
加權指數午盤暴跌近1400點,矽光子與光通訊股領跌,融資追繳令已發出
美國中期選舉開票顯示川普恐大敗,德州可能變天,市場擔憂能源與資料中心遊戲規則翻盤限制AI發展,台股午盤暴跌近1400點,矽光子與光通訊股領跌,融資追繳令已發出,法人建議投資人保持觀望。
AI-generated summary
美國中期選舉開票進行中,川普領導的共和黨恐大敗,德州作為AI資料中心重鎮可能變天,改由民主黨主導,市場擔心能源與資料中心遊戲規則翻盤,限制未來AI發展。
美國總統川普期中選舉恐大敗,隨著開票陸續展開,那斯達克期貨大跳水,關鍵的德州為AI資料中心重鎮,此次極可能變天,改由民主黨主導,使得能源與資料中心的遊戲規則翻盤,市場擔心恐限制未來AI發展,日股、韓股與台股全面狂殺,加權指數在午盤時暴跌近1400點,櫃買指數一度重挫近5%,中小型電子股潰不成軍,其中以矽光子、光通訊相關個股最危險,首波融資追繳令已開始發出。
法人指出,昨日台股上市融資大減229.25億元,上櫃融資減少78.47億元,上市櫃融資共減少307.72億元,但自10月以來融資減肥幅度仍明顯低於大盤下跌幅度,籌碼相當凌亂,台股恐尚未落底,建議投資人保持觀望,切勿輕易進場抄底。
AI outlook — possibilities, not facts
台股短期內恐尚未落底,市場將繼續承壓
Likely · Within days

The 2026 China Aviation Industry Conference and Nanchang Aviation Industry Expo was held in Nanchang from October 31 to November 4. Low-altitude equipment such as six-seat manned eVTOLs and new energy aircraft were unveiled. Enterprises such as Fengfei Aviation, Beijing General Aviation, and Jiangxi Helicopters displayed new products. Academician Fan Huitao predicts that China's low-altitude economic market size is expected to exceed 3.5 trillion yuan in 2035, but challenges such as supervision, infrastructure, and airworthiness certification still need to be resolved.

BlackRock iShares held the "Level up ETF International Forum: Global Vision to Navigate the Future" during "Taiwan Week". Bei Haochen, Asia Pacific head of global fundamental equity strategy at BlackRock, pointed out that the capital expenditure boom driven by AI and infrastructure and the structural gap in mineral supply may lead to a new super cycle of commodities, and gold will play a more critical role in diversifying risks.
China News Service's "People's Livelihood Investigation Bureau" reporter undercovered the brand marketing groups of Dongfang Yaolin, Pumei Duoluohuo, Dawei Tianxia and other brands, and found that both licensed direct selling companies and companies without direct selling licenses have a hierarchical fission model of "purchasing is an agent, developing downline commissions, and the more levels, the higher the income." Supervisory authorities face five major difficulties: difficulty in finding clues, difficulty in fixing evidence, difficulty in chain tracing, jurisdictional disputes, and difficulty in legal characterization.

Hong Kong Chief Executive John Lee Ka-chiu began a four-day visit to Beijing and Shanghai to deepen economic ties with mainland China, calling for closer collaboration on finance and innovation and technology, pledging to help Chinese enterprises expand overseas, and highlighting the Northern Metropolis as a cooperation platform at the Beijing-Hong Kong Economic Cooperation Symposium.

With the arrival of autumn and winter, the sales season of cotton clothing is peak, but the filling of many cotton clothing on the market is not natural cotton, but 100% polyester fiber. Experts remind consumers not to be misled by marketing names such as "down cotton" and "cloud cotton", and to purchase warm jackets based on the standardized fiber names on the tags and wash labels.

The share price of Global Crystal (6488) continued to fall from a high of 1,600 yuan, and fell sharply to the limit price of 617 yuan on the 4th. Compared with the historical high, it fell by more than 60% and hit a new low in the past six months. Foreign investors lowered their target prices, which put pressure on the stock price. The trading volume exceeded 14,000 contracts, and the limit-down selling limit exceeded 2,900 contracts. Investors expressed uneasiness about the divergence between fundamentals and stock price performance, and market sentiment was pessimistic.