美国2年期国债收益率短暂触及9月22日以来最低水平，最新下跌12.68个基点，报4.7640%。

欧洲央行行长拉加德将于十分钟后发表讲话。

Nomura analysts say Alibaba (09988.HK) is likely to sustain strong AI and cloud growth, citing solid positions across the AI value chain — chips, infrastructure, models and applications. They say management is prioritizing profitability in other businesses, including e-commerce, to preserve cash for AI investment. Nomura raised its FY2027 adjusted net profit forecast by 7%, driven mainly by higher expected e-commerce margins.