八个月里市场摸熟的那条链条，本周被彻底打乱！油价还在冲，收益率和美元却一起掉了头，黄金也没接住避险剧本，为什么这次避风港换人了？而这又意味着什么？

UK Chancellor Healey will announce an additional defence spending package worth tens of billions of pounds to be included in the budget; the move will raise defence spending as a share of GDP.

Based on the latest close, 44 stocks have lock-up expiries next week, releasing a combined CNY106.01 bln of market value. Xi'an Yicai-U will convert 2.837 bln shares to tradable status — mainly IPO original-shareholder restricted stock — worth CNY60.283 bln. Suochen Technology will unlock about 40 mln shares, with unlock value about CNY7.3 bln. Heyuan Biotech-U, Meilixin, Maiwei Biotech-U and iFlytek are also among the largest by unlock value. Four names face unlock ratios above 50%; Taikaiying is highest at 73.64%, while Xi'an Yicai-U, Aomisen and Heyuan Biotech-U each exceed 50%.