美股三大股指走势分化，道指涨超1%，纳指现跌0.28%。

Michael Roberts, head of corporate and institutional banking at HSBC, said banks and investors are becoming more selective and demanding higher returns as large-scale AI infrastructure buildouts proceed. He noted “considerable cautious scepticism” in the market. A sharp sell-off in chipmakers has weighed on global equities and started to reverse prior AI-sector gains. Rising interest rates and multi-decade highs in global bond yields are pushing up capital costs for AI infrastructure. PwC estimates related investment in Asia alone could reach $8.2 trillion by 2050. Roberts said lenders will increasingly require appropriate financing structures and clearer return expectations, and that the large scale of these deals makes them harder to complete.

美国10月费城联储制造业就业指数 9.1，前值11.8。