PRO_214.0 · SOURCE-SPLIT ACTIVE[RESET NEWS]
ANDY PRO TERMINAL
离岸汇率6.7716
SC-布油价差-11.47
上海 SC85.31
布伦特96.78
阿曼原油91.76
霍尔木兹总船只 304油轮 7驶入 16驶出 13

I. GLOBAL · BLOOMBERG / X / TRUMP

[BLOOMBERG]
🇰🇷 高盛认为韩国股市上涨 60% 高盛将 12 个月 KOSPI 目标从 12,000 点下调至 9,000 点,但仍预计上涨超过 60%。尽管企业创纪录,但该指数已较 6 月峰值暴跌 40%,将估值推至仅为市盈率的 4 倍
🇰🇷 GOLDMAN SACHS SEES 60% UPSIDE IN SOUTH KOREAN STOCKS Goldman Sachs cut its 12-month KOSPI target to 9,000 from 12,000, but still sees over 60% upside. The index has plunged 40% from its June peak, pushing forward valuations to just 4x earnings, despite record corporate
[BLOOMBERG]
*Walter Bloomberg:🇰🇷高盛预计韩国股市上涨 60% 高盛将 12 个月 KOSPI 目标从 12,000 点下调至 9,000 点,但仍预计上涨超过 60%。尽管企业利润创纪录,但该指数已较 6 月份的峰值暴跌 40%,将估值推至仅为市盈率的 4 倍。关键要点:高盛认为,韩国股市的定价前景过于悲观,尤其是半导体行业。 2026 年 10 月 26 日星期一 18:27:39 GMT+0800(中国标准时间)
*Walter Bloomberg: 🇰🇷 GOLDMAN SACHS SEES 60% UPSIDE IN SOUTH KOREAN STOCKS Goldman Sachs cut its 12-month KOSPI target to 9,000 from 12,000, but still sees over 60% upside. The index has plunged 40% from its June peak, pushing forward valuations to just 4x earnings, despite record corporate profits. The key takeaway: Goldman believes Korean equities are pricing in an excessively pessimistic outlook, particularly for semiconductors. Mon Oct 26 2026 18:27:39 GMT+0800 (China Standard Time)
[BLOOMBERG]
12 月加息迫在眉睫,美联储预计将维持利率不变 预计美联储本周将维持利率不变,市场强烈支持 12 月再次加息。主席凯文·沃什 (Kevin Warsh) 面临着一个关键的沟通挑战:解释尽管通货膨胀持续存在,但仍出现暂停。
FED EXPECTED TO HOLD RATES AS DECEMBER HIKE LOOMS The Federal Reserve is expected to hold rates this week, with markets heavily favoring another hike in December. Chair Kevin Warsh faces a key communication challenge: explaining the pause despite persistent inflation driven by
[BLOOMBERG]
*沃尔特·布隆伯格:随着 12 月加息的临近,美联储预计将维持利率不变 预计美联储本周将维持利率不变,市场强烈支持 12 月再次加息。主席凯文·沃什 (Kevin Warsh) 面临着一个关键的沟通挑战:解释尽管能源价格和人工智能基础设施需求导致持续通胀,但仍出现的暂停。关键要点:沃什的信息可能会影响美国国债收益率、美元和科技股。相关代码:$SPY、$QQQ、$TLT、$UUP Mon Oct 26 2026 18:18:59 GMT+0800(中国标准时间)
*Walter Bloomberg: FED EXPECTED TO HOLD RATES AS DECEMBER HIKE LOOMS The Federal Reserve is expected to hold rates this week, with markets heavily favoring another hike in December. Chair Kevin Warsh faces a key communication challenge: explaining the pause despite persistent inflation driven by energy prices and AI infrastructure demand. The key takeaway: Warsh's messaging could move Treasury yields, the dollar and tech stocks. Related tickers: $SPY, $QQQ, $TLT, $UUP Mon Oct 26 2026 18:18:59 GMT+0800 (China Standard Time)
[BLOOMBERG]
克里姆林宫表示,恢复与乌克兰和美国的三方会谈的协议并未对莫斯科或基辅的持续军事行动施加任何限制
KREMLIN SAYS AGREEMENT TO RESUME 3-WAY TALKS WITH UKRAINE AND US DOES NOT PLACE ANY RESTRICTIONS ON MOSCOW OR KYIV WHEN IT COMES TO CONTINUING MILITARY ACTION
[BLOOMBERG]
*沃尔特·布隆伯格:克里姆林宫表示,在涉及持续军事行动时,克里姆林宫表示与乌克兰和美国恢复三方会谈的协议不会对莫斯科或基辅施加任何限制 2026 年 10 月 26 日星期一 17:50:19 GMT+0800(中国标准时间)
*Walter Bloomberg: KREMLIN SAYS AGREEMENT TO RESUME 3-WAY TALKS WITH UKRAINE AND US DOES NOT PLACE ANY RESTRICTIONS ON MOSCOW OR KYIV WHEN IT COMES TO CONTINUING MILITARY ACTION Mon Oct 26 2026 17:50:19 GMT+0800 (China Standard Time)
[BLOOMBERG]
$SPCX - SPACEX 上市前股价上涨 1.2%;马斯克称公司已完成 400 亿美元的 GPU 债务融资
$SPCX - SPACEX SHARES UP 1.2% PREMARKET; MUSK SAYS CO CLOSED $40 BLN IN DEBT FINANCING FOR GPUS
[BLOOMBERG]
*沃尔特·彭博 (Walter Bloomberg):$SPCX - SPACEX 股票预市上涨 1.2%;马斯克称公司已完成 400 亿美元的 GPU 债务融资 2026 年 10 月 26 日星期一 17:48:14 GMT+0800(中国标准时间)
*Walter Bloomberg: $SPCX - SPACEX SHARES UP 1.2% PREMARKET; MUSK SAYS CO CLOSED $40 BLN IN DEBT FINANCING FOR GPUS Mon Oct 26 2026 17:48:14 GMT+0800 (China Standard Time)
