沪深两市成交额连续第331个交易日突破1万亿元。

Joachim Klement, market strategist at Panmure Liberum in London, warned the AI-driven investment boom could unwind as early as 2027–28 and spark the worst S&P 500 sell-off since the 2008 financial crisis. "My core view is that the AI bubble will burst in 2027 or 2028 — sometime within the next two years," he said, citing hyperscalers' free cash flow being effectively depleted and rapidly rising borrowing costs as key vulnerabilities. Klement sets an end-2027 S&P 500 target of 5,000, implying roughly a 36% drop from current levels.

三星电子与SK海力士合计55万亿韩元的回购计划已进入尾声：三星约15万亿韩元回购已基本完成，SK海力士400万亿韩元计划也已执行约八成，预计较原定11月提前结束。10月7日，“其他法人”净买入由此前日均约1.6万亿韩元降至7090亿韩元，KOSPI随即下跌1.98%、收于6803.90点附近低位；10月8日盘中，在外资和机构继续卖出、ETF调仓及期权到期影响下，指数再度承压。需要区分的是，三星回购主要用于员工激励，SK海力士则计划注销股份，两者对每股价值的影响并不相同。