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一 |     A powerful Monday morning earthquake has killed at least 111 and injured 87 in the west part of Colombia.         Colombia's President Abelardo de la Espriella, who came to office just three days before the earthquake, declared a state of emergency to expedite funding for the quake recovery with a plan to visit the disaster zone.    "I am at the forefront of the situation. It pains me deeply what the families and affected regions are going through," he posted on X.    According to information provided by Colombian officials by mid-afternoon, the destruction included 1,575 damaged homes, 37 homes completely destroyed, 61 collapsed buildings, scores of damaged centers of health, education and community, as well as 18 damaged roads and six airports.    Airports in Pereira, Manizales, Quibdo, Armenia, Cartago and Buenaventura suffered structural damage, and their flight operations were suspended, according to Colombia's Civil Aviation Authority.    The tremor was felt in Colombia's capital Bogota, which is about 400 kilometers from the epicenter, setting off alarms that prompted people to evacuate many buildings as a precaution.    "At this time there are no reports of injuries or structural damage, only some cracks in buildings," Bogota Mayor Carlos Galan posted on X.    The earthquake damaged the region's major cities including Pereira, Quibdo, Manizales and Cali.    Nubia Carolina Cordoba-Curi, governor of the Choco region, posted on X on Monday morning that "in the capital Quibdo there are injuries and severe damage to buildings".    She posted an update at 2 pm that 12 people were confirmed dead and 84 injured in Choco.    Other local authorities reported at least 40 deaths in the Risaralda region and 27 deaths in the Valle del Cauca region.    Rescue efforts to save people buried under the debris is ongoing.    According to the Colombia Geological Service, the earthquake epicenter was in San Jose del Palmar, Choco. It had a magnitude of 7.4 and a depth of approximately 103 km, making it the strongest earthquake recorded in Colombia in the last decade.    The earthquake was felt by neighboring countries Venezuela, Ecuador and Panama. It was followed by several aftershocks with magnitudes between 2.8 and 4.8, according to the agency.    The agency said that it's common for this region to experience earthquakes of considerable magnitudes due to activities associated with the subduction of the Nazca Plate beneath the South American Plate.    Near the end of June, Venezuela was struck by two earthquakes — with magnitudes of 7.2 and 7.5 — that were only 39 seconds apart. More than 6,000 people were killed, and tens of thousands of people remain missing under the debris.                    。    本篇评级为★★★,主要围绕以下内容展开:          1、交接棒行情继续,科技会弱反弹吗?          2、新机会继续扩散,现在走到哪里了                    如有疑问请以音频内容为准,添加妙投小虎哥微信miaotou515,入群有机会与董小姐进一步交流。

二 |                    新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。                   (文稿为机器转录,如有出入,请以音频为准)          每天10分钟拆解新闻背后的逻辑。大家好,今天是2025年的11月10号星期一,我是董小姐。                   1、交接棒行情继续,科技会弱反弹吗?          今天市场延续“新老交接”格局——也就是常说的交接棒行情。

三 | 一起看看行情走到哪一步,以及在新机会里该挖哪些重点。                   先看科技赛道。三季度它光芒万丈,进入最后两个月却抛压沉重。今早人工智能、芯片等细分一度深度回调,午后跌幅虽收窄,仍在全市场垫底。短期怎么看?今晚到明天,它可能随美股小幅反弹,但拉长到两个月,A股科技板块或难有太多“存在感”。

四 |                    为何说美股科技短线或有反弹?——前期回调重要诱因是“资金压力”,而资金压力又跟联邦政府停摆有关。政府没法复工,联邦资金积压在账上发不出去,紧张情绪传导至资本市场。如今两党有望妥协:共和党不再坚持恢复“平价医疗法案”,而是提出给低收入人群发“只能买医疗服务”的现金补贴;民主党态度亦松动,市场预计停摆解决“指日可待”,紧张情绪缓解,美股科技可暂喘口气。

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Published on:02:39:54


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