日經225指數10月26日（週一）開盤下跌281.18點，跌幅0.45%，報62411.98點。

CITIC Securities research note: Cambricon and CHINA'S CPU MAKER HAIGUANG posted Q3 revenue growth and QoQ gross-margin improvement. Domestic allocations and higher rental rates for overseas high-end GPUs are keeping compute-service demand and pricing firm. Integration of general-purpose large models with execution frameworks is improving robot operational capabilities; leading vendors are expanding capacity, and demand for high-quality interactive data, simulation/synthetic datasets and evaluation systems should broaden physical-AI industry demand. Recent PHP and LiteLLM supply-chain incidents underscore needs for exploit mitigation, credential management and runtime protection; model firms are advancing code verification and execution isolation, accelerating adoption of AI-security products. CITIC highlights physical-AI data and simulation, AI security, domestic chips, supernodes and compute-service providers as key investment focus areas.

With 50.12% of votes tallied in Brazil's presidential runoff, incumbent Lula leads with 50.14% against Flavio Bolsonaro's 49.86%.