CUSTOMS: China's October exports of unwrought aluminum and aluminum products were 594,000 tonnes, down from 656,000 tonnes in September.

US equity futures were mixed after the best session since April as markets await a key inflation report that could pave the way for a Fed rate hike next month. S&P 500 futures were up just under 0.1%; Nasdaq-100 futures fell about 0.4%. WTI crude slid roughly 2% to around $85/bl, its weakest since late August. Sevens Report founder Tom Essaye said recent Fed comments offset oil’s continued decline ahead of today’s CPI release.

日本調查公司MM總研10日發佈數據稱，4至9月包括智能手機在內的日本國內手機出貨量爲1289萬臺，同比減少9.2%。存儲芯片價格高企推高終端售價，導致需求下滑。這是日本同期手機出貨量3年來首次下降，也是自2000年度以來該時段出貨統計中僅次於2023年的歷史第二低水平。分項來看，智能手機減少9.6%至1252萬臺，功能機（即翻蓋手機）增長7%至37萬臺。 MM總研預測，2026財年全年出貨量將減少11.8%至2845萬臺。此後至2030財年預計將在2600萬至2800萬臺區間徘徊。全球範圍的AI需求與開發競爭加劇導致存儲芯片價格高企，終端廠商被迫漲價。MM總研分析稱：“2027年新機型的定價可能進一步上漲，市場V型復甦無望。相關各企業正面臨適應新局面的能力考驗。”