比亞迪股份(01211.HK)：2026年9月新能源汽車銷量達463,561輛，同比減少3.94%。

Taiwan September CPI, not seasonally adjusted, YoY 2.73% vs 2.40% expected and 2.04% prior.

Korean Economic Daily reported Samsung Electronics' next‑generation 12‑layer HBM4E high‑bandwidth memory has passed customer quality validation by NVIDIA and major hyperscale data center operators under client test specifications. The report says only qualification status is confirmed; customer supply volumes, contract sizes and mass‑production start dates remain unverified. Industry participants say as the sector transitions to next‑generation products, Samsung could expand supply opportunities ahead of SK Hynix and Micron in the high‑performance AI memory market.