投行Peel Hunt：预计英国央行将在2028年降息25个基点，将政策利率降至3.25%，而此前预测为维持利率不变。

DeepSeek开源DeepInfer及配套协议组件，将推理服务核心能力进一步开放；OpenAI确认收购Orchestra Bio，把智能体扩展至药物开发流程。SpaceX披露SI业务三季度收入75.6亿美元、营业利润转正。另关注Anthropic财务会计口径与蛋白设计研究、Google公共服务智能体，以及MiniMax免费版用量跃居第二。

Hang Seng Index fell 0.35% to 23,784.27; Hang Seng Tech Index down 0.75% to 4,015.50. Battery names led declines, while lottery and auto stocks fell; biotech outperformed and memory/storage stocks recovered. Notable movers: 03750.HK (CATL) tumbled 10%; 02476.HK down over 6%; 09992.HK and 03931.HK dropped more than 4%; 01772.HK fell 3.6%. On the upside, 06809.HK rose about 8%, 01952.HK gained about 6%, 06166.HK and 06160.HK each climbed ~4%, and 06127.HK added 3.5%.