美國國防部長赫格塞思：馬杜羅曾以爲自己無人能夠撼動。他不是被綁架的，他是被美國最優秀的人員繩之以法的。

US Oct seasonally adjusted CPI m/m and core CPI m/m due in 10 minutes.

美國10月季調後CPI月率及核心CPI月率將於十分鐘後公佈。

Li Qiusuo, chief domestic strategist at China International Capital Co, said external disturbances have shown signs of abating and corporate earnings remain resilient; if external shocks marginally ease, the market could see early valuation repair. Through Q3, A-share revenue and earnings growth outpaced nominal GDP and non-financial corporate profits remain stable, with AI and energy sectors providing meaningful support. Broad-index valuations have fallen materially: the CSI300 forward P/E is near its 10-year average while the ChiNext forward P/E sits at historical extremes, leaving overall market valuation attractive and vulnerable to recovery if risks subside. He recommends a tech-plus-dividend barbell allocation, expects the next phase to be structurally driven, and flags sustained AI momentum and higher conviction in tech hardware (optical communications, semiconductor equipment, and sectors tied to upstream power bottlenecks); among cyclicals he highlights chemicals, petrochemicals and construction machinery as showing improving supply-demand and potential earnings-recovery upside.

U.S. defense minister Hegseth said the United States will continue to defend itself, defeat its enemies and rebuild its armed forces.

美國國防部長赫格塞思：我們將繼續保護美國、擊敗敵人並重建軍隊。