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Thursday 5 November11月5日 星期四 2026

13 stories · published 16:2613 条 · 16:26 发布

Democrats sweep Congress; markets split as chips slide民主党横扫国会；芯片股重挫，市场分化

Democrats won control of both the US House and Senate, sparking a Wall Street rally and a sharp drop in oil, but Korean chipmakers plunged on fears of tighter US rules on AI data centres. At home, Bank Negara held the OPR at 2.75%, the KLCI rallied in the morning, and Google committed another US$15 billion to Malaysian data centres.民主党同时夺得美国众议院和参议院控制权，华尔街大涨、油价急跌；但市场担心美国收紧 AI 数据中心监管，韩国芯片股大幅下挫。国内方面，国家银行维持隔夜政策利率 2.75% 不变，综指早盘走高，谷歌宣布再向大马数据中心投资 150 亿美元。

World国际 · Lead头条

Democrats win control of both US House and Senate in midterms美国中期选举：民主党拿下参众两院控制权

Democrats flipped Senate seats including Texas, Ohio, North Carolina and Maine to secure at least 54 seats, and CBS projects 251–268 House seats. The result ends unified Republican control of Washington for the rest of President Trump's term.民主党在得州、俄亥俄、北卡罗来纳和缅因等州翻盘，参议院至少拿下 54 席；CBS 预计其众议院席位在 251 至 268 席之间。这意味着特朗普余下任期内，共和党将不再同时掌控白宫和国会。

Fallout began quickly: House Speaker Mike Johnson told staff he will not seek another term as Republican leader, and Steve Scalise said he will run for minority leader. Vice President JD Vance said the Iran war was the reason Republicans lost, a view Trump called "largely true" because of its effect on fuel prices. Senate Democratic leader Chuck Schumer and House Democrats signalled investigations and legislative pressure; Trump retains his veto.

选举余波迅速显现：众议院议长约翰逊告诉幕僚，他不会再争取共和党领袖职位，斯卡利斯则宣布竞选少数党领袖。副总统万斯表示伊朗战争是共和党落败的原因，特朗普称这一说法“基本属实”，因为战争推高了油价。参议院民主党领袖舒默和众议院民主党人表示将展开调查并施加立法压力；特朗普仍握有否决权。

CBS News ↗

Malaysia马来西亚3

Google commits extra US$15 billion to Malaysian data centres谷歌追加 150 亿美元投资大马数据中心

Google will invest an additional US$15 billion (RM61 billion) over two years to expand its Elmina campus and build new sites in Selangor and Negeri Sembilan, supporting about 37,000 construction jobs a year. PM Anwar said the government imposed strict environmental conditions, including clean-energy and water commitments, which Google accepted.谷歌将在未来两年追加投资 150 亿美元（约 610 亿令吉），扩建雪兰莪 Elmina 园区，并在雪兰莪和森美兰兴建新园区，建设期间每年可支持约 3.7 万个就业岗位。首相安华表示，政府设定了严格的环保条件，包括清洁能源和水资源承诺，谷歌已经接受。

Malay Mail ↗

Unsubsidised RON95 and diesel fall 15 sen, RON97 down 20 sen this week本周无补贴 RON95 和柴油降 15 仙，RON97 降 20 仙

For Nov 5–11, RON97 drops to RM4.70 a litre, unsubsidised RON95 to RM4.27 and unsubsidised diesel to RM5.12, tracking lower global oil prices. Subsidised BUDI95 petrol stays at RM1.99.11 月 5 日至 11 日，RON97 降至每公升 4.70 令吉，无补贴 RON95 降至 4.27 令吉，无补贴柴油降至 5.12 令吉，反映国际油价回落。补贴 BUDI95 汽油维持每公升 1.99 令吉。

Malaysia pump prices, Nov 5–11 vs previous week (RM/litre) · chart by Claude
Malaysia pump prices, Nov 5–11 vs previous week (RM/litre) · chart by Claude大马燃油零售价：11 月 5–11 日与上周对比（令吉/公升）· Claude 绘制
The Star ↗

