美國數據中心運營商盤前下跌，Applied Digital下跌 3.6%，Core Scientific下跌 3.3%，IREN 下跌 3.6%，TeraWulf下跌 3%。

CHINA STATE PLANNER Infrastructure Development Department director Xia Xin said water transport is a low-cost heavy-haul channel. During the 15th Five-Year Plan period China will build about 2,500 km of national high-grade waterways and 100+ automated berths for 10,000-ton-and-above vessels, aiming to largely complete a modern water-transport system. Priority measures include building world-class ports and strengthening shipping services, industrial support and resource allocation in the Bohai Rim, Yangtze River Delta and Guangdong‑Hong Kong‑Macao port clusters, and enhancing bulk-commodity handling at major ports. Authorities will also boost inland waterway connectivity, raise navigation capacity on the Yangtze mainline, resolve key interprovincial navigation bottlenecks, and accelerate projects to upgrade Shanghai into an international shipping center, optimize Yangtze Delta and Guangdong‑Hong Kong‑Macao port clusters, develop southeast coastal and Beibu Gulf port clusters, and construct a new Three Gorges shipping channel.

October RatingDog China services business activity index fell to 50.8, down 0.8 points from September and the slowest expansion in three months, though still above the 50 expansion threshold as Q4 begins. Business activity continued to expand but at a slower pace, with capacity constraints cited. New business remained robust and roughly stable versus September. New export orders rose for a sixth consecutive month — the longest growth streak since 2024 — but the pace moderated. Input costs rose at the fastest rate in five months. Selling prices fell for a second month amid intense competition, though the decline eased versus September. Overall: services expansion persists but is cooling; external demand is improving, while rising costs plus renewed price cuts are compressing corporate margins.