记者丨金珊 郑青亭 实习生陈颖 编辑丨江佩霞 10月24日晚，美股三大指数集体高开高走，截至北京时间23:00，纳指涨超1%，道指涨0.85%，标普500 指数涨近0.8%。三大指数盘中均创历史新高。 截至发稿，美股科技七巨头多数上涨，谷歌涨超2%、英伟达涨1.4%，特斯拉跌超2%。 中概股延续近期涨势，纳斯达克中国金龙指数涨近0.9%，富时中国A50期货涨超0.3%，但个股表现有所 分化，科技龙头涨跌不一，阿里巴巴涨超2%，百度、京东、美团拼多多等飘红，小米集团跌超2%。 | < W | 富时中国A50期货 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | CN.SG | | | | | | | | | 15540 | 昨结 | | 15490 | 总手 | | | 4.01万 | | | +50 | +0.32% 开盘 | | 15494 | 现手 | | | 3 | | | 最高价 | 15556 | 持 色 | 96.19万 | 2 물 | | | 2.07万 | | | 最低价 | 15485 | ...

记者丨金珊 郑青亭 实习生陈颖 编辑丨江佩霞 1 0月24日晚，美股三大指数集体高开高走，截至北京时间23: 00，纳指涨超1%，道指涨0.85%，标普500指数涨近0.8%。三大指数盘 中均创历史新高。 消息面上，据央视新闻，北京时间24日晚， 美国公布的9月份CPI低于预期。9月核心价格上涨0.23%，使核心CPI年率降至3.0% 。 市场普遍 预期下周美联储继续降息。 数据发布后，美元指数短线跳水，黄金则直线拉升。现货黄金快速拉升约30美元，收窄跌幅至0.15%，现报4120美元/盎司。 国际油价回吐涨幅，美油期货、布伦特原油期货基本持平，此前一度均涨超1%。美国国债收益率走低，2年期国债收益率跌超3BP报3.453%， 10年期国债收益率跌超2BP报3.985%。 截至发稿，美股科技七巨头多数上涨，谷歌涨超2%、英伟达涨1.4%，特斯拉跌超2%。 中概股延续近期涨势，纳斯达克中国金龙指数涨近0.9%， 富时中国A50期货涨超0.3%， 但个股表现有所分化，科技龙头涨跌不一，阿里巴巴 涨超2%，百度、京东、美团拼多多等飘红，小米集团跌超2%。 其他热门中概股方面， 云米科技狂飙超20%，乐信涨超7%，小 ...

Group 1 - Foreign institutions are collectively optimistic about the Chinese stock market, with QFII actively increasing positions in the third quarter [1][8] - Major foreign investment banks, including Goldman Sachs, Morgan Stanley, and JPMorgan, have expressed positive outlooks for the Chinese market, indicating a shift towards a "slow bull" market [8][9] - Goldman Sachs predicts that major stock indices will rise by approximately 30% by the end of 2027, driven by a 12% growth in earnings and a 5% to 10% upward adjustment in valuations [9] Group 2 - The Nasdaq Golden Dragon China Index has shown strong performance, with a current increase of 1.5% [2] - Leading Chinese tech stocks such as Meituan, Baidu, Alibaba, Tencent, Pinduoduo, and JD have all experienced significant gains, with Meituan ADR rising over 4% [4][5] - Morgan Stanley suggests that global investors will increasingly allocate assets to Chinese stocks, particularly in high-tech sectors like AI, automation, and biotechnology [9]

记者 | 金珊 编辑 | 江佩霞 其他异动个股方面，欧洲芯片巨头意法半导体美股股价暴跌，跌幅超12%，在米兰上市的意法半导体盘中最大跌幅超13%，一度触及熔断。 10月23日，美股三大指数开盘涨跌不一，截至北京时间23:00左右，标准普尔500指数上涨0.3%，纳斯达克指数上涨0.5%，道琼斯指数上涨 0.06%。 大型科技股涨多跌少，其中，特斯拉一度跌超5%，消息面上，特斯拉第三季度净利润同比下滑37%。该股今年以来累计上涨近9%，落后于标 普500指数14%的涨幅。 | 亚马逊(AMAZON) | 220.335 | 1.09% | | --- | --- | --- | | AMZN.O | | | | 英伟达(NVIDIA) | 182.240 | 1.09% | | NVDA.O | | | | 谷歌(ALPHABET). | 254.800 | 0.90% | | GOOG.O | | | | 脸书(META PLATF | 738.382 | 0.68% | | META.O | | | | 微软(MICROSOFT | 522.730 | 0.42% | | MSFT.O | | | | 苹果 ...

