AI jitters hit Wall Street; oil at six-month highAI 忧虑重挫美股，油价创六个月新高
Wall Street ended October with a sharp tech sell-off as investors questioned the payoff from huge AI spending, while oil settled at six-month highs on fresh Gulf attacks. At home, the KLCI edged up against the regional trend, the ringgit extended its winning streak, and the Melaka state election campaign officially began.美股在十月最后一个交易日遭遇科技股抛售，投资者开始质疑巨额 AI 投入的回报；海湾地区再遭袭击，油价收于六个月高位。国内方面，富时大马综指逆势小涨，令吉延续升势，马六甲州选正式进入竞选期。
Markets财经与市场 · Lead头条
Nasdaq sinks 2.8% as AI spending fears trigger tech routAI 投资忧虑引发科技股抛售，纳指重挫 2.8%
The Nasdaq fell 2.84%, the S&P 500 1.83% and the Dow 1.06% on Friday after disappointing results from Intel, Amazon and others. Intel dropped about 29%, its worst day since 1974, and Reddit also lost about 29%.受英特尔、亚马逊等公司业绩令人失望拖累，周五纳指跌 2.84%，标普 500 跌 1.83%，道指跌 1.06%。英特尔暴跌约 29%，创 1974 年以来最大单日跌幅；Reddit 亦跌约 29%。
US indices, % change on Fri 30 Oct · chart by Claude美国主要股指 10 月 30 日涨跌幅（%）· Claude 绘制
Investors are no longer rewarding AI demand alone and are focusing on cash burn from data-centre spending. Yahoo Finance reported the Nasdaq lost 5.3% in October, its worst month since March 2025. Separately, the FT reported (via CoinDesk) that OpenAI cut its funding target amid the sell-off.
市场不再单凭 AI 需求买账，而是关注数据中心投入带来的现金消耗。据雅虎财经报道，纳指十月累计下跌 5.3%，为 2025 年 3 月以来最差月份。另据英国《金融时报》报道（CoinDesk 转引），OpenAI 因市场回调下调了融资目标。
KLCI edges up 0.28% to 1,615.60, bucking regional sell-off富时大马综指逆势微涨 0.28%，收于 1,615.60 点
Banking and plantation heavyweights lifted the KLCI 4.44 points on Friday even as losers outnumbered gainers 648 to 430. Elsewhere in Asia, the Nikkei fell 2.12% and Shanghai 1.44%, while the Hang Seng rose 1.46%.银行与种植业大型股带动综指周五上涨 4.44 点，但下跌股以 648 对 430 多于上涨股。亚洲其他市场方面，日经指数跌 2.12%，上证指数跌 1.44%，恒生指数则涨 1.46%。
KLCI and Asian markets, % change on Fri 30 Oct · chart by ClaudeKLCI 与亚洲股市 10 月 30 日涨跌幅（%）· Claude 绘制
Ringgit closes at 4.0555 per US dollar, extending rally令吉收于 4.0555 兑 1 美元，延续涨势
The ringgit firmed from 4.0575 as traders reassessed the chance of a Fed rate hike after the Fed held rates at 3.75%–4.00% on Oct 28. It weakened against the euro, pound, yen and Singapore dollar.美联储 10 月 28 日将利率维持在 3.75%–4.00% 后，交易员重新评估其加息可能性，令吉兑美元从 4.0575 走强。不过令吉兑欧元、英镑、日元和新元走软。
Brent settles at $117.64, a six-month high, after Hormuz tanker attack霍尔木兹海峡油轮遇袭，布伦特原油收于 117.64 美元创六个月新高
Brent rose 2.4% and WTI 2.08% to $104.12 on Friday, as a tanker attack and Houthi strikes on Saudi oil sites raised supply fears. Brent gained 13.6% in October, its fourth straight monthly rise.周五布伦特原油涨 2.4%，WTI 涨 2.08% 至 104.12 美元；油轮遇袭及胡塞武装袭击沙特石油设施加剧供应担忧。布伦特十月累计上涨 13.6%，连续第四个月上涨。
Crude oil settlement prices, USD/bbl, Fri 30 Oct · chart by Claude10 月 30 日原油结算价（美元/桶）· Claude 绘制
Melaka state election campaign begins after nominations close马六甲州选提名结束，竞选期正式开始
Nominations closed at all 28 centres on Saturday morning, opening the campaign for the 16th Melaka state election. About 687,697 voters are eligible, with early voting on Nov 10 and polling on Nov 14.周六上午全州 28 个提名中心完成提名，第 16 届马六甲州选进入竞选期。约 68.77 万名选民有投票资格，提前投票日为 11 月 10 日，投票日为 11 月 14 日。
