埃及央行：埃及10月核心通胀率同比为13.1%，9月为14.1%。

IDC forecasts global shipments of robotic dexterous hands at about 25,000 units in 2026; the estimate excludes vendor shipments used internally to equip their own robot products. Chinese manufacturers are expected to account for more than 85% of the market. Competition is shifting from hardware metrics (degrees of freedom, grip force) toward fine manipulation, perception-control and integration with embodied-intelligence models. Near-term demand is concentrated in humanoid-robot integration, research and education, and embodied-intelligence data collection; large-scale industrial applications remain exploratory.

野村证券经济学家Ting Lu和Jing Wang在报告中指出，美国民主党赢得国会两院及部分关键州州长选举后，地方政府可能加强数据中心审批、清洁能源采购和电价监管，限制开发商将电网升级、输电扩容及新增发电成本转嫁给居民，延长美国大型数据中心从选址到并网的周期。野村认为，美国云厂商扩张放缓可能缓解全球GPU、HBM及先进封装产能紧张，中国企业通过中间贸易枢纽采购相关硬件的成本有望下降。此前亚洲物流枢纽部分受限GPU和HBM的灰色市场价格曾达到官方标价的2—3倍，相关溢价可能随海外需求降温而收缩。英伟达选举后两个交易日累计下跌约12%。摩根士丹利则从投资策略角度提出，应优先关注中国半导体、算力、电力设备和本土AI基础设施的自主可控主题，而非依赖全球AI资本开支的出口供应链。