中国央行：今日开展5410亿元隔夜逆回购操作，投标量5410亿元，中标量5410亿元，操作利率为1.25%

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.

现货白银重回50美元/盎司，日内涨1.78%。