国元香港晨报-20260109

Economic Outlook - The U.S. GDP growth rate is expected to accelerate to 2.2% in 2026 according to the Congressional Budget Office [4] - The global economic growth rate is projected to be 2.7% in 2026 as per a United Nations report [4] Trade and Market Data - The U.S. trade deficit unexpectedly narrowed to its lowest level since 2009 in October [4] - The 2-year U.S. Treasury yield increased by 1.86 basis points to 3.488% [4] - The 5-year U.S. Treasury yield rose by 2.78 basis points to 3.729% [4] - The 10-year U.S. Treasury yield increased by 1.97 basis points to 4.167% [4] Industry Insights - In China, major manufacturing companies are expected to sell 235,300 excavators in 2025, representing a year-on-year growth of 17% [4] - OPEC maintained stable production levels in December [4] - NVIDIA has required Chinese customers to pay in full for orders of the H200 chip [4] Market Performance - The Baltic Dry Index closed at 1776.00, down 2.95% [5] - The Nasdaq Index closed at 23480.02, down 0.44% [5] - The Dow Jones Industrial Average closed at 49266.11, up 0.55% [5] - The S&P 500 closed at 6921.46, up 0.01% [5] - The Hang Seng Index closed at 26149.31, down 1.17% [5] - The Shanghai Composite Index closed at 4082.98, down 0.07% [5]