花旗报告指出，尽管宏观前景不明，美国美妆需求仍有韧性，支撑来自持续创新、年轻人更早使用美妆、男性使用增加，以及高端品牌提价。花旗信用卡样本中，美妆门店第三季度迄今消费同比增6.6%，高于二季度的5.5%。9月增速约8%，较8月的约4%加快。过去10个季度，这一指标与Ulta美妆同店销售增速的相关性约90%。花旗认为，Ulta美妆第三季度同店增速可能超过二季度已公布的3.8%，高于市场预期的2.9%。该行维持Ulta美妆的中性评级。

Qingtianzu and Gaoqing Power signed a strategic cooperation agreement to collaborate on product supply, joint use‑case development, city delivery and ongoing operations, targeting research and education, robotics competitions and cultural‑tourism/commercial performances. Gaoqing Power will join Qingtianzu’s curated supplier matrix and will be gradually integrated into priority-city front warehouses to participate in a planned two‑hour robot supply and service circle. The partners will pilot rent‑to‑sell coordination to cut customer upfront costs and application‑validation expense, using rental experience to drive later procurement and long‑term deployments. The deal is listed as a key partnership in Qingtianzu’s 2026 ecosystem partner rollout.

China's CSI 300 index futures (IF) main contract was down 0.98% at midday; SSE 50 futures (IH) down 0.93%; CSI 500 futures (IC) down 0.13%; CSI 1000 futures (IM) up 0.28%.