欧盟发言人：就释放库存磋商一事，目前不会发表任何评论。任何释放行动都由国际能源署组织。

S&P Global Market Intelligence chief business economist Chris Williamson said US manufacturing accelerated in September, with the PMI at its highest level since May 2022. A surge in new orders drove sharp increases in output and employment; backlogs climbed and suppliers grew busier, signalling capacity is tightening. Machinery investment and production were especially strong, often linked to rising AI-related spending. Export orders continued to fall, but precautionary inventory rebuilding amid price and supply concerns is supporting demand. With demand outstripping supply and oil prices elevated, inflationary pressure remains a key risk, and faster growth, stronger hiring and higher price measures will intensify market expectations of further Fed rate hikes.

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.