伦敦金属交易所(LME)：锡库存减少45吨，铝库存减少1750吨，镍库存减少732吨，锌库存减少75吨，铅库存减少3525吨，铜库存减少775吨。

Channel 12 reports the Tel Aviv bourse opened lower after Prime Minister NETANYAHU warned Israel should prepare for international sanctions and possible economic decoupling. In a Friday interview he said he has ordered a plan to enable use of crypto assets and other alternative payment methods to mitigate potential restrictions on the financial system.

CITIC Securities research note: Cambricon and CHINA'S CPU MAKER HAIGUANG posted Q3 revenue growth and QoQ gross-margin improvement. Domestic allocations and higher rental rates for overseas high-end GPUs are keeping compute-service demand and pricing firm. Integration of general-purpose large models with execution frameworks is improving robot operational capabilities; leading vendors are expanding capacity, and demand for high-quality interactive data, simulation/synthetic datasets and evaluation systems should broaden physical-AI industry demand. Recent PHP and LiteLLM supply-chain incidents underscore needs for exploit mitigation, credential management and runtime protection; model firms are advancing code verification and execution isolation, accelerating adoption of AI-security products. CITIC highlights physical-AI data and simulation, AI security, domestic chips, supernodes and compute-service providers as key investment focus areas.