Workflow
自主科技能力
icon
Search documents
博时市场点评5月29日:关税预期生变,两市放量反弹
Xin Lang Ji Jin· 2025-05-29 08:03
Market Overview - The market sentiment was boosted by changes in tariff expectations, leading to a rebound in the Shanghai and Shenzhen indices, with total trading volume reaching 1.21 trillion yuan [1] - The Federal Reserve's May meeting minutes indicated increased uncertainty regarding the U.S. economic outlook, with concerns about tariffs driving inflation, and a cautious approach towards interest rate cuts [1][2] Economic Indicators - China's economic indicators for the first four months of the year showed year-on-year growth rates exceeding those of the previous quarter, indicating a stable recovery [1] - The current phase of easing in U.S.-China trade tensions is expected to support export activities during the tariff suspension period, potentially boosting corporate revenues [1] Federal Reserve Insights - The Federal Reserve's minutes highlighted a cautious stance on interest rate cuts, with officials awaiting clearer information on fiscal and trade policies before making decisions [2][3] - The potential for "stagflation" risks was noted, suggesting that the Fed may maintain higher interest rates until inflation shows a clear decline [3] Stock Market Performance - On May 29, the A-share market saw all three major indices rise, with the Shanghai Composite Index closing at 3363.45 points, up 0.70% [4] - The technology and healthcare sectors led the gains, with the computer sector rising by 3.62% and the pharmaceutical sector by 2.37% [4] Trading Volume and Financing - The market's trading volume was reported at 12,136.01 billion yuan, an increase from the previous trading day [5] - The margin financing balance also rose to 18,105.17 billion yuan, indicating increased investor activity [5]