[BLOOMBERG]
埃隆·马斯克 (Elon Musk) 警告称,新云将出现大规模整合埃隆·马斯克 (Elon Musk) 表示,债务市场已基本上切断了在人工智能数据中心之外没有大量收入的公司的融资。他警告说,200 多家新云公司可能面临广泛的失败和整合。同时,
ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread failures and consolidation. Meanwhile,
[BLOOMBERG]
*沃尔特·布隆伯格:埃隆·马斯克警告大规模新云整合埃隆·马斯克表示,债务市场基本上已经切断了在人工智能数据中心之外没有大量收入的公司的融资。他警告说,200 多家新云公司可能面临广泛的失败和整合。与此同时,马斯克表示 SpaceX 已获得 400 亿美元的债务融资。主要相关代码:$CRWV、$NBIS、$IREN、$APLD、$CIFR。关键要点:融资限制可能会加速整个人工智能基础设施领域的整合。 2026 年 10 月 26 日星期一 17:46:04 GMT+0800(中国标准时间)
*Walter Bloomberg: ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread failures and consolidation. Meanwhile, Musk says SpaceX has secured $40 billion in debt financing. Key related tickers: $CRWV, $NBIS, $IREN, $APLD, $CIFR. The key takeaway: Financing constraints could accelerate consolidation across the AI infrastructure sector. Mon Oct 26 2026 17:46:04 GMT+0800 (China Standard Time)
[BLOOMBERG]
汇丰银行:我们还削减了对黄金的增持,并增加了对石油的增持
HSBC: WE ALSO CUT OUR OVERWEIGHT IN GOLD, AND INCREASE OIL TO OUTRIGHT OVERWEIGHT
[BLOOMBERG]
*Walter Bloomberg:汇丰银行:我们还削减了对黄金的增持,并增加了对石油的增持,2026 年 10 月 26 日星期一 17:42:59 GMT+0800(中国标准时间)
*Walter Bloomberg: HSBC: WE ALSO CUT OUR OVERWEIGHT IN GOLD, AND INCREASE OIL TO OUTRIGHT OVERWEIGHT Mon Oct 26 2026 17:42:59 GMT+0800 (China Standard Time)
[BLOOMBERG]
红海航运业已复苏,但成本仍然居高不下 美国银行报告称,红海航运业已恢复至正常水平的 65%,高于 9 月份的 50%。然而,油轮运价仍然保持在每天高达 650,000 美元的高位,而干散货运价则上涨了 31%
RED SEA SHIPPING RECOVERS, BUT COSTS REMAIN HIGH Bank of America reports Red Sea shipping traffic has recovered to 65% of normal levels, up from 50% in September. However, oil tanker rates remain elevated at up to $650,000 per day, while dry bulk rates are up 31%
[BLOOMBERG]
*沃尔特·彭博社:红海航运业已复苏,但成本仍然居高不下 美国银行报告称,红海航运业已恢复至正常水平的 65%,高于 9 月份的 50%。然而,油轮运价仍高达每天 65 万美元,而干散货运价同比上涨 31%。关键要点:航运业正在复苏,但高货运成本继续威胁全球通胀。资料来源:美国银行研究部 2026 年 10 月 26 日星期一 17:42:12 GMT+0800(中国标准时间)
*Walter Bloomberg: RED SEA SHIPPING RECOVERS, BUT COSTS REMAIN HIGH Bank of America reports Red Sea shipping traffic has recovered to 65% of normal levels, up from 50% in September. However, oil tanker rates remain elevated at up to $650,000 per day, while dry bulk rates are up 31% year-over-year. The key takeaway: Shipping is recovering, but high freight costs continue to threaten global inflation. Source: Bank of America Research Mon Oct 26 2026 17:42:12 GMT+0800 (China Standard Time)
[BLOOMBERG]
十月持有定价。华尔街关注十二月加息。高盛预计美联储本周将维持利率不变,然后在 12 月加息 25 个基点。 Kalshi 交易员预计 10 月份持有股票的可能性为 93%,而加息的可能性仅为 6%。争论从十月份开始发生了变化
OCTOBER HOLD PRICED IN. WALL STREET EYES DECEMBER HIKE. Goldman Sachs expects the Fed to hold rates this week before raising them 25 basis points in December. Kalshi traders price a 93% chance of an October hold, versus just 6% for a hike. The debate has shifted from October
[BLOOMBERG]
汇丰银行将全球股票评级从“最高增持”下调至“中性”
HSBC CUTS GLOBAL EQUITIES TO NEUTRAL FROM MAX OVERWEIGHT
[BLOOMBERG]
*Walter Bloomberg:汇丰银行将全球股票评级从最高增持下调至中性 2026 年 10 月 26 日星期一 17:30:41 GMT+0800(中国标准时间)
*Walter Bloomberg: HSBC CUTS GLOBAL EQUITIES TO NEUTRAL FROM MAX OVERWEIGHT Mon Oct 26 2026 17:30:41 GMT+0800 (China Standard Time)
[BLOOMBERG]
伊朗战争期间,阿联酋海岸发生重大漏油事件 卫星图像显示,阿联酋海岸漏油事件不断扩大,威胁到海滩和海洋生态系统。随着遏制工作的继续,当局已关闭乌姆盖万、沙迦和哈伊马角的沿海地区。
MAJOR OIL SPILL SPREADS OFF UAE COAST AMID IRAN WAR Satellite images show an expanding oil spill off the UAE coast, threatening beaches and marine ecosystems. Authorities have closed coastal areas in Umm Al Quwain, Sharjah and Ras Al Khaimah as containment efforts continue.
