Domestic Market Overview - The domestic market experienced a pullback after an initial rise, with the Shanghai Composite Index closing at 4132.61 points, down 0.09%, and the Shenzhen Component Index at 14316.64 points, down 0.85% [1][4][7] - Among the 30 sectors tracked, 9 sectors saw gains, with non-ferrous metals, oil, petrochemicals, and coal leading the increases, while defense, automotive, and comprehensive finance sectors faced significant declines [1][4][7] - The total trading volume of the A-share market reached 32,806 billion, showing a slight increase compared to the previous day [1][4][7] Overseas Market Overview - The three major U.S. stock indices all closed higher, with the Dow Jones up 0.64%, the S&P 500 up 0.5%, and the Nasdaq up 0.43%. Notably, Cisco rose over 3% and Apple nearly 3%, leading the Dow [2][4] - The Nasdaq Golden Dragon China Index fell by 0.6%, with Baidu dropping over 3% and Xpeng Motors down over 2% [2][4] Key News Highlights - The Ministry of Commerce announced plans to optimize the implementation of the old-for-new consumption policy [3][9] - By 2025, domestic residents are expected to travel 6.522 billion times, a year-on-year increase of 16.2% [11] - The Ministry of Foreign Affairs stated that the establishment of a new strategic partnership between China and Canada is beneficial for global peace and stability [12] Driving Factors - Recent policies aimed at fostering new growth points in service consumption are set to be introduced, including measures to expand inbound consumption and optimize the old-for-new consumption policy for durable goods like automobiles and home appliances [8] - On the same day, 1,604 stocks rose while 3,771 fell, indicating a market in consolidation with a focus on macroeconomic data [8]
国新证券每日晨报-20260127
Guoxin Securities Co., Ltd·2026-01-27 03:37