乌克兰总统泽连斯基：今天，美国总统发表声明称，能源停火已经达成。这对所有人来说都是好消息，重要的是这一停火能够真正落实。遗憾的是，今天一整天，乌克兰领空都充斥着俄罗斯“沙赫德”无人机。俄方还发动了滑翔炸弹袭击，并继续打击我们的能源基础设施。今晚，哈尔科夫的一座发电厂遭到袭击。

世界银行行长彭安杰：如果今年的超级厄尔尼诺现象造成重大负面影响，将随时准备协助各国。

CITIC Securities says oil stabilisation, softer-than-expected US nonfarm payrolls and downgrades to Fed rate-hike odds have not reversed the rise in global long-term yields. The firm attributes higher yields to persistently strong private-sector investment and financing demand—trillions in investment have driven North America out of the post-crisis low-growth, low-rate norm. A sustained high-rate global environment is likely until an inflection in the AI investment cycle. Demand relatively insensitive to elevated overseas rates is concentrated in North American AI and sectors tied to expanded Chinese central fiscal spending. Former outperformers such as offshore exporters and resource plays face pressure. In weak demand conditions, assets benefiting from supply rationalization are scarce; the unwinding of excessive domestic competition next year merits attention. Tactical positioning: in the near term use cyclical, high-momentum sectors and supply-rationalization beneficiaries to cope with high rates; closely monitor the AI investment-cycle turning point.