日本央行会议纪要：部分成员表示，消费者价格出现上涨迹象，反映出进口成本上升。

MOFCOM’s US and Americas bureau said the eighth round of US‑China trade talks produced an agreement to extend the Kuala Lumpur joint arrangement. In October 2025 both sides had agreed to suspend parts of each other’s tariffs and non‑tariff measures through Nov 10, 2026; the talks agreed, on the basis of extending that arrangement to Jan 10, 2027, to continue actively exploring the issue with the aim of reaching a mutually agreed solution.

港股光通信板块走低，长飞光纤光缆(06869.HK)跌12%，中际旭创(03308.HK)跌6%，剑桥科技(06166.HK)跌超4%。