S&P Global Energy ship-tracking data show 31 fully laden LNG carriers transited the Strait of Hormuz in October, the highest monthly count since shipping was disrupted by the US‑Iran conflict in February. Twenty‑three vessels were loaded at Qatar’s Ras Laffan and eight at the UAE’s Das Island, up from 23 transits in September. S&P Global Energy senior chief analyst Eric Yep said UAE transit volumes have returned to pre‑conflict levels, while Qatar’s Hormuz transits have recovered to more than 30

2026-11-10

S&P Global Energy ship-tracking data show 31 fully laden LNG carriers transited the Strait of Hormuz in October, the highest monthly count since shipping was disrupted by the US‑Iran conflict in February. Twenty‑three vessels were loaded at Qatar’s Ras Laffan and eight at the UAE’s Das Island, up from 23 transits in September. S&P Global Energy senior chief analyst Eric Yep said UAE transit volumes have returned to pre‑conflict levels, while Qatar’s Hormuz transits have recovered to more than 30% of pre‑conflict volumes.

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2026-11-10

Sources said production at Tata's iPhone parts plant in India was not affected; a worker's death occurred while the factory was closed for a holiday shutdown.

2026-11-10

從已披露的美國機構投資者第三季度13F持倉變化可見,對衝基金正在調整AI產業鏈內部配置。按其行業分類,淨賣出最多的是芯片設備與製造,達31.1億美元,其次爲AI網絡、光學與存儲,淨賣出28.8億美元;AI芯片與存儲器淨賣出9.62億美元。另一方面,雲端企業軟件獲得最多增持,淨買入21.3億美元,AI與數據軟件淨買入8.27億美元。整體來看,已披露持倉呈現從AI硬件供應鏈向雲軟件和數據應用遷移的跡象,機構開始重新評估AI產業鏈不同環節的投資回報,並將產業鏈內部的倉位進行再配置。