金十数据 11 月 3 日讯，港股今日高开高走，科网股带动大市全天上涨。恒指收涨 2.52%，报 17664.12 点。恒生科技指数收涨 3.25%，报 3937.37 点。截至今日收盘，恒指大市成交额达 909.15 亿港元（上一交易日成交额 711.24 亿港元）。盘面上，大型科技股全天强势，汽车股延续涨势，半导体板块走强，餐饮板块止跌回升。个股方面，上海复旦涨 15.6%，比亚迪股份涨近 4%，蔚来汽车涨 5.7%。腾讯控股收涨近 5%，股价收于 300 港元上方。

港股收评：科网股走强 港股放量上涨

金十数据 11 月 3 日讯， 随着运费下降以及海运行业竞争加剧，作为全球贸易晴雨表的 A.P. 穆勒 - 马士基计划裁员至少 10,000 人，以维护盈利能力。马士基周五在公告中表示，预计通过岗位优化措施节省 6 亿美元。这家总部位于哥本哈根的公司还将评估 2024 年的股票回购计划，并下调了 2023 年和 2024 年的资本支出预估。马士基表示，第三季营收 121.3 亿美元（市场预估 125.4 亿美元），第三季度息税折旧及摊销前利润降至 18.8 亿美元（市场预估 18.9 亿美元）。马士基表示，今年全球集装箱贸易量可能下降 0.5%-2%，此前预测为下降 1%-4%。

航运巨头马士基将裁员 1 万人 因运费下降令盈利能力承压

中概股美股盘前走高，哔哩哔哩涨超 4%，富途控股涨 2.7%，京东、爱奇艺涨超 2%。

摩根士丹利发表研究报告指，AMD 曾应对个人计算机、服务器及可编程逻辑控制器的销售困境，至今保持韧性，各业务将陆续复甦，维持 “增持” 评级，但将目标价从 138 美元降至 128 美元，对应明年每股盈利预测约 43 倍。市场关注 AMD 将于下月推出的 AI 产品，该行预期将成为关键催化剂，公司明年来自 AI 相关的收入达到 20 亿美元的指引是显示利好的讯息。大摩现时预测 AMD 第四季收入将达到 60.93 亿美元，非通用会计准则下毛利率及经营利润率料达 51.5% 及 23%，每股盈利预测为 0.76 美元。至于今年度收入则预测为 226.04 亿美元，非通用会计准则毛利率为 50.6%，非通用会计准则每股盈利 2.65 美元，低于此前预测的 2.83 美元。

大摩：下调 AMD 目标价至 128 美元 评级 “增持”

来到岁末，无论是基本面（业绩已经在上修通道上）、资金面（美债收益率从强势上行转为高位震荡）、政策面（多重政策的呵护）、估值（连续跌了 3 年），港股都蓄势待发，对跨年行情充满信心！

港股 11 月怎么看？积极信号越来越多！

腾讯控股港股一度涨超 5%，股价重回 300 港元/股上方。

During the conference call, CEO Cook expressed optimism about the long-term performance of the Chinese market. In addition, Cook briefly mentioned the latest progress of Apple's VR headset, Vision Pro, and the company's investment in AI technology.

What did Apple say during the phone call?

三季度表现惨淡，李宁此前表示，毛利率下降主要是因为公司为促进消费，增加了在线渠道和零售终端的折扣力度。

李宁失速，都是 “打折” 闹的？

恒生科技指数涨 3%，恒生指数涨 2.4%，哔哩哔哩涨约 6%，蔚来涨约 6%，小鹏汽车涨约 5%，快手涨约 5%。

海通证券 “回应” 投资者辛辣提问：三季度为何业绩同比下降？如何平衡大股东和小股东利益？

幻方旗下的 AGI 研究组织 “深度求索” 发布第一代大模型 DeepSeek Coder，号称 “最强开源代码大模型”，免费商用，完全开源，已开放内测。

手握万块 A100 芯片，量化巨头幻方发布通用大模型！

新加坡股市 2 日报：小米 5 倍做空权证遭大量抛售

Legendary American investor and billionaire Ron Baron still believes that Tesla's market value could increase to $4 trillion in the next decade.

Legendary American investor Ron Baron is confident in Tesla's future, predicting that its market value will rise to $4 trillion in the next decade!

大模型颠覆一切，云计算得先革新自己。

王坚归来后，阿里云变得不一样了

港股科网股走高，哔哩哔哩涨超 3%，百度涨 1.45%，快手涨超 1%。

The US stock and bond markets have shown a muted response to the "hawkish" forward guidance, pricing in a slightly dovish stance. This has led to a decrease in pressure on the depreciation of the RMB exchange rate.

Guotai Junan: Market response to hawkish signals begins to weaken, short-term trend in US stocks is expected to be difficult to determine.

