Reflation再通胀 AS OF截至 2026-10-30
0 50 100 31 / 100
31 Risk-off避险
RED — defend capital first 优先保住本金

Risk-off — stress is elevated; defend capital first.避险 — 压力升高；优先防守。

The read flips if Volatility (VHSI) recovers.若波动率（VHSI）回稳，读数会翻转。
The checks信号详情
Trend & technicals趋势与技术10
Risk appetite风险偏好46
Volatility (VHSI)波动率（VHSI）58
Breadth & participation广度与参与31
Liquidity & peg flows流动性与联汇资金16
Downturn-risk guard下行风险护栏34
→ Mixed when trend & technicals firms up (now 10/100).→ 若趋势与技术转强（现 10/100），则转「混合」。
See the full read ↓查看完整读数 ↓
Chance of a pullback回撤概率
31%21-day chance21日概率
Normal exposure.正常仓位。
USD / HKD funding美元／港元资金elevated
US rate shock美债利率冲击calm
See the full risk read ↓查看完整风险 ↓
11-session path 近 11 交易日走势 Score vs time综合评分 · 时序
HONG KONG DASHBOARD香港仪表盘2026-10-30
Hang Seng Tech恒生科技
3,744
-109.6 -2.8%
Hong Kong tech stocks today今日港股科技
Down跌
HK dollar peg港元联汇
7.8457
+0.0010 +0.0%
higher = a weaker HK dollar数值升高 = 港元走弱
Up涨
near weak edge接近弱方
Offshore yuan离岸人民币
6.629
-0.007 -0.1%
quoted as yuan per US dollar — higher = a weaker yuan以美元兑人民币报价 — 数值升高 = 人民币走弱
Down跌
Gold黄金
4,028
+19.6 +0.5%
gold priced in US dollars以美元计价的黄金
Up涨
US dollar美元指数
101.62
-0.19 -0.2%
against a basket of currencies — higher = a stronger dollar相对一篮子货币 — 数值升高 = 美元走强
Down跌
HK overnight rate港元隔夜利率
2.65%
+0.29 percentage points百分点
what HK banks charge each other overnight香港银行间隔夜拆借成本
Up涨
What To Do操作建议
Extended — Caution过热 — 警惕
Macro regime宏观周期Reflation再通胀
Global risk全球风险risk-off风险规避
Slowdown gauge放缓仪表high高
Drawdown risk回撤风险high高
Coming Up近期事件NEXT 2 WEEKS未来2周
8 events ahead个事件
NBS PMI (mfg + non-mfg)国家统计局 PMI（制造业＋非制造业）
Oct 31
BIG重要
US payrolls (NFP)美国非农就业
Nov 6
BIG重要
Customs trade (exports/imports)海关进出口数据
Nov 9
BIG重要
CPI (consumer prices)CPI（居民消费价格）
Nov 10
BIG重要
Stocks Worth Watching值得关注的个股FROM THE STOCK BOARD来自港股看板
HK & China Gas香港中华煤气
0003.HK · Telecom & Utilities电信与公用事业
Almost ready接近就绪
Sinopec Kantons新域天然气
0934.HK · Energy能源
Almost ready接近就绪
CNOOC中国海洋石油
0883.HK · Energy能源
Buy now立即买入
AIA Group友邦保险
1299.HK · Insurance保险
Buy now立即买入
ICBC中国工商银行
1398.HK · Financials & Banks金融与银行
Buy now立即买入
See all HK stocks →查看全部港股 →
Mood & Fear市场情绪
Fear normal — watch, don't chase恐慌正常 — 观察，勿追
PANIC 恐慌 EUPHORIA 亢奋
Calm平静
HK fear gauge 19.18 · mid-range 港股恐慌指数 19.18 · 区间中部
Two years of fear & calm · middle of its range = 20近两年恐慌与平静 · 区间中值 = 20
Which Sectors Are Hot板块温度
Narrow — stay selective偏窄 — 保持精选
Hot — already run, don’t chase热门 — 已涨，勿追
Consumer消费Energy能源Exchange & Diversified交易所与综合企业
Turning up — cheap and getting bought转强 — 便宜且被资金买入
Energy能源Consumer消费
Sector heat · green = leading · red = lagging板块温度 · 绿=领涨 · 红=滞涨
▲ Heating▲ 升温Cooling ▼降温 ▼
How many stocks are above their 50-day line站上50日线的个股占比
