Market Performance - US stock indices closed at record highs, with the Dow Jones Industrial Average at 45,711.34 (+0.43%), Nasdaq at 21,879.49 (+0.37%), and S&P 500 at 6,512.61 (+0.27%) [2] - Hong Kong's Hang Seng Index reached a nearly four-year high at 25,938.13 (+1.19%), driven by significant inflows of southbound funds totaling HKD 10.231 billion [10] - Major technology stocks in the US saw gains, with Google up over 2% and Meta, Nvidia, and Amazon rising over 1% [10] Sector Highlights - Gold and precious metals stocks maintained strong performance, with Zijin Mining and Shandong Gold reaching historical highs [10] - Real estate stocks surged, particularly Shimao Group and Country Garden, both increasing over 27% due to policy optimizations in major cities [10] - Bank stocks also performed well, with UnitedHealth Group rising over 8% and Goldman Sachs nearly 3% [10] Economic Indicators - US labor market data showed weakness, reinforcing expectations for Federal Reserve interest rate cuts [10] - Japan's machine tool orders for August increased by 8.1% year-on-year, indicating improved manufacturing demand [13] - The NFIB small business confidence index in the US reached 100.8, the highest since January 2025 [13] Notable Company Developments - Oracle's stock rose 1.32% and surged over 26% in after-hours trading following a strong earnings report, projecting a 77% increase in cloud infrastructure revenue for FY2026 [10] - Nebius, an AI infrastructure company, saw its stock jump nearly 50% after securing a $19.7 billion contract with Microsoft [10] - Apple launched its iPhone 17 series, with the base model starting at $799, while the iPhone 17 Pro starts at $1,099 [14]
资讯日报:美股三大指数均创收盘新高-20250910
Guoxin Securities Hongkong·2025-09-10 07:53