RON95 quality tests and haze readiness on Dewan Rakyat agenda国会下议院今日议程：RON95 油品质量检测与防霾准备

MPs are seeking results of RON95 sample tests across five states and compensation for affected vehicle owners, plus plans for haze with El Niño expected to last until mid-2027. Committee-stage debate on Budget 2027 runs until Nov 26.议员要求政府公布五个州 RON95 油样的检测结果及对受影响车主的赔偿方案，并询问在厄尔尼诺现象预计持续至 2027 年中的情况下如何防范烟霾。2027 年财政预算案委员会阶段辩论将持续至 11 月 26 日。

Malay Mail ↗

Markets财经与市场4

Bank Negara holds OPR at 2.75% at final meeting of 2026国家银行年内最后一次议息会议维持隔夜政策利率 2.75%

BNM kept rates unchanged, citing strong third-quarter growth driven by exports and steady domestic demand, while flagging higher energy costs and risks from a prolonged Middle East conflict. The decision keeps borrowing costs steady going into 2027.国家银行维持利率不变，指出第三季度经济在出口和稳定内需带动下保持强劲，同时提醒能源成本上升及中东冲突延长带来的风险。这一决定使 2027 年开局前的借贷成本保持稳定。

The Star ↗

Dow jumps 3% as markets cheer midterm result; KLCI up 1.23% at midday中期选举结果提振市场，道指涨 3%；综指午盘涨 1.23%

The Dow rose 3.03% to 53,356.12, the S&P 500 1.58% and the Nasdaq 1.44% on Nov 4 as investors welcomed reduced policy uncertainty. In Kuala Lumpur, the FBM KLCI was up 19.95 points at 1,636.51 at the midday break on bank buying, while the Hang Seng rose and Korea's KOSPI slumped.11 月 4 日，道琼斯指数上涨 3.03% 至 53,356.12 点，标普 500 指数涨 1.58%，纳斯达克指数涨 1.44%，投资者认为政策不确定性下降。吉隆坡方面，富时大马综合指数午盘在银行股带动下上涨 19.95 点至 1,636.51 点；恒生指数走高，韩国综合指数则大跌。

KLCI and major indices, latest reported % change (US: Nov 4 close; KLCI: Nov 5 midday; Hang Seng/Nikkei: intraday) · chart by Claude
KLCI and major indices, latest reported % change (US: Nov 4 close; KLCI: Nov 5 midday; Hang Seng/Nikkei: intraday) · chart by Claude综指与主要股市最新涨跌幅（%）（美股：11 月 4 日收盘；综指：11 月 5 日午盘；恒指/日经：盘中）· Claude 绘制
TheStreet / BusinessToday ↗

Brent falls to about $93, a two-month low, on hopes of easing Iran tensions伊朗局势有望缓和，布伦特油价跌至约 93 美元、两个月低位

Brent dropped 8.6% to about $94.67 on Wednesday and slipped further to around $93.63 on Thursday, its lowest in about two months, as the midterm result and diplomacy hopes eased supply fears. Cheaper oil helps fuel importers but weighs on energy stocks.布伦特原油周三下跌 8.6% 至约 94.67 美元，周四再跌至约 93.63 美元，为约两个月来最低，中期选举结果和外交缓和希望减轻了供应担忧。油价下跌有利于燃油进口国，但对能源股构成压力。

Gulf News ↗

Ringgit opens firmer at 4.0585 against the US dollar令吉兑美元开盘走强至 4.0585

The ringgit opened at 4.0585/0660 versus 4.0610/0660 at the previous close, helped by a weaker dollar (DXY down 0.33% to 101.528) and improved global sentiment ahead of the BNM decision.令吉兑美元开盘报 4.0585/0660，前一交易日收盘为 4.0610/0660。美元指数下跌 0.33% 至 101.528，加上国家银行议息前全球市场情绪改善，支撑令吉走强。

