A · Important
[September 15 morning news selection] 1. U.S. President Trump criticized Anthropic’s call to slow down the development of artificial intelligence, saying that there is no need to set up safety guardrails for AI. 2. Microsoft researchers issued new guidelines to set limits on the development of cutting-edge AI models. House Speaker Johnson is open to regulating artificial intelligence and said Trump would convene a meeting with AI company executives as soon as this week. 3. Driven by inflation concerns and other factors, the U.S. 10-year Treasury bond yield rose above 5% for the first time since 2023. Major Wall Street banks generally believe that the Federal Reserve will raise interest rates this week, and Goldman Sachs has raised its forecast for the 10-year U.S. Treasury yield at the end of the year to 4.75%. 4. Data released by the central bank on the 14th showed that at the end of August, the balance of broad money (M2) was 356.81 trillion yuan, a year-on-year increase of 7.5%. The cumulative increase in social financing in the first eight months was 23.91 trillion yuan, 2.64 trillion yuan less than the same period last year. RMB loans increased by 10.44 trillion yuan in the first eight months, and RMB deposits increased by 18.99 trillion yuan in the first eight months. 5. The central bank announced that it will launch a 500 billion yuan buyout reverse repurchase operation on September 15 with a period of 6 months. 6. Li Ke, executive vice president of BYD, said in a recent interview that fuel vehicles have no future in China. She also revealed that BYD plans to launch models equipped with solid-state batteries in 2027. 7. Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, chaired a symposium on industrial economic operations in some provinces in Beijing. The meeting emphasized the need to accelerate industrial upgrading, promote the smooth continuity of new and old driving forces, actively cultivate new industries and new tracks, and accelerate the development and empowering applications of the artificial intelligence industry. 8. Zhou Weijun, director of the Credit Supervision Department of the State Administration for Market Regulation, stated on the 14th that behaviors such as extending the account period in disguise will be severely punished in accordance with laws and regulations. 9. According to estimates, in the first eight months of this year, the proportion of bond and stock financing in the increase in social financing rose to 50.31%, exceeding the proportion of loans and nearly 20 percentage points higher than the same period five years ago. 10. Eight departments including the Ministry of Commerce issued the "Action Plan for Promoting Smart Home Consumption". It pointed out that the supply of high-quality smart homes should be expanded; local governments should be supported to independently and reasonably determine smart home product subsidy categories and subsidy standards based on actual conditions, and coordinate and support the purchase of new smart home products for the whole house. 11. Guangzhou Automobile Group announced that it planned to issue shares to purchase part of the equity of a vehicle joint venture held by FAW Co., Ltd., and the stock was suspended. 12. Xiangshan Co., Ltd. announced that it plans to purchase 100% equity of Wuluo Wisdom at a tentative consideration of 800 million yuan, adding a new AI computing power equipment business. Huazhijie announced that it plans to acquire 100% of the shares of Greming Electronics, and the stock will be suspended from today. Jinchengzi announced that it has terminated the restructuring matter and the stock will resume trading from today. 13. Runze Technology announced that it plans to apply for an additional credit line of no more than 50 billion yuan from financial institutions and continue to increase investment in the AIDC field. 14. 4-connected Mindong Electric Power announced that the offshore wind power projects it has invested in are not yet under construction or have not been put into production. 15. The three major U.S. stock indexes closed slightly lower, with the Nasdaq falling 0.56%, the S&P 500 falling 0.48%, and the Dow falling 0.29%. The Philadelphia Semiconductor Index closed down 5.86%, its largest decline since July 1. The optical communications and memory chip sectors fell sharply, and the Roundhill Storage ETF fell more than 7%. Cybersecurity concept stocks bucked the trend and strengthened, with the Global X Cybersecurity ETF rising 10.66%, the largest single-day increase in history. 16. According to reports, Trump called Huang Renxun on Monday to discuss artificial intelligence with Huang Renxun. 17. Apple launches Siri artificial intelligence, which will be tested in English today and will be expanded to 5 languages ​​in the future. 18. Trump stated that Ukraine has agreed not to attack Russian energy targets, and Russia has also agreed to stop attacking Ukrainian energy targets. 19. Two regional officials revealed that a key Saudi oil pipeline was damaged in an attack last week. Due to maintenance work, the pipeline's main capacity will be out of service for several weeks. 20. After the attack on key oil pipelines halted operations, Saudi Arabia is reported to be considering further increasing crude oil exports through the Strait of Hormuz, and has requested the UK to provide military and diplomatic support in response to Houthi armed attacks. 21. Rezai, Secretary of Iran’s Supreme National Security Council, said that there is no doubt that Iran will never negotiate before Iran’s conditions are met. 22. Japanese memory chip manufacturer Kioxia is reported to be considering raising at least US$10 billion through the issuance of American depositary receipts, and a related listing may take place next year. 23. Many European Central Bank officials issued hawkish signals and did not rule out the possibility of further interest rate increases. Traders once fully priced in expectations of four rate hikes by the European Central Bank and five by the Bank of England by the end of 2027.
🕐 2026-09-15 08:16

Related telegraphs

Comments

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