A股工業金屬板塊震盪走高，閩發鋁業漲停，金田股份、豪美新材、和勝股份、智慧農業、海亮股份跟漲。

The French central bank expects GDP to return to mild growth in Q4 but says political, fiscal and social uncertainty has risen markedly. A monthly survey of 8,500 firms showed industrial and services activity expanded in October and is expected to continue in November, while construction is near stagnation. Firms flagged greater concerns about the political situation, public finances and fuel prices; firms and households are becoming more cautious, delaying projects and lengthening decision cycles, making the near-term business outlook more uncertain. Pass-through of higher input costs is limited—only 12% of industrial firms and 9% of service firms raised prices in October. Governor Emmanuel Moulin said recent data have been weak and the bank may cut its 2026 growth forecast, currently 0.4%. France has not recorded quarterly growth so far this year and narrowly avoided a recession.

Fed governor Waller said the Fed will not raise rates by 150 or 200 bps.