White House National Economic Council director Hassett expects a strong year-end income effect.

South Korea's KOSPI slipped below 6,000 after sharp declines in Samsung Electronics and SK Hynix as foreign investors continued net selling. Analysts say the scale of overseas outflows is too large to be explained by post-rally portfolio rebalancing and poses a bigger market risk than semiconductor fundamentals; Samsung's Q3 operating profit beat expectations and memory prices and AI infrastructure investment remain firm. They warn domestic buyers may struggle to absorb the pressure — retail investors remain cautious after July's drop and large institutions such as the National Pension Service have limited capacity to add — leaving persistent foreign sales to weigh on KOSPI relative to other markets.

IMF世界经济展望报告：设想的情景显示，随着人工智能投资的撤出和资产价格的急剧下跌，到2028年全球GDP将减少1.1%。