资讯日报：美联储再现人事变动-20251113

Market Overview - The Dow Jones Industrial Average reached a new all-time high, driven by gains in the financial and healthcare sectors, while the Nasdaq continued to decline due to outflows from overvalued tech stocks[2] - The S&P 500 index has increased by approximately 17% year-to-date, while the Dow has risen about 13%[11] Hong Kong Market Performance - On November 12, Hong Kong's three major indices collectively rose, with significant gains in tobacco, home appliance, internet healthcare, and oil and gas sectors[9] - Home appliance stocks saw strong performance, with Hisense Appliances rising over 8% and TCL Electronics and Midea Group both increasing over 4%[9] - Aluminum stocks also performed well, with China Hongqiao up over 5% and China Aluminum up over 4%, supported by expectations of increased market liquidity due to potential Fed rate cuts[9] Key Sector Movements - Insurance stocks showed strong performance, with China Life rising over 4% and other major insurers increasing by over 3%, driven by better-than-expected Q3 earnings reports[9] - The gaming sector saw gains, with Melco International Development up over 7% and Galaxy Entertainment up over 4%[9] - The photovoltaic sector experienced significant declines, with GCL-Poly Energy falling over 7% amid rumors of industry issues[9] Economic Indicators - The probability of a 25 basis point rate cut by the Federal Reserve in December is estimated at 65% according to CME's FedWatch tool[11] - The U.S. government shutdown has raised concerns about the release of key economic reports, including employment and CPI data for October[14]