分析師Lydia DePillis：製造業繼續呈溫和上行趨勢，上月新增1.6萬個就業崗位。該行業就業人數目前較2025年12月的近期低點高出5.8萬人。數據中心設備需求、藥品製造領域的新投資、國防生產以及半導體工廠建設，都可能是推動這一回升的部分因素。

Escalating Middle East hostilities and renewed US‑Iran military strikes have raised concern about the duration of possible supply disruptions ahead of the heating season, pushing European and Asian gas to three‑year highs. Dutch TTF futures were volatile on Friday but are still up more than 7% for the week, leaving Europe on track for a fourth consecutive weekly rise. Europe’s gas storage is roughly 66% full — the lowest on record for this time of year — while Germany’s storage is about 54%, increasing pressure to replenish inventories before winter.

WTI crude intraday down 1.00% at $88.74/bbl; Brent crude intraday down 1.00% at $93.66/bbl.