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特朗普发声,希望与普京会晤!土耳其发拘捕令,指向内塔尼亚胡!美联储发布重磅报告
Zheng Quan Shi Bao Wang·2025-11-08 00:09

Market Overview - US stock indices showed mixed performance with Dow Jones up 0.16%, Nasdaq down 0.21%, and S&P 500 up 0.13% [1] - Nvidia's stock closed up 0.04% with a trading volume of $48.336 billion, but saw a cumulative decline of 7.08% for the week [1] - Gold prices increased by 0.56% to $3999.29 per ounce, with a weekly decline of 0.07% [1] - Silver prices rose by 0.62% to $48.3334 per ounce, with a weekly decline of 0.70% [1] - Copper futures fell by 0.34% to $4.9580 per pound, with a cumulative decline of 2.96% for the week [1] Consumer Confidence - The US consumer confidence index for November dropped to 50.3, down from 53.6 in October and significantly lower than 71.8 a year ago [2] - Current economic conditions index fell to 52.3, below October's 58.6 and last year's 63.9 [2] - Consumer expectations index decreased to 49.0, down from 50.3 in October and 76.9 a year ago [2] - Inflation expectations for the next year slightly increased from 4.6% to 4.7% [2] Geopolitical Developments - US President Trump expressed a desire to continue discussions with Russian President Putin in Budapest [3][4] - Turkey issued arrest warrants for Israeli Prime Minister Netanyahu and 36 others on charges of "genocide" related to actions against humanitarian aid efforts in Gaza [6] Economic Impact of Government Shutdown - The US government shutdown is expected to significantly impact economic performance, particularly in the tourism and leisure sectors [7][8] - Senate negotiations to restart the government have stalled, with a shift towards a Republican proposal to pay federal employees during the shutdown [9] Financial Stability Concerns - The Federal Reserve's report highlighted political uncertainty and geopolitical risks as major concerns for financial stability [10] - AI was identified as a primary concern, with potential shifts in sentiment possibly leading to corrections in risk assets [10] - The probability of a 25 basis point rate cut in December is estimated at 70.6% [10] Lithium Carbonate Market - Lithium carbonate futures rebounded after a significant drop, with a 3.24% increase over three consecutive trading days [11] - Supply-demand dynamics are improving, with total lithium carbonate inventory decreasing for 12 consecutive weeks, down to 123,953 tons [12] - Strong demand from the electric vehicle sector, with production and sales of new energy vehicles increasing by 35.2% and 34.9% year-on-year respectively [12] - The supply side is facing constraints, with low operating rates for lithium extraction from spodumene and seasonal declines in salt lake production [12][13] - Current market conditions are characterized by high demand and limited supply, leading to a bullish sentiment in lithium carbonate prices [13]