芝商所（CME）：瘦肉猪期货及期权合约成交量创下新纪录。

UBS China equity strategist Wang Zonghao said UBS’s tracking of about 800 active foreign funds shows foreign institutional allocations to China equities were broadly unchanged in Q3. By sector, international investors net increased positions most in healthcare, internet and technology—likely aided by IPOs and placements—and trimmed insurance, basic materials and autos. UBS remains constructive on China AI tech hardware given attractive risk/reward, but warns the recent global tech sell-off could produce further spillovers into domestic names. With AI sentiment still fragile and public mutual funds’ AI hardware holdings remaining elevated, Wang recommends a barbell approach pairing tech hardware with banks.

At a G7 foreign ministers meeting in Paris, Rubio said President Trump considered returning to war with Iran or cutting a deal but chose a third path: sustained economic pressure. The US is imposing heavy costs to make it harder for Iran to fund terrorist groups or rebuild military capabilities, and the pressure has no set end date.