NVIDIA CFO expects supply will remain a constraint on growth through at least fiscal 2028; memory prices are extremely elevated.

KPLER data show Saudi refining capacity fell to about 2.20 mln b/d in August. Restrictions at the Strait of Hormuz have disrupted eastbound flows, forcing greater reliance on the Red Sea route, which can handle roughly 1.87 mln b/d of refinery throughput. Security issues at Bab el‑Mandeb have reduced that route's flexibility, leaving Saudi exports exposed in both east‑ and westbound directions. The 400,000 b/d Jizan refinery remains offline after Houthi attacks in July and subsequent strikes on related infrastructure. SATORP, the Aramco‑TotalEnergies 200,000 b/d ADU/VDU and associated units have been in maintenance since April and require extended repairs. KPLER expects SATORP to phase back in mid‑late Q4, supporting Saudi refining capacity to rise to about 2.45 mln b/d in Q4; with remaining damaged capacity restored, output should move closer to pre‑conflict levels by Q1 2027.

美國防務公司洛克希德馬丁上漲至盤中最高點，漲幅達2.4%。烏克蘭基輔星集團股價下跌3.5%，創下日內新低。