美國總統特朗普：我們正在與伊朗進行談判。

HSBC strategist Max Kettner said an Anthropic IPO in two weeks could have greater market impact than the US midterm elections. Kettner, who cut his US equity rating from overweight to neutral two weeks ago, said the market narrative for tech has turned adverse regardless of capex plans; the recent tech sell-off has not undermined the basic AI trade case. He remains cautious after the midterms, noting investors showed little election hedging and it is unclear how much risk the vote removed. Kettner said the true market-clearing event may be the Anthropic IPO, if it proceeds as planned.

U.S. Treasury Secretary Bessent said manufacturing employment has risen by more than 100,000 since the start of 2026 and that the administration is shifting policy away from government-led growth toward private investment, productive jobs and rebuilding the U.S. industrial base.