U.S. API Cushing crude inventories for week to Nov. 6 +182,000 barrels, prior +511,000 barrels.

FITCH says Democratic midterm victories would have uneven effects on US corporate credit; most sectors’ cash flows are expected to remain stable. Tighter approvals and higher costs in key data‑center states (Texas, Georgia, Ohio) could slow AI infrastructure investment and support the view that AI capex may peak around 2027; a construction slowdown would also ease longer‑term overcapacity risk. In energy, oil & gas firms may face stricter drilling and environmental reviews; power and industrials could see weaker demand from data‑center pullback, though grid upgrades and broader infrastructure spending provide offsetting support. Healthcare policy is unlikely to change materially in the near term; defense firms benefit from record order backlogs and bipartisan support, so major policy shifts are not expected.

港股机器人及物理AI概念盘中走强，群核科技(00068.HK)涨28.24%，天数智芯(09903.HK)涨14.91%，优必选(09880.HK)涨6.4%，地平线机器人-W(09660.HK)涨7.3%，禾赛-W(02525.HK)涨6.2%，舜宇光学科技(02382.HK)涨4.6%。