人民币/港币 (CNYHKD) 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%.

周四，上证综指下跌0.2%，至3360点左右，深证成分股下跌0.15%，至10810点。由于中国经济的不确定性和对特朗普即将重返白宫的担忧，内地股市扭转了为期两天的涨势。正如预期的那样，中国央行本周保持了关键贷款利率不变，但投资者仍然希望北京方面将出台额外的刺激措施来支持经济增长。与此同时，特朗普政府即将对中国商品征收更高关税的前景加剧了人们对中国经济前景的担忧。主要公司出现了明显的亏损，包括中国长城（-0.8%）、广东拓斯达（-3.2%）、新松机器人（-4.1%）、中信证券（0.8%）和Sinodata（-6.4%）。

The Shanghai Composite dropped 0.2% to around 3,360, and the Shenzhen Component lost 0.15% to 10,810 on Thursday, as mainland stocks reversed a two-day rally amid economic uncertainties in China and concerns over Trump’s imminent return to the White House. China’s central bank kept key lending rates unchanged this week, as expected, but investors remain hopeful that Beijing will introduce additional stimulus measures to support economic growth. Meanwhile, the prospect of higher tariffs on Chinese goods under the upcoming Trump administration has added to concerns about the country’s economic outlook. Notable losses were seen among major firms, including China Greatwall (-0.8%), Guangdong Topstar (-3.2%), Siasun Robot (-4.1%), Citic Securities (-0.8%), and Sinodata (-6.4%).

中国政府顾问倡导2025年增长目标在5%左右。路透社周四报道称，四名中国政府顾问主张2025年的增长目标约为5%，与今年相似。 

China's government advisers advocate for 2025 growth target of around 5%.Four Chinese government advisers advocated for a 2025 growth target of around 5%, similar to this year, Reuters reported on Thursday.