日本经济财政大臣城内实：我们应对通缩的谨慎方针不变；我们将仔细评估供需缺口。

富时中国A50指数期货持续走强，盘初涨逾1%。

Entering H2 2026, US tech has oscillated around high-frequency AI narrative shifts, and transmission from bond CDS to equities has raised near-term market volatility. The sell-off in US semiconductor hardware since early October remains consistent with trading patterns established since mid-June, but macro liquidity stress and midterm-election uncertainty have weighed more than transient AI-driven pessimism. With major macro and industry shocks largely cleared in the past 1–2 weeks and AI optimism partially returning, CITIC Securities sees a potential post-midterm rebound in US tech and recommends semiconductor hardware as the primary exposure.