伊朗外交部发言人巴加埃：德黑兰不指望美国中期选举后会出现新变化。

据阿拉比亚电视台：以色列军队撤出约旦河西岸南部希伯伦市的两个区域。

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.