A-share memory chip sector saw a surge, with Yunhan Chip City hitting the 20% daily limit, Huatian Technology also hitting the daily limit, and Dapu Microelectronics, Demingli, Dike Technology, and GRINM Advanced Materials all rising sharply.

Anthropic launched a Claude Duet candidate research preview, enabling assistants to proactively brief and continuously process tasks; OpenAI models are open for private preview to select Google Cloud enterprise customers, with full rollout planned for the coming weeks. Meta's quarterly capital expenditures reached $34.91 billion, and Tesla disclosed that Optimus has started production and is still in early ramp-up. Also noteworthy are collaborative fixes for PHP vulnerabilities, smart agent shopping licensing, and the MiniMax free version topping the daily usage charts, as well as the Flint edge programming model.

US Dollar: 1. The yield on the 20-year US Treasury note hit a new high since January 1986. 2. Bank of England Governor Bailey stated that he was right to act in defense of then-Federal Reserve Chairman Powell against attacks from Trump and would do so again. Pound Sterling: 1. Investment bank Peel Hunt: Expects the Bank of England to raise interest rates by 25 basis points in November 2026, previously predicting no change. 2. Investment bank Peel Hunt: Maintains its view of two 25 basis point rate cuts by the Bank of England in 2027. It expects the Bank of England to cut rates by 25 basis points in 2028, bringing the policy rate down to 3.25%, compared to its previous prediction of no change. Euro: 1. Hungarian Finance Minister: The sooner Hungary introduces the euro, the better. 2. ECB Governing Council member Kazakowski: If inflation remains high, further tightening of policy may be necessary. The market is generating some additional tightening effects. 3. According to data from the London Stock Exchange Group (LSEG), the spread between the yields on 10-year French and German government bonds widened to 159 basis points, the largest level since the end of 2011. 4. Eurostat data shows that the debt ratios of Eurozone and EU governments have risen. Japanese Yen: 1. According to Kyodo News, sources revealed that the Bank of Japan will decide at its policy meeting next week whether the current inflation rate has reached the 2% target level. Korean Won: 1. The Bank of Korea kept its policy rate unchanged at 3%, in line with market expectations. 2. The Bank of Korea stated that it will decide the timing and pace of further increases in the benchmark interest rate while assessing inflation, domestic economic, and financial stability trends. Others: 1. Indonesian President: MSCI has been trying to intimidate us. I want to tell MSCI that our country is not afraid of anyone. 2. IMF official: Recommended India to allow its exchange rate to fluctuate freely. In the context of ongoing shocks, it is recommended that countries use exchange rates as the first line of defense. 3. According to the Financial Times, two sources familiar with the matter revealed that since June, the Reserve Bank of India has used approximately $90 billion of the more than $140 billion raised from the Indian diaspora to support the rupee. 4. The Bank of Israel kept its benchmark interest rate at 3.25%, in line with expectations.

A-share bank stocks saw a localized rebound; Industrial and Commercial Bank of China rose over 2%, extending to a fresh record high, while China Construction Bank, Agricultural Bank of China and Chongqing Rural Commercial Bank also advanced.

A-share bank stocks saw a partial rebound, with ICBC rising over 2% to a new all-time high, followed by gains in China Construction Bank, Agricultural Bank of China, and Chongqing Rural Commercial Bank.

In the afternoon session E Fund ChiNext ETF (159915) and Huaxia STAR 50 ETF (588000) each recorded turnover above CNY10 billion. Several other ChiNext and STAR 50 ETFs also registered rising volumes.