《金融時報》報道，Anthropic以約34億美元鎖定1.7吉瓦燃氣發電設備。上緯新材披露，啓元Q1和T1合計下線1萬臺。英偉達董事會啓動獨立調查，工信部明確預置智能體的終端進網要求。

Iraq's State Oil Marketing Organization (SOMO) set December official selling prices for Basra Medium crude at a $2.10/bbl premium to the US Gulf Coast ASCI average for shipments to North and South America, and at a $9.85/bbl discount to spot Brent for shipments to Europe.

Taiwan's benchmark index rose as much as 6.6% intraday—its biggest one-day gain since July—and closed nearly 5% higher. TSMC, which accounts for roughly 40% of the index's weighting, climbed more than 7% intraday as investors rotated back into tech after last week's AI-related sell-off; semiconductor names led gains across East Asia. Currencies were more subdued: the South Korean won outperformed, strengthening to 1,356.20 per USD. Mitsubishi UFJ Financial Group analysts said Asian FX is increasingly driven by the global tech cycle and cross-border portfolio flows, with the won especially sensitive to semiconductor performance. Philippine assets came under pressure after data showed economic growth slowed for a fifth consecutive quarter. Indonesian equities gained about 1% but were capped by investor concern over continued inclusion in the MSCI Emerging Markets index; the rupiah weakened to 18,105 per USD, near this year's low of 18,190.