Germany November GfK consumer confidence -30.8, consensus -30.9, prior -30.6.

Anthropic於10月26日向美國證券交易委員會（SEC）公開提交的首次公開募股（IPO）註冊文件顯示，公司與SpaceX旗下SpaceXAI簽訂的多項算力協議，累計支出上限達1205億美元，期限延伸至2029年。待全部約定算力交付後，Anthropic預計自2026年12月起每月支付約31億美元，年化支出約372億美元；擴容期間的費用另有安排。此前，SpaceX已在自身招股文件中披露，Anthropic將爲數據中心算力支付每月12.5億美元，但最新文件進一步揭示了合同規模及擴容後的付款水平。需要注意的是，這並非不可撤銷的多年期付款承諾：相關協議設有初始期限，之後雙方可提前90天通知終止。按第二季度營收115.55億美元計算，月均營收約38.52億美元，滿負荷月費相當於其80.5%；而按Anthropic第三季度168億美元營收計算，31億美元月費約相當於季度月均營收的55%，兩種比例採用相同的預期月費，但營收基數不同，反映出Anthropic營收增長對算力支出承受能力的影響。

China A-shares opened higher and rallied into the morning session. At midday the Shanghai Composite was up 0.72%, the Shenzhen Composite Index rose 1.99% and the ChiNext Index gained 3.0%. Turnover on Shanghai and Shenzhen markets reached yuan 1.01 tln in the half-day, up yuan 143.7 bln versus the prior session. Nearly 4,500 stocks advanced. Humanoid-robot plays led gains—Hengfeng Tools, Anpeilong, Shangwei New Materials and others hit daily trading limits; Hengshuai Co. and Qiaofeng Intelligent were among the top advancers. Auto-parts names were active, with Fusai Technology and Haon Auto Electric hitting limits and most peers higher. Semiconductors, electronic components and industrial machine-tool sectors outperformed. Liquor names pulled back while shipping, oil & gas and bank stocks lagged.