名創優品(09896.HK)漲超5%；公司中國內地26Q3總GMV同比增長25%-30%，自有IP YOYO首9個月取得GMV超10億元。

CITIC Securities says oil stabilisation, softer-than-expected US nonfarm payrolls and downgrades to Fed rate-hike odds have not reversed the rise in global long-term yields. The firm attributes higher yields to persistently strong private-sector investment and financing demand—trillions in investment have driven North America out of the post-crisis low-growth, low-rate norm. A sustained high-rate global environment is likely until an inflection in the AI investment cycle. Demand relatively insensitive to elevated overseas rates is concentrated in North American AI and sectors tied to expanded Chinese central fiscal spending. Former outperformers such as offshore exporters and resource plays face pressure. In weak demand conditions, assets benefiting from supply rationalization are scarce; the unwinding of excessive domestic competition next year merits attention. Tactical positioning: in the near term use cyclical, high-momentum sectors and supply-rationalization beneficiaries to cope with high rates; closely monitor the AI investment-cycle turning point.

據伊通社（IRNA）： 伊朗副外長加里巴巴迪表示，霍爾木茲海峽不僅僅是船隻的通道，它是伊朗國家安全的重要且不可分割的組成部分。因此，伊朗理所當然地保留採取一切可用措施來保護它的權利。