【期货盯盘神器专属文章】亚欧航线即期运价单周跌破9%，部分主流船司却逆势宣布10月下旬提价计划。点击阅读。

Lighthouse Pro reports China’s 2026 National Day opening-day (Oct. 1) box office at 176 mln yuan as of 21:00; Detective: Traces was the top-grossing film.

South Korea’s exports continued to surge in September, driven by AI-related global demand lifting semiconductor shipments; working-day adjusted exports rose 104.9% YoY, Korea Customs Service said on Thursday. Cumulative exports for Jan–Sep reached $814.5bn, the first time above $800bn and a record. The semiconductor boom is also boosting public finances: Seoul expects record tax revenue of 478.6 trillion won (~$353bn) in the year, up 28% vs 2025, citing chipmakers’ profits, special dividends, a buoyant stock market and consumer recovery. Strong exports are improving the external balance and could support won appreciation, help curb imported inflation and give policymakers greater flexibility around the timing of the next rate move.