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Daily Investment News Brief · 2026-11-03

12 Flash Updates · Multi-source Aggregation + AI Rewrite

Automatically scraped from Tonghua Shun and Eastmoney via cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information organization only, does not constitute investment advice.

TL;DR · 30-second recap of today’s updates
  • Overseas: The U.S. midterm election race is tight, COMEX gold fell more than 1%, COMEX silver fell more than 3%
  • For A shares today, the ChiNext Index fell below 2400 points, the trading volume of Zhongji Innolight reached 20 billion yuan, and Mico Medicine rose more than 60%
  • The central bank announced support for the construction of Hong Kong as an international financial center, and positive news continued to emerge for sectors such as Apple concept and robotics
📊 A Share Market Trends🗳️ Overseas Developments🥇 Precious Metals Decline🤖 Cutting-edge Technology🏦 Financial Policy

Tonghua Shun 7×24

Poll: Democrats’ lead over Republicans in U.S. midterm elections narrows

2026/11/3 13:42:50

A pre-U.S. midterm election poll released by Reuters and Ipsos on November 2 shows that the Democratic Party leads the Republican Party by 8 percentage points in support, narrowing from its 11-point lead a week ago. More than 70% of respondents listed rising cost of living as their core voting concern. Democratic voters have significantly higher voting enthusiasm than Republicans. Strategists from both parties predict that the Democratic Party is highly likely to win the House of Representatives and has a chance to seize control of the Senate.

Vance says no deadline set for resuming strikes on Iran

2026/11/3 13:40:50

On November 2, U.S. Vice President Vance stated that the U.S. has not set a deadline for resuming strikes on Iran, and is optimistic about the prospects of U.S.-Iran nuclear negotiations, with the core goal of Iran never possessing nuclear weapons. Currently, the U.S. and Iran are holding intensive indirect consultations. The U.S. military has prepared a new round of large-scale strike plans against Iran. Trump said he is not in a hurry to use force for the time being, and related developments will directly affect the trend of bulk commodities such as crude oil, precious metals, and safe-haven assets.

Zhongjin Gold-affiliated company establishes mining company in Xinjiang

2026/11/3 13:40:41

Recently, Xinjiang Jintao Mining Co., Ltd. was officially established with a registered capital of 50 million yuan and legal representative Bai Huiliang. Its business scope covers geological exploration of metallic and non-metallic minerals, mineral product sales, ore dressing and other businesses. According to equity penetration analysis, the company is jointly held by Zhongjin (Hotan) Mineral Development Co., Ltd. (which is owned by Zhongjin Gold) and Akto County Chenfeng Mining Development Co., Ltd.

Xiaomi reveals two latest implementation progress updates for its robotics business

2026/11/3 13:39:03

On November 3, Xiaomi revealed that at the 2026 World Internet Conference, Xiaomi Group won the “Outstanding Contribution Award” in the innovation breakthrough category, and its robotics business won the “Leading Technology Award”. It also announced two robotics implementation progress updates: the humanoid robot for factory scenarios completed an 8-hour production line operation verification for the first time, meeting full-day production requirements; the embodied foundation model for home scenarios has launched a pilot and completed long-range multi-task testing.

Zhongji Innolight’s trading volume reaches 20 billion yuan

2026/11/3 13:34:23

[Short Summary] The subject involved is Zhongji Innolight, the leading optical module company listed on A shares. In the latest trading session, the cumulative trading volume of the stock reached 20 billion yuan, and as of the statistical time point, the stock price fell by 11.11%. A trading volume of 20 billion yuan is an extremely high level for individual A share stocks. Combined with a decline of more than 11%, this reflects fierce competition between long and short sides, and significant divergence among on-site funds regarding its future trend.

COMEX gold futures fell more than 1%, COMEX silver futures fell more than 3%

2026/11/3 13:31:00

Financial flash news: This fluctuation involves COMEX gold and silver futures. As of the latest quote, both have seen significant declines: COMEX gold futures fell more than 1% to $3,929.1 per ounce; COMEX silver futures fell more than 3% to $49.31 per ounce. This price correction will directly affect the holding returns of corresponding products, and will also spill over to the pricing of global precious metal assets and supply and demand expectations across the industrial chain.

Eastmoney 7×24

Zhongji Innolight’s trading volume reaches 20 billion yuan

2026/11/3 13:36:56

During this trading day, the total trading volume of Zhongji Innolight, the leading domestic optical module listed company, exceeded 20 billion yuan, and its stock price fell by 11.11% as of the close. This trading volume ranks among the top in the A share market on the day, highlighting the current fierce long-short game and obvious capital divergence for core assets in the upstream of the AI computing power industry chain. The short-term fluctuation risk of related sectors has increased, and the abnormal movement has attracted widespread market attention.

Trump says he is willing to grant “preventive” pardons to Elon Musk to prevent investigations if Democrats win midterm elections

2026/11/3 13:36:42

[Short Summary] According to a report by the U.S. New York Times, U.S. President Trump stated on the 2nd local time: If the Democratic Party wins control of both the Senate and the House of Representatives in the midterm elections and then launches investigations or even prosecutions against his allies, he will issue “preventive” pardons to confidants and aides including entrepreneur Elon Musk. The news also triggered market concerns about policy risks for assets owned by Musk, including Tesla and the X platform.

Deputy Governor of the People’s Bank of China Zou Lan: Will continue to support the construction of Hong Kong as an international financial center as always

2026/11/3 13:32:55

On November 3, Deputy Governor of the People’s Bank of China Zou Lan stated at the 2026 International Financial Leaders Investment Summit that the central bank will work with multiple departments to continuously support the construction of Hong Kong as an international financial center and help Hong Kong achieve long-term prosperity and stability. Zou Lan also mentioned that since the beginning of this year, China’s macro economy has been operating steadily, high-quality development has maintained a positive trend, and the core support comes from the accelerated growth and continuous expansion of new growth drivers.

Multiple Apple concept stocks see performance recovery, some attract heavy institutional attention

2026/11/3 13:29:00

[Short Summary] There are currently more than 140 listed companies in the A share Apple industry chain. As of the close on November 2, the total market capitalization of the sector exceeded 4 trillion yuan. Recently, multiple Apple concept stocks have seen performance recovery, attracting heavy institutional attention; 50 concept stocks have risen against the trend since the beginning of this year, among which JPT, Tanaka Seiki, Honghe Technology, and Gettop Acoustic have seen their cumulative gains double.

ChiNext Index falls below 2400 points

2026/11/3 13:28:17

[Financial Flash News] This fluctuation involves the ChiNext Index, as well as three technology sectors: semiconductors, CPO, and PCB. The core event is that the ChiNext Index weakened during trading, falling below the 2400-point integer mark, with a current intraday decline of 2.4%. Affected by the index decline and weak sector sentiment, the three aforementioned technology sectors collectively plummeted, and related growth equity assets are under short-term pressure.

Mico Medicine rose more than 60%, plans to repurchase no more than 10% of H shares

2026/11/3 13:27:18

[Short Summary] The subject involved is Hong Kong-listed Mico Medicine-B (02335.HK). The company previously issued an announcement that it plans to adopt a 10-year H share incentive plan, grant a general authorization to repurchase H shares, and will use its own funds to repurchase no more than 10% of the total issued H shares. Driven by this news, as of press time, the stock has risen 63% to HK$19.58, hitting an intraday high of HK$20.24, with a trading volume of more than HK$300 million.

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