A股冰雪產業板塊短線拉昇，冰山冷熱漲停，元隆雅圖、三特索道、峨眉山A、通達創智、龍江交通跟漲。

Oaktree Capital co‑chair Howard Marks said recent setbacks in AI have undercut the market's 'cannot fail' assumption and heightened investor skepticism, a healthy corrective, he added. He noted investor tolerance for tech is declining as core businesses cool despite heavy AI spending; recent results from Alphabet and Amazon have intensified concern that AI investments are eroding the cashflows that fund them. Marks said he has been watching for market bubbles and recalled his 2000 memo warning of the internet bubble.

Statistics Indonesia said on Monday exports of primary aluminium and unwrought aluminium alloys were 99,766.59 tonnes in September, down from 157,222 tonnes in August, a month-on-month decline of about 37%. Exports of these two product categories totaled 799,199 tonnes in Jan–Sep 2026. Main destinations in September were Croatia, Thailand, Turkey and South Korea.