Market Overview - The three major indices opened lower, with the Shanghai Composite Index at 3973.46 points, down 0.08%, the Shenzhen Component Index at 13373.55 points, down 0.23%, and the ChiNext Index at 3190.40 points, down 0.20% [1] International Relations - Chinese Premier Li Qiang and Russian Prime Minister Mishustin held the 30th regular meeting, emphasizing mutual support and cooperation in various fields to strengthen the comprehensive strategic partnership [1] - The Chinese Foreign Ministry reiterated the importance of implementing the consensus reached between the leaders of China and the U.S. to stabilize economic cooperation [1] Export Control and Tourism - The Chinese Ministry of Commerce held constructive talks with the European Commission regarding export controls, aiming to stabilize supply chains [2] - China has decided to resume group tours for its citizens to Canada, considering the demand and local tourism conditions [2] - A unilateral visa exemption policy for 45 countries, including France and Germany, has been extended until December 31, 2026 [2] Corporate Developments - TSMC announced a price increase of approximately 3%-5% for advanced processes below 5nm starting January 2026 [3] - Strongray Technology plans to invest 70 million yuan to acquire a 35% stake in a liquid cooling company that supplies NVIDIA [3] - Aters stated that due to oversupply in the upstream polysilicon sector, there are no plans for self-built or acquired polysilicon production lines [3] Stock Market Movements - Stocks such as *ST Gaohong received a delisting decision, while TCL Technology's restructuring plan was not approved by creditors [4] - The U.S. stock market showed mixed results, with the Nasdaq up 0.46% and the Dow down 0.48% [4] Economic Indicators - The U.S. Treasury Department estimated a borrowing of $569 billion for the fourth quarter, a decrease of $21 billion from previous estimates [6] - Federal Reserve officials indicated a willingness to consider further interest rate cuts in December [5]
开盘：三大指数集体低开 贵金属板块跌幅居前
Xin Lang Cai Jing·2025-11-04 02:12