Core Viewpoint - Companies that consistently raise dividends can lead to significant wealth accumulation over time, emphasizing the importance of patience and consistency in stock selection [1][2]. Group 1: Dividend Growth Stocks - Dividend growth stocks have historically outperformed other stock types over the long term, making them a valuable addition to a diversified portfolio [2]. - Five blue-chip dividend stocks with a strong track record of consistent dividend growth are highlighted as potential wealth-building investments [2]. Group 2: Microsoft - Microsoft has raised its dividend for 23 consecutive years, showcasing its commitment to returning value to shareholders while investing in innovation [3][4]. - The company has a market capitalization of $3,849 billion and a current price of $517.81, with a dividend yield of 0.01% [5]. Group 3: McDonald's - McDonald's has raised its dividend for 49 consecutive years, benefiting from a global presence with over 44,000 locations [6][7]. - The company generates steady revenue from royalties and fees, positioning it for continued growth amid a rising global population [7]. Group 4: Automatic Data Processing (ADP) - ADP has a 50-year streak of dividend growth, indicating strong management capable of navigating market challenges [8][9]. - The company has a market capitalization of $105 billion and a current price of $260.30, with a dividend yield of 0.02% [9]. Group 5: Sherwin-Williams - Sherwin-Williams has raised its dividend for 46 consecutive years, with a modest payout ratio of 28% of 2025 earnings estimates [10][11]. - The company is positioned to benefit from ongoing demand for paint and coatings, ensuring its relevance in the market [11]. Group 6: Walmart - Walmart has over five decades of uninterrupted annual dividend increases, with a current market capitalization of $807 billion and a price of $101.25 [12][13][14]. - The company maintains a dividend payout ratio below 40% of 2025 earnings estimates, reinforcing its status as a reliable dividend stock [14].

Market News - China's October CPI and PPI data will be released on November 9, with a forecasted CPI year-on-year increase to 0.6% and a narrowing PPI decline from -2.8% in September to -2.2% in October [2] - China's October import and export data will be published on November 7, with exports expected to rise by 4.9% year-on-year and imports by 1.2% [3] - The U.S. will release the ADP employment report on November 5, with expectations of a modest increase in non-farm employment and a potential rise in the unemployment rate to 4.4% [4] - The Q3 earnings season continues this week with major companies like AMD and Qualcomm reporting, with AMD's growth driven by strong performance in data center and client segments [5] Sector Updates - The 2025 xEV Battery Technology Forum and Solid-State Battery Technology Industry Conference will be held in Shanghai from November 3 to 4, focusing on lithium batteries and solid-state battery mass production [9] - A notification to improve duty-free shop policies was issued to boost consumption, effective from November 1, 2025 [10] - The 8th China International Import Expo will take place from November 5 to 10, with a record exhibition area and participation from over 290 Fortune 500 companies [11] - The CEIC 2025 Consumer Electronics Innovation Conference will be held in Shenzhen from November 6 to 8, showcasing innovations in smart devices and technologies [12] - The 2025 World Internet Conference will be held in Wuzhen from November 6 to 9, focusing on building a collaborative digital future [13] Company Highlights - Seres is set to list on the Hong Kong Stock Exchange on November 5, with an IPO price of up to HKD 131.5 per share, aiming to raise approximately HKD 12.9 billion [15] - BYD reported October sales of 441,700 new energy vehicles, a year-on-year decrease from 502,700 units [16] - Great Wall Motors announced October sales of 143,100 vehicles, a 22.5% year-on-year increase [17] - Chery Group reported October sales of 281,161 vehicles, with new energy vehicle sales up 54.7% year-on-year [18] - NIO delivered 40,397 vehicles in October, marking a 92.6% year-on-year increase [19] - Li Auto delivered 31,767 vehicles in October, with plans to expand its overseas market presence [19] Lock-up Expiration - A total of 30 companies will have lock-up shares released this week, amounting to 1.028 billion shares with a total market value of approximately CNY 20.322 billion [22] - The peak lock-up expiration date is November 7, with six companies accounting for 62.69% of the total market value [22] New Stock Calendar - Three new stocks are set to be issued this week, totaling approximately 573 million shares and expected to raise CNY 3.947 billion [26] Market Outlook - CITIC Securities suggests that structural opportunities remain, with a focus on traditional manufacturing upgrades, Chinese enterprises going global, and AI developments [29] - CITIC Jiantou anticipates a new round of market consolidation in November, advising investors to pause on increasing positions [31] - Galaxy Securities emphasizes the importance of technology and industry integration, highlighting the government's focus on a modern industrial system [32]

