3. 截至发稿，WTI原油跌1.73%，报63.68美元/桶。布伦特原油跌1.55%，报67.16美元/桶。 | ■ WTI原油 | 2025年10月 | 63.68 | 64.77 | 63.59 | -1.12 | -1.73% | | --- | --- | --- | --- | --- | --- | --- | | 謡 倫敦布倫特原油 | 2025年11月 | 67.16 | 68.20 | 67.08 | -1.06 | -1.55% | 市场消息 特朗普政府27日零时起对印度征50%重税。特朗普政府在周一发布的一份通知草案中概述了对印度产品征收50%关税的计划，此举成为 白宫拟推进更高额关税政策的最新信号。当前正值俄乌和平协议斡旋工作似乎陷入停滞之际。美国国土安全部发布的通知称，提高后的 关税将针对"2025年8月27日美东夏令时凌晨12点01分及之后进口供消费、或从仓库提取供消费的印度产品"。美国总统特朗普本月早些 时候宣布，因印度购买俄罗斯石油，计划将印度商品的关税从25%提高一倍至50%，希望借此向俄罗斯总统普京施压，迫使其回到谈判 桌前，结束对乌克兰的军事行动。 美国机构建议将铜和钾肥 ...

Group 1: Market Overview - The Shanghai Composite Index closed at 3370.02 points with a slight increase of 0.15% [2] - The Shenzhen Component Index closed at 10695.48 points, up by 0.07% [2] - The total trading volume across the markets reached approximately 5867.45 billion yuan [2] Group 2: Industry Insights - The social service industry is seeing a positive outlook with Huazhu Group's 2025 guidance indicating stable or recovering RevPAR, planning to open 2300 new hotels [11] - The public utility and environmental protection sector reported a 1.3% year-on-year increase in total electricity consumption, amounting to 1.56 trillion kWh [14] - The household appliance sector experienced a 10% growth in retail and export in January-February, with air conditioning production expected to rise over 10% in April [25][27] Group 3: Company Performance - E-Hang Intelligent reported a 190% year-on-year revenue growth in the fourth quarter, indicating promising commercial operations [5] - Tencent Holdings is highlighted for its deep dive into AI applications and IP development, maintaining a positive long-term outlook [5] - The financial performance of Mingchuang Youpin showed a 22.8% increase in annual revenue for 2024, with improving profitability in overseas markets [5] Group 4: Investment Strategies - The public utility sector is recommended for investment, particularly in large thermal power companies and renewable energy leaders [16] - The automotive industry is advised to focus on companies like Li Auto, which is advancing its next-generation autonomous driving architecture [29] - The media and internet sector is encouraged to explore opportunities in AI applications and high-demand IP sectors, with specific recommendations for companies like Pop Mart [20]