逆回購

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恒指升129點,滬指升23點,標普500升4點
宝通证券· 2025-07-25 01:59
據報歐盟和美國即將達成關稅協議,美國總統特朗普亦稱,將對世界其他大部 分國家徵收 15%至 50%的簡單關稅。港股連升四個交易日後,24 日開市略為回 吐,恒指低開 9 點,惟其後重拾升勢,一度漲 197 點高見 25,735 點,再創逾三 年高位,全日收報 25,667 點,升 129 點或 0.5%,呈五連升;國指升 16 點或 0.2%, 收報 9,257 點;恒生科技指數則跌 2 點,收報 5,743 點。港股全日成交 2,948.11 億元。 人民銀行 24 日公開市場開展 3,310 億元人民幣七天期逆回購操作,操作利率持 平於 1.4%。有 4,505 億元逆回購到期,單日淨回籠 1,195 億元。人民幣兌美元中 間價報 7.1385,上調 29 點,升至去年 11 月以來高,並首次強於 7.14。A 股三 大指數表現持續向好,午後升幅擴大,滬指重上 3,600 點水平,高見 3,608,全 日升 23 點或 0.7%,近高收報 3,605 點創逾九個月高,成交額 8,522 億元;深成 指升 134 點或 1.2%,以全日高位收報 11,193 點創逾八個月高,成交額 9,925 億 元;創業 ...
恒指升408點,滬指升1點,標普500升49點
宝通证券· 2025-07-24 01:55
美國與中國的下一輪談判將於 7 月 28 日至 29 日在斯德哥爾摩舉行,美國財長 貝森特表示,現時與中國的談判情況非常好,相信可以開始進行更廣泛的討論, 預期將包括農業方面的採購。此前兩國同意大幅降低高額關稅為期 90 日,期限 於 8 月 12 日屆滿。貝森特稱,認為兩國可以將期限延長,或以 90 日為單位, 因目前局勢已經降溫,相信可以與中國建立起非常好的定期會面節奏。 人民銀行 23 日公開市場開展 1,505 億元人民幣七天期逆回購操作,操作利率持 平於 1.4%。有 5,201 億元逆回購到期,單日淨回籠 3,696 億元。人民幣兌美元中 間價報 7.1414,上調 46 點,升至去年 11 月 6 日以來高位。A 股三大指數早市 走高,午後回吐顯著,滬指 3,600 點得而復失。滬指全日升不足 1 點或 0.01%, 收報 3,582 點,成交額 8,570.5 億元;深成指倒跌 40 點或 0.4%,收報 11,059 點, 成交額 1.01 萬億元;創業板指跌不足 1 點或 0.01%,收報 2,310 點,成交額 4,487 億元。 歐盟和美國據報即將達成對大部分產品徵收 15%關稅的協議 ...
恒指升168點,滬指升25點,標普500升13點
宝通证券· 2025-07-22 05:15
Report Overview - The report provides a comprehensive review of the financial markets on July 22, 2025, including stock indices, central bank operations, economic data, and corporate news [1][2][4] Market Indices Hong Kong Stock Market - The Hang Seng Index opened 165 points higher and reached a high of 25,010 points, a three - year high since February 2022, closing at 24,994 points, up 168 points or 0.7% with a turnover of HK$263.012 billion [1] - The Hang Seng China Enterprises Index rose 53 points or 0.6% to close at 9,040 points [1] - The Hang Seng Tech Index rose 46 points or 0.8% to close at 5,585 points [1] A - share Market - The Shanghai Composite Index rose 25 points or 0.7% to close at 3,559 points, a nine - month high since October last year, with a turnover of RMB730.9 billion [2] - The Shenzhen Component Index rose 93 points or 0.9% to close at 11,007 points, with a turnover of RMB969.1 billion [2] - The ChiNext Index rose 19 points or 0.9% to close at 2,296 points, with a turnover of RMB444 billion [2] US Stock Market - The S&P 500 Index rose 0.1% to close at 6,305 points, closing above 6,300 points for the first time, and the Nasdaq rose 78 points or 0.4% to close at 20,974 points [2] Central Bank Operations - The People's Bank of China conducted 170.7 billion yuan of seven - day reverse repurchase operations on July 21, with an operating rate of 1.4%. There were 226.2 billion yuan of reverse repurchases maturing, resulting in a net withdrawal of 55.5 billion yuan [2] - The central parity rate of the RMB against the US dollar was set at 7.1522, down 24 points [2] Economic Data - The overall consumer price index in June 2025 increased by 1.4% year - on - year, lower than the market expectation of 1.7% and the 1.9% increase in May 2025. The basic inflation rate was 1%, the same as in May [4] Corporate News - JD.com's self - operated takeaway store "Seven Fresh Kitchen" opened on July 20 [4] - Transsion Holdings is considering a secondary IPO in Hong Kong, planning to raise about US$1 billion (equivalent to about HK$7.8 billion), but the discussion is in the early stage [4] - Harbin Electric issued a profit warning, expecting a net profit of about 1.02 billion yuan for the six months ended June, compared with 523 million yuan in the same period last year [5] - Meitu expects an adjusted net profit attributable to the parent company's equity holders to increase by about 65% - 72% year - on - year for the six months ended June 30, 2025. Considering non - cash and non - operating items, the net profit is expected to increase by no less than 30% [5] International News - The Kremlin said it does not rule out a meeting between the Russian and US presidents if they both visit Beijing in September. Russian President Putin will visit China for the 80th anniversary of the end of World War II [3] - US Treasury Secretary Bessent said the US government focuses on the quality of trade agreements and will not rush to reach an agreement. Countries in trade negotiations with the US may face high tariffs if no agreement is reached by August 1 [3]