1. 21:00 Beijing time, November 4th, handling administrative affairs at the White House; 2. 00:00 Beijing time, November 5th, attending a policy meeting at the White House; 3. 02:30 Beijing time, November 5th, attending a policy meeting at the Whit

US Dollar: 1. Reuters poll: 17 out of 30 FX strategists believe the dollar is more likely to be stronger than expected in the next three months. 2. US President Trump: If the Fed cuts rates, we can achieve budget balance. 3. HSBC: The US Treasury is expected to maintain the size of its coupon bond auctions in preparation for adjusting the issuance structure next year. 4. US media expects Democrats to regain control of the Senate and Congress. Euro: 1. ECB President Moulin: A downward revision of French GDP forecasts may be necessary. 2. Radev: The October pause in action does not mean the end of tightening. Current interest rate levels are not appropriate. 3. Nagel: Unless the inflation outlook improves significantly, a rate hike in December is very likely. 4. Kocher: A rate hike in December is possible if the situation does not change. 2. Reuters poll: The euro/dollar exchange rate is expected to be 1.13 in three months, 1.14 in six months, and 1.16 in one year (October survey forecasts were 1.15, 1.15, and 1.16 respectively). Japanese Yen: 1. Japanese Chief Cabinet Secretary Minoru Kihara: The US-Japan alliance is crucial; close cooperation will be maintained. Support and communication with the International Criminal Court are underway, and financial countermeasures are being considered. Other: 1. Swiss inflation accelerated to its highest level in nearly three years. 2. Indonesian Central Bank Governor: Pledged to continue monetary intervention in the foreign exchange market. 3. Indonesian Finance Minister: GDP growth is projected at 5.4%-5.5% in 2026. 4. Bank of Canada Governor Macklem: Reiterated that further increases in policy rates may be necessary. 5. Reserve Bank of India: Established a Financial Markets Technical Committee, which will meet at least quarterly.

Lian Micro said its silicon-wafer shipments are roughly 30% lightly doped and 70% heavily doped. Its 12-inch heavily doped line is at full capacity. The company had previously limited 12-inch light-doped test-wafer orders due to low test-wafer pricing; with product prices rising it is now ramping 12-inch light-doped output and expects to reach full production in 1H next year.