高盛2027年展望：我们预测全球人工智能名义投资将从2026年的1.1万亿美元升至2027年的1.8万亿美元，主要驱动力是美国硬件支出增加超过5000亿美元。

Foreign media, citing two people familiar with the matter, reported senior White House officials are discussing whether to seek the resignation of Commerce Secretary Lutnick. Lutnick has faced mounting criticism over his performance and related regulatory controversies that have attracted congressional scrutiny. The report said the criticism began before NVIDIA CEO Jensen Huang announced his resignation. A White House official said President Trump still fully trusts Lutnick and his ability to perform; the White House has not issued a formal response on his status.

巴西10月消费者价格环比上涨0.14%，市场预期为上涨0.25%。10月消费者价格同比上涨4.63%，市场预期为上涨4.74%。