Anthropic：預計IPO將於下週三確定發行價格，並於下週四開始交易。

China Insurance Association data show gross written premiums in the first three quarters were 5.26 tln yuan, up 0.9% YoY; claims and benefit payouts totaled 1.94 tln yuan, up 3.9% YoY. Life insurers' reserves for life and long‑term health policies exceeded 28 tln yuan, up 12.7% since the start of the year. The association said market operation was broadly stable.

Morgan Stanley says market concern that the US election could slow data‑center construction has driven an overdone sell‑off in AI-related stocks. The bank says AI spending may continue to expand and that roughly 5 GW of US data‑center planned capacity targeted for 2028 could be delayed to 2029 rather than cancelled, leaving hyperscale cloud providers' spending plans largely intact. Analysts say the delay could extend the AI investment cycle by easing supply constraints and supporting pricing; the team remains constructive on Amazon, Microsoft, Meta and Google and sees opportunities across semiconductors, infrastructure and software.