香港恒生指数10月8日（周四）收盘下跌344.71点，跌幅1.43%，报23785.79点； 香港恒生科技指数10月8日（周四）收盘下跌121.11点，跌幅2.89%，报4073.38点； 国企指数10月8日（周四）收盘下跌71.82点，跌幅0.89%，报8010.58点； 红筹指数10月8日（周四）收盘上涨21.51点，涨幅0.54%，报4029.81点。

据伊朗塔斯尼姆通讯社：伊朗恢复国际航班。

TSMC (TSM.N) reported Q3 revenue NT$1.49 trillion (~$46.7 billion), up 50% YoY and a record, beating consensus NT$1.46 trillion. Management attributed the gain to strong AI-driven demand, reinforcing market expectations for continued AI-related chip consumption. Corroborating industry signals: AMD said chip demand should grow sharply over coming years, Samsung’s operating profit jumped nearly ninefold, and Foxconn’s quarterly sales topped forecasts. TSMC’s earnings call will focus on the 2027-and-beyond outlook and pricing; Taiwan media report wafer prices in 2027 could rise about 3–6% (unconfirmed).