国元证券晨会纪要-20250829

Core Insights - The report highlights the support from Federal Reserve Governor Waller for a 25 basis point rate cut in the upcoming September meeting [4] - The US GDP growth for Q2 has been revised up to 3.3%, exceeding expectations [4] - The European Commission has proposed legislation to eliminate tariffs on certain US goods [4] - The Eurozone economic sentiment index has dropped to 95.2 in August [4] - The Bank of Korea has maintained its benchmark interest rate at 2.5% [4] - Omdia forecasts a compound annual growth rate of 23.8% for global satellite IoT connections from 2023 to 2030 [4] - From January to July, the total social logistics in China increased by 5.2% year-on-year [4] - Semiconductor company SMIC reported a 22% year-on-year revenue increase and a 35.6% net profit increase for the first half of the year [4] - Li Auto announced its second-quarter financial results, marking its 11th consecutive quarter of profitability [4] Economic Data - The Baltic Dry Index closed at 2046.00, up 0.24% [5] - The Nasdaq Index closed at 21705.16, up 0.53% [5] - The Dow Jones Industrial Average closed at 45636.90, up 0.16% [5] - The S&P 500 closed at 6501.86, up 0.32% [5] - The ICE Brent crude oil price was at 68.27, up 0.32% [5] - The London gold spot price was at 3415.80, up 0.57% [5] - The USD/CNY exchange rate (CFETS) was at 7.16, unchanged [5] - The Hang Seng Index closed at 24998.82, down 0.81% [5] - The Shanghai Composite Index closed at 3843.60, up 1.14% [5] - The Shenzhen Composite Index closed at 2431.32, up 1.55% [5] - The CSI 300 Index closed at 4463.78, up 1.77% [5] - The ChiNext Index closed at 2827.17, up 3.82% [5]