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10月21日早餐 | 苹果创历史新高;DeepSeek发布新论文
Xuan Gu Bao· 2025-10-21 00:04
苹果涨近4%、今年内首次创历史新高,英伟达回落0.3%,科技七巨头中独跌;芯片指数反弹超1%,AMD涨超3%;甲骨文跌近5%、两日逆市下 跌;美国与澳大利亚达成合作项目协议,关键矿物股大涨,NioCorp Developments涨近20%,USA Rare Earth涨近14%。 中概指数涨超2%,阿里涨近4%,库客音乐收涨49%,玖富涨超43%,开心涨40%,新蛋涨约12%,万国数据涨超5%。 上周五盘中跳水的金银反弹。黄金连续六日创盘中历史新高,期金一度逼近4400美元、涨超4%;白银反弹,期银曾涨超3%。 原油回落,未继续脱离五个月低位,美油盘中跌超2%后抹平多数跌幅。 十年期美债收益率回落,靠近半年低位。美元指数两连涨,继续脱离逾一周低位。 亚马逊AWS服务遭遇大规模中断,数千用户报错,Coinbase、Robinhood均受影响。 大家早上壕! 先看海外要闻: 贸易紧张局势降温,美股连续两日走高,三大美股指均涨超1%,收盘标普500涨1.07%,道指涨1.12%,纳指涨1.37%。 国内重大事件汇总: 今日券商策略前瞻: 民生证券表示。目前整体赚钱效应已回落至中低位,倾向判断调整已接近尾声。从策略 ...
中概股深夜大涨,爱奇艺涨超8%,阿里巴巴涨近4%,苹果市值一夜大涨万亿元
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-20 23:59
记者丨刘雪莹 编辑丨江佩霞 美东时间周一,美股三大股指均收涨超1%,重回历史高位附近。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 46706.58 | 22990.54 | 6735.13 | | +515.97 +1.12% +310.57 +1.37% +71.12 +1.07% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8360.92 | 25321.25 | 6778.00 | | +195.01 +2.39% +16.00 +0.06% +4.25 +0.06% | | | 纳斯达克中国金龙指数收涨2.39%,热门中概股多数上涨。爱奇艺涨超8%,蔚来涨近5%,金山云涨超 4%,阿里巴巴涨近4%。 消息面上,研究公司Counterpoint报告显示,iPhone 17系列在中国和美国市场的早期销售强劲,销量比 iPhone 16系列高出14%,其中iPhone 17基本款在中国销量几乎翻了一番。 10月15日,苹果公司首席执行官蒂姆·库克在北京表示,将继续加大在华投资,进一步提高对华合作层 次和水平。 (声明:文章内容仅供 ...
突发!美国、印度,重大变局!
券商中国· 2025-10-20 23:24
Group 1: Trade Tensions between the US and India - President Trump threatens to impose "huge tariffs" on Indian goods if India does not stop purchasing Russian oil, escalating tensions between the two countries [2][5] - Recent trade negotiations between the US and India show narrowing differences, with hopes of reaching a trade agreement and reducing punitive tariffs [2][10] - The ongoing trade discussions are sensitive, focusing on agricultural and dairy product access, with the US pushing for expanded access to India's agricultural market [11] Group 2: Impact on Markets - On October 20, US stock markets saw significant gains, with major indices rising over 1%, driven by strong performances from large tech stocks [2] - Notable increases included Apple, which rose approximately 4%, reaching a market capitalization of $3.89 trillion, making it the second-largest company in the US [2] Group 3: Oil Imports and Economic Implications - India remains the largest buyer of discounted Russian oil, with imports increasing in October, contrary to claims of a reduction [5][8] - India's oil imports are projected to grow by 2.3% in 2024, reaching 240 million tons, indicating a continued reliance on Russian oil despite geopolitical pressures [8] - The imposition of tariffs has led to a significant decline in India's exports to the US, with a reported 20% drop in September compared to the previous year [11][12]
深夜,“万物普涨”,仿佛暴跌从未发生
Feng Huang Wang Cai Jing· 2025-10-20 23:22
欧元区蓝筹股指涨1.3%,创收盘历史新高,英飞凌和德国军工股RHM涨超5%领跑。意大利银行板块收 涨超2%,德国股指涨1.8%,法国股指逼近历史最高位。 大型科技股普遍上涨,英伟达跌0.32%,微软涨0.63%,苹果涨3.94%,谷歌涨1.28%,亚马逊涨1.61%, Meta涨2.13%,特斯拉涨1.85%。 热门中概股集体上涨,纳斯达克中国金龙指数涨2.39%,阿里巴巴涨3.84%,京东涨2.09%,拼多多涨 2.40%,蔚来涨4.59%,小鹏汽车涨1.23%,理想汽车涨0.09%,哔哩哔哩涨1.85%,百度涨1.76%,网易 涨3.13%,腾讯音乐涨1.70%,小马智行涨1.76%。 美东时间周一,随着贸易形势缓和,加上苹果股价大涨的助攻,三大指数均涨超1%,重回历史高位附 近。截至收盘,道琼斯指数涨1.12%,报46,706.58点;标普500指数涨1.07%,报6,735.13点;纳斯达克 指数涨1.37%,报22,990.54点。 根据德意志银行最新测算,若金价突破每盎司5790美元,黄金将与美元在全球储备中平分秋色,各占 36%,实现历史性超越。这一价格仅比当前水平高出约33%。 过去六个月金价 ...
