澳洲联储副主席豪泽：将提升我们清晰阐释自身立场的能力，包括在情况发生变化时。

【崔东树：2026年1—9月中国新能源乘用车世界份额达到63% 2026年7—9月达到65.5%的较好水平】2026年1-9月世界新能源乘用车达到1838万台，同比增15%，其中9月新能源车销量265万台同比增16%，环比8月增18%，增速回到历史正常水平。2026年1-9月的新能源车份额达到25.3%，其中纯电动车的占比达到17.8%，插电混动达到7.6%的汽车比例，混合动力达到8%的表现优秀。2026年1-9月中国新能源乘用车世界份额达到63%，2026年7-9月达到65.5%的较好水平。2026年中国在世界纯电动车市场份额59%份额，年初因素的中国纯电动车表现暂时较差，3季度达到62%。2026年中国在世界插电混动份额达到71%的高水平，3季度达到74%，中国在世界插电混动市场呈现超强的表现。

CITIC Securities research note: 1) US political contest likely to play out along three main fault lines over the next two years—monitor intra-party factional battles and the possibility of changes to Democratic congressional leadership. 2) AI and data‑center policy: aggressive federal regulation nationwide remains unlikely, but state election outcomes are the more direct risk for data‑center siting, triggering project re‑location and shifts in who bears electricity and grid costs. 3) War and external policy: Congress is unlikely to directly constrain presidential military decisions, but intensified partisan battles over domestic policy could drain Trump’s strategic bandwidth, potentially raising his incentive to preserve a stable external environment. 4) Other policy areas: healthcare could become a negotiating lever; major change to energy, immigration, tariffs, and manufacturing reshoring appears unlikely—tariff policy is expected to remain stable.