Currency & Interest Rates货币与利率
Peg near weak edge — HKMA may defend联汇接近弱方 — 金管局或介入
HK dollar港元7.8457 — near its weak edge接近弱方
strong 7.75强 7.75weak 7.85弱 7.85
China's central bank中国央行Supportive支持
HK's borrowing costs follow US rates; HK company profits follow China's economy.香港借贷成本随美联储；港股盈利随中国经济。
Mainland Buying & Value南向资金与价值
~¥3.6bn~36亿
Mainland money sold HK today内地今日净卖出港股
How often lately近期频率bought on净买入 6 of last 20 days天（近20日）
A bargain too估值优势A/H premiumA/H溢价 39.0% · high vs history高于历史
Mainland money is HK's steady buyer — and HK is the cheaper of the two markets.内地资金是港股最稳定的买家，港股估值更便宜。
Overnight & Leverage隔夜与杠杆
US overnight read美股隔夜读数-1.0% implied open 隐含开盘
flat
Leverage bets杠杆仓位Lean bearish偏空
An early read on tomorrow's open, plus where crowded leveraged bets could speed up a move.对明日开盘的早期读数，以及集中杠杆仓位可能加速行情的位置。
News & Company Filings新闻与公司公告
This week:本周： 0 buybacks回购 42 placements配股 30 results业绩
Placement配股 8455.HK new shares — dilution新发股份 — 稀释
Placement配股 0643.HK new shares — dilution新发股份 — 稀释
Results业绩 0193.HK earnings update业绩更新
2981 company filings公司公告 · see all →查看全部 →
HK Home Prices香港楼市
Slow signal — context for local confidence慢速信号 — 本地信心背景
flat / basing盘整
Last 3 months近3个月-0.3%
A slow read on local wealth — property matters for HK confidence.本地财富慢指标 — 楼市关乎港股信心。
AI SummaryAI简报
China regime: StagflationA股格局：滞胀Policy: On hold政策：按兵不动

China squeeze: Growth is cooling while prices rise and system cash contracts.中国承压：经济增长降温、物价上涨，同时体系内流动性收缩。

A plain-English recap of the China & HK dashboards — background, not a signal.中港看板的白话摘要 — 仅供参考，非信号。
Alerts警报
✅
No alerts today.今日无警报。
Data Health数据状态
OK正常 tap for details点击查看详情 ↓
HK Stocks港股看板 Market Heatmap市场热力图 China Dashboard中国看板 AI BriefAI简报
The Full Read — What's Behind the Score完整读数 — 评分详解
The score (0–100) blends several checks into one read of how risky the Hong Kong market looks right now. Below 42 = nervous / play defence, 42–59 = mixed, 60+ = calm. It confirms what's already happening — it's not a forecast.评分（0–100）把多项检查融合为一个读数，反映当前港股市场的风险程度。低于42=紧张/防御，42–59=混合，60+=平稳。确认已发生的事，不是预测。
The checks · today今日各项检查 31/100
Trend & technicals趋势与技术
10
Risk appetite风险偏好
46
Volatility (VHSI)波动率（VHSI）
58
Breadth & participation广度与参与
31
Liquidity & peg flows流动性与联汇资金
16
Downturn-risk guard下行风险护栏
34
Signal stack信号堆栈
Macro regime宏观周期
Reflation再通胀
Growth axis增长轴
rising上行
Global risk全球风险
risk-off风险规避
Dual liquidity双重流动性
tightening收紧
HK dollar peg港元联汇
weak-side (outflow)弱方（流出）
Risk appetite风险偏好
neutral中性
Slowdown gauge放缓仪表
high高
Drawdown risk回撤风险
high高
Signal tally:信号汇总： 2 bull多 · 1 neutral中性 · 5 bear空 of共 8
The trend across timeframes多周期走势
Index指数Price价格Chg涨跌DD回撤RSI
