碳酸锂主力合约日内跌幅达4.00%，现报124320元/吨。

Refinitiv-reported shipping sources said Tuesday that oil-loading operations at Yanbu port in the Red Sea have been suspended after Saudi Arabia, the world’s largest crude exporter, closed its east–west oil pipeline for several days following an attack by Yemen’s Houthi militants. ARAMCO had increased use of the Yanbu terminal since Feb. 28, when hostilities between the US and Iran began; the company declined to comment.

Huatai Securities said trading-driven selling has shown initial relief but fresh incremental capital remains cautious and market liquidity repair has yet to coalesce. Recent volume contraction mainly reflects reduced domestic trading exposures, margin-financing activity at a cyclical low and private funds’ lower sensitivity to the tech sector, suggesting earlier positions have been partly digested. Leverage stabilization has not produced sustained net inflows; ETF demand is driven by structural rotation. Overall funding conditions are improving mostly via reduced selling pressure rather than broad new inflows, while demand-side funding stress has risen and share unlocks in early October could add pressure.