[BLOOMBERG]
*沃尔特·布隆伯格:伊朗战争期间,阿联酋海岸发生重大漏油事件 卫星图像显示,阿联酋海岸漏油事件不断扩大,威胁着海滩和海洋生态系统。随着遏制工作的继续,当局已关闭乌姆盖万、沙迦和哈伊马角的沿海地区。专家将此次泄漏事件与据报道上个月被弹丸击中的一艘油轮有关,但原因尚未得到证实。 2026 年 10 月 26 日星期一 17:26:59 GMT+0800(中国标准时间)
*Walter Bloomberg: MAJOR OIL SPILL SPREADS OFF UAE COAST AMID IRAN WAR Satellite images show an expanding oil spill off the UAE coast, threatening beaches and marine ecosystems. Authorities have closed coastal areas in Umm Al Quwain, Sharjah and Ras Al Khaimah as containment efforts continue. Experts link the spill to a tanker reportedly struck by a projectile last month, though the cause remains unconfirmed. Mon Oct 26 2026 17:26:59 GMT+0800 (China Standard Time)
[BLOOMBERG]
ING 警告欧元可能因法国债务担忧而进一步下跌 ING 表示,尽管穆迪维持法国 Aa3 信用评级,但欧元仍然脆弱。由于预计法国预算进展甚微且能源价格上涨,货币面临的压力可能持续存在。 🔸
ING WARNS EURO COULD FALL FURTHER ON FRENCH DEBT CONCERNS ING says the euro remains vulnerable despite Moody's maintaining France's Aa3 credit rating. With little progress expected on France's budget and energy prices elevated, pressure on the currency could persist. 🔸
[BLOOMBERG]
*沃尔特·布隆伯格:ING 警告欧元可能因法国债务担忧而进一步下跌 ING 表示,尽管穆迪维持法国 Aa3 信用评级,但欧元仍然脆弱。由于预计法国预算进展甚微且能源价格上涨,货币面临的压力可能持续存在。 🔸 欧元/美元:1.1206 美元 🔸 阻力位:1.1250 美元–1.1270 美元 🔸 关键支撑位:1.1180 美元 关键要点:ING 认为欧元上涨空间有限,并警告可能跌破 1.1180 美元。 2026 年 10 月 26 日星期一 17:16:51 GMT+0800(中国标准时间)
*Walter Bloomberg: ING WARNS EURO COULD FALL FURTHER ON FRENCH DEBT CONCERNS ING says the euro remains vulnerable despite Moody's maintaining France's Aa3 credit rating. With little progress expected on France's budget and energy prices elevated, pressure on the currency could persist. 🔸 EUR/USD: $1.1206 🔸 Resistance: $1.1250–$1.1270 🔸 Key support: $1.1180 The key takeaway: ING sees limited upside for the euro and warns of a potential break below $1.1180. Mon Oct 26 2026 17:16:51 GMT+0800 (China Standard Time)
[BLOOMBERG]
穆迪周五维持主权评级后,法国 10 年期债券收益率下跌 5.3 个基点至 4.9685%
FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY
[BLOOMBERG]
*Walter Bloomberg:穆迪于周五维持主权评级后,法国 10 年期债券收益率下跌 5.3 个基点至 4.9685% 2026 年 10 月 26 日(星期五)星期一 15:39:14 GMT+0800(中国标准时间)
*Walter Bloomberg: FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY Mon Oct 26 2026 15:39:14 GMT+0800 (China Standard Time)
[TRUMP_TRUTH]
纽约计划放弃部分美洲原住民标志禁令,这是 Massapequa 的“巨大胜利”: https://nypost.com/2026/10/19/us-news/nys-dropping-part-of-native-american-logo-ban-in-huge-victory-for-massapequa/
NY plans to drop part of Native American logo ban in ‘huge victory’ for Massapequa: https://nypost.com/2026/10/19/us-news/nys-dropping-part-of-native-american-logo-ban-in-huge-victory-for-massapequa/
[TRUMP_TRUTH]
伊朗石油部长因美国封锁而辞职;哈米德·博瓦尔德 (Hamid Bovard) 临时负责: https://openthemagazine.com/world/iran-oil-minister-resigns-amid-us-blockade-hamid-bovard-takes-interim-charge
Iran Oil Minister Resigns Amid US Blockade; Hamid Bovard Takes Interim Charge: https://openthemagazine.com/world/iran-oil-minister-resigns-amid-us-blockade-hamid-bovard-takes-interim-charge
[TRUMP_TRUTH]
观看视频
View video
[TRUMP_TRUTH]
Let’s talk about this COMPLETE AND TOTAL LOSER, Bill Maher. He’s got a Low Rated Show on equally Low Rated HBO, which was once, long ago, a Network of Quality and Excitement — But that’s all gone. It’s not “HOT” anymore! Maher’s friend and business associate, Chuck LaBella, was also a friend of mine, worked on The Top Hit Show, The Apprentice, as a “gofer” and, because of the success of that show, Number One and Top Rated on many weeks, with the Finale’ being among the Top Shows of the Year, he was automatically and quickly brought up through the Ranks of