A股造紙板塊直線拉昇，青山紙業直線漲停，凱恩股份、鬆煬資源、森林包裝、宜賓紙業、恆達新材跟漲。

歐洲央行管委內格爾：市場預期很重要，但並非驅動因素。

CPCA's Cui Dongshu said weak domestic demand in October 2026 made export strength the key driver of auto sales. October passenger-vehicle exports (complete units and CKD) reached 928,000 units, up 69% YoY, and accounted for 35% of manufacturers' sales versus 19% a year earlier. New-energy passenger-vehicle exports hit 582,000 units, up 145% YoY; A00 and A0 class pure-electric models made up 56% of pure-electric exports. Export volumes are concentrated in low-to-mid-price mainstream models, boosting volume resilience for price-and-scale-led domestic brands such as BYD, Chery and Geely, while firms reliant on high-end or ICE models face greater pressure.