数据前瞻：今日Q2财报——All Cargo、印度国家银行、Bajaj Finserv、BCCL、Jyoti CNC、Minda Corp等土耳其零售通胀数据土耳其PPI数据法国预算收支南非债券拍卖英国绿色国债拍卖《华尔街日报》报道：美国袭击伊朗格什姆岛《华尔街日报》周一援引美国官员报道称，美国袭击了伊朗的格什姆岛。此前该岛发生了数次爆炸，该岛位于霍尔木兹海峡。
DAY AHEAD IN DATA WATCH Q2 Results Today - All Cargo, SBI, Bajaj Finserv, BCCL, Jyoti CNC, Minda Corp and moreTurkey Retail Inflation DataTurkey PPI DataFrance Budget BalanceSouth Africa Bond AuctionsUK Green Gilt AuctionUS struck Iran's Qeshm Island, Wall Street Journal reportsThe United States struck Iran's Qeshm Island, the Wall Street Journal reported on Monday , citing US officials. The reporting follows several explosions on the island, which is situated on the Strait of Hormuz.
《华尔街日报》称，这是华盛顿近几周实施的一系列有限打击中的最新一次。阅读更多布伦特原油跌破105美元；油价在逾三个月来最大跌幅后企稳，因寄希望于美伊和谈布伦特原油在每桶104美元附近交易，WTI原油维持在96美元左右，此前周一暴跌7.4%。外界寄希望于华盛顿与德黑兰的外交进展，缓解了供应担忧，尽管在制裁、伊朗核计划和霍尔木兹海峡问题上仍存在分歧。
The attack was the latest in a series of limited strikes carried out by Washington in recent weeks, the Wall Street Journal said. Read MoreBrent below $105; Oil steadies after biggest slump in over three months on hopes of US-Iran peace talksBrent crude trades near $104 a barrel and WTI holds around $96 after plunging 7.4% on Monday. Hopes of diplomatic progress between Washington and Tehran ease supply concerns, though differences over sanctions, Iran's nuclear programme and the Strait of Hormuz remain.
阅读更多路透/益普索民调：特朗普支持率接近生涯低点，大选在即民调结果凸显了共和党的脆弱性，自特朗普2月发动对伊朗战争以来，燃油价格飙升。在全国性民调中，受访选民表示更倾向民主党而非共和党——46%对38%——这是所谓的“通用选票”问题。阅读更多苹果在印度营收创历史新高，全球销售额增长12%至1145亿美元苹果首席执行官John Ternus在公司财报电话会上表示，苹果在印度营收创历史新高，这是他自9月1日上任以来的首次财报电话会。
Read MoreDonald Trump's approval near career low ahead of elections, Reuters/Ipsos poll findsThe poll results underscore Republican vulnerabilities brought on by a surge in fuel prices since Trump launched a war on Iran in February. Voters in the nationwide poll said they preferred Democrats over Republicans — 46% to 38% — in what is known as a "generic ballot" question. Read MoreApple posts all-time revenue record in India as global sales rise 12% to $114.5 billionApple set an all-time revenue record in India, chief executive John Ternus said on the company’s earnings call, the first since he took over on 1 September.
他表示，印度iPhone换机用户在9月季度也创下纪录。阅读更多他补充说，苹果最近与印度轴心银行合作在印度推出了 Apple Pay，该服务现已在90多个市场提供。阅读更多乌俄和谈重启：美国将于11月10日至11日在阿布扎比斡旋谈判美国将于11月10日至11日在阿布扎比斡旋俄罗斯与乌克兰进行新一轮工作层面谈判，唐纳德·特朗普总统加大力度斡旋结束自2022年俄罗斯入侵以来持续至今的战争。
He said India also had a record September quarter for iPhone upgraders. He added that Apple recently launched Apple Pay in India with Axis Bank, and that the service is now available in more than 90 markets. Read MoreUkraine-Russia peace talks return: US to mediate November 10-11 negotiations in Abu DhabiThe US will mediate a fresh round of working-level negotiations between Russia and Ukraine in Abu Dhabi on November 10–11, as President Donald Trump steps up efforts to broker an end to the war that has been raging since Russia's 2022 invasion.
