2026年11月3日，DR001收盘加权利率为1.2865%，最新成交利率为1.2490%；较2026年11月2日的日加权利率下行0.19个基点，较当日隔夜逆回购操作利率1.25%高3.65个基点。 2026年11月4日，央行开展2575亿元隔夜逆回购操作，净回笼5145亿元人民币。

Sean Oliver, chief economist at Australian financial services group AMP, said Democratic gains in the U.S. midterms could prompt tighter regulation—notably in artificial intelligence—and, if seen as increasing chances of a Democratic return to the White House in 2028, raise market concerns about higher taxes. Those factors could be negative for U.S. equities and the U.S. dollar; markets appear to be starting to price that in. Oliver added a Democratic victory would not be unexpected, suggesting some of the impact should already be reflected in prices.

Most-active crude-related futures extended intraday losses: SC crude main contract down 1.77% at 682.6 yuan/bbl; low-sulfur fuel oil (LU) down 4.58% at 5,500 yuan/ton; fuel oil down 4.04% at 4,816 yuan/ton; asphalt down 1.36% at 4,950 yuan/ton.