A-share major indices rebounded intraday but remain lower: Shanghai Composite down 0.7%, Shenzhen Composite Index down 0.94%, ChiNext Index down 1.5%. Baijiu and ports & shipping sectors outperformed.

SpaceX filings and people familiar with the matter show Anthropic is the company’s largest single customer, accounting for roughly 34.5% of revenue in the quarter ended Q3 2026 from purchases of compute for its AI unit. Anthropic signed a compute contract with SpaceX with total potential spend of up to $120.5 billion through 2029 and is expected to average about $3.1 billion per month from December 2026. Anthropic may terminate portions of the contract with 90 days’ notice at two points after January and March 2027. The filing highlights revenue concentration risk from Anthropic; the report also notes the AI compute-leasing sector faces tighter financing. Another Q3 customer, a government agency, contributed 16.6% of revenue; the US federal government had previously been SpaceX’s largest single customer.

美國白宮國家經濟委員會主任哈塞特：仍有空間讓通脹得到控制。