美國國務卿魯比奧：二十國集團外長一致認識到糧食安全、關鍵礦產供應鏈和航行自由的重要性。

Penghua Fund CIO Zheng Ke said recent A-share weakness represents a phase of structural rebalancing, not a change to the market’s long-term investment case. He said equity risk premium in Q3 briefly breached mean-minus-two-standard-deviations for the third time, prompting a sizable correction concentrated in growth and innovation pockets such as ChiNext and innovation-50 indices. Zheng said the pullback chiefly reflects position concentration and not a material shift in economic fundamentals, and that equities remain attractive for allocation as China advances its transition toward higher-quality productivity.

市場消息：印度取消汽油出口稅，上調航空燃油和柴油出口稅。