據臺媒DIGITIMES報道，AMD CEO蘇姿豐10月5日閃電訪臺，距5月上次來臺不到5個月，此行未安排大型公開活動，重點是拜會關鍵供應鏈。AMD正向臺積電、封測廠和載板廠爭取更多產能，顯示其AI/HPC需求持續增長，供應瓶頸已從先進製程延伸至封裝測試和載板等環節。

Hong Kong close Oct 5 (Mon): HSI 24,040.34, up 68.05 pts (+0.28%); Hang Seng Tech Index 4,183.68, up 25.74 pts (+0.62%); HSCEI 8,051.67, up 21.13 pts (+0.26%); Hang Seng Red Chip Index 3,990.61, down 2.05 pts (-0.05%).

ECB chief economist Lane said the bank should pursue a moderate policy response while assessing second‑round effects from the renewed energy shock. Oil and gas prices spiked after the Iran war and the euro area has shown stronger‑than‑expected resilience. New energy‑price pressure raises upside inf risk and could weigh on growth; the ECB must judge whether the second‑round shock will hit activity and inf dynamics more strongly than the first. Monetary policy remains on a middle path; two rate hikes to date are intended to secure medium‑term disinflation toward the 2% target. Lane and other policymakers say energy‑cost increases have not yet altered inf expectations but remain vigilant; economists and markets expect further tightening.