30年期国债期货（TL）主力合约日内涨超0.60%，现报118.41元。

On Oct 19 local time Yemen’s Houthi movement said it carried out six military operations against Saudi Arabia in the past 48 hours, employing large numbers of ballistic missiles, cruise missiles and drones. The group said Saudi forces conducted more than 200 air and missile strikes in the same 48-hour period, targeting Sanaa and other areas’ civilian facilities and causing dozens of casualties, the majority women and children. It added that total air and missile strikes since Saudi escalation began have exceeded 2,700.

Oil extended gains this week as markets quickly digested a brief dip after Trump issued sanction waivers for Russia; upside remains driven by heightened Middle East tensions and a deadlock in US‑Iran talks. Houthi forces said yesterday they struck multiple Saudi energy facilities, airports and military targets, an escalation that is sustaining the oil risk premium. Al Arabiya reported an expected breakthrough in US‑Iran negotiations this week, but similar vague reports have failed to materialize and warrant caution. If talks unexpectedly break through, oil could face heavy selling and revert toward pre‑conflict levels; conversely, a prolonged stalemate or further escalation would continue to support prices.