2026年11月4日，A股市場中，換手率低於3%的股票佔比9日均線降至65.79%，換手率高於5%的股票佔比9日均線升至16.81%。換手率均線所反映的交投活躍度已連續7個交易日回暖。高換手率股票佔比的9日均線低於17%參考閾值。

德國外交部長：美國大選結果意味着美德關係既有延續也有變化。

John Luke Tynan, portfolio manager and head of fixed income at Aptus Capital Advisors, said markets should watch whether Democratic gains in recent gubernatorial races will reduce AI capital spending and data‑center construction or merely shift activity to more policy‑friendly states. He expects AI investment to slow, but likely by less than markets fear. Tynan added that if inflationary pressure stems mainly from energy and AI spending, the Fed's 25bp hike in September would probably be the last of this cycle. He also said government gridlock typically drags GDP growth, which could open room for further downward pressure across the Treasury yield curve.