Group 1: Chinese Assets Surge - Chinese assets experienced a significant surge on November 6, with the Nasdaq Golden Dragon China Index rising over 2% and various ETFs showing gains of nearly 5% [1][2] - Multiple foreign institutions have raised their GDP growth forecasts for China, with Deutsche Bank predicting a 2025 Q4 GDP growth of 4.6% and an annual growth of 5.0% [1][2] - Goldman Sachs has also adjusted its GDP growth predictions for China, increasing the 2025 forecast from 4.9% to 5.0% and raising estimates for 2026 and 2027 [1] Group 2: Performance of Chinese Stocks - Popular Chinese stocks saw widespread gains, with notable increases such as XPeng Motors rising over 10% and Century Internet up over 6% [2] - Other significant gainers included Baidu, Hesai Technology, Alibaba, and NIO, all experiencing increases of over 2% [2] Group 3: U.S. Job Market Concerns - The U.S. job market is showing signs of strain, with October layoffs reaching the highest level in over 20 years, totaling 153,074, nearly three times the number from the previous year [7] - The layoffs are primarily concentrated in the technology and warehousing sectors, reflecting adjustments following a hiring surge during the pandemic [7] - The total number of layoffs in the U.S. this year has surpassed 1 million, marking the highest level since the pandemic began [7][8]
美股三大指数集体走弱,中国资产,突然逆势爆发
Zheng Quan Shi Bao Wang·2025-11-07 03:28