市場消息：美國共和黨議員再次呼籲黃仁勳向國會作簡報。

San Francisco Fed President DALY said further Fed tightening may be necessary to reduce inf, noting persistent price pressures that are not confined to industries directly affected by tariffs or oil. She said an increasing number of firms report plans to pass higher input costs to consumers and that pricing willingness is strengthening. DALY said she supports a September rate hike and holding policy unchanged in October. On AI, she said AI infrastructure is raising prices in some areas but its overall effect on inf is so far modest and not broad-based; she expects AI to boost productivity over the long run but the timing is uncertain. DALY is not an FOMC voter this year.

美國戰爭研究所（ISW）與美國企業研究所旗下Critical Threats項目11月13日發佈聯合分析稱，胡塞武裝11月11日在也門拉赫季省東南部發動多兵種聯合攻勢，先後使用彈道導彈襲擊政府軍在拉斯阿拉和哈拉茲的集結區，並打擊亞丁一處負責拉赫季前線的政府軍指揮中心，隨後投入機械化部隊和步兵向西南推進。11月12日，胡塞武裝進一步攻佔沙特鎮（Al Shatt）及薩里赫路口（Al Sarih）。ISW判斷，其主要目標是奪取薩里赫以南的哈拉茲山制高點，以火力控制連接穆哈與亞丁的沿海公路，切斷紅海沿岸政府軍的補給和增援通道。若成功，胡塞武裝將有機會孤立部署在紅海沿岸的南方巨人旅和國土盾牌部隊，同時削弱政府軍保衛亞丁的能力。