NBC, along with everyone else associated with that Historic “Happening.” The Success of the Apprentice was so great that everyone partook — It built many careers, and that is a wonderful thing. Some people say it even built my career, because I became President (I would have won without it!). In any event, over the last few years, LaBella would call me nonstop to say, “Hello,” be very nice, and tell me how much Bill Maher “loves” and respects me, and would constantly ask of me, even before I was President, for any form of meeting with Maher and, would I do his show? When I became President, I agreed to meet, after the first one, and the last one, but never agreed to do his show, which he wants me to do, DESPARATELY — It won’t happen! When I have watched the show, which isn’t often, it always ends with dishonesty, about me at least, but, who cares? He doesn’t think it was a good thing to take the Nuclear Weapon away from Iran, which shows you that he is not very smart. If I allowed them to obtain a Nuclear Weapon, the World would be a different place right now! Using Fake Polls, he also said I had my Lowest Ratings so far, “and even the Republican Party doesn’t like him,” but that’s not true. I have High Ratings and, more importantly, he said that I’m losing the support and approval of the Republican Party when, in fact, CNN just came out with a Poll showing that I’m at 98 and 99% support within the Republican Party, an All Time Record High. Ronald Reagan was at 86%. CNN’s Harry Enten also said I am “The Most Influential President of the Last Century.” CNN did another Poll at who was the Most Popular Person in the History of the Republican Party, and I won that, too, with me being at 53%, Ronald Reagan being at 18%, and Abraham Lincoln being at 8%, and these are CNN Polls, people not exactly in love with me, so, Bill Maher lied, but he lies about everything, and I believe he lied to me when I asked him, with all the applause and laughter he gets after almost everything he says, about thing that aren’t funny or even any good, what Laughter Machine does he use? People can’t think he’s funny. I didn’t know Bill, he didn’t know me, and that was OK. Then Chuck LaBella, and my friend, Kid Rock, called me incessantly about meeting with Bill Maher. My first response was, “Fellas, this guy’s a Goofball.” They said, “He wants to go down to the White House, be with you, and talk. He said you’re very smart, but you’re not into the Liberal Platform. Will you start thinking about it?” He invited himself to the White House! We had our first meeting, Bill was very nervous. He asked for a drink. He was very insecure, and he had a seriously bruised eye and nose area, as though somebody had just beaten him up — But it wasn’t me! No sooner had we had that first dinner at the White House, which is a very seductive and beautiful place, especially now that I have fully renovated and fixed it in the style which it deserves, Bill wanted to come back. The Gofer called me multiple times, saying how much Bill loves me, that he respects me more than anybody, and wants to come back for a second meeting. After ten calls from Chuck LaBella, it seemed that these guys were serious, and wanted to learn more, because their Policies are so bad, it’s ridiculous! Also, I wanted to tell Bill that he’s a major POTHEAD. He’s got to stop, it’s very bad for his health. He looked like hell this time. Bill was drunk and had alcohol in his hand as he walked through the White House. Stephen A. Smith and Kid Rock