港股低开高走，恒生科技指数涨超1%，恒指涨0.7%。科网股回暖，美团(03690.HK)涨4.7%，小米集团(01810.HK)涨3.5%，百度(09888.HK)涨2.5%，阿里巴巴(09988.HK)涨近2%。

Goldman Sachs cut aluminium price forecasts, citing faster-than-expected supply recovery in the Middle East. The bank now sees a 2026 global aluminium deficit of about 100kt, down from a prior 720kt forecast, and has raised its 2027 surplus estimate from 590kt to roughly 1.5mt. It trimmed its LME aluminium price view for Q4 2026 to $2,950/t from $3,200/t and cut its 2027 average to $2,700/t from $2,950/t. Goldman expects inventories to rebuild by end‑2027, which should normalize smelter margins from recent highs.

Bank of Israel Governor Yaron said a large government increase in defense spending would push the budget deficit above targets and cause inflation to run higher than expected.