SK海力士(SKHY.O)：第三季度DRAM平均售价较第二季度上涨20%以上。

美国总统特朗普重申石油正从霍尔木兹海峡流出。

U.S. new single-family home sales fell 0.6% in September to a 676,000 annualized pace, above economists' median forecast of 651,000, the federal government said Tuesday. The median new-home sales price declined 3.9% YoY to $400,400; in the first nine months of 2026 seven months showed YoY price drops. Builders’ price cuts and buyer incentives failed to offset a roughly 50 bps rise in mortgage rates last month, which pushed rates to a near three-year high in early October before easing slightly. Higher borrowing costs weakened demand and drove a builders’ confidence gauge to a 14-year low.