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音频 | 格隆汇11.11盘前要点—港A美股你需要关注的大事都在这
Xin Lang Cai Jing· 2025-11-10 23:02
Group 1: Market Performance - US stock indices collectively rose, with the Nasdaq and Chinese concept index increasing over 2%, and Nvidia rising nearly 6% [2] - Spot gold increased over 2.8%, returning above $4100, while New York futures gold rose over 4.7% [2] Group 2: Economic Forecasts - JPMorgan Private Bank predicts gold prices may reach $5200-$5300 by the end of 2026 [2] - Goldman Sachs is optimistic about the Indian stock market, raising its rating to "overweight" [2] Group 3: Corporate Actions - Vanguard increased its holdings in Tesla while reducing its stake in Apple during Q3 [2] - Berkshire Hathaway accelerates its charitable donations, expressing support for successor Abel [2] Group 4: Government Policies and Initiatives - The State Council of China is guiding private capital to participate in low-altitude economic infrastructure construction [2] - The Ministry of Industry and Information Technology will accelerate the cultivation of application scenarios in key areas such as 5G, AI, and robotics [2] Group 5: Industry Developments - TSMC's sales growth rate slowed in October as AI demand becomes more rational [2] - The number of private equity firms with over 100 billion yuan in assets has increased to 113, with stock private equity positions exceeding 80% for the first time this year [2]