美国特使史蒂夫·威特科夫在X平台发帖宣布了这一计划谈判。阅读更多气旋“穆拉苏”：安得拉邦翁戈勒遭遇暴雨，强气旋风暴登陆过程持续印度气象局表示，气旋“穆拉苏”的登陆过程正在进行，云墙主体已进入陆地，风眼已进入海岸。在最新通报中，印度气象局称，西中孟加拉湾上的强气旋风暴“穆拉苏”现已接近安得拉邦南部海岸。
US Special Envoy Steve Witkoff announced the planned negotiations in a post on X.Read MoreCyclone Murasu: Heavy rains lash Andhra's Ongole as landfall process of severe cyclonic storm continuesThe IMD said the landfall process of cyclone Murasu is underway with a major part of wall cloud entering the land and eye entering the coast. In its latest update, the IMD said the severe cyclonic storm Murasu over west-central Bay of Bengal is now close to the south Andhra Pradesh coast.
登陆过程于11月2日凌晨1点左右开始。阅读更多2026年美国中期选举：特朗普的国会之战如何影响华尔街、油价和美元美国将于明天11月3日举行中期选举。结果将决定哪个政党控制国会。然而，选举的影响将不局限于美国政治。
The landfall process began at around 1 am on November 2. Read MoreUS midterms 2026: How Trump's Congress battle could affect Wall Street, oil prices and the dollarThe United States will hold its midterm elections tomorrow, November 3. The results will decide which party controls Congress. However, the impact of the elections will not be limited to American politics.
它们也可能影响全球股市和经济。阅读更多商品交易占据优势，股指期权参与度下降：Zerodha联合创始人兼首席执行官Nithin Kamath指出趋势根据Zerodha联合创始人兼首席执行官Nithin Kamath分享的数据，在印度多商品交易所参与商品衍生品交易的交易者数量有所增加，而参与股指期货和期权交易的交易者数量却有所下降。
They could also affect global stock markets and the economy. Read MoreCommodity trading gains ground as equity F&O participation declines: Zerodha’s Nithin Kamath flags trendThe number of traders participating in commodity derivatives on the Multi Commodity Exchange of India has increased even as participation in equity futures and options has declined, according to data shared by Zerodha co-founder and CEO Nithin Kamath.
阅读更多Meta瞄准至少200亿美元债券发行，为AI基础设施扩张筹资据彭博社周一报道，Meta正寻求通过潜在的跨境债券发行筹集至少200亿美元，这是这家科技巨头利用债务市场为其昂贵的AI基础设施建设筹资的最新举措。该报道发布约一周前，该公司刚宣布计划进行规模约975亿美元的有史以来最大股权发行。阅读更多印度证监会允许REITs和InvITs在GIFT City发行存托凭证印度证券交易委员会已允许房地产投资信托基金和基础设施投资信托基金发行由其单位支持的存托凭证，并在GIFT City的交易所上市，为吸引外资开辟了另一条途径。
Read MoreMeta eyes at least $20 billion from bond sale to fund AI infrastructure expansionMeta is eyeing at least $20 billion from a potential cross-border bond offering, Bloomberg News reported on Monday, the latest move by a tech giant to tap debt markets to raise funds for its costly AI infrastructure build-out. The report comes about a week after the company announced plans for its largest-ever equity offerings of around $97.5 billion. Read MoreSEBI allows REITs, InvITs to list depositary receipts at GIFT CityThe Securities and Exchange Board of India has allowed real estate investment trusts and infrastructure investment trusts to issue depositary receipts backed by their units and list them on exchanges at GIFT City, opening another route to attract foreign investment.