国新证券每日晨报-20260206

Domestic Market Overview - The domestic market experienced a rebound after hitting a low, with a decrease in trading volume. The Shanghai Composite Index closed at 4075.92 points, down 0.64%, while the Shenzhen Component Index closed at 13952.71 points, down 1.44%. The total trading volume for the entire A-share market was 21,943 billion, showing a decline from the previous day [1][4][8] - Among the 30 sectors tracked, 9 sectors saw an increase, with banking, food and beverage, and textile and apparel leading the gains. In contrast, sectors such as non-ferrous metals, power equipment, new energy, and machinery experienced significant declines [1][4][8] Overseas Market Overview - On the same day, all three major U.S. stock indices closed lower, with the Dow Jones down 1.2%, the S&P 500 down 1.23%, and the Nasdaq down 1.59%. The index tracking the seven major U.S. tech companies fell by 1.76%, with Amazon dropping over 4% [2][4] Key News - The 2026 National Service Consumption and Service Trade Work Conference was held in Beijing, emphasizing the shift from goods consumption to service consumption and the need to cultivate new growth points in service consumption [9][10] - A new "zero tariff" policy for imported goods for residents of Hainan Free Trade Port was announced, effective immediately, allowing residents to purchase certain imported goods without tariffs up to a limit of 10,000 RMB per person per year [12] - The National Internet Information Office and 11 other departments issued guidelines to enhance digital services for inbound travelers, aiming for significant improvements by 2027 and achieving international leading levels by 2030 [13]