国际金价首破4000美元;美联邦政府继续“停摆”……盘前重要消息还有这些
Sou Hu Cai Jing·2025-10-09 00:10

Group 1: Economic and Market Updates - The U.S. Senate voted on October 8 against both the Republican short-term funding bill and the Democratic alternative, resulting in the continuation of the federal government shutdown [2] - As of the end of September, China's foreign exchange reserves increased by $16.5 billion to $333.87 billion, while the central bank's gold reserves rose by 40,000 ounces to 7.406 million ounces, marking the 11th consecutive month of gold accumulation [2] - The Federal Reserve's meeting minutes indicated that most officials believe further easing of policies may be appropriate this year, with some officials potentially supporting no rate cuts in September [2] Group 2: Company News - AMD and OpenAI announced a 6 GW computing power agreement to support OpenAI's next-generation AI infrastructure, with the first 1 GW of AMD Instinct MI450 GPUs set to be deployed in the second half of 2026 [3] - Xilinx's CEO confirmed an investment in Elon Musk's startup xAI, expressing excitement about the deal and a desire for more involvement in Musk's ventures [3] - Xinyang Silver and Tin reported significant fluctuations in market prices for their main products, leading to stock price volatility [5] - Chipone Technology expects Q3 revenue to reach 1.284 billion yuan, marking a historical high for the company [6] - Great Wall Motors reported a 23.29% year-on-year increase in total sales for September, while BYD's new energy vehicle sales decreased by 5.52% [7] - Seres reported an 8.33% year-on-year increase in sales for September [8] - BAIC Blue Valley's subsidiary saw a 30.15% year-on-year increase in sales for September [9] - Yonghe shares projected a net profit increase of 211.59% to 225.25% year-on-year for the first three quarters [9] - Huaxing Cement terminated plans for a spin-off listing of its overseas subsidiary [14] - *ST Jianyi plans to sign an agreement to terminate the investment cooperation for a single crystal silicon project [15] Group 3: Market Outlook - Guotai Junan forecasts that the Hong Kong stock market may reach new highs in Q4, with the Hang Seng Technology Index being particularly prominent, benefiting from current industry trends and potential foreign capital inflows due to a dovish Fed [16] - The report suggests that if the Fed continues to lower rates, it could enhance liquidity and stabilize U.S.-China trade relations, further encouraging foreign capital to flow into the Hong Kong market [16] - The report anticipates that the Hang Seng Technology Index could rise by approximately 15% if undervalued tech stocks are corrected to their average valuation levels [16]