纳指月线7连涨,奇富科技涨13%领跑,中概股多数飘红
21世纪经济报道·2025-10-31 23:42

Market Overview - On October 31, the three major U.S. stock indices experienced slight gains, with the Dow Jones up 0.09%, S&P 500 up 0.26%, and Nasdaq up 0.61%. The Dow and S&P 500 have seen six consecutive monthly gains, while the Nasdaq has achieved seven consecutive monthly gains [1] - Despite strong earnings reports from major U.S. tech companies and ongoing AI investments, factors such as Federal Reserve policy divergence, high interest rates affecting real estate and consumption, government shutdown risks, and trade uncertainties are suppressing the upward potential of U.S. stocks, leading to a cautious outlook on growth [3] Company Performance - Amazon's stock surged by 12.2% at the opening, increasing its market value by approximately $274.2 billion (about 1.95 trillion RMB). By the end of the day, it was still up over 9%. Amazon's Q3 net sales rose 13% year-over-year to $180.2 billion, exceeding market expectations of $177.8 billion, with net profit reaching $21.2 billion, a nearly 40% increase. Notably, AWS cloud business revenue grew 20% year-over-year to $33 billion, surpassing analyst expectations and marking the strongest growth since 2022 [3] - Nvidia's stock fluctuated, initially rising over 2% before closing down 0.2%, with a market capitalization of $4.9 trillion. On the same day, Nvidia announced a collaboration with the South Korean government and major companies like Samsung and Hyundai to deploy over 260,000 GPUs in South Korea, aiming to build national-level AI infrastructure and "AI factory" clusters [3] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.53%, while the Wind China Technology Leaders Index fell by 1.70%. Notable individual stock movements included a nearly 16% increase for Canadian Solar, over 13% for Qihoo 360, and more than 11% for Luokung Technology. Conversely, Xpeng Motors and TAL Education fell over 5%, with Alibaba down about 2% and JD Group down nearly 1% [4] Commodity Market - In the precious metals market, gold prices fell by 0.51% to $4004.02 per ounce, with a cumulative increase of 3.74% in October. Gold futures on COMEX rose by 0.06% to $4018.50 per ounce. Silver prices dropped by 0.54% to $48.6651 per ounce [5][6] - Oil prices continued to rise, with the main U.S. oil contract closing up 0.51% at $60.88 per barrel, while Brent crude rose 0.43% to $64.65 per barrel. As of the week ending October 28, speculative net long positions in Brent crude increased significantly by 119,046 contracts to 171,567 contracts, indicating a growing bullish sentiment in the market [7]