Bank of America analyst Subramanian says the current competition between bonds and equities is highly unusual.

CSC Financial says pre-holiday A-share weakness reflected a convergence of short-term factors; once digested, the market is likely to see a post-holiday recovery. Near term, focus is on earnings as October marks an A-share earnings verification period. Policy risk is skewed supportive as a new round of measures may be forthcoming. On liquidity, market-implied probability of an October rate hike has fallen, but 30-year US Treasury yields remain elevated. CSC expects a post-holiday repair rally followed by an overall choppy A-share market and recommends balanced allocations combining offense and defense.

哈巴希山（Jabal Habashi）是也門塔伊茲省西線的一處關鍵山區，俯瞰連接塔伊茲市、巴爾赫和紅海海岸的重要貿易與補給路線。其主要戰場之一艾寧（al-Anin），俯瞰塔伊茲與巴爾赫之間的拉馬達公路。這條路線歷來是穿越塔伊茲西部的重要補給走廊，因此，控制周邊高地具有軍事意義。山地戰也讓奪取和守住地盤變得異常困難。高地視野開闊，便於防守；而道路狹窄、地形崎嶇，既拖慢推進速度，也讓補給線容易遭到打擊。 （注：此前土耳其阿納多盧通訊社報道稱，也門政府軍宣稱在塔伊茲省奪取了哈巴希山區的最高峯。）