IEA月报：全球柴油出口在九月份同比减少70万桶/日。

国际货币基金组织总裁：似乎有必要采取一些措施来改善美国预算状况、减少债务。

ASML raised the lower end of its 2026 sales guidance for a third consecutive quarter, now forecasting €44.0-45.0 bln (about $49-50 bln), up from a previous lower bound of €43.0 bln. Q3 net sales (July–Sept) rose to €11.66 bln. Industry participants are increasingly questioning whether AI-driven demand will persist; ASML’s advanced tools have order-to-delivery lead times of more than a year, making its order book a near-term signal of chipmakers’ capex plans. The company said it expects to be unable to fully meet market demand in 2027 and 2028. In July ASML announced plans to raise next year’s capacity for its second-most-advanced system, Low-NA EUV, by 30% to target roughly 85 units a year. The CEO said some customers have signalled interest in 2029 and 2030 orders and ASML is studying ways to increase 2028 capacity beyond the previously announced 30%.