国新证券每日晨报-20260108

Domestic Market Overview - The domestic market experienced a slight increase with the Shanghai Composite Index closing at 4085.77 points, up 0.05%, and the Shenzhen Component Index at 14030.56 points, up 0.06% [1][4] - The total trading volume of the A-share market reached 288.16 billion yuan, showing a slight increase compared to the previous day [1][4] - Among the 30 first-level industries, 15 saw gains, with coal, telecommunications, and consumer services leading the increases, while comprehensive finance, oil and petrochemicals, and non-bank financials experienced significant declines [1][4] Overseas Market Overview - The US stock market showed mixed results, with the Dow Jones Industrial Average down 0.94%, the S&P 500 down 0.34%, and the Nasdaq up 0.16% [2][4] - Notable movements included Intel rising over 6%, while Caterpillar and Nike fell more than 4% and 3%, respectively [2][4] - Chinese concept stocks mostly declined, with New Macau Entertainment and Manbang Group both dropping over 7% [2][4] News Highlights - China's foreign exchange reserves reached a 10-year high, with the central bank increasing gold holdings for 14 consecutive months [3][11] - The Ministry of Industry and Information Technology and seven other departments issued the "Artificial Intelligence + Manufacturing" action plan, aiming for significant advancements in AI technology by 2027 [3][15][16] - The Ministry of Commerce initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, citing a significant price drop of 31% from 2022 to 2024 [3][17] - Former President Trump announced that Venezuela would transfer 30 to 50 million barrels of oil to the US, with funds managed to benefit both Venezuelan and American citizens [3][18]