中国香港9月出口年率 64.9%，前值53.00%。

Morgan Stanley analyst Mike Wilson said the US equity pullback that began in June is in its final stage, but the S&P 500 may still need to slump to 7,100–7,200 before a more durable rally can begin. He flagged three hurdles: digesting AI-related financing supply, removing political and geopolitical uncertainty linked to the US midterm elections, and awaiting a potential turning point in liquidity conditions. Morgan Stanley retains a year-end S&P 500 target of 8,000, but Wilson said he wants to see market sentiment move further toward panic selling and clearer stabilization in the semiconductor sector before taking on more risk.

惠誉评级：（关于美国信用展望）人工智能投资仍是主要增长动力，同时也是关键下行风险。