The British Pound (GBP) has bounced from session lows against the US Dollar (USD) on Thursday, as the Bank of England hiked interest rates, as widely expected, with some policymakers calling for further monetary tightening.

TradingKey - 美東時間 11 月 5 日週四，美股三大指數期貨走勢分歧。截至發稿，道瓊期貨上漲 0.65%，標普 500 指數期貨上漲 0.23%，那斯達克 100 指數期貨下跌 0.49%。【來源：Investing】週三，民主黨贏得美國國會參眾兩院控制權，美股主要指數全線上漲。不過，部分晶片股和 AI 資料中心相關股票仍然承壓，市場關注資料中心建設審批趨嚴的影響。週四盤前，記憶體股

Rabobank’s Global Daily notes that Brent crude Oil dropped over 10% to $93 per barrel, slipping below $100 for the first time since October 7 after US election results that were largely priced in. Strategists Michael Every and Joe DeLaura argue that any US pivot away from Iran or direct regional involvement offers no guarantee of sustainably lower Oil prices.

TradingKey - Airbnb (ABNB) 將於 11 月 5 日美股盤後公布 2026 年第三季業績。財報發布前，資金提前押注旅遊需求與平台預訂業務保持韌性，推動公司股價上漲 5.64% 至 176.37 美元。市場預期，Airbnb 第三季營收約為 47.5 億美元，每股盈餘約為 2.85 至 2.89 美元。公司先前給出的營收指引為 46.9 億至 47.7 億美元，因此實際營收能

Mexico Consumer Confidence remains unchanged at 45.2 in October

Mexico Consumer Confidence s.a down to 45 in October from previous 45.1

United Kingdom BoE MPC Vote Rate Hike came in at 9, above expectations (7)

United Kingdom BoE MPC Vote Rate Cut meets expectations (0)

United Kingdom BoE MPC Vote Rate Unchanged came in at 0 below forecasts (2)

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.

United Kingdom BoE Interest Rate Decision meets expectations (4%)

Brazil Industrial Output (MoM) registered at -0.8%, below expectations (-0.2%) in September

Brazil Industrial Output (YoY) below forecasts (-1.7%) in September: Actual (-2.5%)

The Swiss Franc (CHF) gives up earlier gains on Thursday as the US Dollar (USD) shows signs of stabilising following US midterm election volatility, helping USD/CHF rebound. At the time of writing, the pair trades around 0.8176, up 0.10% on the day, after recovering from an intraday low of 0.8135.

The Japanese Yen (JPY ) has given away most of the previous gains on Thursday, as the US Dollar (USD) bounced up from highs with the dust of the midterm elections settling and the strong US macroeconomic data coming to the fore.

Commerzbank’s Tatha Ghose expects the Czech National Bank to deliver a fully priced 25 bp hike to 4.00%, but stresses that the key signal will be the overall tightening path.

The New Zealand Dollar (NZD) gives up half of its early gains against the US Dollar (USD) on Thursday. In the European trade, the NZD/USD pair retreats from day’s high of 0.5658, but is still 0.2% higher to near 0.5630.

Ripple (XRP) ticks higher on Thursday, trading near $1.32. The remittance token is up roughly 10% from last week’s trough at $1.20, suggesting that the path of least resistance is gradually flipping upward.

11月5日，凱萊英（06821.HK）報129.1港元，漲6.43%，成交額超2億港元，A股的凱萊英（002821.SZ）漲8.47%。

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann describe highly volatile USD/JPY trading, with swings between 157.39 and 158.74 before a close at 158.42 as lower US yields supported the Japanese Yen. They see limited directional edge intraday, expecting a 157.70–158.70 range, and maintain a one-to-three-week range-trading view between 157.00 and 159.00.

11月5日盤後，華虹宏力(01347.HK)披露2026年第三季度業績報告,其營收、利潤雙雙增長。

The US Dollar (USD) is reversing previous losses on Thursday as markets start to shift their gaze away from the results of the US midterm elections to the solid US macroeconomic figures released this week, which pave the path for another Federal Reserve (Fed) interest rate hike in December.

The comments from European Central bank (ECB) Governing Council member Ante Zigman released in a Bloomberg report state that he expects a high chance of another interest rate hike in the December meeting.

11月5日，寶濟藥業-B（02659.HK）大漲14.75%，報9.26港元，市值30.19億港元。

Rabobank strategist Molly Schwartz notes that Brent crude Oil dropped over 10% to $93 per barrel, slipping below $100 for the first time since October 7 after US election results that were largely priced in.

11月5日，亞盛醫藥（06855.HK）表現活躍，截至收盤，漲幅為6.7%，報30.24港元/股。

11月5日，港股三大指數高開高走、集體收漲。恒生指數收漲3.67%，國企指數收漲3.87%，恆生科技指數收漲5.55%。盤面上，美國中期選舉結果落地消除了外部政治不確定性，資金自算力基建撤出、集中湧入前期超跌的互聯網平台，指數與板塊之間出現劇烈的方向切換。