波音(BA.N)：根据波音《2026年民用航空市场展望》，受旅行需求推动，到2045年中东地区的机队规模将实现翻倍。

Swissquote analyst Ipek Ozkardeskaya said US midterms are a key test for oil as investors price how outcomes will affect US action in the Middle East, the likely duration of supply disruptions and the geopolitical risk premium in crude. If Democrats take one or both chambers, congressional scrutiny of war policy, challenges to military appropriations and post‑Congress pressure for diplomatic solutions could intensify. "Markets may immediately pre‑price that pressure," she said. If credible negotiation progress follows and shipping security in the Strait of Hormuz improves, oil could fall persistently. However, a weaker Republican position increasing diplomatic pressure does not necessarily mean the geopolitical risk premium will decline.

Lian Micro said its silicon-wafer shipments are roughly 30% lightly doped and 70% heavily doped. Its 12-inch heavily doped line is at full capacity. The company had previously limited 12-inch light-doped test-wafer orders due to low test-wafer pricing; with product prices rising it is now ramping 12-inch light-doped output and expects to reach full production in 1H next year.