【今日重點關注的財經數據與事件：2026月10月1日 週四】 ① 07:50 日本央行政策會議紀要 ② 14:00 英國9月Nationwide房價指數月率 ③ 14:30 瑞士9月CPI月率 ④ 14:30 瑞士8月實際零售銷售年率 ⑤ 15:50 法國9月製造業PMI終值 ⑥ 15:55 德國9月製造業PMI終值 ⑦ 16:00 歐元區9月製造業PMI終值 ⑧ 16:00 英國央行行長貝利發表講話 ⑨ 16:30 英國9月製造業PMI終值 ⑩ 17:00 歐元區8月失業率 ⑪ 17:30 美國9月挑戰者企業裁員人數 ⑫ 20:30 美國至9月26日當週初請失業金人數 ⑬ 21:05 美聯儲巴爾金、柯林斯、施密德發表講話 ⑭ 21:30 歐洲央行行長拉加德發表講話 ⑮ 21:45 美國9月標普全球製造業PMI終值 ⑯ 22:00 美國9月ISM製造業PMI ⑰ 22:00 美國8月營建支出月率 ⑱ 22:00 美聯儲理事沃勒發表講話 ⑲ 22:30 美國至9月25日當週EIA天然氣庫存 ⑳ 次日01:30 美聯儲副主席傑斐遜發表講話 ㉑ 次日03:00 美聯儲理事鮑曼發表講話 ㉒ 次

Punchbowl reported that Coons, the Democratic lead on the Senate defense appropriations subcommittee, met yesterday with CENTCOM commander Admiral Cooper as the Iran war entered its seventh month.

Chinese shares closed mixed as the Shanghai Composite rose 0.31%, the Shenzhen Component fell 0.11%, ChiNext slipped 0.23% and the STAR 50 tumbled 2.51%. Turnover on the two mainland bourses rose to 1.44 trillion yuan, up 28.8 billion yuan from the prior session. More than 2,500 stocks advanced. CRO and broader biotech names outperformed, with CanSino Biologics hitting the daily limit and multiple contract-research/biotech names also capped gains. Baijiu stocks rallied in the afternoon, led by Jinhui Liquor (limit-up), Gujing Gong Jiu, Luzhou Laojiao and Shanxi Fenjiu. Grain and dairy plays firmed, with Yalian Development, Denghai Seed, Tianhong and Sunshine Dairy among movers. Real estate swung sharply: Shenzhen Property A reversed from intraday lows to hit the daily limit, while Lujiazui and Zhongtian Service reached their limits. Semiconductor-related groups lagged—storage chips, MLCC, PCB and CPO themes were weak—with Aohong Electronics and Xiehe Electronics at limit-down.