【報道】美國中期選舉初步計票顯示民主黨表現強勁，市場開始重新評估特朗普政府未來兩年的財政政策空間。隨着民主黨控制國會的可能性上升，美國10年期國債收益率和美元承壓，國際貴金屬價格反彈。市場認爲，若民主黨同時控制參衆兩院，特朗普推進減稅及財政擴張計劃的難度將增加，可能進一步壓低美債收益率和美元。不過，油價回落緩解通脹擔憂，也是推動收益率下行的因素。但若民主黨僅贏得衆議院，相關影響可能相對有限，因爲市場此前已經較充分計價了民主黨拿下衆議院的預期。

China has implemented 150 national and industry standards for new energy storage, establishing an initial full‑chain standards framework covering basic/general, planning and design, equipment and testing, construction and acceptance, grid connection and operation, O&M and maintenance, decommissioning and disposal, and safety and management. The framework is intended to help accelerate the sector’s shift from a "new track" to the "main track." Chinese new energy storage projects now account for more than 50% of global installed capacity.

China A-share CPO sector extended losses: Nanya Xincai and Liantek Technology fell over 13%, Changxin Bochuang declined more than 11%, Zhongji Xuchuang dropped over 10%; Shengyi Technology and Changyingtong also slipped.