Israel vote ends without a clear winner; Anthropic filing lifts tech stocks以色列大选无明确胜者；Anthropic 招股书带动科技股
Exit polls from Israel's election show neither Netanyahu's bloc nor Gadi Eisenkot's opposition reaching a majority. Anthropic's public IPO filing lifted tech and chip stocks from Seoul to New York, and the KLCI rose 0.47%. Markets are now waiting on the Fed decision and big-tech earnings.以色列大选出口民调显示，内塔尼亚胡阵营和艾森科特领导的反对派都没有拿下过半议席。Anthropic 公开递交上市申请，带动从首尔到纽约的科技股和芯片股上涨，富时大马综合指数（KLCI）涨 0.47%。市场接下来关注美联储利率决议和大型科技公司财报。
World国际 · Lead头条
Israel's election ends with no clear winner, exit polls show出口民调显示以色列大选无明确胜者
Exit polls give Netanyahu's bloc about 50 of 120 Knesset seats, the opposition led by former army chief Gadi Eisenkot 52–53 and Arab parties 17–18, so neither side has a clear path to the 61 needed. Turnout was the highest in decades, and weeks of coalition talks are likely.出口民调显示，在议会 120 个议席中，内塔尼亚胡阵营约得 50 席，前军队总参谋长艾森科特领导的反对派得 52 至 53 席，阿拉伯政党得 17 至 18 席，双方都难以凑足执政所需的 61 席。投票率创几十年新高，组阁谈判可能要持续数周。
Netanyahu's Likud still appears to be the largest single party. Eisenkot ruled out governing with Arab parties before the vote. If no coalition can be formed, Netanyahu could stay on as caretaker prime minister or a new election could be called. Official results are still being counted.
Nasdaq gains 1.2% as tech rallies ahead of Fed decision美联储决议前科技股走强，纳指涨 1.2%
The Nasdaq rose 1.18% to 26,477.81, the S&P 500 0.60% to 7,722.60 and the Dow 0.03% to 52,377.57. Investors are waiting for Wednesday's Fed decision and earnings from Microsoft, Alphabet, Amazon and Apple.纳斯达克指数涨 1.18%，收于 26,477.81 点；标普 500 指数涨 0.60%，收于 7,722.60 点；道指涨 0.03%，收于 52,377.57 点。投资者正等待周三的美联储议息结果，以及微软、Alphabet、亚马逊和苹果的财报。
KLCI and major indices, daily change on 27 Oct (%) · chart by ClaudeKLCI 与主要股市 10 月 27 日涨跌幅（%）· Claude 绘制
KLCI rebounds 0.47% to 1,611.85 on bargain hunting逢低买盘入场，KLCI 回升 0.47% 至 1,611.85 点
The benchmark rose 7.49 points, with gainers beating losers 683 to 380 and turnover climbing to RM3.10bn from RM2.15bn the day before.综合指数上涨 7.49 点，上涨股 683 只，下跌股 380 只，成交额从前一天的 21.5 亿令吉增至 31.0 亿令吉。
Ringgit opens higher for eighth straight session at 4.0855 per dollar令吉连续第八个交易日高开，报 4.0855 兑 1 美元
The ringgit opened at 4.0855/0915 against the US dollar, compared with Tuesday's close of 4.0865/0900, supported by risk appetite from the AI-driven rally in equities. A dealer expects it to trade between 4.07 and 4.08 today.令吉兑美元开盘报 4.0855/0915，周二收于 4.0865/0900。AI 带动股市上涨，市场风险偏好回升，为令吉提供支撑。有交易员预计令吉今天将在 4.07 至 4.08 之间波动。
Brent falls $1.93 to $113.88 as Middle East diplomacy progresses中东外交取得进展，布伦特油价跌 1.93 美元至 113.88 美元
Brent settled lower for a second day after Iranian officials held talks with Saudi Arabia, Turkey and Pakistan. Attacks near the Strait of Hormuz still keep supply risks high.伊朗官员与沙特、土耳其和巴基斯坦代表会谈后，布伦特原油连续第二天收低。不过，霍尔木兹海峡附近持续发生袭击，供应风险依然很高。
Brent crude settlement, USD/bbl, 26–27 Oct · chart by Claude布伦特原油结算价（美元/桶），10 月 26–27 日 · Claude 绘制
Anthropic filing lifts Asian chip stocks; Kospi and Nikkei rally, China lagsAnthropic 招股书带动亚洲芯片股，韩日股市大涨，中国股市落后
The Nikkei rose about 1.7% and the Kospi more than 3%, led by SK Hynix, Samsung and Advantest. Hong Kong and mainland Chinese stocks fell, as analysts noted they sit outside the main US AI supply chain.日经指数涨约 1.7%，韩国综合指数涨超过 3%，SK 海力士、三星电子和爱德万测试领涨。香港和中国内地股市下跌，分析师指出，这些市场处于美国 AI 主要供应链之外。
Anwar admits Battersea investment was too costly, calls for closer scrutiny安瓦尔承认巴特西投资成本过高，要求加强审查海外投资
Speaking in the Dewan Rakyat, the Prime Minister said the initial investment in London's Battersea Power Station project was too high and made losses, and that efforts are under way to turn it around. He said overseas investments by GLCs and GLICs need closer scrutiny.安瓦尔首相在下议院表示，伦敦巴特西发电站项目的初期投资过高，已经出现亏损，目前正在设法扭转局面。他说，官联公司和官联投资机构的海外投资需要更严格的审查。
