瑞郎/港币 (CHFHKD) 加自选

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%.

香港股市周四上涨37点，涨幅0.2%，至19735点，标志着第二个交易日上涨，主要来自消费板块。投资者考虑了波士顿联邦储备银行行长苏珊·柯林斯的言论，她表示有必要进一步降息，但政策制定者的行动既不应太快也不应太慢。与此同时，交易员们密切关注特朗普政府的选择，尤其是他对财政部长职位的选择。在中国，在12月的中央经济工作会议和即将召开的政治局会议之前，中国人民银行周三将关键贷款利率稳定在历史最低水平以帮助经济，股市表现低迷。香港10月通胀数据将于今日晚些时候公布，因市场谨慎，涨势受到抑制。9月份，该指数降至2.2%的三个月低点，低于2.4%的预测。一些早期表现最好的公司是汉生制药（4.7%）、Pop-Mart International（4.3%）、普拉达水疗中心（4.0%）和吉利汽车（2.4%）。

Hong Kong's shares increased 37 points or 0.2% to 19,735 on Thursday, marking the second session of gains amid strength mainly from the consumer sector. Investors considered remarks from Fed Boston President Susan Collins, who stated that additional interest-rate cuts are necessary, but policymakers should move neither too quickly nor too slowly. At the same time, traders monitored Trump’s administration picks, particularly his choice for the Treasury secretary role. In China, stock markets were muted after the PBoC Wednesday held its key lending rates steady at record lows to help the economy, ahead of December's Central Economic Work forum and the upcoming Politburo meeting. Gains were tempered by caution ahead of Hong Kong's October inflation data, due later today. In September, the reading fell to a three-month low of 2.2%, below forecasts of 2.4%. Some of the early top performers were Hansoh Pharmaceutical (4.7%), Pop Mart Intl. (4.3%), Prada Spa (4.0%), and Geely Auto (2.4%).

瑞士工业因销售和出口下滑而前景黯淡。瑞士工业正面临订单和销售额下降的困境，因为欧洲需求疲软和法郎走强打击了出口商，两项调查显示，企业对前景感到悲观。

Swiss industry gloomy over prospects as sales and exports slip.Swiss industry is struggling with falling orders and sales as weaker European demand and a strong franc hit exporters, with two surveys showing companies gloomy about their prospects.