澳大利亞9月季調營建許可年率 -0.8%，前值10.3%。

China A-share gaming sector rallied; Dasheng Culture hit daily limit-up, while Zheshu Culture, Mingchen Health, Shenzhou Taiyue, Tom Cat and Giant Network also advanced.

CITIC Securities says that with macro uncertainty concentrated in 2027 from geopolitical and liquidity risks, investors should focus on high‑certainty fundamental trades. Priority themes: oil and gold — oil is expected to be skewed to the upside amid low inventories and elevated disruption risk, while gold is underpinned by core safe‑haven buying but likely needs a stagflation shock to trigger a sustained rebound; supply‑constrained commodities including copper, rubber, MDI and fluorochemicals; demand‑driven winners such as coal chemicals, viscose filament/short‑staple fibre and strategic metals; and price‑resilient, strong‑valuation dividend sectors including coal and electrolytic aluminium.