On November 6, the Philippine Statistics Authority revised second-quarter GDP growth year over year to 2.4% from an initial 2.3%. According to Sina Finance, growth remained near its weakest level in five years, weighed down by weakness in construction and subdued domestic demand. The authority will release third-quarter GDP data on November 9.

On November 6, the $TRUMP meme coin associated with U.S. President Donald Trump had fallen more than 22% this week, briefly reaching a record low of $1.116 before edging higher on Friday. According to Sina Finance, Republicans lost control of both chambers of Congress in the midterm elections, heightening market concerns about tighter crypto regulation. Launched around the time Trump took office as the 47th U.S. president in early 2025, the token reached an all-time high of $73.43 and has since lost about 99% of its value. Some Democratic lawmakers had advocated stronger anti-money-laundering and risk-management requirements for the crypto industry and blocked the CLARITY Act. With Democrats controlling Congress, the prospects for crypto legislation supported by the Trump administration face greater uncertainty. Bitcoin is expected to fall about 2% this week, reflecting concerns about future U.S. crypto regulation.

Blackstone now expects Anthropic may not receive an investment-grade credit rating immediately after its IPO. According to Sina Finance, people familiar with the matter said Blackstone had previously expected an investment-grade rating by the end of 2026 but recently revised its outlook to a BB-range or higher non-investment-grade rating, based on feedback from major credit-rating agencies. Anthropic’s IPO prospectus says it plans to invest more than $800 billion in computing infrastructure by 2045. The company has more than $112 billion in cash and cash equivalents, and investors expect its IPO could raise about $100 billion. A U.S. technology-focused portfolio manager said that lacking an investment-grade rating would raise financing costs. Insurance companies and pension funds may also be limited in how much non-investment-grade debt they can hold. The revised rating outlook comes as Anthropic pursues a $63 billion chip-financing deal, Project North Star, to lease 1.5 gigawatts of Google AI computing capacity. Blackstone is the deal’s lead investor and is working with participating banks to sell the debt to other institutional investors. Broadcom guarantees more than $42 billion in senior loans, while $18 billion in junior debt is to be repaid from Anthropic’s lease payments. Blackstone funds invested $9 billion in the junior debt, which yields more than 10%. Kroll Bond Rating Agency has rated the $18 billion in junior debt BB+ with a positive outlook, while Morningstar DBRS assigned it a BB rating. Fitch, Moody’s and S&P have not formally announced credit ratings for Anthropic itself.

According to Jin10, Societe Generale interest-rate strategists said the U.S. Treasury market’s focus is shifting back to fundamentals after the U.S. midterm elections. The October U.S. nonfarm payrolls report is due at 21:30 (UTC+8). The strategists said falling oil prices and the removal of a major risk event initially lifted stocks and bonds together, while long-term issues remain, including fiscal policy, Treasury issuance, the debt ceiling, and the pace of AI investment. They expect U.S. Treasuries to retain their safe-haven appeal and said fading fiscal stimulus, moderating inflation, and periodic volatility in risk assets would support moderately lower yields and a flatter yield curve over the medium term.

According to Jin10, South Korea's Ministry of Economy and Finance held a roundtable with semiconductor experts to review industry trends and future demand prospects, amid concerns about AI data center regulation following the U.S. midterm elections that contributed to stock market volatility. Participants assessed that the medium- to long-term growth outlook for AI and semiconductors remained valid, citing major AI companies' investment progress and future plans, as well as semiconductor demand growth driven by wider adoption of agentic AI. They said no clear signs of a contraction in AI investment or semiconductor demand had been observed, despite some financial market concerns. Short-term demand was expected to remain stable, taking into account factors including expanded long-term supply contracts by South Korean semiconductor companies.

FGE NexantECA Chairman Emeritus Fereidun Fesharaki says oil should trade at $80 to $90 a barrel, citing supply and demand and low inventories, according to Bloomberg. He expects oversupply to push prices to $65 to $70 by this time next year. Fesharaki speaks with Haslinda Amin on “Insight with Haslinda Amin.”

Claudio Piron, Bank of America Global Research’s head of Asia FX and rates strategy, sees opportunities to go long the Korean won and Taiwan dollar after the AI-driven selloff, according to Bloomberg. He said current-account surpluses and continued export flows should support the currencies.

Finance Minister Situmbeko Musokotwane will unveil Zambia’s 2027 budget plan on Friday, with near-record copper prices providing a tailwind for Africa’s second-biggest copper producer, according to Bloomberg. El Niño threatens crops.

经历这轮调整后，市场或许需要重新寻找方向，但总会有转折点发生，现在需要多点耐心。

人工智能,投资,美股,Cathie Wood,美股一夜蒸发万亿美元 AI泡沫破了？ 金色财经,美股AI经历魔幻一夜。

标普500收盘跌4.4%，是去年4月特朗普宣布“解放日”关税以来最差的一天。纳斯达克更惨，跌了5.5%，一天蒸发了2.5万亿美元市值。市场担心民主党在上台后推出对AI的禁令。

让代币化存款实现跨银行流转，价值究竟会沉淀在何处？

币安创始人赵长鹏（CZ）回顾了事件发生后的应对、用户资金与提现情况，以及 Tether、Circle、执法机构和其他行业参与者协助冻结和追踪被盗资金的情况。

华尔街知名的研究机构Citrini再度发声，宣布 AI 基础设施交易“最乐观的预期已经过去”。

Zcash,Zcash 想当“数字现金” NU7升级先把速度解决了 金色财经,这次NU7升级会给Zcash带来什么

Democrats are not wasting any time turning their barrels against Donald Trump, pushing for a fresh wave of investigations targeting the president's business interests and influential technology executives, putting his family-linked crypto ventures and corporate relationships under renewed scrutiny.

回看俄罗斯的加密往事，能看到一个国家怎样在行业变化和国际竞争中不断调整应对策略。

美国东部时间11月5日，美股遭遇今年最猛烈的抛售潮。纳指盘中最大跌幅接近6%，烈度直逼2025年4月的“大解放日”，AI基建股普遍下跌10%-20%。