惠譽評級：較弱的人工智能定價能力削弱資本支出可持續性。

China International Capital Co research says near-term overseas shocks still need to be digested: Middle East geopolitical risk persists and Fed credibility will take time to repair. September is the seasonal peak for US investment-grade issuance, which could push credit supply higher and prevent a rapid fall in Treasury yields. Global liquidity is overall tight, increasing the likelihood of wider risk-asset volatility. Key near-term drivers to watch are the Sept FOMC, oil moves tied to geopolitical uncertainty, and US midterm election effects. The firm views external shocks to A-shares as largely temporary and says the medium-term market trend remains intact; the longer-term steady-uptrend since Sept. 24 is likely to continue.

Traders said the Reserve Bank of India sold dollars in the FX market to support the rupee.