布伦特原油向上触及108美元/桶，日内涨1.01%。

Since Washington signalled energy-cooperation intentions with Moscow that sidelined Kyiv, US President Trump and Ukrainian President Zelenskiy have repeatedly clashed. The dispute, which began over diesel cooperation, has broadened to Starlink bandwidth limits and intelligence-sharing—issues with direct implications for the Ukraine battlefield. On the 18th Russian Deputy Prime Minister Novak, who oversees energy, reported new progress on shipments of Russian oil to the US; the presidents exchanged public barbs that day and again on the 19th, when Zelenskiy pressed the Starlink issue and Trump said Ukraine should be represented in talks by someone other than Zelenskiy.

截至10月18日，英伟达B200租赁价格升至6.26美元/GPU每小时，突破6.11美元的历史高点，较一周前上涨5.5%。同期，H100租赁价格报2.83美元，近期价格走平；A100报1.53美元，与上周基本持平。数据显示，新一代GPU租赁价格持续走强，而上一代产品表现相对疲弱，反映AI算力租赁市场出现代际价格分化。 -------- 1、GPU租赁价格指数主要统计每天云服务商、数据中心和私人租赁市场中英伟达A100、H100、B200等GPU的实际租赁报价。 2、A100、H100、B200是英伟达从老到新三代芯片产品（GPU），通常代际越新的GPU性能越好、越能适应大规模复杂大模型，租赁价格也往往越高。 3、由于GPU价格太高、更新太快等原因，不少企业选择向云服务商、数据中心等租赁芯片，以节省资金投入。相关指数上涨通常意味着GPU更紧缺、需求更旺；下降则说明供应增加或需求降温。通过观察价格趋势，以及比较新旧GPU之间的价格差，投资者可了解当前AI算力的景气度。