SC原油主力合約跌超5%，現報605.7元/桶。

Markets expect higher Brazilian rates after President Lula’s re-election raised prospect of larger public spending and upward pressure on inflation. A weekly survey by economists for the Brazil central bank showed expected Selic at 13.75% next month, up from 13.5% previously; economists have raised end-2026 rate expectations for a second consecutive week. Analysts lifted their year‑end inflation forecast to 4.9% from 4.76%, well above the 3% target. Lula’s surprise win has reversed investor hopes of a policy shift, triggering sharp losses in the Brazilian real and equities and adding fiscal and currency weakness risks that could further accelerate inflation. Last week the central bank paused its easing cycle, holding Selic at 13.75% after months of cuts and warning of slowing growth, accelerating inflation and high uncertainty.

重要新聞 1. 前10個月我國外貿增長20% 保持強勁增長態勢。 2. 海關總署：10月份，進出口4.87萬億元，增長31.2%。 3. 國家發展改革委：進一步完善重要民生商品價格調控機制。 個股新聞 1. 主力資金流向數據顯示，新易盛主力資金淨流入13.38億元居首位，中際旭創、掌閱科技、瑞芯微、N鈳銳鍶獲主力資金淨流入居前；雲南鍺業主力資金淨流出10.25億元居首位，雪人集團、中國石油、中天科技、中國船舶主力資金淨流出居前。 2. 高通聯合中興通訊完成IMT-2020（5G）推進組多項5G-A先進技術互操作測試。 3. 國機精工：航天特種軸承相關業務正逐步爲公司帶來新的增量。 4. 國安達：具身智能機器人正穩步研發中。 5. 華大智造：涌生智能與邁維代謝簽約代謝全流程自動化產線。 6. 金科股份與藍綠雙城簽署戰略合作協議。 7. 亨通股份：擇機通過合作、投資等方式完善產業佈局。 8. 國電高科與高通達成合作，拓展衛星物聯網國際市場。 9. 穿越者：已面向火箭企業啓動商業載人發射服務合作伙伴常態化招標工作。