came along with him. Overall, I thought it was a good meeting. It didn’t last four hours, it lasted two hours, maybe less, and everybody was happy. We have the timestamps. I learned nothing, and felt it was a waste of time. After the first dinner, Bill Maher was friendly, I guess, everyone walked away pleased. He gave me a good first show, with lots of Laughing Machine laughter, which is a real term, but it is what it is, and then reverted back to his former self, and his old ways. I understand that. He’s doing his thing. I never took it very personally. I would always mock his Low Ratings, whenever I heard. He’s not a nice guy, and what he spouts isn’t what he believes. He has to cater to his base, which is mostly composed of Losers, and people who don’t like working. It’s why, for so long, I didn’t get another call from Chuck LaBella, and I didn’t miss him one bit. After the second dinner, Bill’s “show” was far worse than the first. He went crazy! He’s gutless, because he enjoyed every minute. Also, I am not a building a swimming pool in the White House Briefing Room, and never had any intention of doing so. I am thinking about moving the Press, and putting them in a different location, but I will use that location for very badly needed space. Bill also attacked our Great Republican Candidates, when he knows my Endorsement Record is 98% in the House, and 100% in the Senate, so how can he make a false statement like this? These Statistics are FACTS, and he should speak about them, but he won’t, because he is very unfair! Karoline Leavitt was GREAT on the show, but she started with a biased, dumb SLEAZEBAG, asking questions. She defended me, and herself, so well, but couldn’t be comfortable going against Lie after Lie. Importantly, Bill lied about all of the Illegal Voters in the Radical controlled, decrepit, and devastated State of California. Just in the last few days alone, they found 20,000, and the number could easily go to over 1,000,000. There were so many other falsehoods Bill spewed, but I won’t waste time in FACT CHECKING him. He isn’t worth it. Bill: Don’t call anymore. It’s useless, and tell Chuck LaBella not to call so much, and say how much you love “TRUMP,” and want to get together, because you’re a hopeless guy, who is just trying to cater to your small group of “fans.” You’re also a coward who is afraid to tell the truth about how well our Country is running because of your few “fans,” and how badly the Dumocrats have done, almost destroying the U.S.A. If I hadn’t won the Election, it would be DEAD! Also, turn your Laugh Machine off, it’s a joke when they laugh uncontrollably, even when you say nothing funny, and I’m going to have the Republicans not cover you anymore, because they try to talk about you as a guy who is transformative. You’re not transformative, you’re a Loser! I never watched your show much, but I will never watch it again, because it is nothing more than FAKE NEWS that America, and the World, is unfortunately subjected to. Thank you for your attention to this matter. President DONALD J. TRUMP
[TRUMP_TRUTH]
我很自豪地宣布该国最新的旗舰国家公园,亚利桑那州的奇里卡瓦国家公园!在我的第一个任期内,我签署了《伟大的美国户外活动法案》,这是历史上对国家公园最大的投资之一,并在伟大的西弗吉尼亚州指定了一个新的国家公园,这意味着我现在已经为所有美国人提供了第 63 个和第 64 个国家公园。没有其他总统能够为美国和亚利桑那州完成这一任务,我热爱这个州并赢得了巨大的胜利!祝贺伟大的共和党国会议员和美国第一爱国者胡安·西斯科马尼 (Juan Ciscomani) 取得重大胜利,使该法案在国会获得通过。祝贺该州所有其他伟大的国会议员,包括安迪·比格斯、大卫·施韦克特、伊莱·克兰、阿贝·哈马德和保罗·戈萨尔。我们正在让我们的公园和亚利桑那州再次变得伟大!唐纳德·J·特朗普总统查看图片查看图片
