SK海力士(SKHY.O)：由於匯率下跌，公司第三季度錄得11.6萬億韓元的匯兌損失。

UK budget tightening could dent the pound, market strategists warned. Morgan Stanley strategists said GBP has "almost priced in all the positives" and warned investors may be too optimistic; they see GBP/USD sliding to about 1.30 by year-end from roughly 1.33 now and expect further weakness next year. Markets expect Chancellor John Healey to unveil a fiscally cautious budget on Wednesday. Strategists at Spain's External Bank and Crédit Agricole also project year-end GBP/USD around 1.31 and flag potential sterling weakness versus the euro; the euro has been under pressure after recent turmoil in the French government bond market.

歷史數據顯示，自1942年至2022年，美國中期選舉後的11月至次年6月，標普500指數在21個觀察期內均實現正收益，平均漲幅達16.6%，單次漲幅介於2.5%至32.1%。同期，高貝塔股票（對大盤漲跌更敏感的股票）表現更爲突出。 美國中期選舉將於當地時間11月3日舉行。不過，2026年的宏觀環境與歷史情況存在明顯差異：美聯儲9月啓動新一輪加息，9月通脹率升至3.7%；美國10年期國債收益率本月一度觸及5.36%，目前已回落至4.98%左右。通脹反彈與利率高企可能持續對股票估值形成壓力，並影響市場風險偏好。歷史季節性規律能否在當前環境下延續，仍有待觀察。