资讯日报：美国 12 月零售销售增长停滞-20260211

Market Overview - The Hang Seng Index closed at 27,183, up 0.58%, maintaining above the 27,000 mark[9] - The S&P 500 index fell by 0.33%, while the Nasdaq dropped by 0.59%[9] - The Dow Jones index increased slightly, reaching a new historical high[9] Retail Sector Performance - U.S. retail sales in December remained flat month-on-month, missing the expected growth of 0.4% and down from a previous increase of 0.6% in November[9] - Costco and Walmart saw declines of over 2% and 1%, respectively, due to the disappointing retail data[9] Technology Sector Insights - Hong Kong tech stocks continued to recover, with Alibaba and JD.com both rising approximately 2%[9] - AI application stocks performed strongly, with the stock of Yueda Group surging over 15%[9] Biopharmaceutical Sector Trends - The biopharmaceutical sector saw widespread gains, with companies like WuXi Biologics and Innovent Biologics also experiencing significant increases[9] - Upcoming earnings disclosures in February and March are expected to show improved performance for several innovative drug companies[9] Economic Indicators - The employment cost index in Q4 reached its lowest growth in four years, indicating potential economic weakness[12] - The Cleveland Fed President suggested that the Federal Reserve may keep interest rates unchanged for an extended period[12]