Special Topic: A-share market sees heavy trading and widespread gains, opening a window for recovery; in November, focus on fundamentals and valuation when making investment decisions.
Market
Close on November 6: U.S. stocks tumbled, with artificial intelligence technology stocks suffering heavy losses; the Dow Jones index plummeted by 1,800 points
U.S. stocks suffered a heavy blow, with the Nasdaq 100 index losing $2.3 trillion in market value during the plunge.
Macro
After the mid-term elections, senior Democrats called for restricting the expansion of the artificial intelligence industry: "Immediately suspend the construction of national data centers"
The Democratic Party's Night of Glory is also a touchstone for 2028; potential presidential candidates' political prospects begin to emerge.
Company
Comment
Akmann: Trump can complete "the greatest real estate deal in history," freeing mortgage giants from government custody and creating a value of $500 billion
Goldman Sachs: A Democratic "blue wave" could lead to stricter regulation of AI and data centers, putting pressure on U.S. power stocks
UBS is optimistic about the recovery of European corporate profits and believes that profit growth in the eurozone and the UK is expected to exceed expectations in 2026.
Visa survey: Despite travel being at the top of the wish list, consumers still prefer to buy physical gifts
