大马半导体公司近期盈利表现将受到马币兑美元汇率走强的拖累，分析员建议投资者应把焦点放在中至长期展望。

达证券在报告中说，美元兑马币汇率每下跌1％，将导致益纳利美昌（INARI,0166,主板科技组）盈利减少1.3％，而友力森（UNISEM,5005,主板科技组）盈利大约减少4％。

尽管如此，由于全球需求复苏及贸易转向，大马半导体公司仍将获得扶持。

他们真的有NB 吗？

An earthquake in an Iranian desert on October 5 sparked speculation that Iran had tested a nuclear bomb. Though there was no official word on the chatter, experts believe Iran is closer than ever to acquiring a nuclear weapon, amid tensions with Israel. This is the time, experts think, Iran might need to get nuclear weapons.

黎巴嫩傳媒報道，以軍星期一晚再次對黎巴嫩首都貝魯特南部市郊發動猛烈空襲。空襲半個小时前，以軍曾經要求當地兩座建築物附近的居民迅速疏散。

以軍當天亦對黎巴嫩南部發動大規模空襲，表示空軍根據情報，在一小時內空襲了120多個真主黨目標，這些目標隸屬於真主黨的不同部隊以及情報機構。空襲旨在削弱真主黨的作戰能力，並協助地面部隊實現作戰目標。

以色列中部地區包括特拉維夫晚上響起防空警報，以軍之後說，監測到幾枚來自黎巴嫩的火箭彈，部分火箭彈被攔截，其餘就落入空曠地區。真主黨之前亦宣稱，對以色列北部卡爾米埃勒和海法地區發動了火箭彈襲擊。

另外，也門胡塞武裝當天亦向以色列中部發射了兩枚導彈。以軍說，導彈被防空系統成功攔截。

（可以計算天體的運行，卻無法計算人類的瘋狂。」英國股市在300多年前上演「南海泡沫」，狂熱程度堪比今日A股，就連著名物理學家牛頓（Isaac Newton）也瞓身炒股，卻慘蝕收場，幾乎要破產。有趣的是，牛頓確實高瞻遠矚，當時屬首批入市「春江鴨」之一，很快便賺到7000英鎊；可惜他太早離場，後來眼見股市愈升愈癲，忍不住再次殺入，結果精準「摸頂」，倒蝕2萬英鎊。牛頓這次慘痛經歷，亦可為面對A股狂潮的投資者帶來啟示。

透過大力游說加上賄賂，「南海計劃」在英國政府及國會獲得不少支持，但一直未取得皇室正式批准。儘管如此，該計劃已率先在股市引起「大炒特炒」，南海公司股價於短短幾個月內暴漲接近10倍，東印度公司、皇家交易所等百多隻「概念股」也飆升數以倍計。歷史學家後來形容：「政治家忘記政治，律師放棄打官司，醫生丟棄病人，店主關閉商舖，牧師離開聖壇。」整個英國爆發「全民炒股」狂熱。

眼見國民日益陷入癲狂，英皇喬治一世在1720年6月9日頒布《泡沫法令》，規定相關公司若在取得皇家特許狀之前發行股份集資，便屬違法。此舉令股民如夢初醒，驚覺此前炒作的純屬「泡沫概念」。股市熱情驟冷，南海公司股價掉頭插水，到年底急瀉近九成，其他概念股也跌到攤攤腰。這場股災導致英國大批民眾血本無歸，當中不乏貴族及上流階層，整個社會元氣大傷。一直到近百年後的十九世

(Reuters) - Chinese shares soared to two-year highs on Tuesday as mainland markets reopened from a week-long holiday to a flurry of speculation of more stimulus from Beijing.

The blue-chip CSI300 was up 10% in early trade to its highest since mid-2022 and the Shanghai Composite rose 9.7% and hit its best level since December 2021.

China's state planner announced $28 billion for spending and investment projects on Tuesday and pledged to quicken fiscal support, expressing full confidence in achi

China’s economic planner outlined new measures to support the struggling economy but stopped short of introducing major new stimulus. During a press briefing today, Zheng Shanjie, Chairman of the National Development and Reform Commission, announced a special purpose bond issuance to local governments to spur their growth. He explained that ultra-long special sovereign bonds totaling CNY 1 trillion have been fully allocated for regional projects. Additionally, the central government will roll out a CNY 100 billion investment plan for next year by the end of this month, earlier than expected. The briefing coincided with the reopening of Chinese markets after the Golden Week holiday, which started on September 30. Before the holiday, authorities committed to strengthening fiscal and monetary policy support and unveiled stimulus measures to revive the property market. Zheng acknowledged that “many difficulties and problems” remain in achieving China’s growth targets.

China’s recent stimulus package seems to have greatly boosted electric vehicle (EV) sales during the week-long National Day holiday, known as Golden Week. The holiday saw a surge in consumer activity, with carmakers like General Motors Co.’s joint venture with SAIC Motor Corp. and Wuling Motors Holdings Ltd. reporting record-breaking sales. Zhou Jinkai, a marketing director for this venture, noted that this was the best Golden Week for sales in years.

The stimulus was aimed at reviving the broader economy, particularly in the property market and consumer spending, which had been sluggish. The stock market's rise during this period likely contributed to the increase in car sales, reflecting renewed consumer confidence. The success of this Golden Week highlights the positive impact of the government's economic measures, particularly in the EV sector, which has been a priority for China in its push towards sustainability and technological leadership in green energy.

令吉行情告急！

截至中午12时15分，令吉兑美元报4.2875，跌幅达0.22%；兑新元报3.2896，跌0.30%。令吉昨日对美元和新元双双下跌超过1%，而今日开盘后兑美元进一步下挫，盘中一度跌至4.2930，；兑新元则是一度跌至3.2921。

此外，美国国债殖利率持续上升，进一步打压令吉的表现。