[September 7 morning news selection] 1. The number of non-farm employment in the United States increased by 162,000 in August. It is expected to increase by 55,000. The previous value was a decrease of 23,000. The U.S. unemployment rate in August was 4.1%, compared with the estimate of 4.1% and the previous value of 4.1%. Traders have increased their bets on the Federal Reserve raising interest rates in September, with the Fed expected to raise interest rates by about 38 basis points by the end of the year. 2. According to relevant announcements, eight central financial enterprises will replenish their capital, adding a total of 360 billion yuan. Among them, Industrial and Commercial Bank of China and Agricultural Bank of China plan to issue A shares to specific targets, the Ministry of Finance, China Tobacco Corporation and related subsidiaries, and plan to raise funds of no more than 100 billion yuan and 160 billion yuan respectively. The People's Insurance Company of China plans to issue A-shares to a specific target, the Ministry of Finance, and plans to raise no more than 15 billion yuan. The Ministry of Finance injected 35 billion yuan and 7 billion yuan into China Life Group and China Taiping respectively. 3. The Ministry of Finance will issue 300 billion yuan of special treasury bonds in the near future to support eight central financial enterprises in replenishing core tier-one capital. Industry insiders said that the Ministry of Finance's capital increase in eight central financial enterprises is a forward-looking arrangement to "prepare for rainy days". 4. The reporter recently learned from multiple industry chain figures that in response to the current intensification of the risk of overcapacity in the energy storage industry, relevant departments are currently comprehensively mapping existing and planned production capacity. Energy storage cells are one of the key areas. Approval and advancement of projects that are still in the planning stage and have not officially started will be suspended. Projects that have been registered and under construction will not be affected. 5. Seven departments including the Central Cyberspace Administration of China recently jointly issued the "Implementation Plan for Promoting Digital and Green Collaborative Transformation Development (2026-2030)." It mentioned that we will explore the 800V high-voltage DC power supply architecture for computing power facilities and promote the deployment of single cabinets exceeding 100 kilowatts; expand the supply of artificial intelligence terminals, smart wearables, green home appliances, green building materials, new energy vehicles and other products to support the consumption of green smart products. 6. China has officially launched the International Earth-Moon Cube Constellation Science Plan, and plans to unite multiple countries to deploy satellite groups in the Earth-Moon space. It initially plans to complete all satellite launch deployments around 2030 to fill the gap in systematic observation of the global Earth-Moon space. 7. On September 7, the People's Bank of China will launch a 500 billion yuan buyout reverse repurchase operation with a fixed quantity, interest rate bidding, and multiple price winning bids, with a period of 3 months (89 days). 8. According to reports, since the beginning of this year, AI short dramas have ushered in an explosion: the technical threshold has dropped, a large number of practitioners have poured in, production capacity has rapidly expanded, and production prices have subsequently "dived." For the same production of AI short dramas, the price per minute dropped from 5,000 yuan to a few hundred yuan, approaching the cost line. 9. A reporter asked: U.S. Trade Representative Greer said on Thursday that China and the United States may issue relevant statements on agriculture and related non-tariff barriers. In response, Foreign Ministry spokesperson Guo Jiakun said on September 4, I have no information to provide regarding the specific issues you mentioned. 10. The China Securities Regulatory Commission is soliciting opinions on the "Measures for the Supervision and Administration of Private Equity Fund Raising". The threshold for private equity individual qualified investors has been raised, requiring household financial assets to be no less than 5 million or household financial net assets to be no less than 3 million. 11. Zhongji InnoLight announced that Wang Weixiu, the actual controller of the company, has released the pledge of 1.35 million shares held by GF Securities, accounting for 1.94% of its shares and 0.11% of the total share capital. 12. Meige Intelligent announced that it plans to establish a joint venture with optical chip company Xingyuan Optoelectronics to develop optical devices, optical engines and other businesses. 13. Xingye Technology announced that the China Securities Regulatory Commission decided to file a case against the company due to suspected violations of information disclosure laws and regulations. 14. *ST Cuihua announced that if it fails to disclose the 2025 annual report before September 6 and involves standard delisting, the Shenzhen Stock Exchange will decide to terminate the company's stock listing and trading. 15. Information from the Hong Kong Stock Exchange shows that JPMorgan’s shareholding ratio in Zhongji InnoLight’s H shares dropped from 15.59% to 13.67% on August 31, and the average share price sold was HK$1,036.5008. 16. Last Friday, the three major U.S. stock indexes collectively closed down. The Dow Jones Industrial Average fell 0.51%, the Nasdaq Composite fell 0.29%, and the S&P 500 Index fell 0.38%. The Philadelphia Semiconductor Index rose more than 3%; the storage sector surged, with SanDisk rising more than 11% and SK Hynix rising more than 8%. Jet Technology rose more than 6%, Western Digital rose more than 5%, and Micron Technology rose more than 6%; the optical communications sector rose, Marvell Technology rose more than 7%, Coherent rose more than 6%, and Corning rose more than 5%; Tesla's Cybercab update did not meet expectations, and the stock price fell nearly 6%. 17. U.S. President Trump said that interest rates should be at 1% or 0.5%; raising interest rates does not ensure the stability of the bond market. 18. The "Federal Reserve's mouthpiece" said that the solid employment data in August removed a major obstacle on the road to raising interest rates. 19. Citigroup has significantly postponed its forecast for the timing of the Fed's interest rate cuts, and now expects the Fed to cut interest rates by 25 basis points each in June, September and December 2027. Previous forecasts were for October 2026, December 2026 and January 2027. 20. U.S. President Trump said in an interview at the White House on the 4th local time that the United States may soon attack Iran's "Haoshan" nuclear facility. 21. U.S. Treasury Secretary Bessent said that oil prices may plummet to $40 per barrel after the end of the Iran conflict, which will push bond yields, which have recently risen to multi-year highs, back down. 22. People familiar with the matter said that artificial intelligence cloud computing company Nscale is negotiating with potential investors and plans to raise no more than US$3.5 billion before its IPO. 23. On the 5th local time, the military conflict between the United States and Iran continued. Iran has attacked three oil tankers using routes not authorized by it in the Strait of Hormuz, as well as several vessels linked to the United States. Previously, the US military attacked three Iranian oil tankers in retaliation for two US Navy warships being attacked by Iranian missiles. 24. Rezai, secretary of Iran’s Supreme National Security Council, said on the evening of September 6, local time, that in the next few days, Iran will declare a “no-go zone” in the Strait of Hormuz area. The “no-go zone” will start from the US Navy blockade and extend to some waters in the Persian Gulf. Any ship entering the "no-go zone" will be placed on Iran's sanctions list. 25. The US special envoy ended the Russia-Ukraine mediation talks. Zelensky predicts that the war with Russia will drag on for another difficult winter, and Ukraine will seek a package of support from its allies, including strengthening air defense and energy supplies. 26. The major members of OPEC+ decided to maintain the production target unchanged in October and continue the roadmap of keeping quotas flat before the end of the year. They will complete the production capacity review of member countries at the end of this month to prepare for the establishment of a production ceiling in 2027.