国元香港晨报-20251114
Guoyuan International·2025-11-14 02:49

Group 1: Economic Indicators - The U.S. labor statistics office failed to release the October CPI report as scheduled, which may impact market expectations [3] - The White House officials predict a 1.5 percentage point decrease in Q4 GDP growth due to the government shutdown [3] - China's social financing increased by 0.81 trillion yuan in October, with new RMB loans amounting to 0.22 trillion yuan [3] Group 2: Market Performance - The Nasdaq index closed at 22,870.36, down 2.29%, while the Dow Jones Industrial Average fell by 1.65% to 47,457.22 [5] - The Hang Seng Index rose by 0.56% to 27,073.03, and the Hang Seng Tech Index increased by 0.80% to 5,981.30 [5][8] - The Baltic Dry Index decreased by 2.03% to 2,030.00, indicating a decline in shipping rates [5] Group 3: Sector Developments - Several silicon wafer companies have united to resist low-price competition and support price increases [3] - BlackRock increased its holdings in NVIDIA by nearly 19.5 million shares while reducing its stake in Apple during Q3 [3]