莱特币/美元 (LTCUSD) 加自选

本周迄今为止，白银价格飙升5%以上，至每盎司51美元左右，受美国经济疲软迹象下美联储近期降息的预期支撑。美国上周公布的数据显示，10月份失业，尤其是政府和零售业，而11月初消费者信心降至3年半低点。交易员预计，美联储12月降息25个基点的可能性约为64%，美联储理事Stephen Miran主张在通胀下降和失业率上升的情况下进一步降息0.5个基点。与此同时，美国参议院通过了一项法案，在关闭40天后重新开放联邦政府，这可能会减少对贵金属的避险需求。然而，该法案在提交给唐纳德·特朗普总统之前，仍需获得美国众议院的批准。

Silver surged more than 5% to around $51 per ounce so far this week, supported by expectations of a near-term Federal Reserve rate cut amid signs of US economic weakness. US data last week pointed job losses in October, particularly in government and retail sectors, while consumer sentiment fell to a 3½-year low in early November. Traders are pricing in roughly a 64% chance of a 25-basis-point Fed cut in December, with Fed Governor Stephen Miran advocating a larger half-point reduction amid falling inflation and rising unemployment. Meanwhile, the US Senate passed a bill to reopen the federal government after a 40-day shutdown, potentially reducing safe-haven demand for precious metals. However, the bill still has to clear the US House of Representatives before being sent to President Donald Trump.

印尼IDX综合指数在周二早盘交易中下跌27点，跌幅0.3%，至8367点，此前一天收盘温和。公用事业、非耐用消费品和消费服务领跌，一些交易员在周一盘中创下历史新高后获利回吐。与此同时，在印度尼西亚工会拒绝了拟议的2026年省级最低工资公式后，劳工紧张局势浮出水面，称没有与工人进行有意义的协商。在企业方面，雅加达证实了科技巨头GojekTokopedia和区域叫车公司Grab的合并计划，这引发了竞争和监管问题。美国参议院通过了一项法案，结束了持续时间最长的政府停摆，这在一定程度上抵消了疲软。根据最新数据，印尼9月份零售销售增长加速，同比增长3.7%，此前为3.5%。值得注意的下跌股包括圣淘沙Jaya Sukses Makmur（-6.8%）、Hanjaya Mandala Sampoerna（-2.9%）和Tower Bersama Infrastructure（-2.3%）。

Indonesia’s IDX Composite slipped 27 points, or 0.3%, to 8,367 in early Tuesday deals, following a muted close the day before. Losses were led by utilities, consumer non-durables, and consumer services, as some traders booked profits after Monday’s intraday record high. Meanwhile, labor tensions surfaced after trade unions in Indonesia rejected the proposed 2026 provincial minimum wage formula, saying workers were not meaningfully consulted. On the corporate front, Jakarta confirmed plans for a merger between tech giant GojekTokopedia and regional ride-hailing firm Grab, raising competition and regulatory questions. Weakness was partly offset by relief after the U.S. Senate passed a bill to end the longest government shutdown. On fresh data, retail sales growth in Indonesia accelerated in September, rising 3.7% yoy after a 3.5% growth previously. Notable decliners included Jaya Sukses Makmur Sentosa (-6.8%), Hanjaya Mandala Sampoerna (-2.9%), and Tower Bersama Infrastructure (-2.3%).

周二，韩元兑美元汇率跌至1464美元左右，跌至七个月来的最低水平，因对持续资本外流的担忧和韩国央行的谨慎态度打压了市场情绪。外国投资者一直在从韩国股市撤出资金，而作为首尔-华盛顿贸易计划的一部分，国内投资者正在将大规模投资引入美国，这引发了人们对美元需求超过供应的结构性担忧。分析人士指出，企业海外投资、零售流入美国股市以及外国出售当地股票的组合使美元需求居高不下。此外，韩国央行指出，在“诊断预期”下，降息可能会不成比例地提振房价，而不是更广泛的经济增长，降息0.25个百分点可能会推高房价，同时抑制GDP、投资和消费增长。

The South Korean won slipped to around 1,464 per dollar on Tuesday, falling to its lowest level in seven months as sentiment was weighed down by concerns over ongoing capital outflows and BOK caution. Foreign investors have been pulling funds from Korean equities, while domestic investors are channeling large-scale investments into the US as part of the Seoul-Washington trade package, raising structural worries about dollar demand outstripping supply. Analysts noted that the combination of corporate investment abroad, retail flows into US stocks, and foreign selling of local equities has kept dollar demand elevated. Additionally, the Bank of Korea noted that under ‘diagnostic expectations,’ rate cuts may disproportionately boost housing prices rather than broader economic growth, with a 0.25 percentage point reduction potentially pushing home prices higher while leaving GDP, investment, and consumption gains muted.

美国总统唐纳德·特朗普周二（当地时间）暗示，美国将与印度更接近达成贸易协议，并表示在某个时候，美国将降低对印度商品的关税。据《经济时报》报道，特朗普在塞尔吉奥·戈尔就任驻印度大使的宣誓仪式上发表了上述言论。特朗普在演讲中表示：“我们正在与印度达成一项协议，与以往大不相同……我们得到了一项公平的协议……我认为我们非常接近达成一项对所有人都有利的协议。”。后来，在椭圆形办公室对记者发表讲话时，特朗普回答了一个问题，即与印度的贸易协议有多接近，以及他是否会考虑降低对新德里的关税。他说：“现在，由于俄罗斯石油，印度的关税非常高，他们已经停止对俄罗斯石油征收关税。关税已经大幅降低。我们将降低关税。在某个时候，我们将降低它们。”。

US President Donald Trump on Tuesday (local time) hinted at coming closer to a trade deal with India, saying that at some point, the US would reduce tariffs on Indian goods. Trump made the remarks during the swearing-in ceremony of Sergio Gor as the Ambassador to India, according to the Economic Times. "We're making a deal with India, much different than we had….We're getting a fair deal..... I think we're pretty close to doing a deal that is good for everybody," Trump said in his speech. Later, while speaking to reporters in the Oval Office, Trump responded to a question on how close the trade deal is with India and whether he would consider lowering tariffs on New Delhi. "Well, right now, the tariffs are very high on India because of the Russian oil, and they've stopped doing the Russian oil. It's been reduced very substantially. We're going to be bringing the tariffs down. At some point, we're going to be bringing them down," he said.