消息人士称，俄罗斯将把柴油出口禁令延长至年底，但同时会通过配额制度允许部分企业出口燃料，以履行其对美国的一项新出口承诺。

White House National Economic Council Director Hassett said he expects the Fed would raise rates if October inflation prints hot, and that the policy response will be clearer after this month’s CPI and PCE releases. His remarks followed the latest PCE report showing September core PCE (ex-food and energy) +3.1% YoY and headline PCE +3.6% YoY, both well above the Fed’s 2% target. Hassett said a slowdown in October would suggest September was a short-term fluctuation. He downplayed two FOMC dissents favoring a hike, praising Fed Chair Kevin Warsh’s handling of dissent and saying committee decisions remain data-dependent; he added he has no current concerns about the committee.

Zhang Deli, chief macro analyst at Zhongtai Securities, said the innovation-and-entrepreneurship index has corrected since Q4 and he views the move as valuation rebalancing rather than a reversal of the industry trend or policy environment. He said industry fundamentals remain positive medium-to-long term and policy will continue to strongly support tech self-reliance, but markets may see short-term volatility driven by sentiment; volatility in a few sectors that posted large prior gains has pulled the broader index down. He flagged monitoring changes in earnings expectations, progress in valuation repair, and whether trading interest broadens to more sectors.