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港股午评:三大指数均跌超1%,科技股低迷,三桶油下跌,铝业股活跃
Ge Long Hui· 2026-01-07 04:11
(原标题:港股午评:三大指数均跌超1%,科技股低迷,三桶油下跌,铝业股活跃) 港股上午盘三大指数低开低走均跌超1%,截止午盘,恒生指数跌1.01%,国企指数跌1.11%,恒生科技指数跌1.65%,盘中一度跌至2%。作为市场 风向标的大型科技股表现弱势拖累大市走低,中资券商股、银行股多数低迷;国际原油短线走低,特朗普称委内瑞拉将向美国交付3000-5000万桶 石油,三桶油跌幅明显,机构预计2026年车市销量下滑+车圈开年狂打价格战,汽车股齐跌。另外,纸业板块涨幅强势,铝业股走高 中国宏桥、 创新实业、南山铝业国际均创新高。(格隆汇) ...
降息,突发!美联储,重磅发声!
证券时报· 2025-11-21 15:56
Market Performance - The US stock market opened higher on November 21, with the Dow Jones up by 0.36% and the S&P 500 up by 0.14%, while the Nasdaq Composite saw a slight decline of 0.09% [1] - Major technology stocks mostly declined, with Oracle dropping over 5%, Broadcom down over 2%, and Nvidia and Microsoft each falling over 1%. In contrast, Google A rose over 2%, and Apple increased by over 1% [2] Banking Sector - Most large bank stocks experienced declines, with Goldman Sachs, Morgan Stanley, Wells Fargo, JPMorgan Chase, and Citigroup all down by over 1%. However, BlackRock and UBS saw slight increases [3] Chinese Stocks - Popular Chinese concept stocks mostly rose, with Tencent Music and Vipshop up over 3%, and Li Auto, NIO, and Gaotu increasing by over 2%. However, Alibaba and Pinduoduo saw declines of over 1% [3] Federal Reserve Insights - Several Federal Reserve officials indicated a shift in expectations regarding interest rate cuts, with the probability of a December rate cut now exceeding 50% [4] - Fed Vice Chair Jefferson noted that the current AI-related stock surge is unlikely to mirror the late 1990s internet bubble collapse due to the maturity and profitability of today's AI companies [4] - Fed officials expressed differing views on monetary policy, with some suggesting the need for stable rates to assess economic conditions, while others indicated potential for gradual rate cuts in the future [6][7] Employment Data - The US labor market showed unexpected strength, with non-farm payrolls increasing by 119,000 in September, significantly above the expected 50,000. The unemployment rate rose to 4.4%, the highest since October 2021 [7] - Revised data indicated that the combined non-farm payrolls for July and August were lower by 33,000 than previously reported [8]
科技跌幅居前,互联网、医疗等紧随其后,银行股逆势反攻
Ge Long Hui· 2025-10-29 04:11
Group 1 - The Hang Seng Index closed down 0.33% after a weak performance throughout the day, with the Hang Seng Tech Index experiencing the largest decline [1] - The Hang Seng Tech Index fell by 1.44%, with notable declines in stocks such as SMIC down 3.26%, while NetEase rose by 2.35% [3] - Healthcare stocks continued to weaken, closing down 1.37%, with WuXi AppTec dropping 2% and other companies like Innovent Biologics and 3SBio also experiencing declines [3] Group 2 - Bank stocks rebounded after hitting a low, closing up 1.2%, with HSBC rising by 4.41% and Standard Chartered increasing by 3.73% [3] - Other banks such as Bank of China Hong Kong, Agricultural Bank of China, and Postal Savings Bank also saw gains of over 1% [3]
深夜,全线上涨!中概股爆发,人民币拉升!
证券时报· 2025-10-27 14:47
Market Overview - The U.S. stock market indices opened higher on October 27, with the Dow Jones up 0.56%, S&P 500 up 0.86%, and Nasdaq up 1.38%, all reaching new historical highs [2][3] - Major tech stocks saw significant gains, with Nvidia, Google A, and Tesla rising over 2%, while Microsoft, Amazon, Meta, Broadcom, and Apple increased by more than 1% [3] - Most large bank stocks also rose, with Barclays up over 2%, and Citigroup, UBS, and Morgan Stanley up over 1% [4] Federal Reserve Meeting - The upcoming "Super Central Bank Week" is anticipated, with the Federal Reserve's meeting scheduled for October 28-29, where a rate cut of 25 basis points to the 3.75%-4% range is widely expected [4] - According to CME's FedWatch tool, the probability of a 25 basis point cut in October is 98.3%, while the chance of maintaining the current rate is only 1.7% [4] Chinese Stocks Performance - The Nasdaq China Golden Dragon Index saw a significant rise, increasing over 2% during the morning session [4] - Popular Chinese concept stocks mostly rose, with Baidu up over 5%, Vipshop up over 4%, and Xpeng, NIO, and JD.com up over 3% [7] U.S.-China Relations - Recent communications between Chinese Foreign Minister Wang Yi and U.S. Secretary of State Rubio emphasized the importance of a stable U.S.-China relationship for global stability [8][9] - Both sides reached a basic consensus on addressing urgent economic and trade issues during recent talks in Kuala Lumpur, focusing on maritime logistics, tariffs, and agricultural trade [9] Currency and Commodity Markets - The offshore RMB strengthened, rising over 200 basis points against the U.S. dollar [10] - Gold prices experienced a significant drop, with London gold and COMEX gold both falling nearly 3%, with London gold dropping below $4000 per ounce [11] - Forecasts for gold prices have been adjusted, with expectations of a decline to $3500 per ounce by the end of 2026, although some institutions remain bullish on gold due to potential inflows amid geopolitical risks and Fed rate cuts [13]
美股全线回撤,黄金延续弱势,发生了什么?
