At the morning close, China's main futures contracts were mostly lower: propylene fell more than 4% and plastics nearly 4%; LPG, polypropylene, benzene, eggs and Shanghai tin declined over 3%; the polypropylene monthly-average contract slipped more than 2%. On the upside, apples rose nearly 5%, coke gained roughly 3%; low-sulfur fuel oil (LU) and red dates advanced over 2%; Shanghai nickel, rapeseed meal, coking coal, glass and lithium carbonate were up more than 1%.

英國央行：市場利率隱含的基準利率水平爲-2026年第四季度3.9%，2027年第四季度4.9%，2028年第四季度4.9%，2029年第四季度4.7%。

US equities tumbled Thursday as investors accelerated exits from tech amid fears data‑center construction could slow or be paused, threatening the AI capex cycle. The Nasdaq fell 5.52%, entering technical‑correction territory; the S&P 500 dropped 4.36% and the Dow fell 3.44%, the largest single‑day declines for all three indexes since April 2025. Vermont Senator Bernie Sanders, aligned with Democrats, called for a nationwide pause on data‑center construction. Tim Holland, CIO at Orion, said investors are now largely on the sidelines until they can better assess how election outcomes would affect AI capital spending—a cycle he says has been the primary growth driver over the past three years.