As the US government shutdown is expected to end, market risk appetite has rebounded. Major US stock indexes rose broadly overnight, and the technology sector, which has been under pressure, was broadly countered. Several Fed officials have given speeches on cutting interest rates. United States stocks were collectively closed down.美国政府关门可能即将结束。 On November 10 (Monday) eastern time, the United States Senate took a major step to end the government shutdown. The risk appetite in the market rebounded, and the three major United States stock indexes collectively closed flat. In the near term, the Dow Jones index rose by 0.81% to 47368.63 points; The NASDAQ Index rose by 2.27% to 23527.17 points; The S&P 500Index increased by 1.54% to 6832.43 points. The shutdown of the United States federal government is expected to end this week. The U.S. called House Speaker Johnson told members of the House of Representatives on Monday to return to Washington as soon as possible to vote on the deal reached by the Senate.周日，一项恢复联邦资金的折衷计划在参议院获得了首次程序性投票，尽管国会正式批准的时间仍不确定。约翰逊承认，他预计众议院本周将举行投票，但具体日期尚未确定。据知情人士透露，约翰逊预计将于周三进行投票，但这取决于参议院是否在此之前完成投票程序。周一早些时候，圣路易斯联储主席穆萨勒姆宣布了这一消息——对进一步宽松政策表示怀疑。他认为，政策回避的空间有限，否则货币政策就会宽松。美联储理事斯蒂芬·米兰表示，为避免经济动能进一步减弱，美联储应在12月继续降息至少25个基点，但50个基点更为合适。 Milan admitted that nothing i可以肯定的是，如果从现在到利率会议期间数据发生显着变化，观点将会调整。 However, in the absence of new information sufficient to change the forecast, a 50 basis point interest rate is an appropriate choice, and the step back should not be less than 25 basis points.旧金山联储主席戴利对进一步降息持更开放的态度。 He said the slowdown in wage growth suggested cooling demand for labor and that the tariff increase did not boost inflation broadly or sustainably. According to CME Group's Fedwatch tool, the market is currently predicting that the probability of another interest rate cut in December is about 63%, but this probability has been gradually decreasing since the October interest rate meeting. Technology stocks collectively counterattacked on Monday, with US technology giants whose share prices came under increasing pressure collectively.英伟达涨5.79%，谷歌、特斯拉涨超3%，微软、亚马逊和 Facebook 涨幅均超过 1%。此外，Sandisk上涨近12%。据报道，闪存龙头Sandisk宣布大幅上调NAND闪存合约价，涨幅高达50%。 Sandisk于4月份宣布全系列涨价10%，并于9月初实施全渠道及消费类产品全面涨价10%。高盛将Sandisk 2025-2027财年每股收益预期分别上调69%、84%和85%，并将目标价从140美元上调至280美元。中概股普遍上涨，小鹏汽车上涨逾16%，纳斯达克中国金龙指数上涨2.25%。小鹏汽车涨16.24%，阿特斯、智慧未来涨超10%，华住集团、叮咚买菜、唯品会、百度分别涨8.62%、8.08%、5.47%、5.05%。消息方面，小鹏汽车最新人形机器人巴卡尔备受市场关注t。受相关消息提振，小鹏汽车港股周一继续走强，最终收涨16.24%。 According to the latest research report released by Goldman Sachs, Chinese humanoid robot suppliers have launched a "capacity first" strategy and are actively planning production capacity in China and abroad to support the potential mass production of humanoid robots. In terms of timing, the supply chain collectively expects that the break point for large-scale mass production may be in the second half of 2026. Gold prices continue to bounce as the United States government shutdown is expected to end, which is expected to clarify the Federal Reserve's foggy federal interest rate. Gold Gold futures rose 2.83% on Monday. Nicky Shiels, phead of research at Precious Metals Refiner MKS Pamp SA, said the Federal Reserve is expected to inject more money into the system to partially alleviate the drop in liquidity during the shutdown, and that both gold and silver be从流动性增加或资产价格上涨的前景中受益。与此同时，政府关门的结束将使投资者对就业和通胀等关键官方经济数据有更清晰的了解。巴菲特发布最后一封信 伯克希尔·哈撒韦公司在官网发布了巴菲特捐赠的最新决定以及他的一封信。巴菲特表示，从今年开始，他将不再撰写伯克希尔的年度报告，也不再在年度股东大会上发表长篇演讲。格雷格·阿贝尔（Greg Abel）将于今年年底接任首席执行官。将巴菲特的 1,800 股 A 类股票改为 270 万股 B 类股票，将 B 类股票分配给其家族的四个基金会：苏珊·汤普森·巴菲特基金会 150 万股，舍伍德基金会、霍华德·巴菲特基金会和诺沃基金会各 40 万股。这些捐款已于当天交付，价值超过13亿美元。 Coinbase'snew platform aims to reshape token issuance policies.美国加密货币交易平台Coinbase宣布，该公司计划推出新的代币销售平台，让散户投资者更早获得代币交易机会。新闻稿称，为了解决“如何用代币有效触达真实用户”的问题，Coinbase将很快推出端到端的代币销售平台。 Coinbase解释称，此举是为了树立行业标杆，为代币项目提供更加可持续、透明的代币分配和去中心化方式。 The company said it will hold its first round of token sales to investors in the United States from November 17th to the 22nd.
