20230605-农银国际证券-每天导读_4页_574kb
报告摘要
Market Summary
Stock Indices Performance
- Hang Seng Index: Closed with a 5-day ratio of +10.8%, at 18,949 points.
- A-Share Index (CSI): 5-day ratio of +15.0%, closing at 6,428 points.
- H-Share Index: 5-day ratio of +3.3%, closing at 3,779.
- Shanghai Composite: 5-day ratio of +4.1%, at 5,681.
- S&P 500: 5-day ratio of +4.7%, reaching 4,282 points.
- FTSE China A50: 5-day ratio of +6.4%, closing at 12,601.
- Nikkei 225: 5-day ratio of +1.7%, at 16,051.
- Other Indices: Taiwan Weighted Index at +1.2%, DAX 30 at -0.1%, FTSE 100 at +0.5%, CAC 40 at +0.7%.
Key Economic News
- United States: 5月非农就业增168K,薪资增速放缓至4.3%;债务上限危机暂时解除,市场预期美联储可能放慢加息。
- Saudi Arabia: 额外减产100万桶/日原油,目标是稳定油价。
- China: 正在考虑房地产措施提振经济;已要求延续新能源汽车购置税减免政策。
- Australia: 上调最低工资,增加加息压力。
- Argentina: 可动用100亿美元货币互换额度。
- Earnings Reports: OPEC+达成减产协议;欧洲央行委员Visco支持循序渐进加息。
Market Comments
- Regional Markets: US, Europe, and Asia-Pacific indices rose, with US leading gains.
- Stock Highlights: Domestic real estate stocks led Hang Seng gains; cyclical consumption and materials sectors outperformed in CSI.
- Index Ratios: 5-day cumulative gains ranged from +0.5% to +15.0% for major indices like S&P 500 and CSI.
- Upcoming Events: US to release 5月非农服务业PMI andISM non-manufacturing PMI.
Notable Company Updates
- Listed Companies: China Electric Power plans IPO for a subsidiary; Shanghai Stock Exchange sets GDR issuance criteria for market value of ¥200 billion.
- Corporate Actions: Apple considers expanding retail chain in Asia; Chanel rents luxury store in Hong Kong.
- Financials: Key banks like HSBC and CITIC report stable performances.
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