国元证券晨会纪要-20250903

Key Points - The report highlights that the US ISM Manufacturing Index slightly increased to 48.7 in August, which is below market expectations [4] - The Eurozone's CPI rose by 2.1% year-on-year in August, against expectations of remaining flat at 2% [4] - China's new account openings in August reached 2.65 million, marking a year-on-year increase of 165% [4] - Software business revenue in China grew by 12.3% year-on-year in the first seven months [4] - There is a surge in overseas demand for energy storage, leading to full order schedules for domestic battery manufacturers [4] - Yushutech announced plans to submit an IPO application in the fourth quarter [4] - Nvidia denied rumors of shortages for H100/H200 chips, stating that inventory is sufficient to meet order demands [4] - OpenAI has acquired Statsig for $1.1 billion [4] Economic Data Summary - The Baltic Dry Index closed at 2024.00, down 0.05% [5] - The Nasdaq Index closed at 21279.63, down 0.82% [5] - The Dow Jones Industrial Average closed at 45295.81, down 0.55% [5] - The S&P 500 closed at 6415.54, down 0.69% [5] - The ICE Brent Crude Oil price was $69.07, up 1.35% [5] - The USD/CNY exchange rate (CFETS) was 7.13, unchanged [5] - The Hang Seng Index closed at 25496.55, down 0.47% [5] - The Shanghai Composite Index closed at 3858.13, down 0.45% [5]