新闻信息流

DOLENC SAYS HIGHER ENERGY PRICES RISK MORE PERSISTENT INFLATION

Japan Asks US Giants To Expand Access To Models For Vulnerability Checks - Nikkei [链接预览] 政府、サイバー対策で米AIモデル提供拡大を要請 システムの脆弱性点検

DOLENC SAYS SHOCK NOT TRANSLATING INTO BROADER PRICE PRESSURES YET; HIGHER ENERGY PRICES RISK MORE PERSISTENT INFLATION

ECB's Dolenc: Inflation could remain above 2% in coming years.

ECB's Dolenc: Higher energy prices risk more persistent inflation.

[转推] LiveSquawk reposted TrendForce: - 4Q26 PC DRAM contract price increases confirmed at +13–18% QoQ, moderating from +18–23% in 3Q26. - Most negotiations are expected to conclude in November, with November prices projected to rise slightly further from October. - Notebook shipments fell 14% QoQ in 3Q26 and are forecast to decline another 9% in 4Q26. OEM DRAM inventories rose from 6–9 weeks at the end of 3Q26 to 7–10 weeks in early 4Q26, with further accumulation expected during the quarter. - Weak device sales in Asia and Europe, alongside rising channel inventories in North America, are prompting Tier-2 OEMs to increase white-label models to 15–40% of their 2027 lineup. Adoption of reballed DDR4 paired with Intel Raptor Lake or AMD Picasso is expanding. - Korean suppliers plan to cut PC DRAM shipments by more than 20% YoY in 2027. With the U.S. supplier locking in volumes under SCAs, Korean suppliers are set to deepen their PC DRAM supply cuts to more than 40% YoY, accelerating the shift toward server DRAM.

ECB's Dolenc: Shock not translating into broader price pressures yet.

ICYMI | ECB’s Žigman Says Possible Rate Hike Expected As Early As Next Meeting – ES [链接预览] ECB’s Žigman Says Possible Rate Hike Expected as Early as Next Meeting

Cursor AI Says Co Identified Security Incident Affecting A Modified Claude Code Versus Code Extension Impacting At Most 5,000 Users. CURSOR AI: IDENTIFIED SECURITY INCIDENT AFFECTING A MODIFIED CLAUDE CODE VERSUS CODE EXTENSION IMPACTING AT MOST 5,000 USERS CURSOR AI: MALICIOUS VERSION OF THE EXTENSION WAS NOT DEVELOPED BY ANTHROPIC CURSOR AI: SECURITY INCIDENT AFFECTING A MODIFIED CLAUDE CODE VERSUS CODE EXTENSION ACCESSED THROUGH CURSOR IDE EXTENSION MARKETPLACE CURSOR AI: TOOK DOWN EXTENSION MARKETPLACE, WORKED WITH RELEVANT PROVIDERS TO NEUTRALIZE MALWARE, AND HAVE REINSTATED THE MARKETPLACE CURSOR AI: DOES NOT IMPACT OTHER EXTENSIONS DOWNLOADED FROM MARKETPLACE, GROK BOT, GROK OR OUR OTHER SPACEXSI PRODUCTS Source https://tinyurl.com/msatt9ze

What are the main events for today?

France Private Sector Payrolls (Q/Q) Q3 P: -0.1% (prev -0.1%)

France PPI (M/M) Sep: 1.7% (prev 1.0%) - France PPI (Y/Y): 6.8% (prev 4.8%)

France CPI (Y/Y) Oct P: 3.4% (est 3.3%; prev 3.1%) - CPI (M/M): 0.4% (est 0.2%; prev -0.3%) - CPI EU Harmonized (M/M): 0.4% (est 0.3%; prev -0.3%) - CPI EU Harmonized (Y/Y): 3.8% (est 3.6%; prev 3.4%)