Hang Seng Index恒生指数 23294.42 +1.5% -16.7% 39
H-SharesH股指数 7862.22 +1.4% -18.1% 41
HK Tech港股科技 3919.94 +1.7% -15.3% 43
Shanghai Comp上证综指 3599.02 -1.4% -15.2% 28
Display-only. A synthesis of signals shown elsewhere; it never scores, sizes or feeds the regime engine.仅供展示。是本页其他信号的综合；绝不评分、定仓或进入周期引擎。
Currency & Interest Rates货币与利率
Hong Kong has an unusual setup: its currency is pinned to the US dollar, so its interest rates follow America's. But most big HK-listed companies earn their money in mainland China, so their profits follow China's economy. Two different engines.香港有独特的结构：货币与美元挂钩，因此利率跟随美国。但大多数在港上市公司在内地赚钱，所以盈利跟随中国经济。两台不同的引擎。
The currency link联汇
7.8457 NEAR WEAK EDGE接近弱方
strong 7.75强 7.75weak 7.85弱 7.85
State状态weak-side (outflow)弱方（资金流出）
Cash in the system系统内资金53,999 HK$M百万港元
HIBOR overnight隔夜HIBOR2.65%
HIBOR 1-month1月HIBOR2.71%
The profit engine (China)盈利引擎（中国）
China's central bank中国央行Supportive支持
RRR (big banks)大行存准率9.0%
Base rate基准利率4.25%
Trade-weighted HKD贸易加权港元100.0
Aggregate Balance — system liquidity综合结余 — 系统流动性
Key dates ahead关键日期
MSCI Index Review — Nov quarterly 2026MSCI指数检讨 — 2026年11月（quarterly）2026-11-30
HSI / HS-TECH Index Review (2026-Q4)恒指 / 恒科指数季度检讨（2026年第4季度）2026-12-14
When the two engines pull apart, the currency & interest-rate side usually wins on short-term timing.当两台引擎分歧时，货币与利率面通常在短期节奏上占主导。
Mainland Buying & Value南向资金与价值
Mainland investors can buy Hong Kong shares through a link called Stock Connect. When they're net buyers, it's a vote of confidence in HK — and it's HK's steadiest source of demand.内地投资者可通过沪深港通买入港股。净买入时，是对港股的信心投票，也是港股最稳定的需求来源。
Mainland money into Hong Kong内地资金流入港股
~¥3.6bn~36亿 NET SELLING净卖出
Last 20 days近20日~¥25bn~247亿 total合计
How often频率bought on买入 6 of 20 days天（共20日）
Why HK is a bargain港股为何更便宜
A/H premiumA/H溢价39.0%
Percentile历史分位87th percentile第87百分位
Valuation估值
P/E市盈率12.4
Pctile历史分位8th百分位
P/B市净率1.51
Pctile历史分位25th百分位
Cumulative southbound flow南向资金累计走势
Shanghai vs Shenzhen connect沪股通 vs 深股通
Shanghai → HK沪市港股通
Today今日¥-2.3bn-23亿
20d20日¥-3bn-26亿
Shenzhen → HK深市港股通
Today今日¥-1.3bn-13亿
20d20日¥-22bn-222亿
Steady mainland buying is the clearest sign of mainland confidence in HK — a cushion, not a stand-alone buy signal.稳定的南向资金是内地对港股信心最直接的体现 — 是托底，而非单独买入信号。
Overnight Read & Leverage隔夜读数与杠杆
Overnight US read美股隔夜读数
Several big HK companies also trade in New York (as "ADRs") while Hong Kong is closed. How they moved overnight gives an early hint of tomorrow's HK open.多家大型港股公司在纽约也有上市（ADR），港股关市期间可参考。隔夜走势是明日港股开盘的早期提示。
-1.0%
Implied HK open隐含港股开盘-1.0%
flat
Individual ADR moves个股ADR走势
Name名称Implied open隐含开盘
Alibaba阿里巴巴 -2.1%
Baidu百度 -1.0%
JD.com京东 -1.2%
Trip.com携程 +0.5%
Tencent腾讯 -0.3%
Meituan美团 -0.3%
