Citigroup added TSMC (TSM.N) to a 90-day upside catalyst watchlist.

日本8月领先指标初值 118，前值117.7。

Visits to multiple Shanghai NEV brand showrooms over the National Day holiday show customer traffic up about 30% versus a typical weekend, driven by new model launches, local purchase subsidies and time-limited dealer promotions. Test-drive slots are nearly full throughout the day and many families are visiting; dealers say most customers are motivated by ICE-to-EV trade-in discounts and district-level subsidies and ask staff to total all incentives before deciding. Sales conversion is slower than footfall: buyers are price-comparing across dealers and verifying subsidy eligibility, and several popular new models are short in stock with order lead times of several weeks, constraining immediate transactions.