At an Oct. 28 earnings briefing, Yingjie Electric said semiconductor orders rose rapidly QoQ in each of the first three quarters of 2026, implying semiconductor revenue should follow and deliver larger gains in Q4 and in Q1 next year. The company said full-year 2026 industry revenue growth could be damped by unstable revenue recognition/collections from domestic photovoltaic projects.

印度9月工業生產同比增長6.7%，市場預計爲增長7.2%；4月至9月工業產出同比增長7.6%。

The Federal Reserve left its policy rate at 3.75%-4.00% in a 10-2 vote, after raising rates last month. Dissenters included Fed Governor COOK and the Cleveland Fed president, who both preferred a 25bp increase. The Fed said the pause buys time to assess whether further tightening is needed to prevent rising energy costs and AI-driven investment from feeding into broader inflation. The rate-setting committee did not alter market expectations that a 25bp hike remains possible at the December meeting and said it will use incoming data to judge the appropriate stance to ensure inflation returns to its 2% goal.