Core Insights - The report highlights that the US non-farm payrolls increased by 73,000 in July, significantly below expectations [4] - Moody's indicates that the US economy is on the brink of recession [4] - OPEC+ has agreed to a substantial increase in production in September [4] Economic Data Summary - The Baltic Dry Index closed at 2018.00, up by 0.75% [5] - The Nasdaq Index closed at 20650.13, down by 2.24% [5] - The Dow Jones Industrial Average closed at 43588.58, down by 1.23% [5] - The S&P 500 closed at 6238.01, down by 1.60% [5] - The ICE Brent crude oil price was at 69.52, down by 3.04% [5] - The London gold spot price was at 3362.64, up by 2.22% [5] - The US dollar to RMB exchange rate (CFETS) was at 7.21, up by 0.24% [5] Market Performance - The Hang Seng Index closed at 24507.81, down by 1.07% [5] - The Hang Seng China Enterprises Index closed at 8804.42, down by 0.88% [5] - The Shanghai Composite Index closed at 3559.95, down by 0.37% [5] - The Shenzhen Composite Index closed at 2175.49, up by 0.02% [5]
国元证券晨会纪要-20250804
Guoyuan Securities2·2025-08-04 08:58