【期货盯盘神器专属文章】欧美盘中关注：市场最大变量来自霍尔木兹海峡，特朗普驳回伊朗重开提案后，油价、美债收益率与美元同步走强。Saxo Bank指出，能源成本正冲击通胀预期与风险偏好：黄金跌至七周低点，美股抹去9月全部涨幅。今晚美国公布JOLTS与消费者信心数据——市场波动会否加剧？点击阅读。

MOFCOM said China’s Mid-Autumn holiday saw strong consumer demand, adequate supply and stable staple prices. Average daily sales at major retail and catering firms rose 6.1% YoY for the lunar holiday period. A consumer goods trade-in campaign reached 1.907 mln participants and generated 11.53 bln yuan in sales on Sept. 25–26. Foot traffic and turnover at 78 MOFCOM‑monitored pedestrian streets rose 6.4% and 5.1%, respectively. Smart, green and health-focused categories outperformed: smart wearables sales were up 1.2-fold YoY, embodied intelligent robot sales +93.1% YoY, organic food +36.3% and outdoor sports equipment +30.2%.

英伟达CEO黄仁勋：首要任务是剥夺AI智能体的权限。