Malay Mail ↗

AI & Tech人工智能与科技3

Democrats pledge AI scrutiny, subpoenas for tech CEOs after sweep民主党胜选后誓言加强 AI 监管，或传唤科技公司 CEO

Democratic lawmakers including Ed Markey, Elizabeth Warren and Greg Casar said AI regulation and investigations of tech companies will be a priority, including calling AI CEOs to testify under oath. With Trump's veto, analysts expect more oversight and gridlock rather than sweeping new laws.马基、沃伦和卡萨尔等民主党议员表示，AI 监管和调查科技公司将是优先事项，包括要求 AI 公司 CEO 宣誓作证。由于特朗普握有否决权，分析人士预计更可能出现的是加强监督与政治僵局，而非大规模新立法。

The Hill ↗

SK hynix, Samsung plunge on fears of tighter US AI data-centre rules担忧美国收紧 AI 数据中心监管，SK 海力士和三星股价重挫

SK hynix fell 9.46% and Samsung Electronics 7.57%, dragging the KOSPI down 5.28% to 5,383.80, as investors bet a Democratic Congress could slow US AI and data-centre build-outs. Memory makers are among the biggest beneficiaries of AI spending, so the selloff signals how exposed the AI supply chain is to US politics.SK 海力士下跌 9.46%，三星电子下跌 7.57%，拖累韩国综合指数下跌 5.28% 至 5,383.80 点。投资者担心民主党掌控国会后可能放缓美国 AI 与数据中心建设。存储芯片厂商是 AI 投资热潮的主要受益者，这轮抛售显示 AI 供应链对美国政局的敏感度。

KOSPI, Samsung Electronics and SK hynix, Nov 5 close (% change) · chart by Claude
KOSPI, Samsung Electronics and SK hynix, Nov 5 close (% change) · chart by Claude韩国综合指数、三星电子与 SK 海力士 11 月 5 日收盘涨跌幅（%）· Claude 绘制
The Korea Times ↗

Democratic Congress could rein in data-centre incentives, analysts say分析：民主党国会或收紧数据中心优惠政策

Options floated include scaling back tax incentives, shifting grid costs onto developers and ratepayer protections for new data centres. AMD CEO Lisa Su said the result does not change her view of strong demand for AI compute.可能的举措包括削减税务优惠、让开发商承担更多电网成本，以及为新建数据中心制定保护电费用户的法案。AMD 首席执行官苏姿丰表示，选举结果并未改变她对 AI 算力需求强劲的判断。

The National ↗

World国际2

Trump weighs Iran deal or new strikes as Qatar pushes to restart talks特朗普权衡与伊朗达成协议或再度打击，卡塔尔推动重启谈判

After the midterm losses, Trump is weighing a deal, renewed strikes or continued pressure on Iran, while Qatari mediators seek US and Iranian backing for a three-day sequence of confidence-building steps. Tankers caught fire near the Strait of Hormuz, keeping shipping risks in focus.中期选举失利后，特朗普正在权衡与伊朗达成协议、再度发动打击或继续施压。卡塔尔调解人希望美伊双方支持一份为期三天的互信措施方案，以便数日内重启直接谈判。霍尔木兹海峡附近有油轮起火，航运风险仍受关注。

Gulf News ↗

South Korea extends naval escort zone to Oman's southern coast韩国将护航部队行动区域扩大至阿曼南部海岸

Seoul's defence ministry will expand the Cheonghae Unit's operating area from waters off Somalia to Oman's southern coast and send maritime patrol aircraft and a bomb-disposal team. The move responds to rising risks to shipping around Hormuz.韩国国防部决定把原本在索马里海域保护商船的清海部队的行动区域扩大到阿曼南部海岸，并增派海上巡逻机和爆炸物处理小组。此举是为了应对霍尔木兹海峡一带航运风险上升。

SBS News ↗