越秀证券每日晨报-20251103

Market Performance - The Hang Seng Index closed at 25,906, down 1.43% for the day and up 29.15% year-to-date [1] - The Hang Seng Tech Index fell 2.37% to 5,908, with a year-to-date increase of 32.23% [1] - The CSI 300 Index decreased by 1.47% to 4,640, with a year-to-date rise of 17.94% [1] - The Dow Jones Index rose slightly by 0.09% to 47,562, with a year-to-date increase of 11.80% [1] Currency and Commodity Overview - The Renminbi Index increased by 1.23% over the past month and 1.47% over six months, currently at 97.550 [2] - Brent crude oil price is at $64.55 per barrel, down 2.24% month-on-month but up 7.01% over six months [2] - Gold prices rose by 3.65% in the last month, currently at $4,001.04 per ounce, with a 21.63% increase over six months [2] Hong Kong Market Review - The Hong Kong stock market has seen a decline, with the Hang Seng Index falling below 26,000 points and experiencing three consecutive days of losses [5] - Major declines were noted in technology stocks, with Alibaba dropping over 4% [5] - The overall trading volume in the main board decreased to over 257.6 billion HKD [5] A-share Market Review - The Shanghai and Shenzhen stock markets closed lower, with the Shanghai Composite Index down 0.81% to 3,954 [6] - The ChiNext Index fell over 2%, while the Shenzhen Component Index decreased by 1.14% [6] - The A-share market has ended a five-month upward trend, with October showing a slight increase of 1.85% for the Shanghai Composite Index [6] US Market Overview - US stock indices reversed previous declines, with the Dow Jones gaining 0.1% and the S&P 500 rising by 0.3% [7] - Notable performances included Amazon's cloud computing business exceeding expectations, driving its stock price up nearly 10% [7] - The Nasdaq Index increased by over 0.6%, marking a three-week consecutive rise [7] European Market Overview - European stock markets showed weakness, with the DAX Index falling nearly 0.7% to 23,958 [8] - The UK FTSE 100 Index ended a nine-day rise, closing at 9,717, down over 0.4% [8] - Overall, European markets are digesting mixed corporate earnings amid moderate inflation data [8] Economic Indicators - Hong Kong's GDP grew by 3.8% year-on-year in Q3 2025, up from 3.1% in Q2 [15] - The software industry in mainland China reported a revenue increase of 13% year-on-year, reaching 11.11 trillion RMB [19] - BYD's new energy vehicle sales in October reached 441,706 units, a month-on-month increase of 11.5% [21]