早盘速递-20251113

Group 1: Hot News - "Fed Whisperer" Nick Timiraos said the internal division in the Fed has cast a shadow over the rate - cut path, with such a degree of division having few precedents in Fed Chair Powell's nearly eight - year tenure [2] - China Securities Regulatory Commission Vice - Chairman Li Ming stated that on the investment side, efforts will be made to continuously improve the market ecosystem for long - term investment, promote the implementation of the plan to boost the entry of medium - and long - term funds into the market, strengthen strategic force reserves and market - stabilizing mechanism construction, enhance the internal stability of the capital market, and prevent sharp market fluctuations [2] - The China Photovoltaic Industry Association issued a statement on the 12th, clarifying that "all the rumors on the Internet are false information" and vowing to fight against malicious short - selling of the photovoltaic industry [2] - Malaysian trade and industry officials said Malaysia's crude palm oil production in 2025 will increase by 3.4% year - on - year to a record 20 million tons [2] - Citi expects copper prices to continue to rise to an average of $12,000 per ton by the second quarter of 2026 ($14,000 per ton in a bullish scenario), and to trade at around $11,000 per ton for the rest of this year [2] Group 2: Key Focus - Key commodities to focus on are low - sulfur fuel oil, soda ash, coking coal, Shanghai copper, and Shanghai gold [3] Group 3: Night - session Performance - Non - metallic building materials had a night - session increase of 3.32%, precious metals 29.95%, oilseeds 9.49%, non - ferrous metals and soft commodities 2.66% and 23.18% respectively, coal, coke, and steel ore 12.44%, energy 2.91%, chemicals 10.95%, grains 1.20%, and agricultural and sideline products 3.90% [3] Group 4: Asset Performance Equity - The Shanghai Composite Index had a daily decline of 0.07%, a monthly increase of 1.15%, and a yearly increase of 19.34%; the SSE 50 had a daily increase of 0.32%, a monthly increase of 1.09%, and a yearly increase of 13.39%; the CSI 300 had a daily decline of 0.13%, a monthly increase of 0.11%, and a yearly increase of 18.07%; the CSI 500 had a daily decline of 0.66%, a monthly decline of 1.20%, and a yearly increase of 26.50%; the S&P 500 had a daily increase of 0.06%, a monthly increase of 0.16%, and a yearly increase of 16.48%; the Hang Seng Index had a daily increase of 0.85%, a monthly increase of 3.92%, and a yearly increase of 34.21%; the German DAX had a daily increase of 1.22%, a monthly increase of 1.77%, and a yearly increase of 22.46%; the Nikkei 225 had a daily increase of 0.43%, a monthly decline of 2.57%, and a yearly increase of 28.00%; the UK FTSE 100 had a daily increase of 0.12%, a monthly increase of 2.00%, and a yearly increase of 21.27% [5] Fixed - income - The 10 - year Treasury bond futures had a daily increase of 0.02%, a monthly decline of 0.15%, and a yearly decline of 0.37%; the 5 - year Treasury bond futures had a daily increase of 0.03%, a monthly decline of 0.09%, and a yearly decline of 0.54%; the 2 - year Treasury bond futures had a daily increase of 0.01%, a monthly decline of 0.07%, and a yearly decline of 0.49% [5] Commodity - The CRB Commodity Index had a daily decline of 1.43%, a monthly increase of 0.04%, and a yearly increase of 2.00%; WTI crude oil had a daily decline of 4.10%, a monthly decline of 3.83%, and a yearly decline of 18.60%; London spot gold had a daily increase of 1.68%, a monthly increase of 4.79%, and a yearly increase of 59.85%; LME copper had a daily increase of 0.65%, a monthly increase of 0.05%, and a yearly increase of 24.09%; the Wind Commodity Index had a daily increase of 0.37%, a monthly increase of 1.50%, and a yearly increase of 32.59% [5] Other - The US Dollar Index had a daily change of 0.00%, a monthly decline of 0.25%, and a yearly decline of 8.30%; the CBOE Volatility Index had a daily change of 0.00%, a monthly decline of 0.92%, and a yearly decline of 0.40% [5]