国元香港晨报-20251021
Guoyuan Securities2·2025-10-21 03:02

Core Insights - The report highlights significant developments in the U.S. and global markets, including the signing of a key mineral agreement between the U.S. and Australia, which is expected to enhance the supply of rare earths and minerals [4] - The report notes that the European Union has not reached a new consensus on sanctions against Russia, indicating ongoing geopolitical tensions [4] - Japan's ruling party has signed a coalition governance document, and the Bank of Japan may slightly raise its economic growth forecast for the fiscal year 2025 [4] - China's GDP grew by 5.2% year-on-year in the first three quarters, reflecting a stable economic recovery [4] - The report mentions a mixed trend in housing prices across 70 cities in China, with only five cities experiencing an increase in new home prices [4] - The wind power industry aims for an annual increase of no less than 120 million kilowatts of newly installed capacity during the 14th Five-Year Plan period [4] - Notable corporate performance includes a more than 40% increase in net profit for CATL in the third quarter, and a significant rise in iPhone 17 standard model sales driven by strong demand in the Chinese market [4] Economic Data Summary - The Baltic Dry Index closed at 2069.00, up by 1.12% - The Nasdaq Index closed at 22990.54, up by 1.37% - CME Bitcoin futures reached 111365.00, increasing by 4.40% - The Dow Jones Industrial Average closed at 46706.58, up by 1.12% - ICE Brent crude oil price was 60.94, down by 0.57% - The London gold spot price was 4251.45, down by 1.73% - The U.S. dollar index stood at 98.62, up by 0.07% - The exchange rate for USD to RMB (CFETS) was 7.12, down by 0.05% [5]