德国第三季度季调后GDP季率初值 0.2%，预期0.1%，前值0.3%。

KCNA reported on the 30th that a North Korean defence ministry spokesman said U.S.-South Korea forces have intensified anti-North preparations and provocations, sharply raising military tensions on the peninsula. He said the allies mobilised large air assets from the 26th for the large-scale joint air exercise "Freedom Flag", and the U.S. III Marine Expeditionary Force for the first time held multi‑domain reconnaissance training in South Korea, publicly pledging support for South Korea's preemptive "kill-chain" system. The spokesman called the moves evidence of hostile military intent, blamed alliance expansion and joint drills for worsening regional security, and said North Korea will continue to strengthen its deterrent posture, enhance control over the peninsula and region, and that its options are not limited.

Kioxia Holdings reports earnings today into elevated market expectations. Tokyo-listed shares have plunged about 60% from their June peak amid a global chipmaker sell-off driven by concern major tech firms may pull back funding for AI infrastructure; Kioxia is the weakest performer in the global memory-stock basket tracked by CITIC CLSA. Markets expect a third consecutive quarter of four-digit profit growth, raising the bar for a positive surprise. Syz Bank CIO Charles-Henry Monchau said the market has largely priced in a strong quarter, so even a good print may not shift sentiment. Kioxia trails Samsung Electronics and SK Hynix in NAND flash share; those rivals are better placed to win data-center business by bundling storage chips with HBM, a product Kioxia currently lacks.