Budget 2027 clears first hurdle after government deal with opposition MPs政府与部分在野党议员达成协议，2027 年预算案过首关
Bloomberg reported the government secured support from several opposition and independent lawmakers in exchange for constituency development funds. The budget raises the minimum wage and expands middle-class tax relief.据彭博社报道，政府以拨发选区发展基金换取多名在野党及独立议员支持。该预算案包括上调最低工资及扩大中产阶级税务减免。
Macron to visit Malaysia on Nov 16–17法国总统马克龙将于 11 月 16 至 17 日访马
Deputy trade minister Sim Tze Tzin said the visit should deepen cooperation in defence, aerospace and digital infrastructure. Around 600 French companies operate in Malaysia.投资、贸工部副部长沈志勤表示，此访有望深化两国在国防、航空航天和数字基础设施方面的合作。目前约有 600 家法国企业在马运营。
Mistral releases open weights for trillion-parameter Large 4Mistral 开放万亿参数模型 Large 4 权重
France's Mistral published the weights of Mistral Large 4, a 1-trillion-parameter multimodal mixture-of-experts model, under a modified MIT licence. It is one of the largest open-weight models from a European lab, though reviewers flagged weak factual accuracy.法国 Mistral 以修改版 MIT 许可证公开了 Mistral Large 4 的模型权重，这是一款万亿参数的多模态混合专家模型，也是欧洲实验室发布的最大开源权重模型之一，但评测指出其事实准确性偏弱。
OpenAI reportedly trims funding round to $20bn at $1.25tn valuation据报 OpenAI 将融资额下调至 200 亿美元，估值 1.25 万亿美元
Citing the FT, CoinDesk reported OpenAI cut its target from $30bn at a $1.4tn valuation as AI stocks slid. The move shows the market sell-off is reaching private AI fundraising.CoinDesk 引述英国《金融时报》报道，随着 AI 股下跌，OpenAI 已将原定以 1.4 万亿美元估值融资 300 亿美元的目标下调。这显示公开市场的回调已波及 AI 私募融资。
Trojanized Claude Code extension on Cursor marketplace planted SSH backdoorCursor 插件市场上的 Claude Code 扩展遭植入 SSH 后门
A compromised version of the Claude Code VS Code extension added an attacker's SSH key, installed persistence and sent host details before a clean version 2.1.314 replaced it. Developers who updated on Oct 29 should check their machines.一个被篡改的 Claude Code VS Code 扩展版本会添加攻击者的 SSH 密钥、设置持久化并回传主机信息，之后被干净的 2.1.314 版取代。10 月 29 日更新过的开发者应检查自己的电脑。
Israel election ends with no majority for either bloc以色列大选两大阵营均未过半
Netanyahu's bloc won 53 seats and Gadi Eisenkot's bloc 48, both short of the 61 needed to govern. Likud claimed the vote was 'stolen'; President Herzog will begin consultations next week.内塔尼亚胡阵营获 53 席，艾森科特阵营获 48 席，均未达到组阁所需的 61 席。利库德集团称选举被“窃取”，总统赫尔佐格将于下周开始与各党磋商。
Tanker hit in Strait of Hormuz as Houthis step up attacks on Saudi oil sites霍尔木兹海峡油轮遇袭，胡塞武装加强袭击沙特石油设施
A tanker was struck by explosive devices attached from a small boat, while the Houthis targeted Saudi Aramco sites including Ras Tanura, Rabigh and Abqaiq. The US-Israeli war on Iran is now in its eighth month.一艘油轮遭小艇安放的爆炸装置袭击，胡塞武装则袭击了拉斯坦努拉、拉比格和阿布盖格等沙特阿美设施。美以对伊朗的战争已进入第八个月。
Qatari mediators return to Tehran to push for US–Iran deal卡塔尔调停团重返德黑兰，推动美伊协议
A Qatari delegation arrived in Iran to continue talks, while US Vice President JD Vance reached out on medical supplies to help revive negotiations. Traders fear escalation after the US midterm elections.卡塔尔代表团抵达伊朗继续斡旋，美国副总统万斯也就医疗物资问题与伊朗接触，以助重启谈判。市场担心美国中期选举后局势升级。
