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China's National Bureau of Statistics said food, tobacco and alcohol and dining-out prices fell 0.5% month-on-month in October, subtracting about 0.16 percentage points from CPI. Fresh vegetable prices fell 5.8% MoM, trimming roughly 0.09 ppt from CP

2026-11-09

China's National Bureau of Statistics said food, tobacco and alcohol and dining-out prices fell 0.5% month-on-month in October, subtracting about 0.16 percentage points from CPI. Fresh vegetable prices fell 5.8% MoM, trimming roughly 0.09 ppt from CPI; eggs fell 5.2% (-0.03 ppt); aquatic products fell 1.3% (-0.02 ppt). Livestock meat was flat overall; pork eased 1.0% MoM. Among other categories major, transport & communication rose 1.0% MoM, education, culture & entertainment rose 0.3%, healthcare rose 0.1%; clothing and housing were unchanged; other goods & services fell 1.1% and household goods & services fell 0.2%.

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2026-11-08

CITIC Securities in its 2027 telecom strategy report says large-model commercialization expands rapidly in 2026; as of end‑September 2026 OpenAI and Anthropic had combined ARR of about $124 bln. North America’s four major cloud service providers repo

CITIC Securities in its 2027 telecom strategy report says large-model commercialization expands rapidly in 2026; as of end‑September 2026 OpenAI and Anthropic had combined ARR of about $124 bln. North America’s four major cloud service providers reported combined capex of roughly $208.7 bln in Q3 2026, up 84.2% YoY, signaling continued high-intensity AI infrastructure investment. The report warns recursive self-improvement (RSI) could drive step-changes in model capability. AI demand is broadening: AI-assisted programming shows a clearer commercialization path, while design, modeling/simulation, AI4Science and robotics expand longer-term compute demand. CITIC Securities remains optimistic and keeps a long-term preference for North American compute exposure and the domestic Chinese AI compute supply chain.
2026-11-09

Japan's TOPIX advanced more than 3%.

Japan's TOPIX advanced more than 3%.
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