英國預算責任辦公室：如果生產率增速比預測高或低0.5個百分點，借款可能減少500億英鎊或增加400億英鎊。

PBOC released Q3 2026 loan allocation data. At end-Q3, domestic- and foreign-currency industrial medium- and long-term loans stood at 28.06 tln yuan, up 5.6% YoY, 0.9 ppt above overall loan growth; they rose 1.46 tln yuan in the first three quarters. Heavy-industry medium- and long-term loans were 23.63 tln yuan, +4.6% YoY; light-industry 4.43 tln yuan, +11.0% YoY. Services-sector medium- and long-term loans totaled 76.84 tln yuan at end-Q3, +6.2% YoY, 1.5 ppt above overall loan growth, adding 3.95 tln yuan YTD. Services excluding real estate rose 9.2% YoY; real estate medium- and long-term loans fell 5.6% YoY.

CITIGROUP says ASMPT (00522.HK) reported Q3 revenue HKD 5.247 bln, up 49% YoY and 6% QoQ, driven by advanced packaging, SEMI mainstream and SMT; revenue matched prior guidance of USD 630–690m. Q3 net profit HKD 533m vs market expected HKD 578m, and was within CITIGROUP’s model. Management guides Q4 revenue USD 670–730m; the midpoint implies ~38% YoY growth and is about 9% above market expectations, with the low end also above consensus. CITIGROUP reiterates Buy and HKD 250 PT, citing order trends supporting advanced packaging demand.