深夜,“万物普涨”,仿佛暴跌从未发生
凤凰网财经· 2025-10-20 22:44
美东时间周一,随着贸易形势缓和,加上苹果股价大涨的助攻,三大指数均涨超1%,重回历史高位附近。截至收盘,道琼斯指数涨1.12%,报46,706.58 点;标普500指数涨1.07%,报6,735.13点;纳斯达克指数涨1.37%,报22,990.54点。 欧元区蓝筹股指涨1.3%,创收盘历史新高,英飞凌和德国军工股RHM涨超5%领跑。意大利银行板块收涨超2%,德国股指涨1.8%,法国股指逼近历史最高 位。 《 全球储备资产大变局:央行"买买买",若黄金突破5790美元,将超越美元地位 》华尔街见闻 大型科技股普遍上涨,英伟达跌0.32%,微软涨0.63%,苹果涨3.94%,谷歌涨1.28%,亚马逊涨1.61%,Meta涨2.13%,特斯拉涨1.85%。 热门中概股集体上涨, 纳斯达克中国金龙指数涨2.39% ,阿里巴巴涨3.84%,京东涨2.09%,拼多多涨2.40%,蔚来涨4.59%,小鹏汽车涨1.23%,理想汽车 涨0.09%,哔哩哔哩涨1.85%,百度涨1.76%,网易涨3.13%,腾讯音乐涨1.70%,小马智行涨1.76%。 现货黄金在尾盘加速上涨,日内涨幅一度扩大至3.0%,COMEX黄金期货涨幅更 ...
陆家嘴财经早餐2025年10月21日星期二
Wind万得· 2025-10-20 22:41
1、 二十届四中全会10月20日上午在北京开始举行。中央委员会总书记习近平代表中央政治局向全会作工作报告,并就《中共中央关于制定国民经济和社 会发展第十五个五年规划的建议(讨论稿)》向全会作了说明。 2、 中美双方即将重返谈判桌。美国总统特朗普称,美方将稀土、芬太尼和大豆列为将对中方提出的三大问题。外交部发言人郭嘉昆对此回应称, 中方在 处理中美经贸问题上的立场是一贯、明确的。 关税战、贸易战不符合任何一方利益,双方应在平等、尊重、互惠的基础上协商解决有关问题。 3、 国家统计局发布数据,前三季度我国GDP同比增长5.2%, 其中,一季度增长5.4%,二季度增长5.2%, 三季度增长4.8%。9月份,规模以上工业增加 值同比增长6.5%,社会消费品零售总额增长3%。 前三季度,全国固定资产投资同比下降0.5%,扣除房地产开发投资后增长3%;居民人均可支配收入 32509元,扣除价格因素实际增长5.2%。 2、 香港恒生指数收盘上涨2.42%报25858.83点,恒生科技指数涨3%,恒生中国企业指数涨2.45%。 科网股集体反弹,网易、阿里巴巴涨约5%;民航股 大涨,新消费概念逆势下跌。南向资金净卖出26.7亿 ...
热门中概股周一普涨 阿里涨超3%





Xin Lang Cai Jing· 2025-10-20 20:39
Core Viewpoint - Chinese concept stocks experienced a significant rally on Monday, with the Nasdaq Golden Dragon China Index rising over 2% [1] Group 1: Stock Performance - Alibaba's stock increased by over 3% [1] - Pinduoduo's stock rose by over 2% [1] - NetEase's stock gained over 3% [1] - JD.com's stock went up by over 2% [1] - Ctrip, Baidu, and Tencent Music each saw an increase of over 1% [1] - Beike's stock rose by over 2% [1] - NIO's stock surged by over 4% [1]
Final Trades: Illumina, Columbia Banking, Alibaba and JPMorgan Chase
Youtube· 2025-10-20 20:21
that final trades. Josh Brown, you're up first. >> Uh, still my favorite financial as a long-term investor.JP Morgan stock looks great. >> Thank you very much. Amy Raskin, >> Aluminina, the competitive machine from Ro is finally out.I think that was an overhang for the stock, so I think it can move up from here. >> All right. Thank you, Jenny Harrington.>> All right. Colia Banking, it was unjustly caught up in last week's regional bank panic attack. 5.7% yield, 10 times earnings.Joseph, >> if I could give t ...
恒生科技大爆发,工商、石油紧随其后;内银行、内房地相对弱势





Ge Long Hui· 2025-10-20 20:08
恒生科技大幅高开后小幅回撤,盘中一度大涨3.9%,截至收盘上涨3%。其中网易大涨5.18%,阿里巴巴 上涨4.86%,京东健康、中芯国际、百度集团、蔚来、腾讯控股等超10只个股涨幅在3%上方。 内石油高开高走,表现亮眼,截至收盘上涨2.54%。其中中国石油大涨5.05%,中国海油上涨2.31%,中 国海油上涨1.8%,中国石化上涨1.49%,中石炼化上涨0.72%。 内房地和内银行相对弱势,探底回升后冲高回落,截至收盘分别上涨0.62%和1.04%。其中龙湖集团下 跌1.63%,建发国际集团下跌1.61%,重庆农村商业银行下跌1.51%;越秀地产、贝壳、邮储银行等跌幅 居前。 今天港股强势爆发,高开高走后全天维持在高位盘整,截至收盘恒生指数大涨2.42%。恒生科技涨幅居 前,工商、内石油紧随其后;公用、内银行、内房地相对弱势。 内容只是个人观点,仅供参考,不作为投资依据!欢迎关注交流,互相学习、共同探讨! ...
JD & BABA's Stablecoin Halt Shows China's Crypto Concerns
Youtube· 2025-10-20 19:10
I think it's now time to dive into some of these Chinese names that are seeing interesting reports today regarding the pausing of plans to issue stable coins in Hong Kong. So, joining us now is Sam Vadis, of course, contributor here as well as host for the Schwab Network, coming to us from the New York Stock Exchange. Sam, walk us through this story because every bad headline today, I feel like it's just being brushed off by the overall market strength.>> Look, at this point, Jenny, I think a lot of these t ...