Market snapshot
| Index | Level | Change |
|---|---|---|
| SSE Composite | 3800.61 | ▼0.01% |
| SZSE Component | 12353.70 | ▲0.00% |
| ChiNext | 2958.34 | ▲0.00% |
| Hang Seng | 24345.22 | ▲0.30% |
| Hang Seng Tech | 4136.63 | ▼0.79% |
| S&P 500 | 7805.45 | ▼0.02% |
| Nasdaq | 27204.38 | ▼0.15% |
| Dow Jones | 51670.10 | ▼0.35% |
| Gold | 4156.80 | ▼0.11% |
| Crude oil | 94.92 | ▲0.83% |
| VIX | 15.27 | ▲2.90% |
Macro & policy
| Indicator | Forecast | Previous | Actual |
|---|---|---|---|
| EUR ECB President Lagarde Speaks | — | — | — |
| GBP BOE Gov Bailey Speaks | — | — | — |
| CAD BOC Gov Macklem Speaks | — | — | — |
| EUR ECB President Lagarde Speaks | — | — | — |
| EUR EU Economic Summit | — | — | — |
| USD Core CPI m/m | 0.2% | 0.3% | — |
| USD Core CPI y/y | 2.5% | 2.4% | — |
| USD CPI m/m | 0.6% | 0.4% | — |
| USD CPI y/y | 3.6% | 3.4% | — |
Finance news
1. Huang Qifan Reported to Have Fallen from Power
Caixin reports that Huang Qifan has fallen from power. The report provides no further details.
Source: 财新
2. Stock Prices Ebb, Financing Heats Up: Two Prices for Large Models
Jiemian.com reports a divergence in large-model valuations: stock prices are cooling in the public market while financing heats up in private markets. The trend points to split pricing logic for the same AI sector.
Source: 界面新闻
3. Fed’s No. 3 Williams: One More Rate Hike Possible This Year, No Need for Hikes in 2027 for Now
Federal Reserve’s No. 3 official John Williams said the Fed may raise rates once more this year. He currently sees no need for rate hikes in 2027.
Source: 华尔街见闻
4. Bank Stocks Diverge as Earnings Season Opens, US Indexes Close Lower; Memory Stocks Drag Tech; Apple Briefly Tops $5 Trillion
US stock indexes closed lower as earnings season opened with mixed bank results. Continued declines in memory-chip shares weighed on tech, while Apple briefly surpassed a $5 trillion market value intraday.
Source: 华尔街见闻
5. South Korea’s KOSPI Index Rises Over 1%
South Korea’s KOSPI index rose more than 1%, signaling a stronger session for the country’s stock market. The report did not specify the closing level or the drivers behind the gain.
Source: 第一财经
6. FBI arrests Saudi OpenAI employee who allegedly planted recording device in conference room
A Saudi OpenAI employee was arrested by the FBI on Tuesday after allegedly planting a recording device in a conference room. The incident comes as the ChatGPT maker and its rivals face heightened scrutiny over their safety practices.
Source: CNBC Markets
7. South Korea’s KOSPI Index Extends Gains to Over 2%
South Korea’s KOSPI index extended its gain to more than 2%. The rise signals strength in Korean equities, but the source did not specify the main drivers.
Source: 第一财经
8. Singapore third-quarter GDP growth softens from four-year high but beats estimates
Singapore’s third-quarter GDP growth eased from a four-year high but exceeded economists’ expectations. A Reuters poll had forecast 5% growth.
Source: CNBC Markets
Filings & research
Company filings (CNINFO, titles in Chinese)
- 乐鑫科技：乐鑫科技关于2026年第三季度业绩预告的自愿性披露公告
- 恩捷股份：2026年前三季度业绩预增提示性公告
- 中钨高新：公司2026年前三季度业绩预告
- 湘电股份：湘潭电机股份有限公司2026年前三季度业绩预告
- 盐湖股份：2026年前三季度业绩预告
- 道恩股份：2026年前三季度业绩预告
- 远东传动：2026年前三季度业绩预告
- 浪潮信息：2026年前三季度业绩预告