【期货盯盘神器专属文章】CBOT农产品晚间分析：嘉吉数据显示现货升水高达1美元！CBOT大豆价格下跌是否不应过度悲观？点击链接。

HSBC raises Morgan Stanley (MS.N) PT to $219 from $215.

A Sept. 28 survey of private fund managers showed average equity allocation at 74.62% ahead of the National Day holiday. 57.7% said they would be heavily or fully invested (>80%), citing that pre-holiday market adjustment has released risk and supports post-holiday A-share structural opportunities. 19.23% plan medium-heavy positions (60–80%), keeping a high base while reserving cash for potential holiday shocks. On the post-holiday outlook, 51.86% expect the market to stabilise and rise, 33.33% expect choppy/divergent trade with limited index upside but continued structural opportunities, and 14.81% see significant residual uncertainty that could weaken the market.