據日經新聞報道，隨着惠普、戴爾等個人電腦製造商的高管開始規劃2027年的供應需求，一種看似普通的零部件意外成爲他們關注的焦點。印刷電路板（PCB）是電子產業供應鏈中不起眼卻不可或缺的組成部分。一家美國PC製造商的經理表示：“各類PCB已成爲我們制定明年產品規劃時面臨的關鍵瓶頸。儘管明年PC出貨量可能再次下滑，但我們仍難以確保獲得足夠的PCB供應，以滿足自身需求。” 該媒體採訪多名行業高管和管理人員後發現，隨着人工智能計算需求不斷擠佔現有產能，PCB和芯片封裝基板已成爲智能手機、電腦等消費電子製造商面臨的主要供應瓶頸。英偉達、博通和AMD等頂級AI芯片開發商，如今已將PCB和芯片封裝基板視爲支撐業務擴張、必須優先確保供應的戰略性資源。

碳酸鋰主力合約日內漲幅達4.00%，現報98740元/噸。

France’s consumer confidence index dropped 5 points to 80 in October, the lowest reading since 2013, Insee said. The figure missed the Bloomberg median of 85 and was below all surveyed economists’ forecasts. Households reported growing concern about their finances, living standards and unemployment; inflation expectations rose, with a larger share of households expecting prices to increase over the next 12 months. Insee noted the data may understate the full effect of recent unrest: the survey cutoff was Oct. 19 and most responses were collected early in the three‑week field period. The decline follows a period of bond‑market selling and protests that escalated into riots. The index has remained below its long‑run mean of 100 for five years amid persistent inflation and political and budgetary instability.