🔴 FRENCH CPI YOY NSA PRELIM ACTUAL 3.4% (FORECAST 3.3%, PREVIOUS 3.1%) $MACRO

FRENCH HICP MOM PRELIM ACTUAL 0.4% (FORECAST 0.3%, PREVIOUS -0.3%) $MACRO

🔴 FRENCH CPI MOM NSA PRELIM ACTUAL 0.4% (FORECAST 0.2%, PREVIOUS -0.3%) $MACRO

🔴 FRENCH HICP YOY PRELIM ACTUAL 3.8% (FORECAST 3.6%, PREVIOUS 3.4%) $MACRO

France October preliminary CPI +3.4% vs +3.2% y/y expected

FRENCH NON-FARM PAYROLLS QOQ ACTUAL -0.1% (FORECAST -, PREVIOUS -0.1%) $MACRO

FRENCH PPI YOY ACTUAL 6.8% (FORECAST -, PREVIOUS 4.8% ,REVISION 4.9%) $MACRO

FRANCE PRELIM OCTOBER HARMONIZED CPI RISES 3.8% Y/Y; EST. +3.6%

FRENCH PPI MOM ACTUAL 1.7% (FORECAST -, PREVIOUS 1.0%) $MACRO

[转推] LiveSquawk reposted BIG OIL 3Q EARNINGS: BP reports its highest profit in 18 years on the back of sky-high refining margins. The company reduces debt sharply (nearly $10 billion in a single quarter), and says it plans to use excess cash to accelerate payments linked to the US Gulf of Mexico spill.

Dollar Falls as Renewed AI Concerns Weigh — Market Talk. The dollar falls along with Treasury yields as results from Google parent Alphabet raised fresh concerns about the payoff from investments in artificial-intelligence infrastructure. Alphabet shares fell as Google's search revenue growth waned due to the less lucrative nature of AI searches. Relative equity performance has clearly favored European markets as the U.S. tech sector continues its decline following earnings this week, Danske Bank's Jesper Fjarstedt says in a note. The DXY dollar index drops 0.2% to 101.776. (renae.dyer@wsj.com)

[转推] LiveSquawk reposted *Todays Scheduled CB Speakers* ALL TIMES GMT Day after ECB meeting so expect multiple UNSCHEDULED ECB speakers ECB Panetta 10.15am ECB Lane 4.10pm Fed Barkin 1.30pm Fed Daly 4pm Fed Musalem 4.30pm

BOJ'S UEDA SAYS STILL NEED TO WATCH IF PRICE TREND TO BE ANCHORED

BOJ GOV UEDA SAYS NEED ANNUAL WAGE TALKS TO GET TO POINT WHERE 2% INFLATION IS BUILT IN

BoJ's Governor Ueda: We are closely watching springtime wage hike talks.

UEDA SAYS TO ADJUST RATE AT RIGHT TIMING SO RISKS DON'T MANIFEST

TESCO: TO SELL CZECH, SLOVAKIA OPS AT €1.7B ENTERPRISE VALUE

BOJ'S UEDA SAYS WORK IS STILL LEFT AS RATE IS BELOW NEUTRAL LEVEL

AfD Hits Record In West German State, As Voters Dissatisfied With Current Government Surge

[转推] LiveSquawk reposted #FF @C_Barraud @LiveSquawk @kevinmuir @VMRConstancio @AdamPosen @MikaelSarwe @dlacalle_IA @Ksidiii @DeItaOne @dampedspring @themarketear @JackFarley96 @jeuasommenulle @chigrl @PiQSuite @vtchakarova @Alea_ @VPatelFX @TheStalwart @SpecialSitsNews @BobEUnlimited @RenMacLLC @agnostoxxx @passedpawn @amital13 @Globalflows @neilsethinew @TheMichaelEvery @sidprabhu @jturek18

UEDA SAYS WANT TO BRING RATE TO NEUTRAL LEVEL APPROPRIATELY

UEDA SAYS FASTER ETF SALES PACE TO HAVE ONLY LIMITED MARKET IMPACT; NEED TO RESPOND TO UPSIDE RISKS APPROPRIATELY

CHINA MILITARY SAYS CONDUCTS COMBAT READINESS PATROLS IN THE SEA AND AIRSPACE OF SCARBROUGH SHOAL AND ITS SURROUNDING AREAS

