投資策略轉向科技股反彈。 摩根大通全球市場策略主管Dubravko建議，做多過去12個月表現強勁的股票、做空過去3個月表現強勁的股票，相當於看好科技股跑贏能源和防禦性板塊。他認爲AI產業鏈上游經過集中拋售後出現有吸引力的買點；大型雲計算服務商短期上漲空間有限，但中期有望受益於算力供應趨緊帶來的定價能力、利潤率和現金流改善。低波動率股票吸引力下降，若繼續配置，首選醫療保健，其次爲公用事業和必需消費品。消費週期股仍受高油價、借貸成本及住房短缺拖累，但長期看好服裝、餐飲和零售板塊。（摩根大通11月9日報告）

Stagnant consumer and business confidence, and falling global oil prices, could see Australian inflation cool faster than expected, data that may be welcomed by the RBA. Wage growth slowed to 3.1% in October from 3.5% in August, the slowest since December, Commonwealth Bank said. Economist Harry Ottley said the monthly slowdown in wages shows no sign that elevated inflation expectations have become embedded in pay.

At its Q3 2026 results briefing, Wang Li (acting general manager) said Kweichow Moutai has been executing a company-wide shift toward the consumer (C-end) market. Despite deep industry adjustment and weak consumption, Moutai sales have been orderly and the sauce-aroma segment is basically stable. Jan–Sep 2026 product volumes rose YoY, and operating costs increased accordingly; average comprehensive per-ton prices were lowered to match real consumption, so per-ton revenue fell YoY. Cost growth outpaced revenue growth, leaving gross margin slightly down YoY; the company's cost/expense-to-profit ratio for the first three quarters remains within a reasonable range versus the past decade.