I am proud to announce the NEWEST FLAGSHIP NATIONAL PARK in the Country, CHIRICAHUA NATIONAL PARK in ARIZONA! In my First Term, I signed the GREAT American Outdoors Act, one of the LARGEST Investments in National Parks in HISTORY, and designated a new National Park in the Great State of West Virginia, meaning, I’ve now given ALL Americans their 63rd and 64th National Park. No other President was able to get this done for America, and Arizona, a State I love and won BIG! Congratulations to GREAT Republican Congressman and America First Patriot Juan Ciscomani for his MAJOR WIN passing this Bill through Congress. Congratulations to all of our other Great Congressmen in the State, including Andy Biggs, David Schweikert, Eli Crane, Abe Hamadeh, and Paul Gosar. We are MAKING OUR PARKS, AND ARIZONA, GREAT AGAIN! President DONALD J. TRUMPView imageView image
[TRUMP_TRUTH]
查看图片
View image
[TRUMP_TRUTH]
利比亚人民自豪、坚韧、好客,值得和平与繁荣。美国和利比亚在打击恐怖主义方面拥有强大而持久的伙伴关系,在我们共同击败利比亚伊斯兰国的历史性成功的基础上再接再厉。我们尊重利比亚人民以及勇敢的利比亚人在与我们两国人民的共同敌人伊斯兰国作战中所做出的牺牲,但利比亚不能继续成为非法移民的走廊,这种情况必须立即结束。美国仍然坚定地致力于加强我们的双边关系,支持利比亚和利比亚机构期待已久的统一,并在利比亚人民向成功的全国选举过渡时与他们站在一起。利比亚人民多年来一直是恐怖主义和外国干涉的受害者。我希望他们团结起来,夺回主权,拥有他们应得的和平、繁荣的未来!唐纳德·J·特朗普总统
The Libyan people are proud, resilient, hospitable, and deserving of peace and prosperity. The United States and Libya share a strong and enduring partnership in combating terrorism, building on our historic success in defeating ISIS in Libya together. We respect the Libyan people and the sacrifices that brave Libyans made fighting ISIS, the common enemy of both our peoples, but Libya cannot remain a corridor for illegal migration, and this must end now.The United States remains firmly committed to strengthening our bilateral relationship, supporting the long-awaited unification of Libya and Libya’s institutions, and standing with the Libyan people as they transition toward successful national elections. The Libyan people have been victims of terrorism and foreign meddling for years. I want them to unite, take back their sovereignty, and have the peaceful, prosperous future they deserve! President DONALD J. TRUMP

II. DOMESTIC · 金十 / 财联社 / 华尔街见闻

[JIN10]
卡塔尔外长向沙特外长确认,卡塔尔将全力支持地区缓解紧张局势的所有努力。
[WSCN]
【华尔街见闻】二十届中央第八轮巡视完成进驻 根据党中央关于巡视工作的统一部署,近日,二十届中央第八轮巡视完成进驻工作。15个中央巡视组将对教育部和31所中管高校党组织开展常规巡视。(央视)
[JIN10]
佛塑科技:2026年第三季度净利润3.78亿元 同比增长1122.59% 金十数据10月26日讯,佛塑科技公告,2026年第三季度营业收入24.25亿元,同比增长315.20%;归母净利润3.78亿元,同比增长1122.59%。2026年前三季度营业收入63.02亿元,同比增长279.14%;归母净利润12.83亿元,同比增长1429.18%。金力新能源自2026年2月起纳入公司合并报表范围,公司拓展锂电池隔膜领域形成新的业务增长,资产规模、主营业务收入与盈利能力显著提升。
[WSCN]
【华尔街见闻】盐津铺子:2026年第三季度净利润1.54亿元,同比下降33.77% 盐津铺子公告,2026年第三季度营业收入14.61亿元,同比下降1.70%;归母净利润1.54亿元,同比下降33.77%;扣非净利润1.33亿元,同比下降39.28%。2026年前三季度营业收入45.31亿元,同比增长2.36%;归母净利润5.79亿元,同比下降4.26%;扣非净利润5.23亿元,同比下降5.47%。
[CLS]
【斐济群岛地区发生5.8级地震】财联社10月26日电,据德国地学研究中心(GFZ)自动测定,北京时间10月26日18时13分,斐济群岛地区发生5.8级地震,震中位于南纬18.22度、西经177.95度,震源深度641公里。
[JIN10]
伯恩斯坦:将SpaceX(SPCX.O)目标价从248美元上调至268美元。
[CLS]
【电投产融:Q3净利润环比增长39%】财联社10月26日电,电投产融(000958.SZ)公告称,前三季度实现营业收入73.71亿元,同比下降16.63%;归属于上市公司股东的净利润26.66亿元,同比增长1.24%。第三季度营业收入25.39亿元,同比下降5.49%;归属于上市公司股东的净利润9.03亿元,同比增长36.15%。小财注:公司Q3净利润9.03亿,Q2净利润6.45亿,据此计算,Q3净利润环比增长39%。
[CLS]
【二十届中央第八轮巡视完成进驻】财联社10月26日电,根据党中央关于巡视工作的统一部署,近日,二十届中央第八轮巡视完成进驻工作。15个中央巡视组将对教育部和31所中管高校党组织开展常规巡视。
[CLS]
财联社10月26日电,伯恩斯坦将SpaceX目标价从248美元上调至268美元。
[CLS]
【立中集团:前三季度净利润同比增长48.47%】财联社10月26日电,立中集团(300428.SZ)公告称,第三季度营业收入为100.27亿元,同比增长18.27%;净利润为3.51亿元,同比增长56.79%。前三季度营业收入为288.49亿元,同比增长25.86%;净利润为9.29亿元,同比增长48.47%。小财注:公司Q3净利润3.51亿,Q2净利润3.78亿,据此计算,Q3净利润环比下降7%。
[CLS]
财联社10月26日电,伯恩斯坦将宝洁目标价从149美元上调至171美元。
[JIN10]
奥本海默:将微软(MSFT.O)目标价从570美元上调至625美元。
[CLS]
财联社10月26日电,奥本海默将微软目标价从570美元上调至625美元。
