安泰克研究员：预计2026年全球镍消费量将同比增长4%，达到374万吨。

U.S. September CPI showed computers, peripherals and smart‑home assistant prices up 9.7% YoY—the largest annual gain since at least 2006—while software and accessories rose 28.4% YoY. The figures suggest surging AI compute and hardware demand may be lifting consumer‑tech costs, adding inflationary pressure beyond energy and housing and potentially complicating the Fed’s path back to a 2% inflation target.

欧洲斯托克50指数期货下跌 0.93%，德国DAX指数期货下跌 0.48%，英国富时100指数期货下跌 0.14%。