Ge Long Hui· 2025-10-23 02:55
Market Overview - US stock market experienced a decline, with the Dow Jones down 0.71%, Nasdaq down 0.93%, and S&P 500 down 0.53% [1] - Both banking and technology sectors showed weakness, while Chinese concept stocks also retreated, and gold prices fell sharply [1] Banking Sector - Bank stocks collectively weakened, with Citigroup rising 1.98%, Zions Bank up 1.92%, Goldman Sachs up 1.89%, and JPMorgan Chase up 1% [3] - Other banks like Bank of America, Morgan Stanley, and United Bank saw slight declines, while Alliance West Bank surged 3.24% [3] Technology Sector - Technology stocks displayed mixed performance, with Netflix dropping significantly by 10.07%, AMD down 3.28%, and Intel down 3.15% [3] - Major companies like Apple and Amazon experienced declines of over 1%, while Qualcomm, Google, Microsoft, and META saw slight gains [3] Chinese Concept Stocks - Chinese concept stocks opened lower and continued to decline, with the China Golden Dragon index down 0.93% [3] - Notable declines included NetEase down 4.51%, with other companies like Xpeng Motors, Tencent, JD.com, Baidu, and Bilibili also falling over 1% [3] - NIO and iQIYI were among the few that saw slight increases [3] Gold Market - COMEX gold opened lower and experienced a downward trend throughout the day, closing down 0.53% at $4,116.6 per ounce [3] - The gold price fluctuated, reaching a low of $4,021.2 and a high of $4,175 during the session [3] - Current sentiment around gold is mixed, reflecting fears of high prices alongside ongoing trends [3]
美股强势爆发,银行、科技、中概股携手拉升,黄金再创新高
Ge Long Hui· 2025-10-14 04:52
Market Overview - After five consecutive declines, the U.S. stock market rebounded strongly, with all three major indices closing higher: the Dow Jones increased by 1.29%, the Nasdaq rose by 2.21%, and the S&P 500 gained 1.56% [1] Banking Sector - The banking sector experienced a collective reversal, with notable gains including Alliance West Bank up by 5.23%, and other major banks such as Citigroup, Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Zions Bank all seeing increases of over 2% [3] Technology Sector - The technology sector saw a robust performance, highlighted by Tesla's increase of 5.42%, Qualcomm up by 5.33%, Google rising by 3.2%, Nvidia gaining 2.82%, Intel up by 2.34%, and Amazon increasing by 1.71%. Other tech giants like Apple and Microsoft also recorded slight gains [3] Chinese Concept Stocks - Chinese concept stocks opened high and maintained strong performance throughout the day, with the China Golden Dragon Index rising by 3.21%. Notable individual performances included NIO up by 7%, Alibaba increasing by 4.91%, JD.com rising by 4.4%, and XPeng Motors up by 3.38% [3] Gold Market - COMEX gold prices opened lower but surged throughout the day, closing up by 2.34% at $4,130 per ounce. The intraday range saw a low of $4,011.3 and a high of $4,137.2. The current sentiment around gold is mixed, balancing fears of high prices against prevailing trends [3]
美股止跌,银行、科技双双反转,中概股垂危,黄金再创新高
Ge Long Hui· 2025-09-27 12:38
Market Overview - US stock market experienced a rebound after a previous decline, with all three major indices closing slightly higher, ending a three-day losing streak. The Dow Jones increased by 0.65%, the Nasdaq rose by 0.44%, and the S&P 500 gained 0.59% [1]. Banking Sector - The banking sector saw a collective reversal, with Citigroup rising by 1.28%. Other banks such as Bank of America, Goldman Sachs, JPMorgan Chase, Morgan Stanley, Zions Bank, and Western Alliance Bank also recorded slight gains [2]. Technology Sector - The technology sector showed signs of divergence but also some reversal, highlighted by Intel's significant increase of 4.44% and Tesla's rise of 4.02%. Other tech stocks like Amazon, Netflix, Google, and Microsoft experienced minor gains, while META, Qualcomm, and Apple saw slight declines [3]. Chinese Concept Stocks - Chinese concept stocks opened lower and remained weak throughout the day, closing down by 1.56%. Notable declines included NIO down 5.76%, Li Auto down 5.62%, Bilibili down 4.57%, and Baidu down 3%. Alibaba, NetEase, and iQIYI also faced declines exceeding 2%, while Xpeng Motors managed a slight increase of 2.43% [3]. Gold Market - COMEX gold prices fluctuated, initially dropping before rebounding sharply, closing up by 0.5% at $3789.8 per ounce. The intraday low was $3764 per ounce, and the high reached $3814.4 per ounce. The current sentiment towards gold is mixed, reflecting fears of high prices alongside ongoing trends [3].
