国元香港晨报-20250423

Core Insights - The report highlights the ongoing discussions regarding the reduction of U.S. drug prices to international levels, indicating potential shifts in healthcare policy [4] - The International Monetary Fund (IMF) has significantly downgraded its economic growth forecast for the United States, suggesting a more cautious outlook for the economy [4] - Major e-commerce platforms in China, including Pinduoduo, Taobao, Douyin, Kuaishou, and JD.com, are set to eliminate the "refund only" policy, which may impact consumer behavior and sales dynamics [4] Economic Data Summary - The Baltic Dry Index increased by 1.61% to 1261.00, reflecting a positive trend in shipping costs [5] - The Nasdaq Composite Index rose by 2.71% to 16300.42, while the Dow Jones Industrial Average increased by 2.66% to 39186.98, indicating strong performance in U.S. equity markets [5] - The price of ICE Brent crude oil rose by 2.35% to $67.82, suggesting upward pressure on energy prices [5] - The U.S. dollar index remained stable at 98.35, indicating no significant fluctuations in currency strength [5] - The Hang Seng Index in Hong Kong increased by 0.78% to 21562.32, while the Shanghai Composite Index rose by 0.25% to 3299.76, reflecting positive sentiment in Asian markets [5]