歐元區9月ZEW經濟現況指數 -13.9，前值-21.5。

A股電子布板塊活躍，中國巨石、宏和科技、國際復材、中材科技集體上行。消息面上，9月初電子紗/布開啓新一輪提價。

BlackRock now recommends overweighting emerging-market equities, saying AI-driven demand for scarce inputs and stronger corporate profitability should help EM outperform, Wei Li and other strategists wrote in a Monday note. The firm singled out South Korea and Taiwan as central to semiconductor and memory supply chains and flagged Latin America as providing bulk commodities and infrastructure exposure for AI buildout. The change reverses a June downgrade to neutral—then justified by AI concentration and leverage risks, especially in Korea—with BlackRock saying Korea’s de-leveraging after July’s large sell-off supports the return to overweight.