國際貨幣基金組織：與埃及的討論重點是維持緊縮貨幣政策及財政整頓計劃。

日本海關數據顯示，2026年9月，日本NAND相關出口籃子出口額同比增長134.8%至24.74億美元，出口單價同比上漲137.6%。按出口額與單價的增幅推算，隱含出口數量同比下降約1.2%，意味着本輪出口增長几乎完全由漲價驅動，而非出貨量擴張。韓國半導體行業觀察者J2Wick據此指出，存儲芯片漲價正在顯著推高產業鏈收入。對於鎧俠等NAND供應商而言，供給偏緊帶來的定價能力是當前週期的重要驅動力；但這也意味着，若未來供需緩和、單價回落，即使出貨量保持穩定，出口額和利潤仍可能面臨明顯壓力。

Ukraine’s central bank raised its key policy rate 50bps to 16.5% on Thursday, citing intensified Russian air strikes and sustained attacks on businesses and infrastructure. The bank said logistics disruptions and a surge in fuel costs have materially increased price pressures, raising its inflation forecast for this year to 12.5% from 10% and trimming its GDP outlook to a 0.4% contraction from a prior 1.8% expansion.