汇丰控股：将微软(MSFT.O)目标价从595美元上调至628美元。

The ECB kept its key deposit rate at 2.5% on Thursday, in line with the Fed and market expectations. While rising energy costs prompted a 25bp hike in September and continue to lift inflation, mounting French sovereign stress — France's 10-year yield topped 5% for the first time in over 20 years last week — has reduced policymakers' urgency to tighten further, since higher yields push up household and corporate borrowing costs and act to cool demand. Mitsubishi UFJ economist Henry Cook said that despite a more adverse energy market since September, the rise in sovereign yields has lessened the immediacy for action.

China's CSRC said it will prioritize stabilizing markets and expectations, deepen comprehensive investment and financing reforms, and strengthen full‑chain regulation to raise capital market resilience and confidence. The commission ordered system‑wide implementation of the 20th Party Central Committee's Fifth Plenum directives, targeted action to resolve prominent market problems, and tighter Party governance to ensure capital market tasks are delivered in the opening year of the 15th Five‑Year Plan.