今日国际国内财经新闻精华摘要｜2025年11月11日

Group 1: International News - US stock markets saw collective gains on Monday, with the Dow Jones up 0.81%, Nasdaq up 2.27%, and S&P 500 up 1.54%. Major tech stocks performed strongly, with Nvidia rising 5.79%, marking its largest single-day gain since April. Google and AMD increased over 4%, while Tesla rose over 3% [1] - International precious metals markets also showed an upward trend, with spot gold surpassing $4120 per ounce, gaining 0.11% for the day, and New York futures gold also breaking $4120 per ounce with a daily increase of 2.75% [2][3] - Intel's CTO Sachin Katti has left the company, and CEO Lip-Bu Tan will now lead the AI business. Previously, the company's Chief Scientist moved to OpenAI [4][5] - Pfizer announced a potential acquisition of weight-loss drug developer Metsera for up to $10 billion, outbidding competitor Novo Nordisk [6] - C3 AI is reportedly considering a sale following leadership changes, while Apple has delayed the release of the next-generation iPhone Air due to weak sales [7][8] Group 2: Policy and Economic Data - Federal Reserve official Milan suggested a 50 basis point rate cut in December, indicating at least a 25 basis point reduction is appropriate. Mussallem noted that the actual federal funds rate has decreased by 250 basis points over the past year, suggesting limited room for further easing. The Fed's report indicates that housing and stock prices appear elevated [9][10][11][12] - The US Congressional Budget Office estimated an October budget deficit of $219 billion. House Speaker Johnson expressed optimism about voting on a temporary funding bill on Wednesday, believing sufficient support has been secured [13][14][15] - In international cooperation and geopolitical matters, President Trump stated plans to lower tariffs on India and is negotiating a "different than before" agreement with the country. Switzerland is reportedly close to reaching a 15% tariff agreement with the US [16][17][18] - The EU Parliament committee supports a 90% reduction target by 2040, while Goldman Sachs analysts estimate that 18% of the global workforce could be replaced by AI, with generative AI potentially affecting up to 300 million full-time jobs [19][20] Group 3: Domestic News - Chinese concept stocks saw a broad increase on Monday, with the Nasdaq Golden Dragon China Index rising 2.25%. Xpeng Motors led the gains with a 16.15% increase, while Vipshop and Baidu rose over 5%, and Tiger Brokers increased over 3% [21] Group 4: Commodity Market - During US trading hours, the index briefly rose 2.13% to 8229.270 points [22] - In the commodity market, silver's main contract rose 3% to 11895.00 yuan per ton, while domestic glass's main contract fell 1% to 1062.00 yuan per ton [23][24] - On November 10, several companies disclosed share buybacks, including Hangzhou Aircraft Material, Su Nong Bank, and Jiangsu Cable, while 25 A-share listed companies, including Aojing Medical and Maipu Medical, announced share reduction plans [25]