Nomura strategists note that Norges Bank kept its policy rate at 4.50% in November and signalled a willingness to hike again if needed. They expect no further rate changes in 2026–2027 and see the next move as a cut, likely only from 2028, given very gradual disinflation in Norway.
11月5日,贛鋒鋰業(01772.HK)大漲8.22%,成交額超7億港元,顯著放量。碳酸鋰期貨主力合約早盤大漲,鋰礦股全線走強,公司領漲港股鋰業板塊。A股贛鋒鋰業(002460.SZ)亦大漲6.27%。
荷蘭國際集團(ING)分析師沃倫-帕特森(Warren Patterson)和伊娃-曼西(Ewa Manthey)表示,在民主黨橫掃美國中期選舉後,ICE 布倫特原油大幅拋售,因為市場已計入伊朗戰爭可能更快結束以及風險溢價消退。他們指出,基本面走軟、跨期價差走弱以及美國成品油庫存仍然偏緊,但認為近期下跌的速度看起來過頭了