伦锌日内跌超2.00%，现报3809.50美元/吨。

The RESERVE BANK OF AUSTRALIA voted 6-3 to raise the cash rate 25bps to 4.85%, the highest level since 2008 and the central bank's fifth hike in 2026. Three board members dissented and the bank gave no clear signal on further tightening. The RBA materially raised its inflation profile, projecting headline CPI to peak at 4.5% in Q4 and both headline and trimmed-mean inflation to remain above 3% through end-2027—about three quarters later than its August forecast. Inflation is now projected to return to the 2.5% midpoint target only by mid-2028. The bank cited higher fuel and commodity prices from the Middle East conflict, stronger-than-expected domestic capacity pressure, and AI-driven demand for tech goods as key upward drivers.

乌克兰总理：已与欧盟讨论加快入盟谈判进程及剩余谈判集群开放。