MCA will contest the Melaka state election, Zahid says阿末扎希：马华将参加马六甲州选举
BN chairman Ahmad Zahid Hamidi said MCA will contest after a meeting with party leaders, following a row over seat allocation. Polling is on November 14.国阵主席阿末扎希表示，在与马华领导层会面后，马华决定参选，此前双方因议席分配出现分歧。投票日定于 11 月 14 日。
High Court to hear PN's challenge to RoS suspension on December 7高庭定 12 月 7 日审理国盟挑战社团注册局停止活动令
Perikatan Nasional and four component parties are seeking judicial review of the Registrar of Societies' order suspending the coalition's activities since September 23. They say it stops them from using the coalition's name and logo in the Melaka election.国盟及其四个成员党申请司法审查，挑战社团注册局自 9 月 23 日起暂停该联盟一切活动的命令。他们表示，这项命令使他们无法在马六甲州选中使用国盟的名称和标志。
Anwar vows firm action on migrant smuggling after MMEA officer dies海事执法人员殉职，安瓦尔誓言严打偷渡集团
An MMEA officer died and three others were injured when their patrol boat hit a seawall in Perlis while pursuing a boat believed to be carrying undocumented migrants. Anwar said those behind and protecting smuggling syndicates will be pursued.一名海事执法机构人员在玻璃市追截一艘疑似载有非法移民的船只时，巡逻艇撞上海堤，他不幸殉职，另有三人受伤。安瓦尔表示，政府将追究偷渡集团的幕后主使和包庇者。
The Claude developer filed its S-1 on Monday to list under the ticker 'ANT'. It reported $16.3bn in revenue for the first half of 2026, its first quarterly operating profit, and an $80.7bn net loss. The offering is one of the most anticipated tests of AI valuations.Claude 的开发商周一递交 S-1 招股书，计划以代码“ANT”在纳斯达克上市。公司披露 2026 年上半年营收 163 亿美元，首次录得季度经营利润，但上半年净亏损 807 亿美元。这次上市被视为对 AI 公司估值的一次关键考验。
Anthropic revenue, USD bn (FY2025 vs Q1 and Q2 2026), per S-1 · chart by ClaudeAnthropic 营收（十亿美元，2025 全年与 2026 年第一、二季度），数据来自 S-1 · Claude 绘制
Anthropic filing reveals AI models reached real systems during security testsAnthropic 招股书披露模型在安全测试中接触到真实系统
The prospectus says four models accessed real third-party systems during cybersecurity evaluations because a testing partner's misconfiguration left them online. Anthropic also delayed pre-training a new model by over a month to tighten safeguards against weight theft.招股书显示，由于测试合作方配置失误，模型仍然联网，结果四个模型在网络安全评估中访问了真实的第三方系统。Anthropic 还表示，为了加强防止模型权重被盗的措施，新模型的预训练推迟了一个多月。
SK hynix Q3 operating profit jumps 632% on AI memory demandAI 存储需求强劲，SK 海力士第三季度经营利润大增 632%
The memory maker reported operating profit of 83.33 trillion won on revenue of 104.61 trillion won and announced a further 60 trillion won shareholder return plan. Net profit still fell short of analyst estimates.这家存储芯片商第三季度经营利润为 83.33 万亿韩元，营收 104.61 万亿韩元，并宣布再向股东回馈 60 万亿韩元。不过，净利润仍低于分析师预期。
Houthis say they struck Saudi Ras Tanura refinery; coalition reports interceptions胡塞武装称导弹击中沙特拉斯坦努拉炼油厂，联军称已拦截
Yemen's Houthis said they hit Saudi Arabia's Ras Tanura oil refinery with a missile, while the Saudi-led coalition said it intercepted missiles and drones aimed at the kingdom. The attacks add to energy-supply risks in the Gulf.也门胡塞武装称用导弹击中了沙特拉斯坦努拉炼油厂，沙特领导的联军则表示已拦截飞向沙特的导弹和无人机。这些袭击进一步加大了海湾地区的能源供应风险。
Bolsonaro's party accepts Lula's win; Flávio Bolsonaro still refuses to concede博索纳罗所属政党承认卢拉胜选，弗拉维奥·博索纳罗仍拒不认输
Lula won Sunday's runoff with just over 51% of valid votes. The Liberal Party recognised the result, but its candidate Flávio Bolsonaro did not, and US President Trump called the vote 'rigged' without offering evidence.卢拉在周日的第二轮投票中获得略超过 51% 的有效票。自由党已承认选举结果，但该党候选人弗拉维奥·博索纳罗没有承认；美国总统特朗普称选举“被操纵”，但没有提出证据。
Russia and Ukraine keep trading strikes despite a local ceasefire in Kherson region赫尔松地区局部停火，俄乌仍互相发动袭击
A local humanitarian ceasefire around Russian-occupied Oleshky is holding, but both sides continued drone and missile attacks elsewhere, and explosions were reported in Kyiv.俄占奥列什基一带的局部人道主义停火仍在维持，但双方在其他地区继续互相发动无人机和导弹袭击，基辅也传出爆炸声。
