澳元/港币 (AUDHKD) 加自选

欧元/美元、美元/日元和澳元/美元预测——美元整体看起来仍然强劲。周四美元走势喜忧参半，但从更大的角度来看，尽管周四凌晨有噪音，但这个市场仍然更喜欢美元而不是大多数其他货币。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Still Looks Strong Overall.Thursday is setting up for a mixed US dollar, but in the bigger scheme of things, this is a market that still prefers the USD over most other currencies, despite the noise in the early hours of Thursday.

香港的年通胀率从上月的2.2%降至2024年10月的1.4%。这标志着自5月以来的最低通胀率，因为食品（0.9%对9月的1%）、住房（1%对3.3%）和杂项服务（1.9%对2%）的价格有所放缓。与此同时，耐用品的通货紧缩加剧（-0.7%对-0.4%）。与此同时，电力、天然气和水（8.5%对6.5%）、酒精饮料和烟草（21.8%对21.4%）、杂项商品（1.6%对1.2%）和运输（1.6%对1%）的成本加快。此外，服装和鞋类的通缩有所缓解（-1.4%对-1.6%）。按月计算，10月份消费者价格从前一个月的0.1%微升至0.2%。

The annual inflation rate in Hong Kong slowed to 1.4% in October 2024 from 2.2% in the previous month. This marked the lowest inflation rate since May, as prices moderated for food (0.9% vs 1% in September), housing (1% vs 3.3%), and miscellaneous services (1.9% vs 2%). At the same time, deflation worsened for durable goods (-0.7% vs -0.4%). Meanwhile, costs accelerated for electricity, gas and water (8.5% vs 6.5%), alcoholic drinks and tobacco (21.8% vs 21.4%), miscellaneous goods (1.6% vs 1.2%), and transport (1.6% vs 1%). Moreover, deflation eased for clothing and footwear (-1.4% vs -1.6%). On a monthly basis, consumer prices edged up to 0.2% in October from 0.1% in the preceding month.

周四，恒生指数下跌104点，收于19601点，跌幅0.5%，此前一个交易日略有上涨，受英伟达盈利预测低于一些投资者的高预期后美国期货小幅下跌的拖累。与此同时，高盛分析师指出，美国大选后宏观环境发生了明显变化，美元走强对亚洲股市构成了不利因素。尽管如此，由于希望北京明年可能采取更强有力的财政政策来应对特朗普关税对中国出口的影响，损失有所减轻。所有行业均下跌，科技和房地产板块跌幅最大。由于对未来利润增长的担忧，快手科技股价下跌1.8%，而阿里巴巴影业股价下跌8.4%，原因是2024年上半年利润下降。其他主要输家包括雅迪集团（-5.2%）、周大福珠宝（-4.2%）和KE控股（-2.8%）。交易员们现在等待香港将于今天晚些时候公布的通胀数据，此前9月份的数据达到了三个月来的最低水平2.2%。

The Hang Seng fell by 104 points or 0.5% to close at 19,601 on Thursday after a slight gain in the previous session, dragged by a modest drop in US futures following Nvidia's earnings forecast which fell short of some investors' high expectations. Meantime, Goldman Sachs analysts noted a clear shift in the macro environment post-US election, with a stronger dollar posing headwinds for Asian equities. Still, losses were mitigated by hopes that Beijing might adopt stronger fiscal policies next year to counter the impact of Trump's tariffs on Chinese exports. All sectors declined, with tech and property among the top losers. Kuaishou Tech tumbled 1.8% due to concerns about future profit growth, while Alibaba Pictures fell 8.4% on lower profits in H1 of 2024. Other major losers included Yadea Group (-5.2%), Chow Tai Fook Jewellery (-4.2%), and KE Holdings (-2.8%). Traders now await Hong Kong's inflation data, due later today, after the September figure reached a three-month low of 2.2%.

周四，标准普尔/澳交所200指数小幅下跌0.04%，收于8323点，扭转了早些时候的涨势，追随全球市场下跌。在英伟达的盈利报告未能提供预期的提振后，市场情绪受到抑制，而不断升级的地缘政治担忧，特别是关于俄罗斯-乌克兰冲突的担忧，进一步扰乱了金融市场。投资者现在期待着周五澳大利亚的制造业和服务业活动数据，这将为国内经济的健康状况提供见解。主要指数成分股出现显著下跌，包括Wesfarmers（-1.4%）、Pilbara Minerals（-3.1%）和James Hardie Industries（-2.4%）。在企业新闻方面，持有印度阿达尼集团近20%股份的GCQ Partners股价暴跌19.3%，此前高塔姆·阿达尼在美国被指控贿赂和欺诈。

The S&P/ASX 200 Index inched down 0.04% to close at 8,323 on Thursday, reversing earlier gains and tracking global markets lower. Market sentiment was dampened after Nvidia's earnings report failed to provide the anticipated boost, while escalating geopolitical concerns, particularly regarding the Russia-Ukraine conflict, further rattled financial markets. Investors are now looking ahead to Friday's manufacturing and services activity data for Australia, which will provide insights into the health of the domestic economy. Notable losses were seen among major index components, including Wesfarmers (-1.4%), Pilbara Minerals (-3.1%), and James Hardie Industries (-2.4%). In corporate news, GCQ Partners, which holds a near 20% stake in India’s Adani Group, saw its shares plunge 19.3% following the indictment of Gautam Adani in the US on charges of bribery and fraud.