A · Important
[Selected evening news on October 26] 1. In order to further implement the requirements of “building a scientific and stable monetary policy system and a comprehensive macro-prudential management system”, the central bank has established a non-bank large-amount redemption swap facility in the bond market. 2. Broad-based ETFs reappeared in late trading: A500 ETF joined for the first time; all market-based stock ETFs have had net inflows for 15 consecutive trading days, attracting a total of approximately 320 billion yuan. 3. The IEA warns: The global energy market will hardly return to the level before the US-Iraq war next year, and the energy crisis will accelerate the revival of nuclear power. 4. Meta expects capital expenditures to be up to US$145 billion in 2026, and plans to support AI investment through equity financing and other methods; in the future, it will also invest in personal super intelligence, consumer and enterprise-level AI agents, AI glasses and other businesses. 5. Anthropic stated in its IPO documents that as the company continues to expand its computing power and infrastructure, capital expenditures are expected to increase significantly. 6. Company news: ①Shannon Xinchuang: Net profit in the third quarter increased by 743% year-on-year and decreased by 26% month-on-month. ②Xiechuang data: Net profit in the third quarter increased by 360% year-on-year and 12% month-on-month. ③ Dongxin Co., Ltd.: Q3 net profit increased by 59% month-on-month, and the prosperity of the main storage business continues to improve. ④ Yushu Technology: The humanoid robot industry is still in the early stages of commercialization. Physical AI technology still faces multiple challenges from laboratory demonstrations to large-scale implementation in real scenes. ⑤ CITIC Securities: Net profit in the third quarter fell by 20.19% year-on-year and 41% month-on-month. ⑥Wuxi AppTec: Net profit in the third quarter increased by 137% year-on-year and 29% month-on-month; it raised its full-year revenue guidance to 61.0-61.9 billion yuan.
🕐 2026-10-26 21:59

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