航空股延续涨势，首都机场涨超7%。上海浦东、虹桥机场及北京首都机场陆续启动新一轮免税招标， 关键变化是引入外资参与者。国泰海通证券发布研报称，上海机场新一轮免税合同模式出现调整，按照 提成比例中值16%静态测算，新旧模式机场免税收入基本持平；若实际综合提成比例高于中值，新合同 将提升机场免税收入。 | 代码 | 名称 | 最新价 涨跌幅 √ | | | --- | --- | --- | --- | | 00694 | 北京首都机场股1 | 2.860 | 7.12% | | 00670 | 中国东方航空股 | 5.180 | 4.65% | | 00753 | 中国国航 | 6.980 | 3.71% | | 01055 | 中国南方航空股 | 5.750 | 3.23% | | 00293 | 国泰航空 | 11.880 0.42% | | 锂电池股跌幅居前，宁德时代跌超3%。由于储能和商用车需求超预期爆发，摩根大通将2030年全球锂 需求预测上调至350万吨（共识上限）。分析师认为，中期4-7%的供需缺口将迫使碳酸锂价格在明年底 冲向18000美元，较现货价高出约33%。因此该行全面看多，直言锂价已进入 ...

Market Overview - The U.S. stock market saw all three major indices close higher, with the Dow Jones rising by 1.89%, the S&P 500 increasing by 1.52%, and the Nasdaq Composite gaining 1.88% [4] - European major indices also experienced gains, with Germany's DAX30 up by 0.29%, the UK's FTSE 100 rising by 0.13%, and the Euro Stoxx 50 increasing by 0.48% [5] - Hong Kong's Hang Seng Index closed up by 0.93%, while the Hang Seng Tech Index rose by 2.71% [5] - The A-share market showed positive momentum, with the Shanghai Composite Index closing up by 1.45%, the Shenzhen Component rising by 2.07%, and the ChiNext Index increasing by 3.36% [6] Commodity Prices - Spot gold prices rose by 1% to $3,372.11 per ounce, while silver prices increased by 1.72% to $38.85 per ounce [8] - WTI crude oil prices rose by 0.36% to $63.65 per barrel, and Brent crude oil prices increased by 0.25% to $67.32 per barrel [8] Economic Indicators - The U.S. dollar index increased by 0.4934% to 97.7, marking the largest single-day increase since early August [3] - The yield on the benchmark 10-year U.S. Treasury bond closed at 4.264%, while the 2-year yield was at 3.709% [3] Company News - Notable stock movements included Google (GOOG.O) rising by 3.17% and Intel (INTC.O) increasing by 5.53% [4] - Chinese companies listed in the Nasdaq Golden Dragon Index saw significant gains, with Miniso (MNSO.N) up by 20.25% and NIO (NIO.N) rising by 14.60% [4]