[JIN10]
Moderna(MRNA.O)盘前跌超9%,此前两个交易日累计跌幅超过18%。
[JIN10]
加拿大丰业银行:将微软(MSFT.O)目标价从615美元上调至625美元。
[CLS]
财联社10月26日电,丰业银行将微软公司目标价从615美元上调至625美元。
[JIN10]
据上交所官网显示,上海羲禾科技股份有限公司科创板IPO审核状态变更为“注册生效”。
[JIN10]
特斯拉(TSLA.O):拉脱维亚批准了特斯拉的自动驾驶技术。
[JIN10]
俄罗斯国防部称,过去一周,乌克兰武装部队对亚历山德罗夫卡村及通往该村的主要道路发动了18次炮击和120多次无人机袭击。
[JIN10]
市场消息:Meta Platforms(META.O)提交混合证券储架发行申请,规模未披露。
[CLS]
【恒立液压:前三季度净利润同比增长3.20%】财联社10月26日电,恒立液压(601100.SH)公告称,前三季度实现营业收入102.33亿元,同比增长31.36%;归属于上市公司股东的净利润21.54亿元,同比增长3.20%。第三季度营业收入34.00亿元,同比增长29.84%;归属于上市公司股东的净利润7.17亿元,同比增长9.07%。营收增长主要系下游行业景气度上行,公司积极开拓多元化市场,产品销量实现增长。小财注:公司Q3净利润7.17亿,Q2净利润7.84亿,据此计算,Q3净利润环比下降8%。
[CLS]
财联社10月26日电,伯恩斯坦将Spotify目标价由625美元上调至725美元。
[JIN10]
伯恩斯坦:将宝洁(PG.N)目标价从149美元上调至171美元。
[JIN10]
全志科技:第三季度归母净利润1.69亿元,同比增长44.12% 金十数据10月26日讯,全志科技公告,2026年第三季度实现营业收入9.09亿元,同比增长10.42%;归母净利润1.69亿元,同比增长44.12%;基本每股收益0.17元。前三季度实现营业收入27.98亿元,同比增长29.49%;归母净利润6.59亿元,同比增长136.76%;基本每股收益0.66元。报告期内,公司业绩主要受益于上调产品销售价格、积极拓展各产品线业务并推动新产品方案的量产,致使营业收入增加及毛利率同比提升。
[WSCN]
【华尔街见闻】中亦科技:前三季度归母净利润2894.78万元,同比下降10.22% 中亦科技公告,2026年前三季度营业收入11.28亿元,同比增长70.68%,主要系报告期技术架构咨询与集成业务量增加影响;归母净利润2894.78万元,同比下降10.22%;扣非净利润2891.22万元,同比下降10.59%。第三季度单季营业收入4.68亿元,同比增长65.31%;归母净利润593.2万元,同比下降41.65%;扣非净利润595.11万元,同比下降41.92%。
[WSCN]
【华尔街见闻】恒立液压:2026年第三季度净利润7.17亿元,同比增长9.07% 恒立液压公告,2026年第三季度营业收入34亿元,同比增长29.84%;净利润7.17亿元,同比增长9.07%;扣非净利润7.78亿元,同比增长39.11%。2026年前三季度营业收入102.33亿元,同比增长31.36%;净利润21.54亿元,同比增长3.20%;扣非净利润21.55亿元,同比增长7.27%。
[CLS]
财联社10月26日电,富国银行将埃森哲目标价从210美元上调至252美元。
[CLS]
财联社10月26日电,富国银行将甲骨文目标价从280美元下调至250美元。
[CLS]
【全志科技:前三季度净利润同比增长136.76%】财联社10月26日电,全志科技(300458.SZ)公告称,第三季度营业收入为9.09亿元,同比增长10.42%;归属于上市公司股东的净利润为1.69亿元,同比增长44.12%。前三季度营业收入为27.98亿元,同比增长29.49%;归属于上市公司股东的净利润为6.59亿元,同比增长136.76%。业绩变动主要系报告期内公司上调产品销售价格、积极拓展各产品线业务并推动新产品方案的量产致使营业收入增加,以及毛利率同比提升所致。小财注:公司Q3净利润1.69亿,Q2净利润2.87亿,据此计算,Q3净利润环比下降41%。
[CLS]
财联社10月26日电,伯恩斯坦将礼来公司目标价从1385美元上调至1450美元。
[WSCN]
【华尔街见闻】视觉中国:前三季度归母净利润6978.58万元,同比下降6.09% 视觉中国公告,2026年前三季度营业收入5.7亿元,同比下降6.59%;归母净利润6978.58万元,同比下降6.09%;扣非净利润5115.75万元,同比下降28.22%。第三季度单季营业收入2亿元,同比下降5.21%;归母净利润-3132.73万元,同比下降202.59%;扣非净利润1663.93万元,同比下降43.63%。
[WSCN]
【华尔街见闻】皮阿诺:前三季度归母净利润239.19万元,同比扭亏 皮阿诺公告,2026年前三季度营业收入2.98亿元,同比下降29.04%;归母净利润239.19万元,上年同期亏损752.52万元,同比扭亏;扣非净利润-4629.5万元,同比下降147.03%。第三季度单季营业收入1.08亿元,同比下降29.05%;归母净利润655.58万元,同比增长29.79%;扣非净利润-1362.86万元,同比增长1384.45%。
[WSCN]
【华尔街见闻】千味央厨:前三季度归母净利润5078.93万元,同比下降5.55% 千味央厨公告,2026年前三季度营业收入15.99亿元,同比增长16.07%;归母净利润5078.93万元,同比下降5.55%;扣非净利润5031.08万元,同比下降6.13%。第三季度单季营业收入5.52亿元,同比增长12.28%;归母净利润1882.58万元,同比增长4.67%;扣非净利润2064.06万元,同比增长5.82%。
[JIN10]
富国银行:将甲骨文(ORCL.N)目标价从280美元下调至250美元。
[JIN10]
荷兰拟借助AI改革,削减2.5万个公务员岗位 金十数据10月26日讯,荷兰政府计划通过人工智能驱动的效率改革,削减2.5万个公务员岗位,以实现每年节省35亿欧元(约合39亿美元)的目标。根据荷兰政府周一发布的一份声明,中央政府计划到2027年每年节省9亿欧元,到2035年这一数字将增至35亿欧元。这意味着在未来几年内,将总计削减约2.5万个岗位。荷兰内阁将于明年初提出相关计划,旨在利用人工智能提升工作效率。荷兰政府的预算赤字率为1.8%,在欧盟成员国中处于较低水平。然而,对于以财政保守著称的荷兰而言,这一赤字水平及其长期发展前景仍引发担忧。
[CLS]
财联社10月26日电,伯恩斯坦将西部数据目标价从770美元下调至600美元。
[JIN10]
盛新锂能:2026年第三季度净利润2.2亿元,同比增长148.26% 金十数据10月26日讯,盛新锂能公告,2026年第三季度营业收入42.68亿元,同比增长188.22%;归母净利润2.2亿元,同比增长148.26%;扣非净利润1.47亿元,同比增长150.99%。2026年前三季度营业收入116.26亿元,同比增长275.69%;归母净利润12.32亿元,同比增长263.76%;扣非净利润14.79亿元,同比增长276.95%。
[CLS]
【盛新锂能:前三季度净利润为12.32亿元 同比增长263.76%】财联社10月26日电,盛新锂能(002240.SZ)公告称,第三季度营收为42.68亿元,同比增长188.22%;净利润为2.20亿元,同比增长148.26%。前三季度营收为116.26亿元,同比增长275.69%;净利润为12.32亿元,同比增长263.76%。报告期内,受行业供需格局等因素影响,锂盐产品的市场价格较去年同期有较大幅度上涨;公司持续优化生产效率、推行控本增效,印尼锂盐工厂产能大幅释放,前三季度公司锂盐产品实现量价齐升,经营业绩较去年同期有较大幅改善。小财注:公司Q3净利润2.2亿,Q2净利润5.48亿,据此计
[WSCN]
盐津铺子:2026年第三季度净利润1.54亿元,同比下降33.77% 盐津铺子公告,2026年第三季度营业收入14.61亿元,同比下降1.70%;归母净利润1.54亿元,同比下降33.77%;扣非净利润1.33亿元,同比下降39.28%。2026年前三季度营业收入45.31亿元,同比增长2.36%;归母净利润5.79亿元,同比下降4.26%;扣非净利润5.23亿元,同比下降5.47%。
