SoftBank Group agreed to a five-year lock-up on Grab shares directly held by its entities.

October is seasonally weak for lending; markets expect new RMB loans to show a smaller YoY increase. Social financing may post a YoY increase supported by government bond issuance, with MoM social financing growth potentially rebounding. China International Capital Co expects RMB loans to fall by about 100 billion yuan in October. Major state banks’ 3-month rediscount rate hovered near 0.5% all month and did not spike at month-end; 3-month interbank NCD issuance rates also eased, which may reflect persistently weak credit supply. Experience from last October’s policy-bank tool injections suggests policy bank instruments’ lift to corporate lending can be delayed.

美国财政部最新国际资本流动（TIC）数据显示，截至2026年8月的过去12个月，外国投资者净买入美国股票约1.01万亿美元，创历史新高；同期净买入美国公司债约4641亿美元，两项合计约1.47万亿美元。相比之下，2025年同期外资净买入美股约6332亿美元、公司债约3542亿美元，两类资产合计不足9900亿美元。资金流向显示，海外投资者正持续增加对美国股票和企业信用资产的配置，其中股票吸引力上升更为明显。三菱日联此前指出，AI投资热潮及相关科技股表现是吸引海外资金流入美国市场的重要因素，但这种资金流入也使美元更容易受到AI投资情绪逆转的冲击。