国元证券晨会纪要-20251205
Guoyuan Securities2·2025-12-05 01:37

Key Insights - The report highlights a significant increase in the U.S. Treasury debt, surpassing $30 trillion, which has doubled since 2018 [3] - The unemployment claims in the U.S. reached a three-year low, indicating a strengthening labor market [3] - The retail sales in the Eurozone for October showed a year-on-year increase of 1.5%, exceeding expectations [3] Economic Data - The Baltic Dry Index rose by 9.42% to 2845.00, indicating a positive trend in shipping costs [5] - The Nasdaq Index closed at 23505.14, up by 0.22%, while the Dow Jones Industrial Average decreased slightly by 0.07% to 47850.94 [5] - The price of Brent crude oil increased by 1.12% to $63.37, reflecting rising energy costs [5] Market Performance - The Hang Seng Index closed at 25935.90, up by 0.68%, while the Hang Seng China Enterprises Index rose by 0.86% to 9106.48 [5] - The Shanghai Composite Index experienced a minor decline of 0.06%, closing at 3875.79 [5] - The Shenzhen Composite Index saw a slight decrease of 0.10%, ending at 2438.53 [5]