[CLS]
【上海建工成立新能源公司 含光伏设备及元器件销售业务】财联社10月26日电,上海盈达成新能源有限公司成立,经营范围包含:合同能源管理;太阳能发电技术服务;太阳能热发电产品销售;光伏设备及元器件销售;储能技术服务等。企查查股权穿透显示,该公司由上海建工旗下上海建工集团投资有限公司及上海市安装工程集团有限公司共同持股。
[WSCN]
【华尔街见闻】智飞生物:第三季度净利润1.25亿元 同比增长117.36% 智飞生物公告称,第三季度营收为25.15亿元,同比下降7.40%;净利润为1.25亿元,同比增长117.36%。前三季度营收为65.39亿元,同比下降14.46%;净亏损为6.83亿元。
[WSCN]
【华尔街见闻】南华期货:前三季度归母净利润5.88亿元,同比增长67.41% 南华期货公告,2026年前三季度营业收入13.76亿元,同比增长46.27%;归母净利润5.88亿元,同比增长67.41%;扣非净利润5.87亿元,同比增长66.82%。第三季度单季营业收入4.97亿元,同比增长43.02%;归母净利润2亿元,同比增长66.45%;扣非净利润2.03亿元,同比增长68.62%。业绩增长主要系期货市场投资活跃,客户权益增加,公司客户交易规模增长所致。
[WSCN]
【华尔街见闻】盛新锂能:2026年第三季度净利润2.2亿元,同比增长148.26% 盛新锂能公告,2026年第三季度营业收入42.68亿元,同比增长188.22%;归母净利润2.2亿元,同比增长148.26%;扣非净利润1.47亿元,同比增长150.99%。2026年前三季度营业收入116.26亿元,同比增长275.69%;归母净利润12.32亿元,同比增长263.76%;扣非净利润14.79亿元,同比增长276.95%。
[JIN10]
东方锆业:2026年第三季度净利润8630.7万元 同比增长798.60% 金十数据10月26日讯,东方锆业公告,2026年第三季度营业收入4.49亿元,同比增长49.45%;归属于上市公司股东的净利润8630.7万元,同比增长798.60%;扣非净利润8617.45万元,同比增长814.49%。2026年前三季度营业收入11.25亿元,同比增长21.40%;归属于上市公司股东的净利润1.67亿元,同比增长330.64%;扣非净利润1.66亿元,同比增长330.95%。
[WSCN]
【华尔街见闻】东方锆业:2026年第三季度净利润8630.7万元,同比增长798.60% 东方锆业公告,2026年第三季度营业收入4.49亿元,同比增长49.45%;归属于上市公司股东的净利润8630.7万元,同比增长798.60%;扣非净利润8617.45万元,同比增长814.49%。2026年前三季度营业收入11.25亿元,同比增长21.40%;归属于上市公司股东的净利润1.67亿元,同比增长330.64%;扣非净利润1.66亿元,同比增长330.95%。
[JIN10]
伯恩斯坦:将西部数据(WDC.O)目标价从770美元下调至600美元。
[WSCN]
二十届中央第八轮巡视完成进驻 根据党中央关于巡视工作的统一部署,近日,二十届中央第八轮巡视完成进驻工作。15个中央巡视组将对教育部和31所中管高校党组织开展常规巡视。(央视)
[JIN10]
乌克兰总统泽连斯基:塞尔维亚发生了变革。这显然是该国及其人民历史上的新篇章。我们祝愿塞尔维亚成功、实现真正发展,并与欧洲共同体建立友好关系。
[CLS]
【嘉立创:第三季度净利润8.36亿元 同比增长141.98%】财联社10月26日电,嘉立创(001232.SZ)公告称,第三季度营收为48.25亿元,同比增长86.11%;净利润为8.36亿元,同比增长141.98%。前三季度营收为119.98亿元,同比增长65.57%;净利润为18.66亿元,同比增长98.71%。业绩增长主要原因为订单金额增加所致。小财注:公司Q3净利润8.36亿,Q2净利润6.54亿,据此计算,Q3净利润环比增长27%。
[JIN10]
特朗普2.0时期的油价已比拜登时期还贵 金十数据10月26日讯,据CNN报道,对美国汽车协会(AAA)数据的分析显示,在美伊这场扰乱全球能源体系的战争持续近八个月后,特朗普第二任期内的汽油平均价格如今已经超过拜登执政时期的水平。2026年美国汽油价格达到或超过每加仑4美元的天数,已经打破拜登执政时期的纪录。
[JIN10]
智飞生物:第三季度净利润1.25亿元 同比增长117.36% 金十数据10月26日讯,智飞生物公告称,第三季度营收为25.15亿元,同比下降7.40%;净利润为1.25亿元,同比增长117.36%。前三季度营收为65.39亿元,同比下降14.46%;净亏损为6.83亿元。
[WSCN]
恒立液压:2026年第三季度净利润7.17亿元,同比增长9.07% 恒立液压公告,2026年第三季度营业收入34亿元,同比增长29.84%;净利润7.17亿元,同比增长9.07%;扣非净利润7.78亿元,同比增长39.11%。2026年前三季度营业收入102.33亿元,同比增长31.36%;净利润21.54亿元,同比增长3.20%;扣非净利润21.55亿元,同比增长7.27%。
[WSCN]
中亦科技:前三季度归母净利润2894.78万元,同比下降10.22% 中亦科技公告,2026年前三季度营业收入11.28亿元,同比增长70.68%,主要系报告期技术架构咨询与集成业务量增加影响;归母净利润2894.78万元,同比下降10.22%;扣非净利润2891.22万元,同比下降10.59%。第三季度单季营业收入4.68亿元,同比增长65.31%;归母净利润593.2万元,同比下降41.65%;扣非净利润595.11万元,同比下降41.92%。
[WSCN]
【华尔街见闻】劲仔食品:前三季度归母净利润1.55亿元,同比下降10.10% 劲仔食品公告,2026年前三季度营业收入21.41亿元,同比增长18.41%;归母净利润1.55亿元,同比下降10.10%;扣非净利润1.43亿元,同比增长0.57%。第三季度单季营业收入7.58亿元,同比增长10.75%;归母净利润4895.35万元,同比下降19.53%;扣非净利润4621.23万元,同比下降15.83%。
[CLS]
【智飞生物:第三季度净利润1.25亿元 同比增长117.36%】财联社10月26日电,智飞生物(300122.SZ)公告称,第三季度营收为25.15亿元,同比下降7.40%;净利润为1.25亿元,同比增长117.36%。前三季度营收为65.39亿元,同比下降14.46%;净亏损为6.83亿元。小财注:公司Q3净利润1.25亿,Q2净利润-4.2亿,据此计算,Q3净利润环比扭亏为盈。
[CLS]
【佛塑科技:拟投资超8亿元建设高端锂电池涂覆隔膜项目】财联社10月26日电,佛塑科技(000973.SZ)公告称,公司全资子公司河北金力及湖北金力拟分别投资建设高端涂覆隔膜项目,总投资约8.1亿元。其中河北金力西区项目总投资约5.37亿元,建成后形成年产17亿平方米高端湿法锂电池涂覆隔膜产能;湖北金力项目总投资约2.73亿元,建成后形成年产8.4亿平方米高端湿法锂电池涂覆隔膜产能。
[CLS]
财联社10月26日电,尼日利亚计划在2027年底前将通胀率降至个位数。
[CLS]
【一艘油轮在霍尔木兹海峡遭不明弹体袭击】财联社10月26日电,英国海上贸易行动办公室26日表示,该机构收到一份经核实的延迟报告,协调世界时10月23日8时39分(霍尔木兹海峡当地时间23日12时09分),一艘向外海方向航行的油轮在霍尔木兹海峡遭不明弹体袭击,导致船舶失去运行能力。报告称,船员目前安全,暂未收到船舶受损程度及环境影响的评估报告。英国海上贸易行动办公室提醒过往船只谨慎航行,如发现任何可疑活动,应及时向该机构报告。目前,有关部门正在对此事展开调查。
[JIN10]
文件显示,包括安巴尼和阿达尼旗下媒体在内的印度出版商在最高法院对印度总理莫迪的隐私法提出挑战。印度媒体集团称该隐私法将“使调查性新闻沦为温和无力的事件记录者”。
[JIN10]
易捷航空:将通过星链提供机上网络连接,自2027年起快速推广。