GE Vernova Inc. Stock 12‑Month Price Target Cut to $1162.98, Implies 31% Upside. According to estimates from 30 analysts, GE Vernova Inc. stock's average price target has fallen from $1169.05 to $1162.98, with forecasts ranging from $470 to $1450 per share Based on the Oct. 29 closing price, the updated target implies approximately 31% potential upside Consensus rating remains at “Buy” across 37 covering analysts, with 28 Buys, 7 Holds and 2 Sells Explore more price target data and ratings for GE Vernova Inc. on the Forecasts tab , and track all previous and future analyst recommendations for GE Vernova Inc. in the dedicated News Flow .

BOJ'S UEDA SAYS THE TARGET IS TO ACHIEVE STABLE INFLATION; WON'T BE MAKING DECLARATION OF VICTORY

CHINA FOREIGN MINISTRY SAYS ON US COMMUNICATIONS COMMISSION'S MEASURES AGAINST CHINESE FIRMS: CHINA WILL DO ANY MEASURES TO DEFEND ITS RIGHTS

German import prices surge at fastest pace in nearly four years as energy costs bite [链接预览] investinglive.com German import prices surge at fastest pace in nearly four years as energy costs bite Germany's inflation headache is getting worse as the latest import price figures offer little comfort for the ECB

NatWest Q3 2026 Earnings - Net Interest Margin: 2.5% (est 2.51%) - Pretax Operating Profit: £2.23B (est £2.2B) - Net Income: £1.53B (est £1.53B) - Net Interest Income: £3.56B (est £3.61B) - Non-Interest Income: £1.08B (est £1.03B) - Now Sees RWAs Around £210B On 1 Jan - Reaffirms Outlook Provided In H1 2026 Results

BP Q3 2026 Earnings - Adjusted EPS: 54.37c (est 46.39c) - Adjusted Net Income: $8.46B (est $7.26B) - Operating Cash Flow: $14.83B (est $13.32B) - Dividend/Share: 8.660c (est 8.731c) - Net Debt: $13.9B (est $14.3B) - Debt Gearing: 14.8% (est 15.3%)

AstraZeneca Q3 2026 Earnings - Core EPS: $2.79 (est $2.62) - Revenue: $16.21B (est $15.98B) - Core Operating Margin: 36% (est 33.6%) - Imfinzi Revenue: $1.99B (est $1.96B) - Farxiga Revenue: $1.61B - Reconfirms Revenue And Core EPS Guidance

NatWest Q3 2026 Earnings - Net Interest Margin: 2.5% (est 2.51%) - Pretax Operating Profit: £2.23B (est £2.2B) - Net Income: £1.53B (est £1.53B) - Net Interest Income: £3.56B (est £3.61B) - Non-Interest Income: £1.08B (est £1.03B) - Now Sees RWAs Around £210B On 1 Jan - Reaffirms Outlook Provided In H1 2026 Results

AstraZeneca Q3 2026 Earnings - Core EPS: $2.79 (est $2.62) - Rev: $16.21B (est $15.98B) - Core Operating Margin: 36% (est 33.6%) - Imfinzi Rev: $1.99B (est $1.96B) - Farxiga Rev: $1.61B - Reconfirms Rev And Core EPS Guidance

BP Q3 2026 Earnings - Adj EPS: 54.37c (est 46.39c) - Adj Net Income: $8.46B (est $7.26B) - Operating Cash Flow: $14.83B (est $13.32B) - Dividend/Share: 8.660c (est 8.731c) - Net Debt: $13.9B (est $14.3B) - Debt Gearing: 14.8% (est 15.3%)

UEDA SAYS TO KEEP MULLING RATE HIKE AT EACH MEETING INCLUDING NEXT

BP: 3Q ADJ NET $8.46B, EST. $7.26B

ASTRAZENECA: 3Q CORE EPS $2.79, EST. $2.62

NORWAY (OCT) UNEMPLOYMENT RATE ACTUAL: 2.0% VS 2.0% PREVIOUS