中证500股指期货（IC）主力合约日内涨超1.00%，现报6648.4点。

El Nifio's continued strengthening has pushed forecasts toward a potentially record-warm US winter, which would materially reduce heating and power-sector natural gas demand. Commodity Weather Group president Matt Rogers said heating-degree weighted October was the third warmest since 1950 and the trend should intensify; November is likely to be the warmest on record, and the core winter (Dec–Feb) and the Nov–Mar heating season are also projected to be record warm. The pattern already hit US gas producers and bullish traders in October. CFTC weekly data show funds have built record gross short positions in US natural gas futures and hold net shorts at their largest level since February 2020, reflecting sharply bearish market positioning.

NVIDIA shares rose Wednesday despite a Democratic election victory that could prompt stricter review of data‑center construction. Strong results from leading chipmakers have reduced immediate market concern that data‑center build delays will hit NVIDIA and other hardware vendors; customers continue to hoard AI hardware despite uncertainty over installation sites. Losses by Republican governors in Texas and Ohio increase the likelihood of tougher state‑level scrutiny of AI infrastructure. UBS Global Wealth Management CIO Mark Haefele said greater congressional oversight would not necessarily derail the AI investment cycle, noting any broad federal limits would face legislative and presidential constraints and that state and local rules more directly affect data‑center timing and siting. If Democratic policymakers enact severe curbs on AI data centers, NVIDIA would face larger headwinds; for now the market is focused on signs of resilient chip demand after recent weakness.