英國30年期國債收益率當日下跌逾7個基點至5.648%，爲8月7日以來最低水平。

CITIC Securities says that with macro uncertainty concentrated in 2027 from geopolitical and liquidity risks, investors should focus on high‑certainty fundamental trades. Priority themes: oil and gold — oil is expected to be skewed to the upside amid low inventories and elevated disruption risk, while gold is underpinned by core safe‑haven buying but likely needs a stagflation shock to trigger a sustained rebound; supply‑constrained commodities including copper, rubber, MDI and fluorochemicals; demand‑driven winners such as coal chemicals, viscose filament/short‑staple fibre and strategic metals; and price‑resilient, strong‑valuation dividend sectors including coal and electrolytic aluminium.

On Nov. 2 combined turnover in the Shanghai and Shenzhen markets totaled RMB 1.784 trillion, up RMB 109.23 billion from the prior session. Shanghai turnover was RMB 847.46 billion (prev. RMB 764.23 billion) with trading volume of 565 million lots (prev. 498 million). Shenzhen turnover was RMB 936.24 billion (prev. RMB 910.24 billion) with trading volume of 631 million lots (prev. 608 million). Top stocks by turnover: Zhongji Xuchuang RMB 18.88 billion, Xinyisheng RMB 16.24 billion, CATL RMB 12.54 billion, Dongshan Precision RMB 11.93 billion, Kweichow Moutai RMB 11.85 billion.