闻ण 经 吕 示 WSCN Economic Calendar | | 时间 | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 11月3日 周一 | | | | | | 数据 | 09:45 | 中国 10月RatingDog制造业PMI | | 51.2 | | | 23:00 | 美国 10月ISM制造业指数 | 49.2 | 49.1 | | | 待定 | 美国参议院有关推进拨款法案停止政府"停摆"的下一次 表决最早将于11月3日晚开始 | | | | 事件 | 待定 | 香港金融科技周于11月3日至4日举行 | | | | | 待定 | 香港金管局：国际金融领袖投资峰会将于11月3至5日举行 | | | | 11月4日 周二 | | | | | | 数据 | 23:00 | 美国 9月耐用品订单环比终值 | | | | | 23:00 | 美国 9月JOLTS职位空缺(万人) | | 722.7 | | 事件 | 01:00 | 2027年FOMC票委、旧金山联储主席戴利发表讲话 | | | | 财报 | | Palantir、优步（Uber）、辉瑞 ...

证券研究报告 | 2025年11月02日 美股市场速览 弱于大市 走势与业绩均有较大分化 价格走势：大盘成长独力带动市场上行 本周，标普 500 涨 0.7%，纳斯达克涨 2.2%。 风格方面：大盘成长（罗素 1000 成长+1.8%）＞小盘成长（罗素 2000 成长 -0.4%）＞大盘价值（罗素 1000 价值-0.9%）＞小盘价值（罗素 2000 价值 -2.4%）。 9 个行业上涨，14 个行业下跌，1 个基本持平。上涨的主要有：半导体产品 与设备（+6.2%）、零售业（+5.5%）、汽车与汽车零部件（+4.4%）、技术 硬件与设备（+2.9%）、运输（+2.6%）；下跌的主要有：耐用消费品与服装 （-5.7%）、商业和专业服务（-5.5%）、食品饮料与烟草（-4.6%）、消费 者服务（-3.9%）、房地产（-3.8%）。 资金流向：整体流出，行业分化较大 本周，标普 500 成分股估算资金流（涨跌额 x 成交量）为-40.5（亿美元， 下同），上周为+65.6，近 4 周为+76.3，近 13 周为+692.1。 8 个行业资金流入，16 个行业资金流出。资金流入的主要有：半导体产品与 设备（+77. ...

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见闻财经吕历 WSCN Economic Calendar W 华尔街见闻 | 时间 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 11月3日 周一 | | | | | | 数据 | 09:45 | 中国 10月RatingDog制造业PMI | | 51.2 | | 23:00 | | 美国 10月ISM制造业指数 | 49.2 | 49.1 | | 事件 | 待定 | 美国参议院有关推进拨款法案停止政府"停摆"的下一次 表决最早将于11月3日晚开始 | | | | 待定 | | 香港金融科技周于11月3日至4日举行 | | | | 待定 | | 香港金管局：国际金融领袖投资峰会将于11月3至5日举行 | | | | 11月4日 周二 | | | | | | 数据 | 23:00 | 美国 9月耐用品订单环比终值 | | | | 23:00 | | 美国 9月JOLTS职位空缺(万人) | | 722.7 | | 事件 | 01:00 | 2027年FOMC票委、旧金山联储主席戴利发表讲话 | | | | 财报 | | Palantir、优步 (U ...

CNBC's Jim Cramer on Friday told investors what to pay attention to next week on Wall Street, highlighting earnings from Palantir, McDonald's, Robinhood and Warner Bros Discovery.Cramer offered an optimistic outlook for November, even as Wall Street worries about weakrning consumer-oriented companies as the government shutdown persists. He said November and December usually tend to be better months for the market than September and October."I think you got to have the long term view here," he said. "We're i ...

Yeah, I guess it's all relative. A big move for McDonald's is about a little over 3% which is what the options market is expecting the day they report, but that's big for for McDonald's which has actually averaged about 2% actually after they report. Uh I I think this one's going to remain heavy.It is trading a little bit uh more expensive than its historical multiple and it does seem like there is some pressure on that side of the consumer base. So, my inclination is to take advantage of the fact that opti ...

Yeah, I guess it's all relative. A big move for McDonald's is about a little over 3% which is what the options market is expecting the day they report, but that's big for for McDonald's which has actually averaged about 2% actually after they report. Uh I I think this one's going to remain heavy.It is trading a little bit uh more expensive than its historical multiple and it does seem like there is some pressure on that side of the consumer base. So, my inclination is to take advantage of the fact that opti ...

Wall Street analysts forecast that McDonald's (MCD) will report quarterly earnings of $3.35 per share in its upcoming release, pointing to a year-over-year increase of 3.7%. It is anticipated that revenues will amount to $7.07 billion, exhibiting an increase of 2.8% compared to the year-ago quarter.The current level reflects a downward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised thei ...