With A-share third-quarter results rolling out, CSC Financial chief strategist Xia Fanjie says the market is in a phase of sentiment repair and earnings verification. He attributes the recent adjustment to valuation and trading‑structure shifts from domestic and external factors, not systemic fundamental deterioration, and cites earnings strength in the AI compute chain, resource/commodity names and high‑end export manufacturing as key drivers of market confidence.

Several fund houses have begun liquidating QDII segregated-account products after receiving notices earlier this year to rebalance QDII investment quota between public funds and segregated accounts. Firms were told to reduce the share of QDII quota used for segregated accounts to 20% or less by end-2027. Industry participants say firms are accelerating transfers and wind-downs to meet the requirement. Market participants warn that failure to compress segregated-account quota to ≤20% may hinder approval of new QDII quota; a Beijing fund-house product manager said his firm missed a recent allocation and attributes it in part to unfinished quota reductions.

Israeli Prime Minister Netanyahu urged voters to back him, saying a vote for him is necessary to ensure Israel's survival and prevent its destruction.