国新证券每日晨报-20250826

Domestic Market Overview - The domestic market experienced a steady rise, with the Shanghai Composite Index closing at 3883.56 points, up 1.51%, and the Shenzhen Component Index closing at 12441.07 points, up 2.26% [1][4][8] - The total trading volume of the A-share market reached 31,769 billion yuan, significantly increasing compared to the previous day [1][4][8] - Among the 30 first-level industries, 29 saw gains, with non-ferrous metals, communications, and real estate leading the increases, while only the textile and apparel sector experienced a slight decline [1][4][8] Overseas Market Overview - On the same day, the three major U.S. stock indices all closed lower, with the Dow Jones down 0.77%, the S&P 500 down 0.43%, and the Nasdaq down 0.22% [2][4] - The index of the seven major U.S. technology stocks rose by 0.26%, with Tesla increasing nearly 2% and Google rising over 1% [2][4] News Highlights - Shanghai has optimized and adjusted its real estate policy measures, which include reducing housing purchase restrictions and optimizing housing provident fund policies [3][14][15] - The General Administration of Customs announced that 40 new and expanded open ports have been established since the beginning of the 14th Five-Year Plan, bringing the total to 311 [3][18] - A three-year action plan for upgrading commercial circles in Chengdu has been introduced, focusing on enhancing the quality of 4 world-class, 12 city-level, and 57 regional-level commercial circles [3][20]