假期效应导致内地制造业和服务业表现分化

Market Overview - China's manufacturing PMI for October is at 49.0, down 0.8 points from the previous month, indicating contraction[5] - Non-manufacturing PMI for China increased to 50.1, up 0.1 points, reflecting slight improvement in the services sector[5] - The Hang Seng Index fell 1.43%, closing below 26,000 points, marking a monthly decline of 3.35%[10] Stock Market Performance - U.S. stock markets showed mixed results; the Dow Jones increased by 0.1%, while the S&P 500 and Nasdaq rose by 0.3% and 0.6%, respectively[7] - European markets declined, with the Stoxx 600 down 0.51% and major indices like the DAX and CAC 40 falling by 0.67% and 0.4%[8] - In Asia, the Nikkei 225 rose by 2.1%, reaching 52,411.3 points, while the Shanghai Composite Index dropped by 0.81%[22] Commodity and Currency Insights - The U.S. dollar index rose to 99.80, up 0.3%, while gold prices fell below $4,000, closing at $3,996.5 per ounce[27] - Oil prices increased slightly, with WTI crude oil at $60.98 per barrel, up 0.68%[27] - The euro appreciated against the dollar, trading at 1.154, while the British pound remained stable at 1.315[26] Fixed Income Market - U.S. Treasury yields showed slight declines, with the 10-year yield at 4.08%, down 2 basis points[31] - Asian bond markets remained resilient despite light trading, with Chinese investment-grade bond spreads narrowing by 0-2 basis points[31] Economic Indicators - The Eurozone's inflation rate slightly decreased to 2.1% in October, indicating a potential easing of price pressures[5] - The U.S. Federal Reserve officials expressed opposition to further rate cuts, raising concerns about the December meeting's outcomes[27]