美国30年期国债收益率跌至9月9日以来最低，下跌6.57个基点，报5.243%。

BNP Paribas analyst William Bratton said a Democratic win in US midterms could weigh on Asia-listed AI-related stocks. A full Democratic victory would likely shift policy focus to AI safety, testing and industry standards, undermining AI sentiment; a strong Democratic showing could prompt markets to price in a 2028 “blue wave” and greater scope for stricter AI regulation. Given Northeast Asia’s large exposure to a US-led AI supercycle, this poses downside risk to the region’s tech equities. He added that with investor attention moving toward AI commercialisation, near- to mid-term corporate earnings will be the primary driver of Asian tech performance.

澳洲联储：由于AI投资热潮抵消了中东冲突的影响，澳大利亚主要贸易伙伴的经济增长超出了预期。