Japan total household spending (all households) Sep MoM -2.8% vs +0.3% expected; prior +0.1%.

A股物理AI概念反覆活躍，福萊新材漲停，續創歷史新高；凡拓數創、漢威科技、華依科技、中控技術、海天瑞聲等漲超5%。

Altimeter Capital Management, a major backer of OpenAI and ANTHROPIC, is seeking to raise just over $3bn for private-market funds, according to securities filings and people familiar with the matter. The firm plans a $2.5bn late-stage VC fund targeting late-stage, pre-IPO companies and is discussing a separate $800-900m fund aimed at a more diversified cohort of younger startups. Sources said Altimeter previously deployed into late-stage financings via a $1.6bn growth fund closed last year and a $1.5bn expansion fund, including investments in OpenAI and ANTHROPIC.