一 | 本篇评级为★★★，主要围绕以下内容展开： 1、利好都摆在了桌面上，若向上还需新支撑； 2、美澳联手搞稀土，会动摇战略资源品赛道吗？ 如有疑问请以音频内容为准，添加妙妙子微信huxiuvip302，入群有机会与董小姐进一步交流。 Ranveer Singh's Dhurandhar is soaring at the box office, delivering big numbers over the opening weekend. The Aditya Dhar directorial is a spy thriller revolving around a RAW agent and his covert missions in the criminal underworld of Karachi and its link to India. As per industry tracker Sacnilk, Dhurandhar earned Rs 28 crore on its opening day and Rs 32 crore and Rs 43 crore over the weekend, taking the India net collection to Rs 103 crore. The film's Sunday earnings registered an impressive 34.38% jump from its Saturday collection. Overseas, the film earned Rs 21 crore. As per Sacnilk, Dhurandhar had an overall 53.47% Hindi occupancy on Sunday. The film's opening day collections and now the jump over the weekend surpassed predictions made by trade experts, who estimated that it would earn Rs 15-18 crore on day 1. The opening day collection also came very close to Vicky Kaushal's Chhaava's opening day collection of Rs 31 crore, making it a solid comeback for Ranveer Singh. Besides Ranveer, Dhurandhar features an ensemble cast featuring Akshaye Khanna, R Madhavan, Sanjay Dutt, Sara Arjun, Rakesh Bedi and Arjun Rampal among others. Filmfare's Review of Dhurandhar Filmfare rated the film 3.5 out of 5 and said in its review, "At the centre of this world stands Ranveer Singh, playing the hard-edged agent who slips into the shadow world of sleeper operatives as a cross-border conspiracy erupts. It’s a performance of restraint, a departure from his flamboyant screen persona. This Ranveer is raw yet internalised, driven yet fraying. The role demands both physical ferocity and emotional weariness, and he delivers both with remarkable control. His silences speak as loudly as his action beats, grounding the film even when its narrative ambitions begin to overtake its focus." Dhurandhar's sequel, the continuation of the story through a Part 2 feature, will be released in March next year. Also Read: Ranveer Singh’s Dhurandhar soars past Rs 60 Crore, breaks multiple records。 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。 1、利好都摆在了桌面上，若向上还需新支撑 今天，国内市场情绪回暖，从大势上看，特朗普确实发挥了作用——他对中国议题的发言愈发软化，态度越来越好。今日他最新对外表示，明年年初很可能访问中国；在双方元首尚未月底会晤前，他已抢先发布2026年的“好消息”，令全球股市感受到稳定。隔夜美股全面收高，标普500涨幅超1%，暖意也传染至包括A股在内的其他市场。 这意味着中美关系正进入新的博弈阶段：美方策略从亲自下场对抗，转为态度软化，但对战略行业的局部打压会更集中，同时拉拢更多盟友共同应对中国。可以说，特朗普10月的态度已完成“从恐吓到全面软化”的周期。市场在其威胁时害怕，又随其步步妥协而回暖，如今“暖风”似乎已被最大程度定价，需提防透支风险。
二 | 资本市场永远提前反应，若月底元首会前特朗普已摆出如此姿态，还有哪些未知利好？须留一份谨慎。
三 | 美股随特朗普态度先跌后涨，科技板块波动尤甚。 市场眼下追问：还有啥超预期利好？不少投资者寄望美联储月底议息会“接棒”放鸽。然而，距离降息决议仅余四五天，时间所剩无几；且市场已一致预期降息25bp，若果真兑现，也无惊喜。至此，本轮修复略显“寡淡”——虽明显反弹，却缺乏继续突破、创新高的清晰动力。中美股市，尤其科技板块，联动性强；美股若陷入“利好出尽”，A股亦会承压。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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