A heads-up, not a forecast — the feed can lag and gaps often fill.提前预警，不是预测 — 数据可能滞后，且缺口通常会填补。
Leverage bets (CBBC/warrants)杠杆仓位（牛熊证/认股证）
Hong Kong has popular leveraged bets on big stocks. When lots pile up at one price level, a move through it can trigger forced buying or selling — speeding up the move.香港有流行的杠杆产品押注大盘股。当大量仓位集中在某价位时，一旦突破可能触发强制买卖，加速行情。
HSIBearish偏空
HSTECHBullish偏多
Both are HK-specific tools: the overnight read looks forward to the open; the leverage map shows where a move could speed up.两者均为港股特有工具：隔夜读数预判开盘；杠杆图显示行情可能加速的位置。
News & Company Filings新闻与公司公告
Two things here: official company filings (buybacks, share sales, results) from the Hong Kong exchange, and which names are getting news attention right now.两项内容：来自港交所的公司公告（回购、配股、业绩），以及哪些个股正在获得新闻关注。
Company filings公司公告
This week:本周： 0 buybacks回购 42 placements配股 30 results业绩 23 other其他
2026-10-30 Placement配股 8455.HK new shares — dilution新发股份 — 稀释
2026-10-30 Placement配股 0643.HK new shares — dilution新发股份 — 稀释
2026-10-30 Results业绩 0193.HK earnings update业绩更新
2026-10-30 Filing公告 8237.HK routine filing常规公告
2026-10-30 Placement配股 8403.HK new shares — dilution新发股份 — 稀释
2026-10-30 Results业绩 1460.HK earnings update业绩更新
2026-10-30 Results业绩 8029.HK earnings update业绩更新
2026-10-30 Filing公告 1368.HK routine filing常规公告
2026-10-30 Results业绩 1421.HK earnings update业绩更新
2026-10-30 Results业绩 2205.HK earnings update业绩更新
Names getting news attention获得新闻关注的个股
Alibaba阿里巴巴quiet平静 Tencent腾讯quiet平静 Meituan美团tone souring舆情转弱 Baidu百度quiet平静 Kuaishou快手quiet平静 SMIC中芯国际quiet平静
Weakest evidence tier — news volume, not a buy signal.最弱证据层 — 新闻热度，非买入信号。 · slow-moving缓慢更新 · as of截至 2026-10-30
Official filings from the Hong Kong exchange. Buyback = company buying its own shares (supports price). Placement = new shares sold (dilution). News attention comes from English-language news volume; it is context, not a signal.来自港交所的正式公告。回购 = 公司买回自家股份（支撑股价）。配股 = 新发股份（稀释）。新闻关注度来自英文媒体报道量，仅供参考，非信号。
Markets — Indexes & Heatmap市场 — 指数与热力图
Hong Kong's main indexes and a colour map of how every sector and big stock did today (green up, red down).香港主要指数，以及今日各板块和大盘股的颜色地图（绿涨红跌）。
The indexes指数
Hang Seng Index恒生指数 23294.42below 50d50日下方
H-SharesH股指数 7862.22below 50d50日下方
HK Tech港股科技 3919.94below 50d50日下方
Shanghai Comp上证综指 3599.02below 50d50日下方
Sector heatmap · biggest names板块热力图 · 龙头个股
Cross-market strip: HK dollar, offshore yuan, HK interest rate, US dollar, gold, fear gauge.跨市场条：港元、离岸人民币、香港利率、美元、黄金、恐慌指数。
Mood & Fear — what's inside市场情绪 — 详细内容
A single fear-to-greed score built from 8 different market signals, plus Hong Kong's own fear gauge (the VHSI — like America's VIX).由8个不同市场信号构成的单一恐慌-贪婪评分，加上香港自身的恐慌指数（VHSI — 类似美国的VIX）。
HK Fear gauge (VHSI)港股恐慌指数（VHSI）
