花旗：预计欧洲央行将在2026年12月和2027年3月各加息25个基点。

Goldman Sachs Japan electronics components research team says Apple’s influence on Japanese components stocks is declining as AI and data-center sales gain share. New iPhone pricing was broadly in line with investor expectations; the Apple cycle will still drive orders and seasonality but its sector-wide explanatory power is weakening. Stock pricing for suppliers will increasingly hinge on AI and data-center exposure, per‑unit content/value and share shifts.

布伦特原油日内跌超1.00%，现报105.11美元/桶。