个人养老金先行试点已经近一年，参与人数与上线产品日益增加。华夏基金养老部根据官方数据统计显示，截至 9 月底，93 家金融机构上线 695 只个人养老金产品，其中，基金 149 只，理财 19 只，保险 62 只，储蓄 465 只。产品持续丰富，风险特征差异明显，满足参与人差异化养老投资需求。参与人数方面，6 月底，个人养老金参与人数突破 4000 万人。

个人养老金参与人数突破 4000 万 上线 695 只产品

港股开盘，恒指开涨 1.02%，科指开涨 1.38%。造车新势力延续涨势，蔚来汽车、小鹏汽车涨近 5%，理想汽车涨近 2%。

If revenue really declines for five consecutive quarters, even Apple won't be able to withstand it.

Chinese sales decline, holiday sales are worrying, "the leading technology giant in the US stock market" Apple shows weakness.

The base model Apple 17 will undergo the development process in India, marking Apple's first foray into developing new Apple models outside of China.

The most influential Apple analyst on the planet, Ming-Chi Kuo: In 2024, India will produce 20-25% of iPhones.

在苹果周四的财报电话会议上，CEO 库克被问及多个有关该公司产品在中国需求的问题。库克表示，他对苹果公司在中国市场的长期前景 “非常乐观”，并指出，截至 9 月 30 日的上一季度，iPhone 在中国的营收达到了创纪录的水平。库克说:“在 9 月这个季度，我们在中国创造了 iPhone 的营收记录，我们对此感到非常自豪。从长期来看，我认为中国是一个非常重要的市场，我对此非常乐观。

苹果 CEO 库克：对中国市场长期前景 “非常乐观”

在今日苹果第四财季业绩会议上谈及本周发布的 M3 芯片版 MacBook Pro/iMac 时，苹果公司首席执行官蒂姆·库克表示，苹果新产品的上市，以及第一财季新产品不涉及比较的问题，因此公司认为第一财季 Mac 业务将出现加速增长。关于第四财季 Mac 业务下滑的情况，上一财年的第四财季苹果出现了数周的工厂停工的情况，因此所积累的需求在 2022 年 9 月财季得到逐步消化，使得该财季的销售创下历史记录，所以在 2023 年不会进行同比计算，下降 34% 也代表不了公司真实业绩情况。

库克：预计下一财季 Mac 业务将出现增长

加密货币交易所 FTX 创始人 Sam Bankman-Fried FTX 刑事审判中被判有罪。

Odeon Capital analyst Dick Bove has downgraded JPMorgan Chase's rating from "buy" to "hold".

"Wall Street's number one" rarely faces criticism! Odeon Capital downgrades JPMorgan Chase's rating.

Apple's revenue and profits for the September quarter exceeded expectations, but its revenue declined year-on-year for the fourth consecutive quarter since 2001. Despite Apple's highest revenue in the fourth fiscal quarter and record-high service revenue, other hardware revenue declined compared to the previous year, with Mac sales dropping by 34%. It is expected that revenue will further decline by 5% in the December quarter, contradicting market expectations of a return to growth. CEO Tim Cook praised the record-high revenue in mainland China and India, and also mentioned that Apple is "heavily" investing in its AI initiatives.

Apple's Q3 revenue has declined for four consecutive quarters, the longest in 22 years. The outlook for the next quarter is not optimistic, with a 4% drop in after-hours trading. | Earnings Report

Although there is a growing call on Wall Street to buy US bonds at the bottom, more and more industry insiders are warning against being too optimistic too soon. However, it is widely believed in the industry that the worst plunge in US bonds has already passed. The latest media survey shows that nearly 90% of respondents believe that the 10-year US bond yield has peaked or will not rise above 5.5%.

Citadel and other major institutions warn: Is the bear market in the US bond market over? Too optimistic!

According to the data, Japan's GPIF, the world's largest pension fund, recorded a loss of $4.5 billion in the third quarter. Among all its investments, domestic bonds in Japan experienced the largest decline, while the strength of the US dollar helped to consolidate the performance of its overseas assets. Moreover, it's not just Japan, the returns of global pension funds have been declining in the third quarter.

In the third quarter, global pension funds all suffered losses.

标普和纳斯达克 100 指数上涨 1.5%，苹果涨 1.7%，特斯拉涨 5%，星巴克涨 10%

The number of commercial customers of the company in the United States increased by 37% in the third quarter, reaching 181, and the commercial revenue climbed by 23% to reach $251 million.

AI demand is booming! Big data analytics company Palantir's third-quarter profit hits a new 20-year high, with its stock price soaring 16% in pre-market trading.

Damon believes that inflation may be "more challenging than people imagine", and the Federal Reserve's decision to pause interest rate hikes is the right one, as it allows them to observe changes in the economic situation.

