Carrefour cut full-year profit guidance and warned recent riots and looting in France could reduce operating profit by up to €200m (≈$224m). The company said higher costs and store disruptions from the unrest could trim operating profit by €80m–€200m, the CFO said. Shares fell as much as ~15% intraday, on track for Carrefour’s largest one-day drop and the worst performance on the CAC40 and Stoxx Europe 600. With roughly half of sales in France, prolonged domestic disruption would hit the group d

早盘收盘，国内期货主力合约涨跌不一，集运欧线跌近7%，碳酸锂跌超3%，燃料油跌超2%，钯、烧碱跌近2%。涨幅方面，沪镍、红枣、苹果、不锈钢（SS）、乙二醇（EG）涨超2%，沪锡、沥青、焦炭涨超1%。

UBS cut CATL’s target price to HK$730 and trimmed 2026–28 net profit forecasts by 11–14% to RMB90–131 billion, while keeping a Buy rating. UBS reported CATL’s Q3 net profit at RMB21.2 billion (+15% YoY, -6% QoQ), about 10% below buy-side estimates; shipments exceeded 260 GWh (EV batteries ~75%, energy storage ~25%). UBS calculated unit profit fell to RMB82/kWh, a record low, citing quarterly product-mix swings, more low-value projects, a consumption tax on lithium-ion batteries effective Sept. 1, and a cut in export VAT rebate from 9% to 6%. Management reiterated confidence in 20–30% industry growth by 2027.