A · Important
[September 3 morning news selection] 1. Pan Gongsheng, Governor of the People's Bank of China, stated at the G20 Finance Ministers and Central Bank Governors Meeting that the People's Bank of China will continue to promote the transformation of the monetary policy framework, improve the interest rate system, continue to implement moderately loose monetary policies, and create a good monetary and financial environment for China's stable economic growth and the smooth operation of the financial market. 2. FTSE Russell announced changes to the review of the FTSE China Index series. The FTSE China A50 Index has included China Micro and Microelectronics and Shengyi Technology, while excluding Muyuan Holdings and Wanhua Chemical. The above changes will take effect after the market closes on September 18. 3. According to data from the Shanghai Stock Exchange, 2.3973 million new A-share accounts were opened in August 2026, a decrease of 10.0% from 2.6503 million in August last year; a total of 25.214 million new accounts have been opened in the first eight months of 2026, a year-on-year increase of 46%. 4. The "Securities Company Transaction Information System Access Management Specifications (Trial)" was officially implemented on August 28. It is reported that the supporting rectification work after the new regulations are implemented will be promoted in two phases. Among them, existing non-compliant accounts will be cleared before the end of 2026. 5. Suiyuan Technology announced that due to the initial effective subscription multiple for the online issuance exceeding 100 times, a callback mechanism was activated to call back 3.443 million shares from offline to online. After the callback, 10.3285 million shares were finally issued online, with a final winning rate of 0.02455315%. 6. Zhongji InnoLight announced that the actual controller pledged 728,000 shares to repay debts. On the same day, Zhongji InnoLight issued an announcement showing that the top ten shareholders were no longer Wu Zhang Jianping. At the end of the second quarter, it was ranked the ninth largest shareholder. 7. Xingrui Technology announced that it has signed a strategic cooperation framework agreement with Zhenqu Technology and plans to carry out in-depth collaborative cooperation in areas such as robots and solid-state transformers. 8. Sanan Optoelectronics announced that the controlling shareholder and creditor Lin Suzhen withdrew its bankruptcy reorganization application against Sanan Electronics and Sanan Group. 9. The three major U.S. stock indexes collectively closed higher, with the Dow Jones Industrial Average rising 0.56%, the Nasdaq Composite Index rising 0.45%, and the S&P 500 Index rising 0.46%. AI application software stocks and public utility sectors fell. Dell Technologies rose more than 15%, and Nvidia and Oracle rose more than 3%. 10. U.S. President Trump said that the new round of strikes against Iran will not "last for too long"; the United States is always ready to strike again against Iran. 11. US President Trump proposed to rename the Strait of Hormuz to the "Trump Strait". 12. U.S. Treasury Secretary Bessent said that the goal of repurchasing government bonds is to eliminate "undesirable consequences"; bonds with illiquidity and long maturities will be repurchased. 13. Broadcom’s Q3 revenue in fiscal year 2026 is US$29.591 billion, a year-on-year increase of 86%, and adjusted EPS is US$3.32, a year-on-year increase of 96%. Broadcom CEO said that it will raise its artificial intelligence business revenue guidance for fiscal year 2026 from US$56 billion to US$58 billion, a year-on-year increase of 186%. It is expected that artificial intelligence semiconductor revenue will reach US$230 billion in fiscal year 2028. 14. Musk predicts that AI may drive global economic growth by 20% to 30%. By the end of next year, AI will be able to handle almost all digital tasks. 15. The White House stated that crude oil produced under the Venezuela Agreement may be injected into the U.S. Strategic Petroleum Reserve in November.
Global market intelligence 🕐 2026-09-03 08:00

Related telegraphs

Comments

0/500
Captcha (click to refresh)
No comments yet