Front-month Soybean No.2 contract fell 101 yuan intraday to 3,861 yuan/ton, down 2.55%.

美联社和《华尔街日报》近期通过卫星图像核实，伊朗对美国在中东地区军事基地造成了重大破坏，战争开始后的前两周内，伊朗对美国在中东13处军事设施造成破坏，涉及119栋建筑。这一情况加上美国弹药库存已经消耗，意味着如果再次发生一轮军事攻击，其规模和持续时间可能受到限制，而且美国抵御伊朗反击的能力也有所下降。军事对抗已经产生了较高成本，继续升级未必能带来相称的战略收益。这可能预示着外交努力（即谈判）将会加强。（摩根大通）

Despite rising oil prices and higher interest rates, central banks accelerated gold purchases in Q3 to the fastest pace since end-2024, adding 321t in the three months to September, the World Gold Council said. Year-to-date net purchases total 675t, slightly above a year earlier after buying slowed in early 2026. The WGC said central bank demand remains a key support for bullion and that this quarter’s price weakness may have prompted some additional buying. WGC senior market strategist John Reade said central banks bearish on the dollar may be more willing to shift reserves into gold if the dollar strengthens. Among countries reporting quarterly data, China and Poland were the largest buyers (+63t, +41t); Russia was the only major seller (-19t).