台积电将于10月15日14时召开三季度法说会，公布三季度业绩及四季度展望。高盛会前重申“买入”，将台股目标价由3100元新台币上调至3300元，ADR目标价升至660美元；同时预计公司2027年美元营收增长36.9%。 更关键的变化是资本开支。高盛将2027、2028年预测由780亿、820亿美元上调至850亿、980亿美元，反映先进制程及封装需求、设备成本上升，以及美国潜在扩产投入。AI需求也被认为正由GPU、ASIC和网络芯片向服务器CPU扩散。

Reserve Bank of India raised the policy repo rate 25bps to 5.50% on Wednesday, its first increase in nearly four years. The six-member rate-setting committee voted unanimously and the RBI shifted its stance from neutral to moderately tight. The bank cited rising inflationary pressures from an oil-price spike linked to the Iran conflict and reduced monsoon rainfall due to El Nifio, which have squeezed purchasing power and weighed on the currency. The governor said the inflation outlook is no longer benign.

Japan Oct Refinitiv short-term survey non-manufacturing business sentiment index 23, prior 29.