南向资金今日大幅净买入234.2亿元。港股通（沪）方面，盈富基金、南方恒生科技分别获净买入115.18亿港元、19.48亿港元；小米集团-W净卖出额居首，金额为3.39亿港元；港股通（深）方面，盈富基金、恒生中国企业分别获净买入49.89亿港元、23.84亿港元；金斯瑞生物-一千净卖出额居首，金额为3.41亿港元。

The dollar weakened as investors fretted over the outlook for AI investment and uncertainty ahead of Tuesday's US midterm elections. Apple (AAPL.O) warned Monday that operating costs for AI tools will squeeze margins, amplifying doubts about the sustainability of AI spending. AI model developer ANTHROPIC reported an operating loss in Q3 after a costly data-center deal, and rival OpenAI's latest funding round raised less than half of an initial $30 bln target. Higher oil prices, which tend to support the dollar, provided some offset after a US strike on Iran's Qeshm Island pushed crude up. The dollar index (DXY) fell 0.12% to 101.684; earlier Monday it touched 101.426, a one-month low.

On Nov. 3 at the 2026 International Financial Leaders Investment Summit, CSRC vice chairman Li Chao said the regulator will tighten monitoring and market-stabilization mechanisms to safeguard smooth capital-market functioning and consolidate the foundations of market stability. The CSRC will deepen the institutional ecosystem for long-term capital to steadily raise the scale and share of long-term funds entering the market, accelerate a new round of capital-market reform and opening, and improve market functions to better coordinate investment and financing.