欧洲央行执委施纳贝尔：获取央行再融资操作将再次成为常态，不再带有任何污名。

Henan provincial government issued measures to stimulate consumption, prioritizing auto demand. The plan launches a new-energy vehicle (NEV) rural outreach campaign and implements, in line with national rules, vehicle purchase tax and vehicle-and-vessel tax exemptions plus scrappage, renewal and trade-in subsidies. Local authorities are urged to issue aftermarket consumption vouchers for repair, tires, maintenance, power batteries and auto accessories to support full-chain auto spending. The package also strengthens Zhengzhou’s auto-circulation consumption reform pilot and promotes new formats—auto camping, self-drive RVs, motorsports and themed exhibitions—to link vehicle spending with tourism, sports and leisure.

美国中期选举后，民主党赢得国会两院控制权，市场预期特朗普政府结束伊朗战争的政治压力将进一步上升。特朗普承认，伊朗战争推高汽油价格，是共和党选举失利的原因之一，并表示暂时没有袭击伊朗的计划。与此同时，卡塔尔正在加大斡旋力度，推动美伊谈判。市场开始提前计入冲突降级及海湾石油出口恢复的可能性。不过，双方距离达成协议仍有明显差距，一名伊朗高级官员此前向路透社表示，美伊尚远未达成协议。当下供应中断依旧持续，油价下跌主要反映外交突破层面的市场预期；若谈判破裂，地缘政治风险溢价可能重新回升。