Finance 2026-10-28

Market snapshot

Macro & policy

Finance news

1. E-commerce platforms push AI hard during Double 11, but merchants are doing a different calculation | Dianchang - Jiemian.com

During Double 11, e-commerce platforms are aggressively promoting AI tools. Merchants, however, are weighing costs and returns, taking a cautious view of AI’s real impact.

Source: 界面新闻

2. Economic Divergence Widens Across 31 Provinces in First Three Quarters: Which Accelerated, Which Slowed?

Caixin reports that growth diverged more sharply across China’s 31 provincial-level regions in the first three quarters, with some economies accelerating and others slowing. The report compares which provinces gained momentum and which lost pace.

Source: 财新

3. ‘New Fed Wire’: Fed Leadership Erupts in Policy-Route Dispute; How Far Can Warsh’s ‘Silence Strategy’ Go?

Reports say a policy-route dispute has broken out among Fed leaders, with Warsh employing a “silence strategy.” Questions remain over how long that approach can last and what it means for Fed communication.

Source: 华尔街见闻

4. SK Hynix Q3 net profit 39.53 trillion won vs 59.66 trillion won expected

SK Hynix reported third-quarter revenue of 104.62 trillion won and operating profit of 83.33 trillion won, both beating market forecasts. Net profit came in at 39.53 trillion won, well below the expected 59.66 trillion won.

Source: 华尔街见闻

5. SK Hynix rises over 2% in US after-hours trading

SK Hynix shares rose more than 2% in U.S. after-hours trading, according to Yicai. The report provided no further context.

Source: 第一财经

6. SK Hynix third-quarter profit sharply beats estimates on AI memory boost

South Korean chipmaker SK Hynix reported third-quarter earnings, with profit sharply beating estimates on strong AI memory demand. Specific figures were not provided in the source excerpt.

Source: CNBC Markets

7. Indian investors rush to Nvidia, SpaceX, Apple as local trading apps roll out access to U.S. stocks

Major Indian brokerages are giving retail investors access to U.S. stocks as the domestic market struggles. Investors are rushing toward names such as Nvidia, SpaceX and Apple.

Source: CNBC Markets

8. South Korea’s KOSPI Index Rises Over 3%

South Korea’s KOSPI index rose more than 3% on the day, signaling a notable gain in the country’s benchmark stock market. The report provided no further market context or reasons.

Source: 第一财经

Filings & research

Company filings (CNINFO, titles in Chinese)

• *ST岭南：2021年年度报告（更正后）
• *ST岭南：2024年年度报告（更正后）
• *ST岭南：2025年年度报告（更正后）
• *ST岭南：2023年年度报告（更正后）
• *ST岭南：2022年年度报告（更正后）
• 金徽酒：金徽酒股份有限公司2025年年度报告（更正版）
• 中瑞股份：2026年半年度报告摘要（更正后）
• 中瑞股份：2026年半年度报告（更正后）

Research notes

1. Study Morning Views_ Broker Morning Meetings_ Research Reports - Stockstar

This page is the brokerage morning-meeting research section of the Stockstar website, which aggregates early-session views from sell-side research teams. No substantive report content or data is presented; it functions only as a topic index.

Source: 券商研报

2. 2026 Review of Custom AI Agent Vendors for Financial Institution Research Report Generation

The item lists, by headline only, vendors offering custom AI agents for research report generation at financial institutions in 2026. No vendor names or analysis details are provided, making it a brief industry roundup.

Source: 券商研报