AI stocks rout spreads to Asia; oil jumps on Hormuz attacksAI股暴跌蔓延亚洲；霍尔木兹油轮遇袭推高油价
Fears of tougher AI and data-centre rules after the Democrats' midterm sweep sent the Nasdaq down 5.5%, and Japanese and Korean stocks fell 6–7% this morning. Brent rose to $98.29 after more tankers were hit in the Strait of Hormuz. At home, Bank Negara held the OPR at 2.75% and the KLCI rose 1.2% on Thursday.民主党在美国中期选举中大胜后，市场担心AI与数据中心监管收紧，纳斯达克重挫5.5%，日韩股市今早跌6%至7%。霍尔木兹海峡再有油轮遇袭，布伦特油价升至98.29美元。国内方面，国行维持隔夜政策利率2.75%，综指周四涨1.2%。
Markets财经与市场 · Lead头条
Nasdaq sinks 5.5% as AI crackdown fears follow Democratic midterm sweep民主党中期选举大胜引发AI监管担忧，纳斯达克重挫5.5%
The Nasdaq fell 5.52%, the S&P 500 4.33% and the Dow 3.44% on Thursday, its worst day in about 18 months, as investors bet a Democratic Congress and states will rein in AI and data-centre growth. Nvidia dropped 9.3% and AMD 17.3%; about $2 trillion in tech value was erased.周四纳斯达克跌5.52%，标普500跌4.33%，道指跌3.44%，为约18个月来最差单日表现。投资者押注民主党掌控的国会和各州将限制AI与数据中心扩张；英伟达跌9.3%，AMD跌17.3%，科技股市值蒸发约2万亿美元。
KLCI, US and Asian index moves (%) — US/KLCI 5 Nov close, Asia 6 Nov morning · chart by Claude综指、美股与亚洲股市涨跌幅（%）——美股及综指为11月5日收盘，亚洲为11月6日早盘 · Claude 绘制
Democrats won control of both the House and Senate on Tuesday. Stocks first rallied on Wednesday, then reversed on Thursday as semiconductor names were sold off and investors questioned whether heavy AI data-centre spending will pay off under tighter rules.
Nikkei and Kospi tumble 6–7% at the open as AI selloff hits AsiaAI抛售潮冲击亚洲，日经与韩国综指开盘暴跌6%至7%
Japan's Nikkei fell 6.2% to 57,271 and South Korea's Kospi 7.1% to about 5,000 in early Friday trade, while Australia's ASX 200 slipped 0.7%. Chip-heavy markets are bearing the brunt of the Wall Street rout.周五早盘，日经225指数跌6.2%至57,271点，韩国综指跌7.1%至约5,000点，澳洲ASX 200跌0.7%。芯片股比重高的市场受华尔街暴跌冲击最大。
Bank Negara holds OPR at 2.75% at final 2026 meeting国行年内最后一次议息，维持隔夜政策利率2.75%
BNM kept the overnight policy rate unchanged and expects 2026 growth above 5%, while flagging rising energy-driven inflation. Analysts read the tone as softer and see at most one 25-basis-point hike in early 2027.国家银行维持隔夜政策利率不变，预计2026年经济增长超过5%，同时提到能源推高通胀的风险。分析师认为国行语气转软，预计2027年初最多加息25个基点。
KLCI rises 1.2% to 1,635.86; ringgit opens slightly weaker at 4.045综指涨1.2%至1,635.86点；令吉开盘微跌至4.045
The FBM KLCI gained 19.30 points on Thursday, led by banks after the OPR decision, though it closed before the Wall Street sell-off. The ringgit opened Friday at 4.0450/0520 per US dollar, from 4.0445/0490.富时大马综合指数周四涨19.30点，银行股在利率决定后领涨，但当时华尔街尚未暴跌。令吉周五开盘报4.0450/0520兑1美元，前一日收于4.0445/0490。
Brent jumps $3.67 to $98.29 after tanker attacks in the Gulf海湾油轮遇袭，布伦特原油大涨3.67美元至98.29美元
Brent settled at $98.29 a barrel and US crude at $90.52 as new shipping incidents near Hormuz and uncertainty over US-Iran diplomacy revived supply fears.霍尔木兹附近再发生船只事件，加上美伊外交前景不明，供应担忧再起，布伦特原油收于每桶98.29美元，美国原油收于90.52美元。
Brent crude settlement, USD/bbl, 4–5 Nov · chart by Claude布伦特原油结算价（美元/桶），11月4日至5日 · Claude 绘制
