国元证券晨会纪要-20260121
Guoyuan Securities2·2026-01-21 02:28

Core Insights - The report highlights a decrease in the average weekly new jobs added in the US, with the latest figure at 8,000, down from the previous value of 11,750 [4] - The report notes significant movements in US Treasury yields, with the 2-year yield rising by 1.68 basis points to 3.595%, the 5-year yield increasing by 5.10 basis points to 3.857%, and the 10-year yield up by 7.94 basis points to 4.293% [4] - The report indicates that Japan plans to invest over $330 billion in artificial intelligence and semiconductor sectors, reflecting a strategic focus on technology [4] Economic Data Summary - The Baltic Dry Index closed at 1,650.00, showing an increase of 5.30% [5] - The Nasdaq Index closed at 22,954.32, down by 2.39%, while the Dow Jones Industrial Average closed at 48,488.59, decreasing by 1.76% [5] - The ICE Brent crude oil price was reported at $64.00, with a slight increase of 0.09% [5] - The USD/CNY exchange rate was 6.96, reflecting a decrease of 0.05% [5] - The Hang Seng Index closed at 26,487.51, down by 0.29%, and the Hang Seng Tech Index decreased by 1.16% to 5,683.44 [5]

国元证券晨会纪要-20260121 - Reportify