.127, and annual changes from -1.081 to 0.486 [3]. - USD Exchange Rates Against Major Emerging - Market Currencies: - On July 30, 2025, rates against the Brazilian real, South African rand, etc. were 5.571, 17.998, etc. Latest changes ranged from -0.06% to 0.61%, weekly changes from 0.13% to 2.68%, monthly changes from 0.11% to 2.70%, and annual changes from -9.45% to 0.14% [3]. - Stock Indices of Major Economies: - On July 30, 2025, the Dow Jones, S&P 500, etc. had values of 6362.900, 44461.280, etc. Latest changes ranged from -1.22% to 2.22%, weekly changes from -1.63% to 4.13%, monthly changes from 3.15% to 31.81%, and annual changes showed various trends [3]. Stock Index Futures Trading Data - Index Performance: - A - shares, CSI 300, SSE 50, ChiNext, and CSI 500 had closing prices of 3615.72, 4151.24, 2819.35, 2367.68, and 6314.69 respectively, with percentage changes of 0.17%, -0.02%, 0.38%, -1.62%, and -0.65% [5]. - Valuation: - PE (TTM) of CSI 300, SSE 50, and CSI 500 were 13.35, 11.40, and 30.97 respectively, with no环比 changes [5]. - Fund Flows: - Latest values of A - shares, main board, small - and medium - sized enterprise board, ChiNext, and CSI 300 were -1164.11, -709.25, -, -366.27, and -41.53 respectively [5]. - Trading Volume: - Latest values of Shanghai and Shenzhen stock markets, CSI 300, SSE 50, small - and medium - sized board, and ChiNext were 18442.79, 4451.68, 1125.97, 3578.93, and 4998.73 respectively, with环比 changes of 411.08, 164.04, 6.43, 11.72, and 76.38 [5]. - Main Contract Premium/Discount: - IF, IH, and IC had basis of -14.84, 0.65, and -99.29 respectively, with amplitudes of -0.36%, 0.02%, and -1.57% [5]. Treasury Bond Futures Trading Data - Closing Prices and Percentage Changes: - T00, TF00, T01, and TF01 had closing prices of 108.300, 105.630, 108.210, and 105.675 respectively, with percentage changes of -0.24%, -0.17%, -0.26%, and -0.17% [6]. - Funding Rates: - R001, R007, and SHIBOR - 3M were 1.3642%, 1.6113%, and 1.5640% respectively, with daily changes of -25.00, 0.00, and 0.00 BP [6].