三大指数均创历史新高,黄金爆发,中概股就呵呵了
Ge Long Hui· 2025-09-20 20:29
Market Performance - The three major U.S. stock indices reached historical highs, with the Dow Jones up 0.37%, Nasdaq up 0.72%, and S&P 500 up 0.49% [1] - Bank stocks showed mixed performance, with major banks like Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase experiencing slight gains, while others like Zions Bank and United Bank saw small declines [3] - Technology stocks also displayed a mixed trend, with Apple rising 3.2%, Tesla up 2.21%, and Microsoft up 1.86%, while Intel fell 3.24% [3] Chinese Concept Stocks - Chinese concept stocks experienced narrow fluctuations throughout the day, closing down 0.25%, with Pinduoduo dropping 2.62% and several others like Li Auto and iQIYI also declining over 1% [3] - However, Xpeng Motors rose 1.74%, and Alibaba, Bilibili, and Baidu saw slight increases [3] Gold Market - COMEX gold prices opened higher, closing up 1.12% at $3719.4 per ounce, with intraday fluctuations between a low of $3664.4 and a high of $3719.6 [3] - The gold market is currently facing contradictions, balancing fears of high prices against prevailing trends [3]
深夜,纳指再创新高!
Huan Qiu Wang Zi Xun· 2025-09-13 02:25
Market Overview - The Dow Jones Industrial Average (DJIA) closed down by 273.78 points at 45834.22, a decline of 0.59% [1] - The Nasdaq Composite Index rose by 98.03 points to a new record high of 22141.10, an increase of 0.44% [1] - The S&P 500 Index fell by 3.18 points to 6584.29, a decrease of 0.05% [1] Sector Performance - Major technology stocks mostly increased, with Tesla rising over 7%, Microsoft and Apple up more than 1%, and Facebook up 0.62% [2] - In the banking sector, JPMorgan Chase rose by 0.45%, while Goldman Sachs fell by 0.63% [2] - Energy stocks generally declined, with ExxonMobil up 0.04% and Chevron down 0.71% [2] - Airline stocks collectively dropped, with Boeing down over 1% and United Airlines down more than 2% [2] - Semiconductor stocks showed mixed results, with Micron Technology up over 4% and ARM down more than 2% [2] International Markets - The UK FTSE 100 index closed at 9283.29, down 14.29 points or 0.15% [3] - The French CAC40 index closed at 7825.24, up 1.72 points or 0.02% [3] - The German DAX index closed at 23698.15, down 5.50 points or 0.02% [3] Commodity Prices - International oil prices increased, with light crude oil futures for October closing at $62.69 per barrel, up 32 cents or 0.51% [3] - Brent crude oil futures for November closed at $66.99 per barrel, up 62 cents or 0.93% [3] Currency Market - The US Dollar Index rose by 0.02%, closing at 97.549 [4]
银行分化,科技止跌,黄金七连涨
Ge Long Hui· 2025-09-04 04:09
Market Overview - US stock market showed mixed results with the Dow Jones down 0.05%, while the Nasdaq rose by 1.02% and the S&P 500 increased by 0.51% [1] - The banking and technology sectors exhibited divergence, with Chinese concept stocks rebounding from lows and gold prices rising for the seventh consecutive day [1] Banking Sector - Overall, bank stocks showed minor fluctuations; Goldman Sachs, JPMorgan Chase, and Morgan Stanley experienced slight declines, while Citigroup, Zions Bank, United Bank, and US Bancorp saw small gains [3] Technology Sector - Technology stocks stabilized after previous declines, with Google surging by 9.14%, Apple increasing by 3.81%, and Tesla rising by 1.44%. Other major tech companies like Microsoft, Amazon, Netflix, and META recorded slight gains, while Intel, NVIDIA, Qualcomm, and AMD faced minor declines [3] Chinese Concept Stocks - Chinese concept stocks rebounded from earlier lows, with the China Golden Dragon Index down by 0.19%. Notable movements included Pinduoduo rising by 2.22%, Tencent Music up by 1.71%, and iQIYI increasing by 1.12%. However, NIO fell by 3.95%, and XPeng dropped by 2.6%, with other companies like Li Auto, Alibaba, and JD.com also experiencing declines of over 1% [3] Gold Market - COMEX gold prices experienced a slight increase of 0.56%, closing at $3,619.7 per ounce, marking a seventh consecutive day of gains. The intraday trading range saw a low of $3,592.4 and a high of $3,640.1 per ounce [3]