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2026-10-05

US is increasing forces in the Middle East, deploying the USS Theodore Roosevelt carrier strike group, multiple amphibious vessels and several thousand Marines, sources say. Middle East specialist Wang Jin said the Roosevelt group's arrival could presage a new round of US military action against Iran. Based on current sailing schedules the strike group could reach the region in late October, potentially raising pressure ahead of the US midterm elections. Wang noted that since Feb. 28 any new car

US is increasing forces in the Middle East, deploying the USS Theodore Roosevelt carrier strike group, multiple amphibious vessels and several thousand Marines, sources say. Middle East specialist Wang Jin said the Roosevelt group's arrival could presage a new round of US military action against Iran. Based on current sailing schedules the strike group could reach the region in late October, potentially raising pressure ahead of the US midterm elections. Wang noted that since Feb. 28 any new carrier group's arrival — whether a rotation or reinforcement — has signaled the prospect of fresh strikes on Iran. He added that a strategic stalemate remains: both sides are entrenched on Strait of Hormuz transit and differ sharply over Iran's nuclear and regional security issues, making it unlikely a single large-scale operation would compel concessions. As a result, the stalemate is expected to persist and regional risk is likely to rise.
2026-10-05

Gold climbed in Asian trade on Monday after SOCGEN said September PCE came in weaker than expected, which could curb market bets on a Fed rate increase in October. Market pricing shows roughly a 40% probability of Fed action in October, providing initial support for gold into the month. Gold’s trajectory remains a tug-of-war between structural demand—central-bank purchases and ETF inflows—and macro headwinds from a strong dollar and rising yields.

Gold climbed in Asian trade on Monday after SOCGEN said September PCE came in weaker than expected, which could curb market bets on a Fed rate increase in October. Market pricing shows roughly a 40% probability of Fed action in October, providing initial support for gold into the month. Gold’s trajectory remains a tug-of-war between structural demand—central-bank purchases and ETF inflows—and macro headwinds from a strong dollar and rising yields.
2026-10-05

The China Federation of Logistics & Purchasing said on Oct. 5 its China bulk commodity price index rose 4.1% month-on-month in September. CFLP attributed the rise to the traditional production/construction seasonal peak, acceleration of major projects and improving manufacturing output and market demand, with international price swings and tighter supply for some commodities adding cost pressure. CFLP said stabilizing the market’s improvement requires enhanced monitoring and risk prevention in k

The China Federation of Logistics & Purchasing said on Oct. 5 its China bulk commodity price index rose 4.1% month-on-month in September. CFLP attributed the rise to the traditional production/construction seasonal peak, acceleration of major projects and improving manufacturing output and market demand, with international price swings and tighter supply for some commodities adding cost pressure. CFLP said stabilizing the market’s improvement requires enhanced monitoring and risk prevention in key commodity markets, stable supply of major energy and resources, and faster progress on industry-chain risk-sharing and new benefit-linkage mechanisms to strengthen risk mitigation and help underpin stable Q4 economic performance.
2026-10-05

On the fourth day of the 2026 National Day holiday, Guangdong’s 4A-and-above attractions received 3.894 mln visitors, bringing the four-day total to 15.361 mln, Guangdong Provincial Department of Culture and Tourism said Oct. 4.

On the fourth day of the 2026 National Day holiday, Guangdong’s 4A-and-above attractions received 3.894 mln visitors, bringing the four-day total to 15.361 mln, Guangdong Provincial Department of Culture and Tourism said Oct. 4.
2026-10-05

Hong Kong optical-communications sector strengthened; Jingxin Communication (02342.HK) rose over 7%, Cambridge Technology (06166.HK) climbed about 3%, with Haiguang Xinzhen (01191.HK) and Yangtze Optical Fibre & Cable (06869.HK) also advancing.

Hong Kong optical-communications sector strengthened; Jingxin Communication (02342.HK) rose over 7%, Cambridge Technology (06166.HK) climbed about 3%, with Haiguang Xinzhen (01191.HK) and Yangtze Optical Fibre & Cable (06869.HK) also advancing.
2026-10-05

港股光通信板块走强,京信通信(02342.HK)涨超7%,剑桥科技(06166.HK)涨超3%,海光芯正(01191.HK)、长飞光纤光缆(06869.HK)等跟涨。

港股光通信板块走强,京信通信(02342.HK)涨超7%,剑桥科技(06166.HK)涨超3%,海光芯正(01191.HK)、长飞光纤光缆(06869.HK)等跟涨。
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