国新证券每日晨报-20250807

Domestic Market Overview - The domestic market experienced a rise in both volume and price, with the Shanghai Composite Index closing at 3633.99 points, up 0.45%, and the Shenzhen Component Index closing at 11177.78 points, up 0.64% [1][4][9] - A total of 22 out of 30 sectors in the CITIC first-level industry index saw gains, with significant increases in machinery, defense, and coal sectors, while pharmaceuticals, comprehensive, and construction sectors faced declines [1][4][9] - The total trading volume of the A-share market reached 175.92 billion yuan, showing an increase compared to the previous day [1][4][9] Overseas Market Overview - All three major U.S. stock indices closed higher, with the Dow Jones up 0.18%, the S&P 500 up 0.73%, and the Nasdaq up 1.21%, driven by a more than 5% increase in Apple shares [2][4] - The index tracking seven major U.S. technology stocks rose by 1.74%, and most Chinese concept stocks also saw gains, with "Quantum Song" rising over 9% [2][4] Industry Insights - The retail sales of passenger cars in China for July reached 1.834 million units, a year-on-year increase of 7%, while wholesale figures also showed a 12% increase compared to the same month last year [3][15] - In the steel industry, key enterprises reported a daily crude steel production of 1.982 million tons in late July, marking a year-on-year increase of 0.43% [3][16] - The global manufacturing purchasing managers' index (PMI) for July was reported at 49.3%, indicating a slight decline, suggesting a weakening recovery in global manufacturing [20]