A[The three major U.S. stock indexes collectively closed up, AI hardware stocks, chip semiconductor stocks soared] On September 18, the three major U.S. stock indexes collectively closed up, with the Nasdaq rising 1.69%, the S&P 500 index rising 1.14%, and the Dow Jones Industrial Average rising 0.62%. AI hardware stocks and chip semiconductor stocks surged. Intel rose by more than 7%, SanDisk and AMD rose by more than 6%, Micron Technology rose by more than 5%, and SK Hynix, Dell Technology, and Marvel Technology rose by more than 4%. A[The three major U.S. stock indexes collectively closed up, Dell Technologies rose 11%] On September 12, the three major U.S. stock indexes collectively closed up, with the Dow Jones Industrial Average rising 0.98%, the Nasdaq Composite Index rising 0.96%, and the S&P 500 Index rising 0.86%. The optical communications sector rose, with Marvel Technology rising by more than 4% and Coherent rising by more than 4%. The storage sector had mixed gains and losses, with Seagate Technology falling by more than 3%, SanDisk falling by more than 3%, Western Digital falling by nearly 3%, and SK Hynix rising by nearly 1%. Most large technology stocks rose, with Dell Technologies rising more than 11%. B[The National Development and Reform Commission held a roundtable meeting with high-level executives of U.S. multinational companies in China] September 10th. This morning (September 10), a roundtable meeting with high-level officials from the National Development and Reform Commission and U.S. multinational companies in China was held in Beijing. The theme was "Embracing the 15th Five-Year Plan and seeking new development together." Representatives from more than 60 U.S. companies in China, including Amazon Cloud, NVIDIA, Dell, and Honeywell (China) Co., Ltd., from the fields of technological computing power, industrial energy, and consumer medicine attended the meeting. At the meeting, relevant departments and bureaus of the National Development and Reform Commission introduced policy considerations related to the "15th Five-Year Plan" outline, China's foreign investment policy during the "15th Five-Year Plan" period, the implementation results of a new round of large-scale equipment updates and consumer goods trade-in policies, and boosted the spirit of consumption-related policies. The relevant person in charge introduced the economic and social development of Beijing and promoted Beijing's investment environment. Senior representatives of multinational companies made speeches and exchanges. (CCTV Finance) A[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. A[Overnight global news you need to know on Thursday: Trump said he is ready to strike at Iran again at any time; the White House said Venezuelan crude oil may be injected into the U.S. Strategic Petroleum Reserve in November]
1. 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%.
2. 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 at Iran.
3. The White House stated that crude oil produced under the Venezuela agreement may be injected into the U.S. Strategic Petroleum Reserve in November.
4. U.S. Treasury Secretary Bessent said that this year’s budget gap has widened due to $70 billion in tariff refunds.
5. U.S. Treasury Secretary Bessent said that the goal of repurchasing government bonds is to eliminate "undesirable consequences"; bonds with illiquid liquidity and long maturities will be repurchased.
6. International oil prices rose. WTI crude oil futures closed at US$91.01 per barrel, an increase of 0.88%; Brent crude oil futures closed at US$95.63 per barrel, an increase of 1.04%.
7. International precious metals rose, with spot gold rising 1.39% to US$4,389.36 per ounce. Spot silver rose 1.97% to US$65.3440 per ounce.
8. The major European stock indexes closed collectively lower, with the British FTSE 100 index falling by 0.30%, the French CAC40 index falling by 0.29%, and the German DAX30 index falling by 0.49%.
9. The U.S. Mint officially launched a $1 coin with Trump’s face on it.
10. US President Trump proposed to rename the Strait of Hormuz to the "Trump Strait".
11. The U.S. Central Command reported that the U.S. military has asked 86 merchant ships to change course during its naval blockade operation against Iran.
12. The Netherlands transferred 86 tons of gold reserves from the United States and Canada to London for quick use in times of crisis.
13. The Venezuelan government signed an oil expansion project agreement with Italian oil company Eni; Chevron signed an oil agreement with the Venezuelan government.
14. The U.S. Energy Information Administration reports that U.S. natural gas inventories increased by 31 billion cubic feet last week.
15. The Bank of Canada maintained its benchmark overnight interest rate at 2.25%, in line with market expectations.
16. The exchange rate tracking website showed that the Iranian currency’s exchange rate against the U.S. dollar fell to a record low during the session, exceeding 2.2 million rials per U.S. dollar.
17. It is reported that OPEC+’s Sunday meeting may maintain the oil production policy unchanged and will focus on discussing the market situation.
18. Meta launches Muse Spark 1.3 in Muse Code and Meta model API.
19. Google releases Gemini 3.8.
20. Microsoft will report two business units in fiscal 2027, including intelligent agents and infrastructure, and devices and consumers.
21. The NBA announced that the Clippers had been fined US$30 million, and Clippers owner Ballmer was banned from league activities for one year.
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