A[Overnight global news you need to know on Wednesday: The Nasdaq hit a new high, Trump’s speech at the United Nations General Assembly focused much of his Middle East policy, and the United States signed security agreements with Denmark and Greenland]
1. Trump said that he will hold talks with Iran in the near future and that the United States and Iran may reach an agreement after the mid-term elections. It was also stated that Hosan might have to be destroyed.
2. The United States signed a security agreement with Denmark and its autonomous territory Greenland on the 22nd to "strengthen security in the Arctic and North Atlantic regions."
3. Fed Collins said that he believes that inflation is more likely to remain above 2%, and raising interest rates will help bring inflation back to target.
4. Fed Barkin said it was unclear whether further interest rate increases were needed.
5. Fed Williams said it will continue to pay attention to the central clearing of the U.S. Treasury market.
6. The Iranian Foreign Minister met with the US special envoy in New York. Iran said that the meeting between Iran and the US was to convey the conditions for reopening the strait.
7. Iran plans to seize ships until 20% of the Strait of Hormuz fine is paid.
8. Trump said he thought Ukraine would reach a deal. He also said that the situation in Cuba is not very optimistic.
9. Zelensky stated that he is ready to achieve an energy ceasefire with Russia.
10. US President Trump said that if the judge rules, CNN, MSNOW and Politico may be allowed to re-enter the White House.
11. The three major U.S. stock indexes closed with mixed gains, with the Nasdaq rising 0.45%, the S&P 500 closing flat, and the Dow falling 0.36%. Among them, the Nasdaq hit a new all-time high. The Philadelphia Semiconductor Index rose more than 2%, hitting a new closing high since mid-July. Storage concept stocks generally rose, with SanDisk rising by more than 6%, Micron Technology rising by 5%, and Seagate Technology rising by more than 4%. Major European stock indexes ended mixed, with Germany's DAX30 index rising 0.1%.
12. COMEX gold futures rose 0.28% to US$4,396.2 per ounce; COMEX silver futures rose 1.8% to US$67.61 per ounce.
13. The settlement price of international crude oil futures closed down more than 1%. WTI crude oil futures October contract fell 1.24%, Brent crude oil futures November contract fell 1.09%.
14. Anthropic said that Claude Opus 5.5 is now available on all platforms, and two large models, Claude Sonnet 5.5 and Claude Haiku 5.5, will be launched in the next few weeks.
15. OpenAI launches GPT-6 SOL and GPT-6 LUNA. The API prices of GPT-6 SOL and GPT-6 LUNA are reduced by 50% compared to their GPT-5.6 promotional pricing.
16. Apple announced that the new Mac mini and Mac Studio are officially launched. Apple is reportedly developing a new fitness tracker aimed at competing with Whoop.
17. SpaceXAI announced that the number of users of its AI agent product Grok Bot exceeded 400,000 within the first month of its launch.
18. It is reported that Microsoft will continue to review shareholder proposals before next year's annual shareholder meeting.
19. Qualcomm launched the sixth generation of Snapdragon 8 Elite Extreme and the sixth generation of Snapdragon 8 Elite.
20. Goldman Sachs is in talks to buy Palmer Square, a US$37 billion credit company.
21. Wayve has reached a cooperation with Mercedes-Benz and will apply the Wayve AI autonomous driving system to future Mercedes-Benz models.
22. PayPal announced a partnership with Meta.
23. Saudi Aramco is reported to be planning to reorganize its organizational structure and is considering the possibility of spinning off some business units and listing them on the market.
24. JPMorgan Chase CEO Jamie Dimon recently stated that the spending boom in the AI field shows no signs of slowing down, and investment in the entire hyperscale data center ecosystem may reach US$1 trillion next year.
25. Sensor Tower data shows that the number of downloads of Meta's AI agent application Meta Muse exceeded ChatGPT within five days after it was launched, becoming the most downloaded free application on the US iOS platform, with cumulative downloads exceeding 2.5 million times.
26. CME Group will launch Bitcoin Cash and Uniswap futures, scheduled to be listed on October 19.
27. Fitch raised its oil price forecast in 2027 and TTF natural gas price forecast in 2026-2027, maintaining its forecast of Brent crude oil price in 2026 at US$87 per barrel. A[September 16 morning news selection]
1. "Qiushi" magazine published an important article "Speech at the Symposium on Strengthening Basic Research" by Xi Jinping, General Secretary of the CPC Central Committee, President of the State, and Chairman of the Central Military Commission. The article emphasizes that basic research is the source of the entire scientific system, the general organ of all technical issues, and the forefront of global scientific and technological competition. An important criterion for measuring a country's scientific and technological strength is the level of basic research. To become a world power in science and technology, basic research must be carried out.
2. The spokesperson of the Ministry of Foreign Affairs announced that Iranian Foreign Minister Araghchi will visit China on September 16, and Wang Yi, member of the Political Bureau of the CPC Central Committee and Foreign Minister, will hold talks with him.
3. Several insiders in the banking industry confirmed to reporters that relevant departments are stepping up efforts to publish a compilation of industry cases for technology companies to standardize data statistics on technology loan indicators for commercial banks.
4. According to tracking data, as of yesterday's close, the Shanghai and Shenzhen stock exchanges' full-day turnover was 1,612.717 billion yuan, a decrease of 16.458 billion yuan from the previous day, refreshing the previous single-day turnover of 1,614.395 billion yuan set on April 7 for the year.
