SK Hynix (SKHY.O): Major customers' AI revenue and cash flow will improve; AI investment burden on major customers will ease.

Naomi Fink, chief global strategist and chief economist at Amova Asset Management, said the firm expects US growth to remain resilient but that its sustainability increasingly depends on the interaction between corporate earnings, investment returns and financing conditions. October business surveys continue to show strong activity despite a sharp slowdown in employment growth in September and uneven household-level gains. Growth appears to be narrowing, consistent with a higher tail risk of slowdown, and financing is becoming a more important test for the investment cycle.

Shanghai Gold Exchange Gold T+D opened the Oct. 27 evening session (Tuesday) up 0.03% at 860.45 yuan/gram; Silver T+D opened down 2.13% at 12,740.0 yuan/kg.