万联证券万联晨会

Core Viewpoints - The A-share market experienced a slight increase on Wednesday, with the Shanghai Composite Index closing up 0.02% at 3,158.54 points, the Shenzhen Component Index rising 0.12%, and the ChiNext Index increasing by 0.88% [9] - Northbound capital saw a net inflow of 4.776 billion yuan, with the Shanghai Stock Connect contributing 3.826 billion yuan and the Shenzhen Stock Connect adding 0.95 billion yuan [9] - The total trading volume in the two markets reached 834.4 billion yuan, with the power equipment, real estate, and construction decoration sectors showing the largest gains, while the home appliances, food and beverage, and non-ferrous metals sectors experienced the largest declines [9] Market Review - The Hang Seng Index in Hong Kong closed down 0.13%, while the Hang Seng Technology Index rose by 0.3% [9] - In the international market, major U.S. indices collectively declined, with the Dow Jones down 0.51%, S&P 500 down 0.27%, and Nasdaq down 0.18% [9] Important News - The Ministry of Finance plans to implement a special guarantee plan for technological innovation, with a budget of 370.83 billion yuan for central-level science and technology funding in 2024, representing a 10% increase from the previous year [7] - The budget includes 98 billion yuan for basic research, which is a 13.1% increase [7] - Zhejiang Province has introduced thirty measures to promote high-quality development in the service industry, aiming to establish six major highlands, including a global innovation hub for emerging industries and a global logistics development hub [7]