日本央行行长植田和男：听闻部分中小企业在获取融资方面面临困难。

英特尔将于美股10月29日收盘后公布2026年第三季度业绩。FactSet一致预期显示，公司营收将同比增长约21%至165亿美元，调整后每股收益为0.41美元，同比增长76.5%；第四季度营收预期为171亿美元。市场关注的重点不仅是能否超过预期，更在于AI服务器需求能否持续转化为利润。英特尔第二季度数据中心与AI业务营收同比增长59%至63亿美元，但服务器CPU供应仍是制约出货的重要因素。盈利能力同样关键：公司此前给出的第三季度调整后毛利率指引约为42%。此外，投资者将关注18A制程的量产进展、14A制程的外部客户，以及代工业务亏损能否继续收窄。英特尔今年股价一度大幅上涨，但近期已从高点回落，市场对其复苏前景的要求也随之提高。

Amazon guided Q4 revenue to $240–247 billion, below analysts' $244.51 billion consensus, and shares fell as much as 12% in after-hours trading. Q3 AWS revenue rose 39% YoY to $46.0 billion, slightly above a 38.2% estimate. The company maintained full-year capital expenditure guidance at about $220 billion. The weaker Q4 guide, against a backdrop of rising gasoline and living costs, suggests U.S. consumer spending could tighten and weigh on retailers during the holiday season; investors remain focused on AWS despite retail driving most revenue.