2026年11月2日，WTI（USO）名义敞口估算约2171.20万桶，其中期货持仓1871.40万桶，期货持仓较2026年10月30日增加56.00万桶。Brent（BNO）期货持仓约844.10万桶，期货持仓较2026年10月30日减少6.20万桶。

欧洲央行管委穆兰：法国可能将通过预算，市场反应可能过度。

PIMCO CEO Emmanuel Roman said AI-related financing could total roughly $10 tln over the next five years and may exceed reasonable levels. He estimates about $2 tln a year in new financing demand for capex, versus a U.S. bond market of roughly $12 tln. Roman warned an economic downturn will eventually occur and could trigger collapses, citing potential triggers such as U.S. rate rises, a Middle East war or a euro-area crisis. When asked whether excessive caution or excessive risk-taking is the bigger mistake, he said taking too much risk is more dangerous. Blackstone president Gray said current market skepticism may be healthy but that AI’s trajectory will drive further investment and materially higher capital demand.