HSBC economists say seasonally adjusted Asian electronics shipments have fallen sharply in recent months, including Taiwan, a key chip supplier. South Korean exports still expand, underpinned by firm advanced memory prices, but prices for other electronics in the AI-hardware supply chain have begun to soften. HSBC notes the AI-hardware-led export impulse boosting Asian export values is slowing; this is unsurprising as U.S. hyperscale cloud providers sharply raised spending earlier and capex grow

科威特石油公司（KPC）首席执行官：我们正在考虑包括通过沙特阿拉伯进入阿曼的管道路线。

CITIC Securities says A-share market pulled back in September as tighter overseas liquidity and valuation digestion in prior outperformers hit prices; growth and resource sectors retraced most, while property, pharmaceuticals and banks outperformed from low bases. For October, overseas liquidity pressure has eased marginally and the market enters a dense 3Q earnings disclosure window, increasing the importance of fundamentals verification. CITIC expects 3Q tech earnings to sustain high growth; earnings revisions also look constructive for commodities, pharmaceuticals and non-bank financials. High-frequency indicators show continued strength in AI hardware, firm energy prices and a mid‑term supply‑demand case for industrial metals. After September’s correction, valuations in some high‑cycle sectors have eased; recommended allocations emphasize AI hardware with high earnings visibility, supply‑constrained and profit‑improving industrial metals, coal, oil & gas and basic chemicals, trend‑improving innovative drugs, and low‑valuation securities and insurance stocks with earnings recovery.