农银国际证券：每天导读-20241121

Core Insights - The report highlights a strong expansion in the US services sector, contributing to the rise in major stock indices, particularly the Nasdaq [2][16] - In China, the Caixin Composite PMI rebounded by 1.6 percentage points to 51.9, marking a new high since July, which significantly boosted the Hong Kong stock market [2][25] - The report indicates that the Hang Seng Index and other major indices in Hong Kong and mainland China experienced notable increases, with the CSI 300 index rising by 2.53% [2][7] Market Performance - The US stock market saw all three major indices rise, with the Nasdaq showing the largest gains [2] - European stock markets had mixed results, with Germany's DAX index leading the gains [2] - The Hong Kong stock market indices all rose, particularly the Hang Seng Tech Index [2] - The CSI 300 index closed at 4044.57, reflecting a 2.53% increase, with all sector indices in the Shanghai and Shenzhen markets rising [7] Economic Indicators - The ISM Non-Manufacturing Index in the US reached 56 in October, the highest since July 2022, indicating robust service sector growth [16][17] - The Caixin Services PMI for China in October was reported at 52, up from 50.3 the previous month, suggesting a recovery in consumer demand [25][26] - The report notes that the US job market remains strong, supporting consumer spending in the coming months [16] Company Highlights - Nvidia surpassed Apple to become the world's most valuable company, with a market capitalization of $3.43 trillion, driven by the AI boom [29] - Super Micro Computer Inc. reported disappointing sales outlooks, leading to a significant drop in its stock price [32][33] - Boeing workers voted to accept a new contract proposal, ending a strike that had halted jet production for over seven weeks [32][33]