上海黃金交易所黃金T+D 11月2日（週一）晚盤盤初下跌0.65%報833.13元/克； 上海黃金交易所白銀T+D 11月2日（週一）晚盤盤初上漲0.29%報11841.0元/千克。

Entering H2 2026, US tech has oscillated around high-frequency AI narrative shifts, and transmission from bond CDS to equities has raised near-term market volatility. The sell-off in US semiconductor hardware since early October remains consistent with trading patterns established since mid-June, but macro liquidity stress and midterm-election uncertainty have weighed more than transient AI-driven pessimism. With major macro and industry shocks largely cleared in the past 1–2 weeks and AI optimism partially returning, CITIC Securities sees a potential post-midterm rebound in US tech and recommends semiconductor hardware as the primary exposure.

美國總統特朗普：認爲馬斯克關於“民主黨全面獲勝”的警告並無不妥。