港股光通信板塊走強，京信通信(02342.HK)漲超7%，劍橋科技(06166.HK)漲超3%，海光芯正(01191.HK)、長飛光纖光纜(06869.HK)等跟漲。

From Oct 5, rainfall in southern China will taper and most areas will shift from rain to clear skies. Through early October, precipitation will be sparse across most of the country, with clear or partly cloudy conditions prevailing. Minimum temperatures in the south are expected broadly to hit new H2 lows; Fuzhou, Guangzhou and Nanning are forecast to fall below 20°C for the first time in H2.

The G20 trade ministers met in Milwaukee on Sept. 30–Oct. 1. Ministers exchanged views on U.S.-set agenda items — opposing weaponization of food, addressing excess capacity, eliminating forced labor and adjusting MFN treatment — and issued a joint statement only on opposing the weaponization of food; no outcome documents were agreed for the other topics, MOFCOM said.