A-share lithography-equipment sector active; Wavelength Optoelectronics rose more than 13%. Zhangjiang Hi-Tech, Xinlai Yingcai, Haili Co., Maolai Optical and Fuchuang Precision also gained.

India October CPI rose 6.09% YoY, versus 6.00% expected.

Analyst Ming‑Chi Kuo said Jensen Huang's sudden departure could create succession uncertainty at NVIDIA (NVDA.O), potentially opening an opportunity for Google's (GOOG.O) in‑house TPU to take market share. On Trump's suggestion that Tim Cook replace Huang, Kuo said Cook's comparative strength is cost and supply‑chain management, and NVIDIA still has clear scope to cut supply‑chain costs. Kuo added that on strategic R&D and the rapid commercialisation of frontier technologies into AI chips and rack solutions, only Jensen Huang has demonstrably succeeded.