美国财长贝森特：投资美国从未有过比现在更好的时机。设备投资是资本支出的近似指标，目前已飙升至创纪录高位，2026年以来年化增长率达到16.6%，创16年来一季度至三季度最强表现。

China A-shares traded in a wide range below the prior close at midday after early volatility: ChiNext (创业板指) dropped over 2% on the open, briefly turned positive, then weakened again; the STAR 50 index fell more than 3% intraday. At the midday close Shanghai Composite -0.71%, Shenzhen Composite -0.16%, ChiNext -0.94%. Turnover on the two exchanges exceeded 9.0 trillion yuan and more than 3,300 stocks were up. Sector moves: cinema chains and cultural media extended gains; gaming and pork were among top advancers and batteries remained active. AI compute-hardware, CPO and storage chips showed weakness; oil shipping and innovative drugs were notably under pressure.

President Trump, asked how he would handle Iran after the election, said we'll see.