Arm(ARM.O)盤前上漲7.4%，高通(QCOM.O)上漲3.4%，iShares半導體ETF上漲5.9%。

US 8-week Treasury auction on Nov 5: bid-cover ratio 2.68, prior 2.63.

Nov. 5, 2026 — China and the Netherlands held the ninth meeting of their export-control dialogue in Shenzhen, co-chaired by Jiang Qianliang, director of MOFCOM’s Industrial Security and Import‑Export Control Bureau, and the Dutch deputy director-general for foreign economic relations. The two sides exchanged views on export-control concerns and agreed to deepen dialogue, keep close communication, and facilitate industry cooperation to help preserve stability and the smooth functioning of semiconductor and other supply chains.