OPEC+ said at its Sunday meeting it decided to keep December oil production quotas unchanged.

Yorkville Ives said recent results from hyperscale cloud providers reinforce the investment case for enterprise AI infrastructure and current capex. The firm urged patience—volatility can prompt indiscriminate selling—but said overall tech valuations are not elevated and expects AI investment returns to become clearer next year, which could help justify current capex and support a re-rating.

CPCA's Cui Dongshu said China-to-EU auto exports reached 1.83 mln units in the first nine months of 2026, already surpassing last year's full-year total; September shipments rose 128% YoY and cumulative exports were up 87%. Exports show both rapid scale expansion and sharp mix polarization: PHEV shipments surged 372% in 2026 and became the main growth driver; BEV exports nearly doubled despite high EU tariffs; HEV rose 91% as a stable base. Manufacturer concentration is increasing — BYD's lead widened markedly while Geely, Chery and Leapmotor posted rapid gains — underscoring the accelerating global rise of China's auto industry.