MOFCOM said China's high‑tech sector FDI rose 33.8% YoY in Jan–Sep and accounted for 41.6% of total inbound FDI.

法国10年期国债与德国同期国债的收益率利差进一步扩大，最新扩大16个基点至176个基点。

JP Morgan global markets strategist Nikolaos Panigirtzoglou and his team say recent weakness in the semiconductor sector indicates most long positions, including momentum trades, have been liquidated, which may have capped further downside despite persistent short-term headwinds. They flag financing risk at new cloud companies as a market concern but judge it only a partial problem: intense compute demand could allow firms to pass higher financing costs to end customers, and even if external financing becomes constrained Panigirtzoglou does not expect capex-to-revenue timing mismatches to derail the sector's growth cycle.