2026年10月30日，巴菲特指数（A股总市值/上年度全年GDP）为82.00%；沪深300指数股权风险溢价（ERP）为6.12%，较前一交易日（10月29日）上升0.07个百分点，继续高于6%参考线。按该指标口径，A股相对国债的估值吸引力较前一交易日增强。

S&P GLOBAL MARKET INTELLIGENCE’s Phil Smith said Japan’s manufacturing sector entered Q4 maintaining a historically robust expansion despite slower output growth and new orders. The composite manufacturing PMI fell to a seven-month low in October at 53.3, above the long-run average of 50.6 and the 50 expansion threshold; rising backlogs and AI-related demand have kept firms’ confidence intact. Cost pressures remain elevated, fueling ongoing concern, but increasing unfinished orders have supported manufacturers’ pricing power.

The Korea Times reported Oct. 31 that multiple South Korean local governments are bidding to host new prisons to attract population inflows, create jobs and stimulate local economies. The Ministry of Justice in August opened a nationwide public tender to site four new prisons; seven counties and cities in Gyeongsangbuk-do, Chungcheongbuk-do and Gangwon-do are competing. Each facility is planned to hold about 1,000 inmates and employ roughly 250 staff.