US October University of Michigan consumer sentiment final and 1-year inflation expectations final due in 10 minutes.

Important News 1. Kimi (Dark Side of the Moon) is about to release K3.1 and a related teaser video. 2. Shanghai: By 2028, the application rate of artificial intelligence in the industrial and service sectors will reach over 85%. Individual Stock News 1. According to data on main capital flows, Changxin Technology saw the largest net inflow of main capital at 1.599 billion yuan, followed by Zhongji Xuchuang, Tianyu Digital Technology, CATL, and GigaDevice. China Merchants Bank saw the largest net outflow of main capital at 725 million yuan, followed by Yangtze Power, Bank of Communications, Zijin Mining, and Shenyang Blower Works Group. 2. New Easun: Plans to repurchase A-shares worth 800 million to 1 billion yuan at a price not exceeding 500 yuan per share. 3. Zhongji Xuchuang: Expects demand for high-end optical modules such as 1.6T and 800G to maintain rapid growth. 4. Tianfu Communication: The company's main business is operating normally, with sufficient orders on hand. 5. Yuanjie Technology: The company's production and operations, order delivery, and capacity expansion are all proceeding normally. 6. Guangxun Technology: The company's recent production and operations have been stable and normal, with sufficient order backlog. 7. Lianxun Instruments: Market demand is strong, and the company's production expansion is progressing according to business needs. 8. A subsidiary of Unisplendour Corporation has been renamed Unisplendour SanDisk Storage Technology Co., Ltd. 9. STMicroelectronics plans to terminate its agency cooperation with Liyuan Information. 10. China Mobile held a 5G-A low-altitude intelligent connectivity technology seminar and low-altitude intelligent network sub-chain launch meeting. 11. Huisheng Bio: The prices of tylosin and tylosin raw materials are at historically low levels. 12. Milkway: The "All in AI" strategy has achieved certain results, which will gradually become apparent starting from the fourth quarter.

1. Tianfu Communication: Revenue of RMB 2.828 billion in the first half of 2026, with ample order backlog. 2. Zhongji Xuchuang: The company's production and operations are currently normal, its supply chain is stable, its capacity utilization rate is sufficient, and customer order demand is strong. 3. Yuanjie Technology: The company's production and operation activities, order delivery, and capacity expansion are all proceeding normally. 4. Xin Yisheng: The company's 1.6T optical modules have entered a stage of continuous volume expansion, and it plans to repurchase A-shares worth RMB 800 million to 1 billion. 5. Guangxun Technology: The company's R&D projects are progressing smoothly; market demand for its main products such as high-speed optical interconnects and optical transmission is strong, and its order backlog is ample.