Market Performance - The Hang Seng Index closed at 20,317, down 0.31% for the day and up 19.18% year-to-date [1] - The Hang Seng Tech Index closed at 4,499, down 0.32% for the day and up 19.52% year-to-date [1] - The CSI 300 Index closed at 3,891, up 0.04% for the day and up 13.40% year-to-date [1] - The Shanghai Composite Index closed at 3,279, up 0.42% for the day and up 10.25% year-to-date [1] - The Shenzhen Component Index closed at 10,591, up 0.57% for the day and up 11.20% year-to-date [1] Economic Indicators - Initial jobless claims in the U.S. fell to 216,000, the lowest since mid-May, below the expected 230,000 [5] - U.S. personal spending increased by 0.5% in September, exceeding expectations, while income rose by 0.3%, meeting expectations [5] - The Eurozone's harmonized HICP rose by 2% year-on-year in October, slightly above expectations [7] - China's official PMI for October rose to 50.1, surpassing the market expectation of 49.9 [8] - The official non-manufacturing PMI in China for October increased to 50.2, slightly below the market expectation of 50.3 [10] Sector Performance - The Hong Kong stock market saw mixed performances, with technology stocks under pressure while property stocks showed strength [3] - The A-share market remained stable, with financial concepts and real estate stocks rising, while precious metals and non-metal materials declined [3] - In the U.S. market, major indices closed lower, with the Nasdaq index dropping nearly 3% due to declines in Microsoft and Meta [3] Company Highlights - Xiaomi saw a nearly 3% increase in stock price, while Alibaba, Tencent, and Meituan all fell over 1% [3] - In the U.S., Apple reported adjusted earnings of 94.9 billion, both exceeding market expectations [3] - Amazon's quarterly earnings benefited from growth in cloud computing and advertising, with profits rising 55% year-on-year to nearly $15.33 billion [3] Financial Data - The Hong Kong government reported a fiscal deficit of HKD 226 billion for the first six months of the fiscal year [16] - The GDP growth forecast for Hong Kong's third quarter was revised down to 1.8%, below the expected 3.1% [12] - The total amount of new mortgage loans in Hong Kong decreased by 3.6% month-on-month to HKD 15.4 billion in September [17]
越秀证券：每日晨报-20241101
越秀证券·2024-11-01 00:38