资讯日报-20250805

Market Overview - The Hong Kong stock market showed a positive performance on August 4, with major indices closing higher[9] - Southbound capital recorded a net sell of approximately 18.1 billion CNY, marking the largest single-day net sell since May 12[9] Sector Performance - The military industry stocks surged, with China Shipbuilding Defense rising over 7% due to geopolitical tensions and military developments[9] - The semiconductor sector also performed well, with InnoTek rising over 30% after announcing a partnership with NVIDIA to enhance AI data center capabilities[9] - Gold stocks gained strength, with Shandong Gold increasing nearly 11% as expectations for Federal Reserve rate cuts grew following disappointing non-farm data[9] International Market Trends - The Nasdaq closed at 21,053.58, up 1.95% for the day and 8.04% year-to-date[3] - The S&P 500 index rose 1.47% to close at 6,329.94, with a year-to-date increase of 7.16%[3] - The Dow Jones Industrial Average increased by 1.34%, closing at 44,173.64, with a year-to-date gain of 3.76%[3] Economic Indicators - U.S. employment data fell short of expectations, leading to increased speculation about potential interest rate cuts by the Federal Reserve[9] - Historical data indicates that August has been a weak month for U.S. stocks, particularly for the Dow Jones, which has averaged the worst performance since 1988[9] Japanese Market Insights - The Japanese stock market experienced its largest single-day decline in nearly two months, with the Nikkei 225 index falling 1.25% due to concerns over the U.S. economy and trade outlook[13] - Yamaha shares dropped 8% after the company lowered its annual profit forecast, citing adverse effects from U.S. tariffs[13]