卡特彼勒(CAT.N)開盤下跌12%，較6月創下的紀錄高點累跌40%。

Dongshan Precision says Q4 product deliveries should remain on a high-growth trajectory as global AI compute spending lifts demand for its high-end optical modules and AI server PCBs. The company reported downstream orders are full and capacity utilization remains high; shipments of AI high-end optical modules are rising quarter-on-quarter and 1.6T modules entered mass shipment in Q4. Its in-house EML optical-chip capability is beginning to augment module production, creating a dual-driver effect. A higher mix of premium products has materially improved profitability. Dongshan expects a concentrated release of optical-module capacity, the 1.6T ramp and continued expansion of high-end PCB volumes to support another strong quarter of deliveries.

美聯儲主席沃什：我可能會在11月16日的現場聽證會上說幾句。