美股近期拋售的深層原因是市場開始擔憂AI資本開支增長可能見頂。亞馬遜、谷歌、Meta、微軟和甲骨文未來兩年的資本開支增速預計放緩，其中2028年增速預期在過去兩個月已從18%降至9%。此前連續數年加速增長的AI投資，正在面臨增速拐點的不確定性。 這一變化可能沿產業鏈傳導：雲廠商減少新增投資，將直接影響英偉達等芯片供應商以及數據中心建設、電力設備企業的收入和盈利預期。與此同時，除微軟外，其餘幾家大型雲廠商的現金流已受到AI建設支出擠壓，部分企業開始通過發行股票和債券融資。美國利率上升以及中期選舉後數據中心審批趨嚴，又進一步增加投資不確定性。高盛估計，潛在的州和地方暫停建設措施可能影響美國45%的規劃數據中心容量。

At 1700 local time on the 8th (2300 Beijing), Israeli President Herzog authorised former IDF chief of staff and party leader Eisenkot to form a new government after Eisenkot received 67 Knesset recommendations. The authorisation does not guarantee a parliamentary majority: the Knesset has 120 seats and the coalition threshold is 61. Eisenkot must now negotiate coalition policy and cabinet posts with potential partners. Under Israeli law the authorised lawmaker has 28 days to form a government; the president may extend that period by up to 14 days. If he fails, the president may mandate another lawmaker 28 days to try, without further extension.

Japan's Nikkei 225 opened up 367.43 points, or 0.64%, at 57,802.20 on Monday, Nov. 9.