Market Overview - Despite a significant drop during the day, U.S. stocks rebounded sharply in the late session due to hopes of an end to the government shutdown, with the Nasdaq recording its worst weekly performance since April [1] - Microsoft experienced its longest losing streak since 2011, while Tesla fell over 3.6% after shareholders approved Elon Musk's $1 trillion compensation plan [1] - Nvidia saw a weekly decline of 7%, and the 10-year U.S. Treasury yield rose by 1.35 basis points [1] - The dollar fell for three consecutive days, while cryptocurrencies rebounded significantly, with Bitcoin rising over 4.6% after dipping below $100,000 [1] - Gold fluctuated around $4,000, ending a two-week decline, while oil prices saw a weekly drop of over 1.7% [1] Key News - The Chinese government is focusing on strengthening key core technologies in artificial intelligence and promoting applications across various domains, including unmanned systems [8] - The Fujian aircraft carrier is expected to operate in the Indian and Atlantic Oceans, marking the beginning of mass production of aircraft carriers [9] Trade Data - In October, China's exports in U.S. dollars fell by 1.1% year-on-year, while imports increased by 1%, with soybean imports reaching a historical high [9][10] - The total value of China's imports and exports in the first ten months was 37.31 trillion yuan, a year-on-year increase of 3.6% [9] - The decline in exports is attributed to high base effects from the previous year and a slowdown in exports to emerging markets [10] Central Bank Actions - The People's Bank of China increased its gold reserves by 30,000 ounces in October, marking the 12th consecutive month of increases [11] - The Dutch government anticipates that ASML will soon resume chip supplies, indicating ongoing cooperation with China and the EU [11] Economic Outlook - Trump's chief economic advisor warned that the government shutdown could severely impact the economy, potentially halving the Q4 GDP growth rate [12] - The Federal Reserve's report highlighted policy uncertainty as a major financial stability risk, with over 60% of respondents emphasizing its importance [12] - A recent survey indicated a deterioration in Americans' views on the job market, with inflation expectations declining slightly [14] Company Developments - Xpeng Motors received a target price upgrade from Bank of America, driven by its "physical AI" strategy and technology commercialization capabilities [17] - Tesla's shareholders approved a historic compensation plan for Elon Musk, which could result in him receiving up to 12% of the company's shares if specific operational and valuation milestones are met [21]

| 港股通(沪)活跃成交股 | | --- | 智通财经APP获悉，11月7日港股市场，北水成交净买入75.23亿港元，其中港股通(沪)成交净买入36.86亿港元，港股通(深) 成交净买入38.37亿港元。 北水净买入最多的个股是小米集团-W(01810)、中海油(00883)、华虹半导体(01347)。北水净卖出最多的个股是腾讯(00700)、 阿里巴巴-W(09988)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W HK 09988 | 21.68亿 | 18.65 乙 | 40.32亿 | | | | | +3.03亿 | | 小米集团-W HK 01810 | 16.84 Z | 10.15 亿 | 26.99 亿 | | | | | +6.681Z | | 腾讯控股 | 8.89 乙 | 14.43 乙 | 23.33 乙 | | HK 00700 | | | -5.54 Z | | 中芯国际 | 10.89 亿 | 11.61亿 | 22.51亿 | | HK 00981 | | | -7 ...