亚太股市“全线反攻”！日股创历史新高，AH股齐涨

Market Performance - The A-share market saw all three major indices rise, with the ChiNext Index increasing by over 3% and the Shenzhen Component Index rising nearly 1% [2] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, marking the 97th consecutive trading day above this threshold [2] - The Hang Seng Technology Index surged nearly 4%, while both the Hang Seng Index and the Hang Seng China Enterprises Index rose over 2% [2][3] Economic Indicators - China's GDP grew by 1.1% quarter-on-quarter in Q3, exceeding expectations, while the year-on-year growth rate was 4.8%, maintaining a leading position among major global economies [7] - The industrial added value for large-scale enterprises increased by 6.5% year-on-year, also surpassing market predictions [7] - Despite the positive economic indicators, the real estate sector continues to be a significant drag on the economy, with ongoing declines in housing prices [7] International Relations - Recent positive signals in China-U.S. trade relations were noted, with discussions between Chinese Vice Premier He Lifeng and U.S. Treasury Secretary Janet Yellen indicating a willingness to hold new trade talks [6][7] - This development is seen as a major breakthrough in alleviating recent trade tensions, boosting global market confidence [7] Japanese Market Dynamics - The Nikkei 225 index reached a historic high, surpassing 49,000 points for the first time, with an intraday increase of 3% [10] - Analysts suggest that the new leadership under Sanae Takaichi, who is expected to favor monetary easing and fiscal expansion, could further support the Japanese stock market [13][14] - Foreign investors, who had paused stock purchases, are reportedly re-entering the market, contributing to the upward momentum [14]