恒指期货日盘开盘跌0.85%，报24368点，低水194点。

US Labor Department: October headline CPI rose 0.4% MoM, down from September’s 0.6% but above consensus 0.3%. Core CPI rose 0.3% MoM, unchanged from September and also above forecasts. Gasoline prices did not decline materially; AAA reports average pump price $4.32/gal in October versus $4.34 in September, roughly 34% above pre‑conflict levels. Economists had expected gasoline would not add much to October’s headline print given the lack of a sharp drop. The key market question is the extent to which higher energy costs will continue to filter through the economy and push broader inflation higher. Energy‑sensitive sectors are already showing strain and large fuel purchasers are passing on costs; since energy jumped after the February outbreak of hostilities involving Iran, some economists warn wider pass‑through may still be ahead.

美国农业部：11月美国2026/2027年度大豆产量预期为45.74亿蒲式耳，市场预期为45.97亿蒲式耳，10月预期为45.62亿蒲式耳。11月美国2026/2027年度大豆期末库存预期为3亿蒲式耳，市场预期为3.31亿蒲式耳，10月预期为3.15亿蒲式耳。11月美国2026/2027年度大豆单产预期为53.3蒲式耳/英亩，市场预期为53.5蒲式耳/英亩，10月预期为53.1蒲式耳/英亩。