Market Overview - On August 5, U.S. stock indices opened high but closed lower, with the Dow Jones down 61.9 points at 44111.74, a decline of 0.14%; the Nasdaq fell 137.03 points to 20916.55, down 0.65%; and the S&P 500 dropped 30.75 points to 6299.19, a decrease of 0.49% [1] - Major tech stocks mostly declined, with Facebook down over 1%, Microsoft down over 1%, Nvidia down nearly 1%, Apple down 0.21%, Google down 0.19%, Tesla down 0.17%, while Amazon rose nearly 1% [3] Pharmaceutical Sector - Pharmaceutical stocks saw significant gains, with Pfizer closing up over 5% and UnitedHealth Group rising over 4% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell 0.56%, with mixed performance among popular Chinese stocks. Tianjing Bio surged over 15%, Zhihu rose over 6%, and Canadian Solar increased over 4%. However, companies like Lingzhong Portal fell nearly 20%, Yum China dropped over 6%, and Atour fell over 4% [4] Bond Market - U.S. Treasury yields generally rose, with the benchmark 10-year Treasury yield closing at 4.218% and the more rate-sensitive 2-year Treasury yield at 3.739% [5] Economic Indicators - The ISM reported that the U.S. services PMI for July was 50.1, below the market expectation of 51.5 and the previous month's 50.8, indicating near stagnation in service sector growth. Employment metrics fell from 47.2 to 46.4, the lowest since the pandemic began [6]

从板块来看，东京证券交易所33个行业板块多数上涨，电力及燃气业、陆地运输业、建筑业等板块涨幅 靠前；精密机器、电气产品、海洋运输业等板块下跌。 （文章来源：新华财经） 至收盘时，日经指数下跌270.22点，收于40799.60点；东证指数上涨5.58点，收于2948.65点。 新华财经东京8月1日电（记者刘春燕）东京股市两大股指1日涨跌互现。日经225种股票平均价格指数收 盘下跌0.66%，东京证券交易所股票价格指数上涨0.19%。 当天，日经股指小幅低开，开盘不久股指一度迅速下滑，下跌480多点，全天来看日经股指呈现波动下 跌行情。东证股指则微幅高开、早盘前段经历小幅震荡后转为稳定上涨。由于半导体设备制造商东京电 子昨天收盘后发表财报下调业绩预期，1日开盘其股价大幅跳水，一度跌停，当天收盘下跌超过18%。 众多半导体龙头股受到拖累集体下跌，令日经股指承压。当天东京外汇市场日元对美元汇率继续大幅走 软，利好出口类企业业绩改善，丰田、日产等公司股价上涨。 ...

Core Insights - The South African FTSE/JSE Africa Leading 40 Index closed down 0.89% at 90,781.37 points, following a peak of 92,457 points on July 23, which marked a record closing high, and a record intraday high of 92,825.17 points, indicating a period of high-level fluctuations since then [1] - The South African Rand has depreciated approximately 2.50% against the US dollar so far in July [1] - The Nigerian Stock Exchange All-Share Index has increased by 16.56%, continuously reaching record closing highs since early July [1] - The Mauritius SEMDEX Index has risen by 5.15%, while the Nairobi All-Share Index in Kenya has increased by 4.43% [1]

周一（7月28日），沙特证交所全股指数收跌0.65%，报10885.32点。 沙特阿美（ARAMCO.AB）收涨0.21%，报24.16沙特里亚尔。 迪拜金融市场综合指数收涨0.28%，报6167.68点，逼近2008年1月15日收盘位6291.87点和2006年4月5日 收盘位6687.91点。 阿布扎比证券市场综合指数收涨0.21%，报10362.16点，逼近2022年11月7日收盘位10606.70点。 在沙特上市的Albilad南方东英MSCI香港中国股票ETF收涨0.41%，报12.20沙特里亚尔，创收盘历史新 高。 埃及证交所EGX 30指数收跌1.38%，报34076.22点，脱离收盘历史最高位。 卡塔尔证交所指数收跌0.39%，科威特证交所超级市场价格回报指数收跌0.70%。 ...

