EPFR數據顯示，截至10月下旬的一週，日本股票基金淨流入超過60億美元，爲有記錄以來第四次突破這一水平，也是4月下旬以來首次。2026年以來累計淨流入已超過330億美元，相當於相關基金資產規模的2.8%。但本輪資金流入的結構值得關注：超過一半流向跟蹤日經225指數的基金，相關流入規模僅次於2019年的紀錄；槓桿日經基金資金流入升至16周高點，結束連續三週淨流出。相比之下，跟蹤MSCI日本指數的基金此前呈現更平穩的資金流入。數據顯示，本輪日本股市資金流入不僅反映長期配置需求，也包含明顯的指數交易和槓桿資金活動。若市場波動加劇，槓桿資金可能迅速反向流動，因此單週鉅額流入能否轉化爲持續配置是後續關注重點。

GBP/USD faced renewed selling in the Asian session Thursday, with a prior rebound from a two-week low around 1.3270 stalling. The pair traded near 1.3300 in the past hour as broad dollar strength hit sterling, though a lack of sustained selling warrants caution for bears. Elevated energy-driven inflation risks and roughly an 80% chance of a December Fed hike per the CME FedWatch underpin the dollar after last session’s rate decision. Ongoing geopolitical uncertainty is also supporting the safe-haven dollar, while expectations for further Bank of England tightening may limit sterling’s downside.

China A-share advanced-packaging names slid into the close; Tianfu Communication hit the daily down limit. Fuman Micro, Shengmei Shanghai and Baiwei Storage plunged over 14%, Guangzhi Technology fell more than 11%.