Level水平19.18
Percentile vs history历史分位39th percentile第39百分位
20-day change in fear20日恐慌变化+2.2
Signal tally信号汇总
Constructive (bull)建设性（多）2
Cautionary (bear)谨慎（空）5
Total signals信号总数8
A background read only — it never feeds the main score.仅供参考读数 — 不影响主评分。
Sectors — what's inside板块 — 详细内容
Which parts of the HK market are hot, turning up, or best avoided — and how broad the buying is.港股哪些板块正热、转强，或最好回避 — 以及买盘的广度如何。
Turning up — cheap and getting bought转强 — 便宜且被资金买入
HK & China Gas香港中华煤气 Sinopec Kantons新域天然气 CNOOC中国海洋石油 AIA Group友邦保险 ICBC中国工商银行 Sinopec中国石油化工
Avoid — lagging or unconfirmed回避 — 滞涨或未确认
Prudential保诚 Lenovo联想集团 Standard Chartered渣打集团 Hua Hong Semiconductor华虹半导体 CMOC Group洛阳钼业 Jiangxi Copper江西铜业
How broad is the buying买盘广度
Stocks above 50d MA50日均线上方个股36%

Leader cohort participation is subdued; no broad thrust detected.龙头股整体参与度偏弱，暂未出现普涨信号。

All sectors — ranked全部板块 — 排名
Sector板块20d RS20日相对State状态
EnergyEnergy +7.8% BUY ZONE买入区
Financials & BanksFinancials & Banks +5.5% UNCONFIRMED TURN未确认转向
Exchange & DiversifiedExchange & Diversified +7.7% UNCONFIRMED TURN未确认转向
Telecom & UtilitiesTelecom & Utilities +6.8% UNCONFIRMED TURN未确认转向
Healthcare & PharmaHealthcare & Pharma -4.1% DOWNTREND下跌趋势
ConsumerConsumer +8.6% BOTTOMING筑底中
PropertyProperty -0.1% DOWNTREND下跌趋势
Industrials & TransportIndustrials & Transport -0.8% DOWNTREND下跌趋势
InsuranceInsurance -2.5% UNCONFIRMED TURN未确认转向
MaterialsMaterials -7.7% DOWNTREND下跌趋势
Gaming & LeisureGaming & Leisure -6.1% DOWNTREND下跌趋势
Internet & TechInternet & Tech -7.5% DOWNTREND下跌趋势
Auto & EVAuto & EV -4.6% DOWNTREND下跌趋势
Display-only — not a buy or sell call.仅供展示 — 非买卖指令。
HK Home Prices — what's inside香港楼市 — 详细内容
Hong Kong home prices, tracked by the widely-followed Centaline index. Property is a big part of local wealth, so it colours confidence.香港楼价，由广受关注的中原城市领先指数追踪。楼市是本地财富的重要组成，影响市场信心。
CCL level中原指数水平159.38
Last 3 months近3个月-0.3%
Regime状态flat / basing盘整
CCL price history中原指数走势
A slow-moving background read — display only.变化缓慢的背景读数 — 仅供展示。
AI Summary — China & Hong KongAI简报 — 中国与香港
A plain-English read that takes the China and Hong Kong dashboards together — the same shared brief used on the China page.综合解读中国与香港看板的白话摘要 — 与中国页面共用同一份简报。
AI Daily Brief · China & HK synthesisAI 每日简报 · 中港综合
2026-10-16 Updated daily每日更新
A read-through of existing signals — not a signal source仅为现有信号的汇总解读 — 非独立信号源
The gist要点
  • China squeeze: Growth is cooling while prices rise and system cash contracts.中国承压：经济增长降温、物价上涨，同时体系内流动性收缩。
  • HK split: Mainland selling and a firm dollar weigh more heavily offshore.香港市场分化：内地资金抛售和美元走强对离岸市场构成更大压力。
  • Leaders stretched: Banks and coal look extended; beaten-down chips show early interest.领涨板块透支：银行和煤炭涨势似乎过度；超跌芯片股开始受到关注。