Market Performance - The Shanghai Composite Index closed at 3608.58 points, up 0.75% [1] - The Shenzhen Component Index closed at 11134.07 points, up 0.31% [2] - The ChiNext Index closed at 2327.48 points, up 0.72% [3] - The CSI 300 Index closed at 4149.60 points, up 0.74% [4] - The STAR 50 Index closed at 1026.09 points, up 0.97% [5] - The CSI 500 Index closed at 6241.73 points, up 0.46% [6] - The CSI 1000 Index closed at 6651.19 points, up 0.21% [7] Trading Data - The Shanghai Composite Index had a trading volume of 522 billion, with a year-to-date increase of 7.66% [8] - The Shenzhen Component Index had a trading volume of 616 billion, with a year-to-date increase of 6.91% [8] - The CSI 300 Index had a trading volume of 278.1 billion, with a year-to-date increase of 5.46% [8] - The ChiNext Index had a trading volume of 271 billion, with a year-to-date increase of 8.68% [8] - The CSI 500 Index had a trading volume of 189.8 billion, with a year-to-date increase of 9.01% [8] - The CSI 1000 Index had a trading volume of 230.7 billion, with a year-to-date increase of 11.64% [8]

Core Viewpoint - The South African FTSE/JSE Africa Leading 40 Index reached a record closing high, indicating strong market performance in the region [1] Group 1: Market Performance - On July 21, the FTSE/JSE Africa Leading 40 Index rose by 1.13% to close at 91,999.68 points, continuing to set a record closing high [1] - The index surpassed the 92,000 points mark during intraday trading and has increased by a cumulative 3.03% over the last three trading days [1] - The Nigerian Stock Exchange All-Share Index increased by 0.18%, also achieving a record closing high [1] Group 2: Other Regional Indices - The SEMDEX Index of the Mauritius Stock Exchange fell by 0.19% [1] - The Nairobi All-Share Index in Kenya rose by 0.44% [1]

Group 1 - The South African FTSE/JSE Africa Leading 40 Index rose by 0.35%, closing at 89,613.00 points, continuing a high-level fluctuation since July, with a peak of 90,419.24 points on July 10, marking a record intraday high [1] - The South African Rand is currently down 0.13% against the US dollar, trading at 17.84 Rand, showing a sustained high-level fluctuation since mid-June, with a peak of 17.4872 Rand on July 4, approaching the top of 17.2841 Rand on November 8, 2024, and 17.0356 Rand on September 30 of the same year [1] - The Nigerian Stock Exchange All-Share Index increased by 1.02%, reaching 130,000 points, marking consecutive days of closing at historical highs [1] Group 2 - The Mauritius Stock Exchange SEMDEX Index rose by 0.04% [1] - The Nairobi All-Share Index in Kenya increased by 0.12% [1]

Group 1 - The S&P/TSX Composite Index in Canada closed down 0.06% at 27,020.28 points, moving away from its all-time closing high [1] - The small-cap index rose by 0.32% to 924.52 points, continuing to set new closing historical highs [1] - The Mexican Composite Index fell by 0.96%, while the Mexican peso appreciated by 0.26% against the US dollar [1] Group 2 - The São Paulo Stock Exchange Index in Brazil decreased by 1.26%, closing at 139,000 points [1] - The Brazilian real depreciated by 1.20% against the US dollar [1]

Group 1 - The China Securities Regulatory Commission (CSRC) has stopped measures to cool down the stock market, leading to fluctuations in the three major indices, with the Shanghai Composite Index closing up 0.32% at 3475.32 points, while the ChiNext Index fell by 0.36% [1] - The Shanghai Composite Index has maintained above 3400 points for nine consecutive trading days, marking the longest duration since the beginning of the year, despite previous attempts failing to hold above this level [1] - The market sentiment continues to cool down, with over 4100 stocks declining across the market, indicating a broad-based sell-off despite the index's slight increase [7] Group 2 - The market is expected to face challenges in breaking through the 3500-point level, with previous attempts showing a pattern of ups and downs, indicating that a significant rally is unlikely in the short term [3] - The banking sector's performance is critical for the overall market, as its stability is necessary for individual stock opportunities, particularly in the technology sector, which is currently underperforming [5] - The recent surge in bank stocks has not translated into a positive market sentiment, with many high-profile stocks experiencing significant declines, suggesting a disconnect between index performance and individual stock profitability [7]

Group 1 - The market is experiencing a rebound after a period of volatility, with expectations for further upward movement in the indices [1][4][6] - There is a notable lightening of positions among investors, indicating a cautious approach despite the potential for profit during the current market cycle [3][6] - The performance of sectors such as banking, liquor, and insurance is crucial for sustaining the market rally, with a focus on their synchronized rebound [4][6] Group 2 - The current market dynamics show a strong demand for stocks, particularly in the small-cap segment, ahead of annual report disclosures [4] - The A-share market is demonstrating independent strength, contrasting with the performance of the Hong Kong market, suggesting robust capital flow [6] - Investors are advised to maintain their positions during this upward trend, as missing out on key days of market growth can lead to losses [8]