Market enthusiasm may be premature. Jamie Dimon, CEO of JPMorgan Chase, warns that inflation is sticky and the Federal Reserve may even raise interest rates by 75 basis points.

Apart from stating that the Federal Reserve is nearing the end of its rate hike cycle, what else did Powell say? Here is the transcript of his speech and Q&A session at the FOMC press conference.

Global markets rise in response, full text of Powell's speech last night! (Chinese-English comparison)

百胜中国三季度业绩不及预期，对于四季度业绩更显悲观，股价连跌三日，累计跌超 15%，同日，海底捞 “意外” 斥巨资收购日本酒店，引发不满，两日跌近 14%。

因为一句话，港股餐饮股崩了？

1.3 亿拿下海外酒店，海底捞在找增量？

印度智能手机市场在 2023 年第三季度显示出复苏迹象，苹果创下有史以来最高的季度出货量。三星以 17.2% 的市场份额连续第四个季度保持领先，小米市场份额达到 16.6%。vivo 保持第三位置，同比增长 11%。

超过 250 万部！苹果第三季度在印度智能手机出货量创历史新高

The sales of the weight-loss miracle drug Wegovy reached a staggering 9.65 billion Danish kroner (1.36 billion US dollars) this quarter, surpassing market expectations of 8.07 billion Danish kroner. This represents a growth of 28% compared to the previous quarter and a whopping 8-fold increase from the same period last year.

"Miracle weight loss drug" in high demand! Novo Nordisk Q3 revenue and profit reach new highs | Earnings Report

特斯拉 Cybertruck 的预订量已经超过了 200 万辆。

特斯拉又一大事件！重磅全新车型月底交付，涉及多个黑科技

The IPO price of Guoquan is HKD 5.98 per share, and the stock price rose slightly by 0.33% in the afternoon to HKD 6.00, with a total market capitalization of HKD 16.43 billion. Guoquan's revenue in 2022 reached HKD 7.1 billion, and the number of stores has exceeded ten thousand.

Market value of 16.4 billion! "Pre-packaged food" manufacturer Guoquan listed on the Hong Kong Stock Exchange today.

汇丰给予亚马逊买进的初始评级，目标价 160 美元。

金十数据 11 月 2 日讯，瑞银发表报告指，腾讯现估值相比同业存在溢价，但在宏观经济疲弱下，盈利具能见度，管理层表现稳定及创新，三个主要业务范畴中，网上游戏组合多元化、日均用户庞大，收入变现的能力亦高。至于广告收入较同业为佳，受惠技术提升、具视频号用户基础，具增长前景。金融科技方面，电子钱包财付通亦具变现能力。该行预期腾讯第三季收入 1,530 亿元人民币，按年升 9.6%，经调整纯利 405 亿元人民币，按年升 26%，维持买入评级，目标价由 460 港元下调至 419 港元。

瑞银：下调腾讯目标价至 419 港元 评级买入

If history can serve as a guide, pessimistic sentiment is laying the foundation for future growth.

Wall Street sentiment index is close to release "buy" signal, S&P 500 may rise 16% next year.

US chip stocks have been hovering below the highs reached this year amid the AI boom, while signs of recovery in demand for smartphones and personal computers have yet to provide the next catalyst for chip stocks.

Strong signals of recovery, why are US chip stocks still hovering below summer highs?

前 AMD 高管谈 AI 芯片竞争：芯片开发商将需要改变他们构建芯片的方式，把 GPU 和 CPU 放在一起，以更快地准备和加载数据、加速模型训练。

谁能颠覆英伟达？

Latest quarterly net profit plummeted by over 90%, is the leading beauty company failing to capture the Asia-Pacific market?

Historical drop in stock price! Estée Lauder's share price has plummeted.

中国恒大涨超 10%，恒大物业涨 5%。

香港金融管理局：港币汇率保持稳定。

港股大型科技股走强，百度涨超 3%，阿里巴巴、京东、哔哩哔哩均涨超 2.5%，美团、快手涨超 2%。

小米集团涨 2.5%，股价创 2022 年 3 月底以来新高。

Donut food prices fluctuate in the dark market, reaching 6.08 yuan/5.93 yuan, closing at 5.97 yuan

New Stock Performance: Guoquan opens at 5.98 yuan

Although Microsoft is currently leading in terms of "user mindshare," this does not necessarily translate into market share. Other software companies will closely monitor whether Microsoft can generate actual revenue growth through Copilot.

Office AI pre-order is now available! Microsoft has announced pricing: $30 per month, with a minimum order of 300 accounts.

丰田汽车发言人 11 月 1 日表示，从明年 1 月 1 日起，丰田将把大多数美国装配厂工人的时薪工资从 31.86 美元提高到 34.80 美元。丰田零配件工厂和物流仓库的时薪工人也将获得同样程度的加薪。