A-share baijiu sector weakened; Huangtai Distillery fell more than 9%, with Jinzhongzi, Jinhui, Wuliangye and Shanxi Fenjiu also lower.

Oct 27, 2026 — China’s National Radio and Television Administration issued the Regulations on Cable Radio and Television Operation Services, effective Nov. 27. The rules prohibit any organization or individual from altering cable broadcast content or intercepting, interfering with or descrambling transmission signals. Article 12 mandates a live-first principle: cable operators must provide a full-screen live-on-startup function, include a channel replay entry and may not play startup (power-on) advertising. Smart TVs must support priority live-channel display and offer an easy access settings entry.

Sampson於10月27日發佈分析稱，中美數據中心用電總量接近，但美國社區對AI數據中心建設的牴觸情緒更爲突出。美國能源部援引勞倫斯伯克利國家實驗室數據稱，2023年美國數據中心用電量約176太瓦時，佔全國用電量的4.4%；國家能源局披露，2025年中國算力中心用電量約170太瓦時，佔全國用電量的1.6%。美國蓋洛普3月調查顯示，71%的受訪者反對在當地建設AI數據中心，高於反對當地建設核電站的53%。受訪者主要擔憂資源消耗、環境影響、生活質量及公共事業賬單。佐治亞州牛頓縣此前也出現供水壓力爭議，當地市長預計未來兩年水費將上漲33%。作者認爲，隨着AI基礎設施持續擴張，社區反對及水電等配套成本可能成爲制約項目建設的重要因素。