1. At 8:00 PM Beijing time on October 11, the President will handle executive affairs at the White House; 2. At 1:30 AM Beijing time on October 12, the President will attend a luncheon hosted by Maga Inc. at the Trump National Golf Club in Washington, D.C.; 3. Time TBD: The President will depart the White House for Sterling, Virginia; 4. Time TBD: The President will arrive at the Trump National Golf Club in Sterling, Virginia; 5. Time TBD: The President will depart Sterling, Virginia, and return to the White House; 6. Time TBD: The President will arrive at the White House.

South Korea’s equity market has seen AI-driven buying evaporate: market turnover is down about 70% from a late‑May peak as foreign investors accelerate withdrawals and domestic retail selling intensifies. The reversal reflects heavy concentration in Samsung Electronics and SK Hynix. Phillip Wool, portfolio manager at Rayliant Global Advisors, said his fund has been taking profits on Korean AI names and is underweight SK Hynix and Samsung. Julius Baer’s Richard Tang said capital is rotating back into US equities, prompting sustained foreign outflows from Korean stocks. UBS Global Wealth Management’s Chun‑Lai Wu said the firm prefers Taiwan equities for AI exposure, citing a more complete hardware ecosystem and stronger capex plans among major tech companies.

The UK has set up a special flood taskforce and will meet this week to assess preparedness for a potentially wet, windier and stormier winter following a record-hot summer. The Met Office says the likelihood of such conditions has "significantly increased" and links a higher chance of above-average autumn rainfall to El Nifio, which it warns may be the strongest in memory and is expected to peak around year-end. The Environment Agency says roughly 6.3 Million households and businesses in England remain at flood risk.

Domestic News: 1. Shenzhen's housing provident fund plans to add "housing renovation withdrawal". 2. The China Securities Regulatory Commission (CSRC) held a symposium with experts on the capital market and financial situation. 3. Luxshare Precision: The company and Luxshare Technology are involved in a Section 337 investigation, which is still in its early stages. 4. The Ministry of Commerce and seven other departments issued a notice on implementing the "Five Excellences" action for quality e-commerce. 5. Beijing released its "15th Five-Year Plan" for deepening the construction of an international consumption center city. 6. Ministry of Foreign Affairs: As of now, no Chinese citizens have been injured or killed in the Panama earthquake. 7. Ministry of Human Resources and Social Security: Will launch an action to promote employment in response to the development of artificial intelligence; will study and issue documents on promoting employment through the development of the service industry. 8. National Development and Reform Commission: Will promote the early commencement of major projects specified in the "15th Five-Year Plan" and the "Six Networks" construction implementation plan to stimulate and release domestic demand potential. International News: 1. Trump: Ukraine cannot attack oil refineries; suggests replacing the Ukrainian president. 2. Palestine postpones legislative council and presidential elections. 3. ASML will raise its component prices in South Korea by 10%. 4. The Stock Exchange of Thailand has revised its rules on short selling and high-frequency trading. 5. The Reserve Bank of India has launched a special oil window and regulatory measures to support the rupee. 6. Apple supply chain sources: iPhone Duo orders have increased by 30%, while total orders for the iPhone 18 Pro series remain unchanged. 7. US Homeland Security Secretary: Due to the hurricane, states of emergency have been approved for Florida and Alabama. 8. Middle East Situation— ① Putin conveyed Iran's ideas for resolving the conflict to Trump. ② Saudi Civil Aviation Authority: King Khalid International Airport in Riyadh was attacked on Saturday, killing 12 people and injuring 309. ③ Trump made a statement after the attack on the Saudi capital's airport, but only indicated that the US might join Saudi Arabia in its strikes against the Houthis, without making any explicit commitments. ④ Israeli media reported that US and Israeli leaders communicated about another attack on Iran; Netanyahu has no intention of taking action before the parliamentary elections at the end of the month.

According to Iran's Tasnim News Agency, the Houthi rebels in Yemen used suicide drones to attack Saudi-backed mercenary positions in their latest operation.

The UN special envoy for Yemen strongly condemned Houthi attacks on Saudi Arabia's civilian facilities, saying they represent a serious escalation and increase the situation's complexity. The envoy again called on the Houthis to stop attacks on Saudi civilian targets.