A股盘前播报 | 高估值担忧引发美股抛售！加密货币、大宗商品集体下跌

Market Overview - The U.S. stock market experienced a significant adjustment, with the Nasdaq falling by 2% and Nvidia dropping nearly 4%. Chinese concept stocks also saw a decline of over 2% [1] - Cryptocurrency markets continued to crash, with Bitcoin down nearly 6% and Ethereum plummeting by 10%. Commodities, including oil, also faced collective declines [1] - Major financial institutions, including Goldman Sachs and Morgan Stanley, issued warnings about high U.S. stock valuations, suggesting a potential correction of at least 10% [1] - A well-known short seller significantly increased positions in put options for Palantir and Nvidia, indicating bearish sentiment [1] - The uncertainty in the market was exacerbated by the U.S. government shutdown [1][4] Macro Economic Indicators - The People's Bank of China (PBOC) announced a resumption of government bond trading and will conduct a 700 billion yuan reverse repurchase operation, signaling a commitment to stabilize growth and expectations [2] - In October, the PBOC net injected 20 billion yuan through open market operations [2] Industry Insights - The upcoming 2026 Spring Festival holiday, lasting nine days, has sparked a surge in travel enthusiasm, with flight bookings increasing by 63% compared to the same period in 2025 [3] - Analysts suggest focusing on sectors with confirmed performance in Q3 and those that are likely to benefit from the Spring Festival travel season [3] Policy Developments - The U.S. Senate failed to pass a temporary funding bill, leading to a government shutdown that is set to break the previous record of 35 days [4] - The Chinese government is actively promoting the development of 6G technology, with a conference scheduled for November 13, 2025, to discuss standards [10] - The National Health Commission and other ministries released implementation opinions on the application of AI in healthcare, projecting a market size of 224.4 billion yuan by 2033, with a compound annual growth rate of 43.1% from 2023 to 2033 [11]