天然气期货短线拉升，现报3.3美元/百万英热。哥伦比亚天然气公司（Columbia Gas）宣布，其MXP天然气管线发生不可抗力事件。

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%.

美国9月季调后CPI月率 0.6%，预期0.60%，前值0.40%。