早盘开盘，国内期货主力合约涨跌不一，SC原油跌近4%，菜粕跌超2%，碳酸锂跌近2%，燃料油、焦煤、集运欧线、液化石油气（LPG）、焦炭跌超1%。涨幅方面，纸浆涨近3%，甲醇涨超2%，沥青涨近2%，乙二醇（EG）、氧化铝、丙烯、合成橡胶、锰硅涨超1%。

Oman government data showed August consumer price index fell 0.19% MoM.

CSC Financial says A-share market has entered a second-stage recovery. Middle East geopolitical spillovers lifted oil and long-end UST yields earlier but that phase has eased; oil and long-end UST yields have retreated. With domestic easing on rates and a stable RMB, leadership is rotating back to earnings and capital is returning to high-profitability sectors. Key risks: the persistence of overseas rate and oil declines and external shocks around the FOMC meeting at end-October. Recommended positioning: balanced, layered. Offensive overweight: compute-capacity supply-constrained segments (optical chips, PCB manufacturing, CCL, server OEMs) and industrial base metals (copper, aluminum, tin). Defensive base: dividend-yielding assets as core ballast. Tactical: selective, policy-driven domestic-demand opportunities in agriculture, medical aesthetics, and textiles/apparel.