CME to launch tungsten futures to meet rising market demand for the critical mineral.

China's National Bureau of Statistics released Q3 data on Oct 19. Wu Ge, chief economist at Changjiang Securities, said GDP rose 4.6% YoY in the first three quarters and exports were the largest contributor among the three growth engines. Looking 1–2 years ahead, he said geopolitical uncertainty persists but the global macro backdrop remains broadly supportive of Chinese manufacturing exports, especially AI-related goods. He noted AI has been a significant export driver this year by lifting demand for compute capacity and infrastructure investment, and that ongoing global supply‑chain reconfiguration is increasing spending in those areas—supporting external demand. Over a longer cycle, he added, the global manufacturing upcycle has not yet ended and the external environment favorable to Chinese manufacturing exports has not changed.

Ivory Hill Wealth创始人Kurt S. Altrichter认为，购物智能体正在冲击平台在消费者与商品之间所处的中介位置。他引用埃森哲对25,590名消费者的调查：85%的受访者愿意与智能体合作购物，74%希望由人工智能为自己完成购物任务。 他指出，Meta推出Muse智能体后，亚马逊股价走弱；亚马逊如今正阻止Muse和OpenAI的智能体进入其商店，以保护广告和零售业务。 附图显示，愿意让人工智能决定买什么、再由用户付款的比例为32%，愿意让人工智能独立购买的比例为9%。