韩国10月汇丰制造业PMI 51.3，前值53.9。

上海黄金交易所黄金T+D 11月2日（周一）早盘盘初下跌2.62%报835.31元/克； 上海黄金交易所白银T+D 11月2日（周一）早盘盘初下跌3.7%报11754.0元/千克。

Global AI-related stocks were sold off and overseas investors net-sold $31.78 bln of Taiwan equities in October, a record above March's prior high. The Taiwan weighted index has neared technical correction territory. The large foreign exit underscores strains in the AI trade as investors face rising borrowing costs, surging AI-related spending and disappointing corporate profits. After the Nasdaq-100 plunged 3.5% on Friday—its biggest one-day drop since June—and the Philadelphia Semiconductor Index slid 7.2%, Taiwan's semiconductor-heavy market faces further downside risk.