俄罗斯交通部：在俄罗斯黑海沿岸起火的利比里亚籍油轮“Aframax Rio”号上23名船员已全部获救，无人员伤亡。

During China’s National Day holiday, the US 10-year Treasury yield briefly rose above 5.34%, a 24-year high, but foreign investor interest in Chinese assets has increased. Bank of America says global active long funds have moved from underweight to neutral on Chinese equities, ending a four-year underweight. Fidelity International, Wellington and other global managers have likewise signaled increased focus on China. Goldman Sachs calls Chinese assets attractive for diversification and prefers A-shares to H-shares. UBS forecasts A-share earnings growth of about 15% in 2026. BLACKROCK maintains a neutral stance on China equities while highlighting AI hardware, power-grid equipment and physical AI as areas of focus. INVESCO is constructive on China’s technology ecosystem. CITIGROUP and Standard Chartered previously upgraded Chinese equities to overweight.

法国8月工业产出年率 0.3%，前值-0.50%。