Mitsubishi UFJ Financial Group analyst Derek Halpenny said in a report that if an AI-related sell-off occurs, the Australian dollar could be the most vulnerable currency. He cited Australia’s recent surge in data-center construction and other AI investment, which increases the AUD’s sensitivity to AI industry dynamics. Halpenny added the country’s energy and commodity exposure would exacerbate the impact via weaker terms of trade.

1、前一個交易日納斯達克指數收跌0.39%、標普500指數收跌0.35%、道瓊斯指數收跌0.36%（11月12日）。標普500等權指數與市值加權指數之差較前一交易日回落，說明大型權重股相對抗跌；不過仍處於近一年波動區間上限附近，暗示近期市場寬度並未全面惡化。 2、羅素2000指數收跌1.66%，刷新一週新低，表現弱於三大股指，表明拋售更多發生在小盤股。

Microsoft (MSFT.O) said it is making progress restoring access to flagship software after an outage that disrupted global government agencies, traders and corporate customers. In a notice posted around 9:00 a.m. ET the company said service availability is improving and “mail queues have fallen significantly, nearing normal.” It warned users of more than 20 products and services may still encounter errors. The cause remains unclear; Microsoft said core processes on some servers became unresponsive under heavy load and initial remediation was hampered by subsequent server errors. The company said it will provide more details after the incident and that there is no evidence of malicious activity.