What to do: Watch — don't chase 操作建议：保持观望，切勿追涨。
Key readings关键读数
China regimeA股格局Stagflation滞胀 Policy政策On hold按兵不动 System money系统流动性Tightening收紧 Hong Kong香港Neutral中性 HK dollar港元At weak edge — watching贴近弱方 — 需留意 Leading sector领涨板块BanksBanks
Confidence: Medium置信度：中as of数据截至 2026-10-16
The full read完整解读
Mainland China remains near Stagflation on the map. Growth is cooling, prices are warming, and system liquidity is contracting. The next direction is unclear because the transition reading is missing. Hong Kong sits near Reflation, but conviction is weak. Mainland selling is the main drag, while the firm dollar adds pressure through the currency peg. 中国内地在图谱上仍接近滞胀区间。增长正在降温，价格开始回升，体系流动性正在收缩。由于缺少过渡指标，下一步方向尚不明朗。 香港接近复苏通胀区间，但趋势信心不足。内地资金抛售是主要拖累，而美元走强则通过联系汇率制度增加压力。
⚖︎ Where signals disagree⚖︎ 信号分歧
  • Policy pipes: Central-bank language says easing, but the China liquidity read says contraction — support is still stuck in the pipes.政策传导：央行表态指向宽松，但中国流动性指标显示收缩——政策支持仍滞留在传导环节。
  • Market split: Banks and coal lead mainland shares, but money-flow checks are fading — their strength looks stretched.市场分化：银行和煤炭板块领涨内地股市，但资金流指标正在减弱——其强势已显透支。
  • HK pressure: Global risk is neutral, but mainland selling and peg outflows remain weak — offshore shares lack a clean lift.港股压力：全球风险环境中性，但内地资金抛售和联系汇率下的资金外流仍构成拖累——离岸股票缺乏明确的上行动力。
⛓︎ Chain reactions⛓︎ 连锁反应
  • If contracting China liquidity keeps up → policy-sensitive brokers and property may struggle to broaden the rally若中国流动性持续收紧 → 对政策敏感的券商和房地产板块可能难以推动涨势扩大
  • If the dollar keeps strengthening → Hong Kong and other emerging markets face a heavier drag若美元持续走强 → 香港及其他新兴市场将面临更大压力
♻︎ Playbook check♻︎ 剧本对照
Banks and coal remain leaders but show fading support. Chips are deeply beaten down and attracting early flows, which modestly favors reversal over continuation. 银行和煤炭板块仍处于领先地位，但支撑正在减弱。芯片板块已遭深度抛售，并开始吸引早期资金流入，因此较为偏向反转而非延续跌势。
What to watch关注事项
  • China activity data: shows whether cooling growth is becoming a deeper slowdown 中国经济活动数据：显示增长降温是否正演变为更深度的放缓
  • Loan-rate decision: shows whether easing moves beyond words 贷款利率决议：显示宽松政策是否会从口头表态转为实际行动
  • Chip follow-through: confirms whether early buying survives beyond one reading 芯片板块后续走势：确认早期买盘能否在单次数据之后持续
  • Hong Kong outflows: easing would remove a key offshore drag 香港资金外流：若有所缓解，将消除一个关键的离岸市场拖累因素
Research context only — never a buy or sell signal. Generated nightly; the same brief appears on the China dashboard.仅供研究参考 — 绝非买卖信号。每晚生成；同一份简报也出现在中国看板。
What To Do — the full playbook操作建议 — 完整操盘手册
How to position for the current market, in plain steps — plus the sectors to favour and avoid, and where we are in the cycle.用简明步骤说明当前市场的仓位思路 — 包括偏好和回避的板块，以及我们在周期中的位置。
