Market Overview - The Hong Kong stock market showed a positive performance on August 4, with major indices closing higher[9] - Southbound capital recorded a net sell of approximately 18.1 billion CNY, marking the largest single-day net sell since May 12[9] Sector Performance - The military industry stocks surged, with China Shipbuilding Defense rising over 7% due to geopolitical tensions and military developments[9] - The semiconductor sector also performed well, with InnoTek rising over 30% after announcing a partnership with NVIDIA to enhance AI data center capabilities[9] - Gold stocks gained strength, with Shandong Gold increasing nearly 11% as expectations for Federal Reserve rate cuts grew following disappointing non-farm data[9] International Market Trends - The Nasdaq closed at 21,053.58, up 1.95% for the day and 8.04% year-to-date[3] - The S&P 500 index rose 1.47% to close at 6,329.94, with a year-to-date increase of 7.16%[3] - The Dow Jones Industrial Average increased by 1.34%, closing at 44,173.64, with a year-to-date gain of 3.76%[3] Economic Indicators - U.S. employment data fell short of expectations, leading to increased speculation about potential interest rate cuts by the Federal Reserve[9] - Historical data indicates that August has been a weak month for U.S. stocks, particularly for the Dow Jones, which has averaged the worst performance since 1988[9] Japanese Market Insights - The Japanese stock market experienced its largest single-day decline in nearly two months, with the Nikkei 225 index falling 1.25% due to concerns over the U.S. economy and trade outlook[13] - Yamaha shares dropped 8% after the company lowered its annual profit forecast, citing adverse effects from U.S. tariffs[13]

任天堂在四天内售出创纪录的350万台Switch 2游戏机 金十数据6月11日讯，任天堂的Switch 2游戏机在短短四天内就售出了350多万台，创下了该公司八年来 首款新游戏机的破纪录开局。该公司周三公布的数据预示着其到明年3月销售1500万部Switch 2的目标 有望实现。这也强化了分析师的预测，即如果任天堂能够增加供应，其销量可能会大幅提高。 ...

Core Insights - Best Buy anticipates that the new Nintendo Switch 2 console will sell out shortly after its midnight launch on June 4th, Eastern Time [1] - Fans have already begun lining up outside stores hours before the console's release, with some picking up pre-ordered devices and others hoping to purchase remaining stock [1] - GameStop, the largest independent video game retailer globally, also expects the Switch 2 to sell out on launch day and plans to restock weekly [1]

2025.05. 29 【今日推荐】 裁定越权 美联邦法院阻止特朗普4月2日关税政策生效 当地时间5月28日，央视记者获悉，美国联邦法院阻止了美国总统特朗普在4月2日"解放日"宣布的关 税政策生效，并裁定特朗普越权，对向美国出口多于进口的国家征收全面关税。 中方是否通过外交渠道与美方就学生签证问题进行过沟通？外交部回应 5月28日，外交部发言人毛宁主持例行记者会。有记者提问，美国国务卿鲁比奥已通知各使馆和领 馆，让他们停止发放任何学生签证。中方是否通过外交渠道与美方就此进行过沟通？对此有何评论？ 毛宁对此表示，我们注意到有关动向。中方一贯认为，正常的教育合作和学术交流不应当受到干扰。 我们敦促美方，切实保障包括中国留学生在内的各国留学生的合法正当权益。 【观国内】 财政部：1-4月全国发行新增地方政府债券14927亿元 财政部数据显示，2025年1-4月，全国发行新增地方政府债券14927亿元，其中一般债券3023亿 元、专项债券11904亿元。全国发行再融资债券20427亿元，其中一般债券2486亿元、专项债券 17941亿元。全国发行地方政府债券合计35354亿元，其中一般债券5509亿元、专项债券298 ...

智通财经APP获悉，周二，三大指数暴涨，美国5月消费者信心指数超预期。特朗普称赞美欧贸易谈判 有积极进展，已决定推迟对欧盟征收高额关税。 【美股】截至收盘，道指涨740.58点，涨幅为1.78%，报42343.65点；纳指涨461.96点，涨幅为2.47%， 报19199.16点；标普500指数涨118.72点，涨幅为2.05%，报5921.54点。特斯拉(TSLA.US)涨近7%，英伟 达(NVDA.US)涨3.2%，苹果(AAPL.US)涨2.5%，特朗普媒体科技集团(DJT.US)跌10.3%。纳斯达克中国 金龙指数跌0.28%，阿里巴巴(BABA.US)跌1%。 【欧股】德国DAX30指数涨244.34点，涨幅1.02%，报24241.78点；英国富时100指数涨63.59点，涨幅 0.73%，报8781.56点；法国CAC40指数跌1.34点，跌幅0.02%，报7826.79点；欧洲斯托克50指数涨24.12 点，涨幅0.45%，报5419.45点；西班牙IBEX35指数涨19.61点，涨幅0.14%，报14244.51点；意大利富时 MIB指数涨143.52点，涨幅0.36%，报40132.00点 ...

Group 1 - The article discusses the signing of two executive orders by the U.S. President regarding "reciprocal tariffs," establishing a 10% minimum baseline tariff on trade partners and a 25% tariff on imported cars effective April 3 [3] - Guizhou Moutai announced its 2024 performance, achieving total revenue of 174.144 billion yuan, a year-on-year increase of 15.66%, and a net profit of 86.228 billion yuan, up 15.38% [3] - The company plans to distribute a cash dividend of 276.24 yuan per 10 shares, totaling 34.671 billion yuan, and aims for a revenue growth target of approximately 9% for 2025 [3] Group 2 - The U.S. stock indices closed higher, with the Dow Jones up 0.56% at 42,225.32 points, and the S&P 500 rising 0.67% to 5,670.97 points [5] - European stock indices closed lower, with Germany's DAX down 0.66% at 22,390.84 points [5] - The Asia-Pacific major indices mostly rose, with Japan's Nikkei 225 up 0.28% at 35,725.87 points [5] Group 3 - The article highlights that the A-share market saw a slight increase, with the Shanghai Composite Index up 0.05% at 3,350.13 points, while the market turnover fell below 1 trillion yuan for the second time this year [12] - The number of new A-share accounts opened in March reached 3.0655 million, nearly doubling from January [13] - The article mentions that 187 stocks have been included in the brokerage's April "golden stock" list, with Qingdao Beer being the most frequently included [14] Group 4 - The article reports that the global data market transaction scale exceeded 160 billion yuan in 2024, with a year-on-year growth of over 30% [25] - The article notes that the wholesale sales of new energy passenger vehicles in March reached 1.14 million units, a year-on-year increase of 37% [26] - The article mentions that the software business revenue in China for the first two months of the year was 1.8965 trillion yuan, a year-on-year increase of 9.9% [27] Group 5 - The article states that the U.S. ADP employment numbers increased by 155,000 in March, exceeding market expectations [30] - The article mentions that the European Central Bank's President expressed concerns about the negative impact of U.S. tariff policies on the global economy [31] - The article highlights that South Korea's CPI rose by 2.1% year-on-year in March, marking the third consecutive month of inflation above 2% [33]