The prime minister said Google chose Malaysia over other ASEAN options because of stable politics and consistent policy. The investment covers digital infrastructure and aims to upskill 800,000 Malaysians by 2031.首相表示，谷歌因马来西亚政局稳定、政策一致而选择大马而非其他东盟国家。该投资涵盖数字基础设施，目标是在2031年前培训80万名大马人。
Cabinet to consider disclosing confidence-and-supply agreement with Bersatu内阁将讨论公开与土团党签署的信任与供应协议
Anwar said the government has no objection to making public the Confidence and Supply Agreement signed between the unity government and Bersatu, with Cabinet to discuss it today. PAS leaders have criticised the deal.安华表示，政府不反对公开团结政府与土团党签署的信任与供应协议，内阁今天将讨论此事。伊党领袖此前批评该协议。
Melaka state election campaign heats up ahead of 14 November vote马六甲州选举11月14日投票，竞选活动升温
Anwar is campaigning in Melaka for Pakatan Harapan, urging voters to back candidates with a direct line to the federal government. The result will be read as a test of the unity government's support.安华在马六甲为希盟助选，呼吁选民支持能与联邦政府直接沟通的候选人。选举结果将被视为团结政府民意支持度的检验。
OpenAI releases GPT-6 Cyber to vetted security teamsOpenAI向经审核的安全团队推出GPT-6 Cyber
The security-focused model finds and exploits high-severity bugs in software such as Firefox and the Linux kernel better than GPT-5.6, and OpenAI says it stayed within authorised scope over 99% of the time. Access is limited to approved API customers.这款专注安全的模型在Firefox、Linux内核等软件中发现和利用高危漏洞的能力超越GPT-5.6，OpenAI称其在99%以上的情况下未越出授权范围。目前仅向获批的API客户开放。
Meta buys AI coding startup ConductorMeta收购AI编程初创公司Conductor
Conductor lets engineers run several AI coding agents at once in parallel workspaces. The deal, terms undisclosed, puts Meta in the race with OpenAI and others to own AI software development tools.Conductor让工程师在并行工作区中同时运行多个AI编程代理。交易金额未披露，此举让Meta加入与OpenAI等公司争夺AI开发工具市场的竞争。
Anthropic may cut IPO valuation as tech stocks slide, WSJ reports《华尔街日报》：科技股下跌，Anthropic或下调IPO估值
Anthropic is aiming to list around the week of 16 November and raise up to $100 billion, but weaker investor appetite could push its valuation down from a targeted $1.5 trillion to about $1 trillion, or delay the listing.Anthropic计划约在11月16日当周上市，募资最多1,000亿美元；但投资者兴趣减弱，估值可能从目标1.5万亿美元降至约1万亿美元，甚至推迟上市。
Iran says five tankers and a tugboat caught fire in the Strait of Hormuz伊朗称霍尔木兹海峡五艘油轮和一艘拖船起火
Iranian forces reported several incidents, including tankers hitting naval mines, and the UK military said a tanker was struck by projectiles near Qatar. Shipping through the key oil route is heavily restricted amid fears of new US strikes.伊朗方面报告多起事件，包括油轮触雷；英国军方称一艘油轮在卡塔尔附近被弹药击中。由于担心美国再度空袭，这条关键石油航道的通行受到严重限制。
Democrats take both chambers of the US Congress民主党赢得美国国会参众两院
Democrats are projected to hold a large House majority and at least 54 Senate seats, giving them power to launch investigations of the Trump administration. Hakeem Jeffries is set to bid for House Speaker.预计民主党将在众议院取得大幅多数，并至少拿下参议院54席，从而有权对特朗普政府展开调查。杰弗里斯将竞选众议院议长。
Russia and Ukraine trade airstrikes as security talks resume in Brussels俄乌互相空袭，布鲁塞尔恢复安全保障会谈
The two sides exchanged overnight strikes as Western allies met in Brussels on Ukraine's postwar reconstruction and security guarantees. Zelenskyy spoke with US envoys ahead of planned talks with Russia.双方夜间互相空袭，西方盟友则在布鲁塞尔讨论乌克兰战后重建与安全保障。泽连斯基在与俄方会谈前与美国特使通话。