Current stance当前立场
Regime周期Risk-off避险
Score评分31/100
What would flip it转折条件→ Mixed when trend & technicals firms up (now 10/100).→ 若趋势与技术转强（现 10/100），则转「混合」。
Verdict结论
Overall综合Extended — Caution过热 — 警惕
The checks behind this read读数背后的检查
Macro regime宏观周期Reflation再通胀
Growth axis增长轴rising上行
Global risk全球风险risk-off风险规避
Dual liquidity双重流动性tightening收紧
HK dollar peg港元联汇weak-side (outflow)弱方（流出）
Risk appetite风险偏好neutral中性
Slowdown gauge放缓仪表high高
Drawdown risk回撤风险high高
Sector playbook板块操盘
Favour偏好Energy能源Materials原材料Financials & Banks金融与银行Property地产
Leaders领先Energy能源Consumer消费
Avoid回避Financials & Banks金融与银行Exchange & Diversified交易所与综合企业Telecom & Utilities电信与公用事业Healthcare & Pharma医疗与制药Property地产
Research context only — never a buy or sell signal.仅供研究参考 — 绝非买卖信号。
Coming Up — the full calendar近期事件 — 完整日历
Scheduled events over the next two weeks that can move the HK market — from Hong Kong, the US, and mainland China.未来两周可能影响港股市场的定期事件 — 来自香港、美国和中国内地。
Event事件Date日期Importance重要性
NBS PMI (mfg + non-mfg)国家统计局 PMI（制造业＋非制造业） Oct 31 BIG重要
US payrolls (NFP)美国非农就业 Nov 6 BIG重要
Customs trade (exports/imports)海关进出口数据 Nov 9 BIG重要
CPI (consumer prices)CPI（居民消费价格） Nov 10 BIG重要
Money supply, RMB loans & TSF货币供应、人民币贷款与社融 Nov 10 BIG重要
PPI (producer prices)PPI（工业生产者价格） Nov 10 BIG重要
US CPI美国 CPI Nov 10 BIG重要
HK GDP香港 GDP Nov 13 BIG重要
Index & connect reviews指数与互联互通审议
Catalyst催化剂Date日期
MSCI Index Review — Nov quarterly 2026MSCI指数检讨 — 2026年11月（quarterly） 2026-11-30
HSI / HS-TECH Index Review (2026-Q4)恒指 / 恒科指数季度检讨（2026年第4季度） 2026-12-14
Economic releases: HK inflation & jobs · US Fed decisions · China rates & growth.经济数据：香港通胀与就业 · 美联储决议 · 中国利率与增长。
Alerts — what changed today警报 — 今日变化
Only fires when something genuinely changes — quiet most days is normal and honest.只有真正发生变化时才触发 — 大多数时候安静是正常且诚实的。

No alerts today. Quiet is normal.今日无警报，安静是正常的。

Each alert: what happened, what it means, and a link to the panel it came from.每条警报：发生了什么，意味着什么，以及来源面板的链接。
Data Health — what's fresh数据状态 — 新鲜度
Each data feed has a freshness check. Stale feeds are noted here — values still display, but treat them with caution until the next nightly update.每个数据来源都有新鲜度检查。过期数据在此标注 — 数值仍会显示，但在下次夜间更新前请谨慎对待。
Overall status整体状态
OK — all feeds current正常 — 所有数据源最新
Expected session预期交易日2026-10-30
Key timestamps关键时间戳
Regime as-of周期截至2026-10-30
ADR bridgeADR桥接Behind落后
Company filings公司公告Fresh新鲜
News feed新闻数据Behind落后
Nightly engine updates all stores once per day. Intraday checks show live index prices only; fundamentals update after market close.夜间引擎每天更新一次所有数据。盘中检查仅显示实时指数价格；基本面数据在收市后更新。
Built生成于 2026-10-30 13:39 UTC
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