中国资产爆发。 近期，高盛、摩根大通、摩根士丹利等多家外资巨头相继发声，积极看好后市。 当地时间10月23日，美股三大指数开盘涨跌不一，盘初反复震荡后走高。截至发稿，道指涨0.03%，纳指涨0.61%，标普500指数涨0.32%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 46604.80 | 14.39 | 0.03% | | IXIC | 纳斯达克指数 | 22878.72 | 138.32 | 0.61% | | SPX | 标普500 | 6720.95 | 21.55 | 0.32% | 中概股表现强势，纳斯达克中国金龙指数高开高走，目前涨幅扩大至1.5%。 具体个股方面，中概科技龙头股中，美团ADR涨超4%，百度集团、阿里巴巴涨超3%，腾讯控股ADR、拼多多、京东集团涨超2%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | MPNGY | 美团-ADR | 25.910d | 1.160 | 4.69% | ...

Core Viewpoint - Xiaomi's stock has decreased by 20% since July, reaching a targeted range for further accumulation, with the stock trading around HKD 57 ($7.4) back in July [1] Group 1: Stock Performance - The stock has experienced a significant decline of 20% since the analyst's coverage began in July [1] - The current trading price of Xiaomi's stock is approximately HKD 57 ($7.4) [1] Group 2: Analyst's Perspective - The analyst emphasizes a value-oriented approach to investment, suggesting that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing [1] - The analyst often assigns more value to the written word and data presented than to a simple rating, frequently rating stocks as hold/neutral even when having a bullish or bearish inclination [1]

Group 1 - The core viewpoint of the article indicates that the domestic automotive market in China has continued to cool down after the long holiday, aligning with past trends [1] - Xiaomi's automotive division has faced negative consumer sentiment due to reported safety incidents, leading to a decline in weekly order volume from an average of 5,500 units in September to approximately 4,000 units last week [1] - The report suggests that Xiaomi may need to consider promotional activities and improve vehicle design to enhance safety [1] Group 2 - From an industry perspective, it is anticipated that automakers will use their own funds to cover the full tax incentives available to consumers until the end of the first quarter of next year, as regulatory bodies are expected to halve these incentives next year [1] - This situation may create temporary pressure on the free cash flow of automotive companies [1]

Key Takeaways BASF Coatings and Xiaomi will co-develop 100 automotive paint colors over three years.The collaboration enhances Xiaomi's smart mobility with cutting-edge coating technologies.BASF's solutions feature advanced dual-layer clearcoats for vivid, high-saturation finishes.BASF SE’s (BASFY) BASF Coatings has expanded its collaboration with Xiaomi to co-develop 100 car paint colors over the next three years, marking a new era of innovation and personalization in automotive design. Since becoming Xiao ...

Group 1 - The core point of the article is that Xiaomi Group-W has been actively repurchasing its shares, with a total of 10.7 million shares bought back on October 17 at prices ranging from 45.900 to 46.760 HKD, amounting to 494 million HKD [2] - Since October 10, the company has conducted share repurchases for six consecutive days, totaling 26.62 million shares and a cumulative repurchase amount of 1.276 billion HKD, during which the stock price has dropped by 13.85% [2] - Year-to-date, the company has completed 12 repurchase transactions, acquiring a total of 34.125 million shares for a total amount of 1.537 billion HKD [2] Group 2 - The detailed repurchase data shows that on October 17, 1.07 million shares were repurchased at a maximum price of 46.760 HKD and a minimum price of 45.900 HKD, with a total expenditure of 49.36 million HKD [2] - The highest repurchase price recorded during the recent buybacks was 53.250 HKD on multiple occasions, while the lowest was 32.800 HKD [2] - The total trading volume on the day of the latest repurchase was 12.297 billion HKD, with the stock closing at 45.960 HKD, reflecting a decline of 3.65% [2]

Core Insights - Xiaomi Group-W has seen continuous net buying from southbound funds for 10 consecutive days, with a total net buying amount of HKD 7.403 billion, despite a cumulative stock price decline of 22.69% [2] Trading Activity - On October 17, the total trading volume of active stocks through the Hong Kong Stock Connect reached HKD 53.476 billion, with a net selling amount of HKD 1.678 billion [2] - Xiaomi Group-W recorded a trading amount of HKD 5.848 billion through the Hong Kong Stock Connect on October 17, with a net buying amount of HKD 414 million [2]