Meta Platforms(META.O)：人工智能在覈心業務、新產品與服務中創造重大機遇。

A MOFCOM circulation official said China’s wholesale and retail sector value added reached 11.1 tln yuan in Jan–Sep, up 4.4% YoY and 0.7ppt faster than H1, accounting for 10.4% of GDP. Since the start of 2026 appliance trade-ins have exceeded 100.99 mln units and purchases of new digital and smart products have topped 120.6 mln units. Jan–Sep retail sales of communications equipment at enterprises above designated size were 812.3 bln yuan, up 18.1% YoY; September alone rose 31.1% YoY, the fastest among 16 categories and the highest since June 2025. Retail sales of wearable smart devices and high-efficiency appliances continued to grow rapidly.

南向資金今日淨賣出20.75億元。港股通（滬）方面，騰訊控股、中國海洋石油分別獲淨賣出4.27億港元、2.76億港元；優必選淨買入額居首，金額爲1.41億港元；港股通（深）方面，阿里巴巴-W、中芯國際分別獲淨賣出4.01億港元、3.1億港元；智譜淨買入額居首，金額爲3.84億港元。