據伊朗媒體Fars News：今天伊朗議會全體會議審議國防部長提名人選的任職資格。全體會議正以線上方式進行，由議會議長卡利巴夫主持。

伯恩斯坦日認爲，美國刷卡消費金額在銀行財報公佈前總體仍顯強勁。銀行財報顯示，與二季度相比，增速僅放緩約0.1—0.2個百分點，低於市場對Visa和萬事達約0.5-1個百分點的放緩預期；借記卡支出基本穩定。 汽油漲價的作用有兩面：它可能擠壓其他消費，卻也會擡高支付網絡記錄的名義消費金額。三季度美國汽油價格比去年同期上漲逾30%。報告估計，汽油約佔兩家公司美國刷卡支出的4%。

CITIC Securities research note: The recent correction in China’s AI core names, in both magnitude and duration, now parallels the new‑energy core pullback from late‑2021 to April‑2022. The first round of hardware valuation re‑rating amid a downshift in the super‑cycle’s acceleration (second derivative) appears close to completion. For long‑term investors focused on AI’s growth rate (first derivative) rather than its acceleration, the current adjustment is insufficient to alter the trend. Memory prices, GPU rental rates and CSPs’ (cloud service providers’) profit margins are the key variables to watch for direction of underlying AI demand.