EIA庫存報告顯示柴油庫存意外增加後，美國柴油期貨漲幅收窄，現漲4.8%。

Massimo Spadotto, head of fixed income at Eurizon, said a deposit rate rise to 2.75% at one of the ECB's final two meetings this year is entirely possible. He added another hike should be regarded as the base case, though it is not guaranteed and will depend largely on commodity-price moves driven by developments in the Middle East. Spadotto said markets have already fully priced two further ECB rate hikes this year; consequently any actual hikes are unlikely to pressure markets and could trigger a sell-the-rumor, buy-the-fact reaction.

Sept 10 — DeepSeek launched its V4.1 Flash model, the smallest in its new architecture series, with native multimodal visual understanding. The company said the model sharply reduces KV cache size: HBM requirements drop to one-quarter and SSD requirements to one-eighth versus the prior generation. DeepSeek added that KV cache compression materially lowers operating costs for agent-style workloads, where cache-hit costs are a significant share of expenses.