The Central Asia Economic Cooperation Tianshan Forum was held in Almaty on Nov. 2-3. China’s finance minister attended the opening and noted that, in the first year of the 15th Five-Year Plan, China’s GDP rose 4.6% YoY in the first three quarters. China said it will continue to pursue high-quality growth, expand high-level opening, and deepen cooperation with Central Asian countries, supporting the region’s development as a Eurasian connectivity hub.

Iran's foreign ministry spokesman Baghaei said the Strait of Hormuz cannot be reopened until the U.S. lifts sanctions.

瑞士Syz银行最新资产配置研报指出，微软、Alphabet、亚马逊和Meta第三季度资本开支合计约2020亿美元，较第二季度的1650亿美元增长约22%，规模约为去年同期两倍。四家公司2026年前三季度累计资本开支约5000亿美元，且均暗示2027年将进一步增加投资。 AI需求仍保持强劲，微软Azure第三季度收入同比增长48%，谷歌云收入同比增长逾一倍，亚马逊AWS收入同比增长39%。然而，资本开支迅速扩张正在改变市场的评估标准。报告指出，Meta和Alphabet第三季度自由现金流均转负，Meta还通过发行普通股及可转换优先股筹资约375亿美元，其五年期信用违约互换（CDS）利差触及纪录高位。 Syz认为，AI基础设施建设正进入资本密集度更高、企业间分化更明显的阶段。收入增长和订单积压仍支撑投资需求，但经营现金流能否覆盖持续扩大的资本开支，以及企业对债务和股权融资的依赖程度，将成为决定AI投资扩张速度的重要变量。信用市场对融资成本和风险的定价也将发挥更大作用。