国新证券每日晨报-20250910

Domestic Market Overview - The domestic market experienced a pullback after a brief rise, with the Shanghai Composite Index closing at 3807.29 points, down 0.51% [1][4] - The Shenzhen Component Index closed at 12510.6 points, down 1.23%, while the ChiNext Index fell by 2.23% [1][4] - The total trading volume of the A-share market was 21,521 billion, showing a decrease compared to the previous day [1][4] - Among the 30 sectors tracked, 298 sectors saw gains, with real estate, banking, and non-ferrous metals leading the increases, while electronics, computers, and pharmaceuticals faced significant declines [1][4] Overseas Market Overview - The three major U.S. stock indices saw slight gains, with the Dow Jones up 0.43%, the S&P 500 up 0.27%, and the Nasdaq up 0.37% [2][4] - UnitedHealth Group surged over 8%, and Goldman Sachs rose nearly 3%, leading the Dow [2][4] - The index of the seven major U.S. tech companies increased by 0.71%, with Google rising over 2% and Facebook up more than 1% [2][4] - Most Chinese concept stocks also rose, with Kingsoft Cloud increasing by over 14% [2][4] Industry Insights - The Ministry of Industry and Information Technology reported that China's manufacturing sector has maintained its position as the largest globally for 15 consecutive years, with an expected increase in manufacturing value added from 26.6 trillion to 33.6 trillion yuan during the 14th Five-Year Plan [15][22] - The manufacturing value added is projected to contribute over 30% to global manufacturing growth, with a total increase of 8 trillion yuan expected during this period [15][22] - The establishment of 5G infrastructure has reached 4.598 million base stations, supporting the development of industrial internet platforms with over 100 million device connections [15][22] News Highlights - The Chinese government has released 30 national standards for artificial intelligence, with 84 more in development, covering essential areas such as hardware, key technologies, and safety governance [17][18] - The State Administration for Market Regulation has engaged with major food delivery platforms to curb excessive subsidies and promote fair competition within the industry [14]