美国银行策略师Michael Hartnett表示：若民主党同时控制参众两院，可能成为美股最大的“避险交易”情景：企业税收与监管预期转向将压低盈利预期，美元和美股走弱，经济增长预期下降则可能推动资金回流美债。Hartnett认为，这还可能冲击当前由财富效应和巨额资本开支支撑的AI行情。

DB Financial Investment analyst Seungyeon Seo said SK Hynix’s Q3 operating profit may fall short of market expectations due to adverse FX, forecasting Jul–Sep operating profit of KRW 76.535 trillion versus consensus KRW 79.948 trillion as a stronger won could weigh on dollar‑denominated revenue. Seo expects robust HBM4 shipments to AI data servers to support solid profit growth in 2026–27, and forecasts HBM4 prices to rise about 70% YoY in 2027 amid tight global AI‑chip supply.

At an AI seminar Shanghai SASAC said it has guided supervised firms through an "AI+" campaign to speed AI-driven digital transformation and is promoting four shifts: widening applications from pilot projects to full coverage — it says supervised firms now have full coverage; shifting focus from mere compute supply to compute networking, technical R&D and scenario effectiveness, with greater emphasis on aligning AI with real business, real data and real processes; moving application forms from Q&A assistance to intelligent execution, embedding intelligent agents and digital labor into investment research/advisory, building design and supply‑chain scheduling; and changing implementation from fragmented rollout to ecosystem collaboration, accelerating coordinated use of compute, corpora, models, scenarios and talent.