欧洲半导体股普跌，英飞凌、意法半导体、爱思强、世创电子、阿斯麦、BE Semiconductor、ASM International及Soitec股价下跌2.4%至5%。

CATL said this evening it repurchased 3.4886 million shares for 800 mln yuan, taking cumulative buybacks in the current programme to 4.607 bln yuan. In its Q3 2026 results the company reported revenue of 165.221 bln yuan, up 58.58% YoY, and net profit attributable to parent of 21.246 bln yuan, up 14.54% YoY; single-quarter profit growth was slightly below market expectations. Brokers cited product-mix shifts and a tax-rate adjustment as the main drivers of the quarter’s weaker-than-expected profit trend but said these are temporary and do not change medium-to-long-term demand for the lithium-battery industry. Goldman Sachs said the market has overestimated industry downside and underestimated CATL’s resilience as the global lithium-battery leader. Firms note fundamentals remain intact, with new growth curves in energy storage and battery swapping, and say the stock’s lower valuation makes it an attractive allocation for some investors.

美国总统特朗普：英国已开始在北海进行石油钻探，这对英国经济繁荣以及阿伯丁地区而言是重大利好。北海是全球石油资源最丰富、最具经济价值的地区之一，英国应该全力推进钻探，拆除成本高昂且“荒谬”的风力发电机，这将使英国再次富裕起来。