⑨ 北京时间22:45，美国11月标普全球制造业PMI初值发布。 （声明：文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） ① 【三大期指涨跌互现】道指期货涨0.36%、标普500指数期货涨0.11%、纳指期货跌0.05%。 ② 【"木头姐"旗下旗舰基金买入93374股英伟达股票】英伟达公布亮眼财报后，"木头姐"Cathie Wood旗 下旗舰基金本周四买入该公司股票，重申旗下公司ARK Investment Management对这家芯片巨头的看涨 立场。美国主动管理型交易所交易基金ARK Innovation ETF周四买入93374股英伟达股票。彭博汇编数 据显示，这是自8月4日以来，ARK旗下基金首次买入英伟达股票。截至发稿，英伟达跌逾2%。 ③ 【比特币一度跌破82000美元，创4月7日以来新低】比特币短线跳水，一度跌破82000美元关口，最 低触及81330美元，创4月7日以来新低，日内跌超9%，现报82700美元。 ④ 【美国蓝色起源公司计划建造新型运载火箭】亚马逊公司创始人贝索斯旗下的美国蓝色起源公司20 日宣布，将建造一款比其现有"新格伦"火箭更大、更强的重型运载火箭。蓝 ...

⑤ 【中东航司大举采购，波音、空客均获数百亿美元订单】据媒体报道，本周举办的迪拜航展迎来中东航司采购潮，空客波音两大公司均获百亿美元大 单。其中，阿联酋航空重点押注波音777X系列，确认订购65架777-9飞机；阿提哈德航空订购6架空客A330-900、7架A350-1000及3架A350F货机。并通过 租赁方式引进另外9架A330-900。 ⑥ 【OpenAI向全球用户推出ChatGPT群聊功能】据OpenAI公告，ChatGPT群聊功能已正式面向全球开放，适用于所有登录用户，包括Free、Go、Plus与 Pro订阅计划用户。此前该功能已在早期测试者中进行试点。 每经编辑｜段炼 ① 【三大期指涨跌互现】道指期货涨0.36%、标普500指数期货涨0.11%、纳指期货跌0.05%。 ② 【"木头姐"旗下旗舰基金买入93374股英伟达股票】英伟达公布亮眼财报后，"木头姐"Cathie Wood旗下旗舰基金本周四买入该公司股票，重申旗下公司 ARK Investment Management对这家芯片巨头的看涨立场。美国主动管理型交易所交易基金ARK Innovation ETF周四买入93374股英伟达股票。彭 ...

Core Viewpoint - Cathay Pacific Airways is negotiating a significant aircraft order as part of a broader investment plan exceeding HKD 100 billion (approximately CNY 91.52 billion) to strengthen Hong Kong's position as an international aviation hub [1][2]. Group 1: Aircraft Order and Investment Strategy - The company is in discussions with shareholders regarding a major aircraft order to be announced in 2024, focusing on single-aisle jets, regional wide-body aircraft, and freighters to support business expansion over the next decade [1][2]. - The planned aircraft order is part of a strategic investment to enhance service levels and operational capabilities, reflecting the company's commitment to the tourism industry [2]. - Cathay Pacific has already committed to purchasing 30 Airbus A330-900 aircraft with an option for an additional 30, and plans to receive over 100 new generation aircraft in total, including options for more than 80 additional units [3]. Group 2: Market Position and Operational Capacity - Cathay Pacific is the largest and oldest airline group in Hong Kong, holding over 50% of the local market share, primarily serving cross-border travel [2]. - The airline operates nearly 300 round-trip flights weekly, covering over 20 cities in mainland China, and has a historical peak of operating 239 aircraft across 119 destinations [4][5]. - The expansion of the fleet is expected to enhance the connectivity between Hong Kong and major global cities, reinforcing its dominant position in the Asian aviation market [1][2]. Group 3: Financial Performance and Future Outlook - The company reported a net profit of HKD 97.9 billion (approximately CNY 89.6 billion) in 2023, with projections of HKD 98.88 billion (approximately CNY 90.49 billion) for 2024 [5]. - The completion of the three-runway system at Hong Kong International Airport is anticipated to increase overall capacity by 50%, allowing for an annual handling of 120 million passengers and 10 million tons of cargo, presenting a significant opportunity for the airline [5]. - The strategic fleet expansion aligns with Hong Kong's tourism development framework, aiming to enhance the city's international appeal and accessibility [3][5].

Investment Rating - The report does not explicitly provide an investment rating for the cross-border logistics industry Core Insights - The global container freight rates are on a downward trend, with CCFI at 1193.34 points, down 0.62% week-on-week, SCFI at 1460.19 points, down 1.98%, and NCFI at 1052.50 points, down 0.13% [6] - The air cargo index BAI is reported at 2034 points, down 1.79%, while BAI30 is at 3527 points, up 1.94%, and BAI80 at 4411 points, down 0.99% [6] - The report highlights a significant decline in new ship orders for dry bulk carriers, reaching a seven-year low, while cruise ships are experiencing growth [6] Summary by Sections 1. Global Cross-Border Logistics Important News - Saudi Arabia has extended the VAT penalty exemption until the end of 2025, aiding compliance for cross-border e-commerce [14] - Amazon Global Logistics (AGL) has launched direct air freight services from Shanghai and Hong Kong to the US West Coast, enhancing cross-border logistics efficiency [14] - The USPS has announced price increases for four major services starting October, reflecting differentiated changes compared to last year [6][14] 2. Cross-Border Logistics Important Data Changes - The cross-border logistics sector has seen a decline of 1.01% in the past week [8] - The report indicates a mixed performance among individual stocks within the cross-border logistics sector [8] 3. Shipping Weekly Leading Data Tracking - Container freight rates are declining, with significant adjustments in emerging market routes and continued weakness in the US and European markets [6] - The report notes a decrease in shipping capacity deployment and highlights the impact of port congestion on shipping efficiency [6] 4. Air Freight Weekly Leading Data Tracking - The air cargo market is facing a stable pricing environment, but demand is showing signs of weakness, potentially leading to price adjustments [6] - New air freight routes are being established, including a direct cargo route from Xi'an to Chicago, expected to increase international cargo throughput significantly [16] 5. Cross-Border E-Commerce Leading Data Tracking - The report tracks various indices related to small commodity exports, indicating fluctuations in pricing and demand trends [14] 6. Macro Leading Data Tracking - The report includes regional trade data, reflecting the overall health of cross-border logistics and e-commerce activities [8]