China A-share advanced-packaging sector staged a short-lived rally; Tuolunsi surged more than 19%, with Jingce Electronics, Xinqi Microassembly, Tuojing Technology, Xinyuan Micro and Zhongke Feice also rising.

Phillip Nova analyst Priyanka Sachdeva said investors are cautiously awaiting US midterm results; spot gold has been under pressure, briefly sliding to $3,900/oz before a minor rebound. The key market question is whether election outcomes will materially shift the macro outlook and prompt a sustained gold reversal or merely add to existing volatility. A retreat in oil has eased some inflation concerns, but elevated US Treasury yields, a relatively firm dollar and persistent expectations of further Fed tightening are constraining gold gains. Sachdeva said some investors may step in as results clarify, but many are likely to remain sidelined until Treasury yields, the dollar and risk sentiment are clearer.

China's foreign ministry said it had no specific knowledge of a Financial Times report that NVIDIA required some data centre partners to supply at least 51% of services to non‑Chinese firms—an arrangement the FT said could limit Chinese companies' access to key AI technology—and reiterated that cooperation should be fair, transparent and non‑discriminatory.