US Secretary of State Rubio arrived in France to attend the G7 foreign ministers' meeting. He said the group will press the UN to ensure accountability and advance an "innovation-first" agenda to shape the future development of superintelligence.

Taiwan's benchmark index rose as much as 6.6% intraday—its biggest one-day gain since July—and closed nearly 5% higher. TSMC, which accounts for roughly 40% of the index's weighting, climbed more than 7% intraday as investors rotated back into tech after last week's AI-related sell-off; semiconductor names led gains across East Asia. Currencies were more subdued: the South Korean won outperformed, strengthening to 1,356.20 per USD. Mitsubishi UFJ Financial Group analysts said Asian FX is increasingly driven by the global tech cycle and cross-border portfolio flows, with the won especially sensitive to semiconductor performance. Philippine assets came under pressure after data showed economic growth slowed for a fifth consecutive quarter. Indonesian equities gained about 1% but were capped by investor concern over continued inclusion in the MSCI Emerging Markets index; the rupiah weakened to 18,105 per USD, near this year's low of 18,190.

美国国会两党正在推动《两党美国可负担性与就业法案》（BAAJA），拟全面改革能源和基础设施项目审批制度。法案由共和、民主两党四名参议员于9月30日联合提出，参议院计划于11月9日进行程序性投票，争取在年底前推进立法。 法案核心包括：将主要环境影响评估完成后的最终决定期限压缩至45天；将相关环境诉讼期限缩短至150天；限制法院因环境评估程序瑕疵直接叫停项目；加快输电线路、天然气管道及发电设施审批。 此外，法案专门针对AI数据中心的电力需求设置成本分担机制，要求数据中心承担既有电网的合理份额及自身新增负荷带来的基础设施成本，并在项目开工前提供财务担保，即使提前关闭也须承担相关建设成本。 法案还要求披露数据中心用电情况，扩大联邦能源监管委员会（FERC）对跨州输电项目的审批权限。支持者认为改革有助于缓解电网瓶颈、加快清洁能源建设；环保组织则担忧审批提速将削弱环境审查和社区参与，使天然气管道及高耗水数据中心更容易获批。