Onshore yuan (CNY) closed at 6.6735 per US dollar at 16:30 on Nov 9, down 24 pips from the previous trading day.

Anwar Gargash, the UAE presidential foreign policy adviser, warned on Monday that the Middle East could face prolonged uncertainty. He said a comprehensive political settlement between the US and Iran to end the more-than-eight-month conflict appears unlikely and urged preparation for long-term instability rather than assuming a decisive resolution or a return to a stable regional order. Gargash added the consequences of the US‑Iran war "may be long-lasting" and called on the UAE to increase investment in defensive capabilities, maintain a credible deterrent and strengthen international security partnerships.

美国中期选举结果可能缓解债券市场长期面临的两大压力：能源价格高企和AI数据中心建设带来的融资需求。全球数据中心容量到2030年仍有望保持约17%的年复合增长率，但建设节奏可能放缓、投资周期拉长，从而将融资需求分散至更多年份，减少信贷市场集中吸收巨额债券供给的压力。与此同时，选民对美伊冲突及能源通胀的不满，可能降低市场对冲突重新升级的预期。布伦特原油本周累计跌幅一度接近17%，有望缓解欧洲通胀压力，并利好新兴市场。选民对通胀的担忧可能强化关税最终阶段性退出的预期。总体而言，中期选举未必意味着AI投资周期转向，更可能推动市场逐步消化政策、能源和融资方面的不确定性。