国新证券每日晨报-20250905

Domestic Market Overview - The domestic market experienced a slight decline, with the Shanghai Composite Index closing at 3765.88 points, down 1.25%, and the Shenzhen Component Index at 12118.7 points, down 2.83% [1][5] - The total trading volume of the A-share market reached 25819 billion, showing an increase compared to the previous day [1][5] - Among the 30 sectors, 9 sectors saw gains, with retail, consumer services, and banking leading the rise, while communication, electronics, and non-ferrous metals faced significant declines [1][5] Overseas Market Overview - The three major U.S. stock indices all closed higher, with the Dow Jones up 0.77%, the S&P 500 up 0.83%, and the Nasdaq up 0.98% [2][5] - Amazon's stock rose over 4%, and Goldman Sachs increased by more than 2%, leading the Dow [2][5] - Most Chinese concept stocks fell, with Bitdeer down over 9% and Brain ReGen down more than 7% [2][5] News Highlights - The State Council issued an opinion on unleashing the potential of sports consumption and further promoting the high-quality development of the sports industry, aiming for a total scale exceeding 7 trillion by 2030 [3][12] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation released a plan for stable growth in the electronic information manufacturing industry for 2025-2026, targeting an average growth rate of around 7% for major sectors [14] - The "Koyan" return plan was launched in Shanghai to support female tech talents returning to work after childbirth [15][16] - Huawei held a product launch event for the Mate XTs, featuring a new foldable smartphone starting at 17999 yuan [17]