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国元证券晨会纪要-20260330
Guoyuan Securities2· 2026-03-30 10:47
Core Insights - The report highlights the increasing frequency of attacks in Tehran, Iran, indicating a persistent and unresolved conflict situation [4] - It notes significant political events in the U.S., including a planned budget proposal by Trump and large-scale protests against his administration [4] - The report discusses the EU's consideration of imposing a windfall tax on energy companies, reflecting ongoing economic policy debates [4] Economic Data - China's industrial enterprises saw a profit increase of 15.2% in January-February [4] - The report provides various market indices, including the Baltic Dry Index at 2031.00, down 0.84%, and the Nasdaq Index at 20948.36, down 2.15% [5] - The report lists the performance of key indices, with the Dow Jones Industrial Average at 45166.64, down 1.73%, and the S&P 500 at 6368.85, down 1.67% [5]