埃克森美孚石油(XOM.N)：预计第四季度中东产量所受影响与第三季度相当，即每日约35万桶油当量仍处于停产状态。

上海黄金交易所黄金T+D 10月29日（周四）晚盘收盘下跌0.9%报859.1元/克； 上海黄金交易所白银T+D 10月29日（周四）晚盘收盘下跌3.83%报12355.0元/千克。

Refinitiv reported that after Thursday’s US close Amazon and Intel results intensified concern about the cost of the AI build-out. Amazon fell about 7% after-hours and Intel dropped about 18%. Selling spread to AI cloud providers, with CoreWeave, Nebius and Iren each off roughly 6–7% after-hours. Heavy data‑centre capex is turning formerly low‑debt firms into major borrowers: Alphabet and Meta recorded net cash outflows in the September quarter, while Microsoft—so far the only large tech not burning cash—launched a $25bn bond offering on Thursday. Large techs may sustain these outlays, but investors are increasingly cautious toward smaller AI cloud companies that have taken on substantial debt to meet backlog.