格隆汇11月11日｜黄金价格上涨，触及近三周以来的最高水平，原因是市场预期美国将进一步降息，且 美国国会议员正接近结束政府停摆。三菱日联金融集团的Soojin Kim表示："在达成结束该国历史上最 长政府停摆的两党协议后，对美国进一步降息的乐观情绪有所增长。政府的重新开放预计将解锁被推迟 的经济数据，这些数据可能会揭示经济前景正在走弱，从而强化进一步货币宽松的预期。"与此同时， 特朗普总统与关税相关的言论——包括建议使用关税收入为大多数美国人提供至少2,000美元的付款 ——给全球市场增加了另一层不确定性。 ...

Group 1 - The Hong Kong stock market continues to rise, while the AH premium has reached a phase low, leading to a divergence in opinions regarding the overvaluation of Hong Kong stocks [1] - Some industry insiders believe that the current AH premium is at a reasonable level based on the existing exchange rate and market environment, with potential for further narrowing of the AH premium amid a mid-term trend of RMB appreciation and USD weakening [1] - Hong Kong assets may benefit from abundant global liquidity and the return of foreign capital, especially if the US further cuts interest rates to improve global liquidity and AI companies continue to deliver strong performance [1]