花旗：我們對鋁市場總體維持中性觀點，並維持未來0至3個月鋁價每噸3,000美元的目標價。

On Tuesday a China Southern 1.25x long Kioxia single-stock leveraged product began trading in Hong Kong. The 1.25x gearing is lower than many Hong Kong single-stock leverage products that offer up to 2x exposure. Institutional analyst Rebecca Sin said interest in leveraged semiconductor exposure remains evident—reflected in large inflows to US leveraged semiconductor ETFs—but retail traders typically favour higher‑risk structures, leaving milder 1.25x–1.5x tiers less attractive than 2x–3x products. Tokyo-listed Kioxia has struggled to regain momentum as investors rotate away from AI trades; the broader semiconductor ecosystem is weighed by macro headwinds and geopolitical uncertainty. Kioxia is up over 100% year-to-date but about 75% below its June record high.

墨西哥總統辛鮑姆：墨西哥10月新增161,077個正式工作崗位。