European equities closed lower on Wednesday Sept 30: Germany's DAX fell 177.55 points (-0.70%) to 25,197.74; the UK's FTSE 100 dropped 30.80 points (-0.29%) to 10,605.91; France's CAC 40 declined 71.36 points (-0.89%) to 7,964.51; the Euro STOXX 50 slid 52.31 points (-0.83%) to 6,267.95; Spain's IBEX 35 lost 90.82 points (-0.47%) to 19,426.68; Italy's FTSE MIB fell 462.44 points (-0.89%) to 51,342.50.

也門國際政府指控稱，胡塞武裝將伊朗防空武器改造成了巡飛型巡航導彈，並警告稱可能對也門上空以及紅海地區民用航空交通構成威脅。 這對紅海局勢和也門戰爭意味着什麼？ 就地區航空業而言，StrategicAero Research首席分析師薩伊·艾哈邁德表示，也門周邊航空交通幾乎停滯，降低了導彈誤傷客機的可能性。但胡塞武裝導彈正向沙特方向發射，而沙特存在商業航空活動，這讓沙特面臨開放領空與安全風險之間的兩難。 他還指出，胡塞武裝已經證明了其具備遠程打擊目標的能力。去年靠近特拉維夫機場的襲擊就是例證。他表示，“胡塞武裝擁有的任何導彈，都可能輕易在曼德海峽這條更爲狹窄的水道上隨意摧毀船隻。”這意味着，胡塞武裝遠程導彈和反艦能力升級可能進一步影響紅海航運安全。 也門軍事分析人士庫邁姆稱，新型導彈爲紅海南部戰區增加了新的作戰能力，並可能成爲伊朗對地區空域和能源供應鏈施壓的一部分。 分析人士阿爾德馬尼則指出，對也門政府和沙特而言，考慮到也門戰爭重新爆發後，其在地區及國際盟友支持方面面臨的“孤立”局面，雙方都有意強化對地區安全風險的警示。如果新型巡航導彈能力得到展示，肯定會推動紅海的勢力平衡重塑，並傾向非國家武裝。

After opening higher then pulling back, by midday the Shanghai Composite was up 0.27%, the Shenzhen Composite Index down 0.06% and the ChiNext Index down 0.17%. Shanghai- and Shenzhen-listed turnover was 909.3 bln yuan, up 33.1 bln yuan from the previous session; more than 2,600 stocks rose. Real estate staged a V-shaped rebound — Lujiazui, Shenwuye A and Zhongtian Service hit daily limit-ups; Binjiang Group, Xinda Real Estate, Shenshenfang A, Vanke A and China Merchants Shekou also advanced. CRO/biotech led sector gains, with CanSino Biologics among names hitting limit-up. Grain-related stocks warmed — Yalian Development hit the limit, Denghai Seed and Wanxiang Denong rose over 5%. Storage chips, PCB, MLCC and CPO sectors led declines; Aohong Electronics and Huaci shares hit limit-down. Lab-grown diamond names remained weak, with Sifangda down more than 5%.