倫敦金屬交易所(LME)：鋅庫存減少2225噸，鎳庫存減少2550噸，銅庫存增加6425噸，鋁庫存減少275噸，鉛庫存減少1600噸，錫庫存持平。

Microsoft refused to more‑than‑double an existing compute‑lease at a Texas data center with UK AI start‑up Nscale, aborting a potential expansion deal worth up to several tens of billions of dollars. Without Microsoft as an anchor tenant, Nscale must secure new customers for the Texas facility or risk losing billions of projected revenue and jeopardising its $35bn IPO plan. Local political backlash to AI data‑center construction — which affected some midterm results — and calls by incoming Democratic governors in states including Texas for immediate development pauses add permitting and regulatory risk to future capacity plans.

Hong Kong's Hang Seng Index opened 397.44 pts higher (+1.66%) at 24,316.94 on Nov 5 (Thursday). Hang Seng Tech Index opened 56.37 pts up (+1.43%) at 3,992.39. Hang Seng China Enterprises Index (HSCEI) opened 116.79 pts higher (+1.45%) at 8,174.38. Hang Seng Red Chip Index opened 36.65 pts up (+0.92%) at 4,027.47.