Several broad-market China ETFs recorded sharp intraday volume and price increases. Hua Xia Sci‑Tech Innovation 50 ETF (588000) logged half‑day turnover above 10.0 bln yuan and was up 2.44% intraday. Huatai‑PineBridge CSI 300 ETF (510300) turned over 8.7 bln yuan, exceeding last Friday’s full‑day volume, and was up 1.08%. China Southern CSI 500 ETF (510500) turnover topped 6.3 bln yuan, more than 60% above last Friday, and was up 2.49%. China Southern CSI 1000 ETF (512100) turnover exceeded 6.6

Iranian media reported the energy minister said he recently received a letter from the Supreme Leader urging a shift toward an energy system where households no longer rely on external power and can generate their own electricity.

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.