国元证券晨会纪要-20251124

Core Insights - The report highlights that the U.S. manufacturing Purchasing Managers' Index (PMI) for November is at 51.9, meeting expectations, indicating stable manufacturing activity [4] - The report notes that the European manufacturing PMI for November is at 49.7, slightly below the expected 50.1, suggesting a contraction in the sector [4] - The report mentions that Japan has approved a $135 billion economic stimulus plan aimed at revitalizing its sluggish economy [4] Economic Data - The Baltic Dry Index closed at 2275.00, up by 0.22% [5] - The Nasdaq Index closed at 22273.08, increasing by 0.88% [5] - The Dow Jones Industrial Average closed at 46245.41, rising by 1.08% [5] - The S&P 500 Index closed at 6602.99, up by 0.98% [5] - The Hang Seng Index closed at 25220.02, down by 2.38% [5] - The Shanghai Composite Index closed at 3834.89, decreasing by 2.45% [5]