5. The China Iron and Steel Industry Association issued a proposal for the steel industry to comprehensively carry out self-discipline to control production and reduce inventories. It mentioned that we should strictly implement production control, adhere to self-discipline to control production and reduce inventory, and give full play to the role of the industry's price supervisory team.
6. The State Administration for Market Regulation and the Ministry of Culture and Tourism convened an administrative guidance meeting for the online hotel booking platform service industry to guide industry platform companies to strictly implement compliance responsibilities, prevent and resolve industry competition risks, and maintain a healthy and orderly tourism market environment.
7. At 14:26 on September 15, the Zhuque-2 improved Yao-7 carrier rocket was launched from the Dongfeng Commercial Aerospace Innovation Test Zone, successfully sending a total of 10 satellites from the 19th Qianfan Polar Orbit group into the predetermined orbit. The flight test mission was a complete success.
8. An internal executive of Geely said that in the battery sector, the company is currently sorting out several of its companies, which may be merged into Geely Automobile's listed company in the long run.
9. According to reports, ByteDance’s revenue in the first half of the year increased by 30% year-on-year to US$120 billion; net profit in the first half of this year dropped to US$20 billion as the company accelerated its investment in artificial intelligence.
10. Are high-end MLCCs purchased from overseas products and then OEMed? Fenghua Hi-Tech responded: Do not believe in rumors released through unofficial channels.
11. Xingyun Technology announced that it plans to increase the procurement budget for server equipment and parts in 2026 from no more than 7 billion yuan to no more than 20 billion yuan. Hangcha Group announced that it plans to raise no more than 2.259 billion yuan for forklift robot smart factory projects and other projects.
12. Hua Ci Co., Ltd. clarified that the powder sold by the company to Chaozhou Sanhuan is still in the small-volume verification stage and has not yet been supplied in batches.
13. Caesars Travel announced that its wholly-owned subsidiary was defrauded of 26.95 million yuan in contracts. It has reported the case to the public security agency and has opened a case for investigation.
14. The three major U.S. stock indexes collectively closed down. The Nasdaq fell 0.78%, the Dow fell 0.63%, and the S&P 500 fell 0.45%, hitting a new closing low since August.
15. U.S. Energy Secretary Wright believes that the Saudi East-West Pipeline will resume operation soon, and the reopening of the pipeline is expected to be completed within a few days.
16. The U.S. Senate failed to advance the Digital Asset Market Clarity Act (CLARITY Act) on September 15, local time, with a vote of 50 in favor and 49 against.
17. OpenAI is in preliminary discussions with investors for a new round of financing that could value the ChatGPT developer at more than $1.2 trillion before its initial public offering (IPO).
18. Apple is reported to have accepted Samsung Electronics’ quotation for memory chips in the first quarter of 2027: DRAM is close to US$2.0/Gb, and NAND is close to US$0.33/Gb, an increase of 30%-40% from the quotation in the third quarter of this year.
19. Qualcomm is re-opening in-depth discussions with Samsung Electronics on 2nm advanced process foundry. This means that Snapdragon 8 Elite Gen6 may no longer be exclusively manufactured by TSMC.
20. The Nvidia GeForce RTX 60 series graphics cards equipped with Rubin architecture are currently said to be confirmed to be launched in the first half of 2027.
21. U.S. bond yields continued to rise during the session yesterday, with the 10-year Treasury bond yield rising to 5.033% and the 30-year Treasury bond yield exceeding 5.40%, both hitting new highs since 2007.
22. The settlement price of international crude oil futures closed sharply higher. The October WTI crude oil futures contract rose 4.38% to US$105.83 per barrel. Brent crude oil futures November contract rose 2.9% to US$108.75 per barrel. U.S. diesel futures settled above $5.26 a gallon, a record high. A[Overview of U.S. stock market pre-market news: The 10-year U.S. bond yield rose above 5% to hit a new high in the past 20 years; Apple accepts Samsung’s Q1 storage price increase next year; the “big short” bombards the AI giant] September 15th, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures narrowed their declines. Dow Jones futures fell 0.23%, S&P 500 futures fell 0.10%, and Nasdaq 100 futures fell 0.07%.
2. International oil prices fluctuated upward. WTI crude oil futures prices rose 1.47% to US$102.880/barrel; Brent crude oil futures prices rose 0.85% to US$106.583/barrel.
3. International gold and silver spot prices were mixed. Spot gold prices fell 0.48% to US$4,277.81 per ounce; spot silver prices rose 0.05% to US$63.24 per ounce.
4. The three major European stock indexes fell slightly. Britain's FTSE 100 index fell 0.32%, France's CAC40 index fell 0.21%, and Germany's DAX30 index fell 0.11%.
5. U.S. bond yields continue to rise, with the 10-year Treasury bond yield rising to 5.033% and the 30-year Treasury bond yield exceeding 5.40%, both hitting new highs since 2007.
6. Apple is reported to have accepted Samsung Electronics’ quotation for memory chips in the first quarter of 2027: DRAM is close to US$2.0/Gb and NAND is close to US$0.33/Gb, an increase of 30%-40% from the quotation in the third quarter of this year.
7. NVIDIA GeForce RTX 60 series graphics cards equipped with Rubin architecture are currently said to be confirmed to be launched in the first half of 2027.
8. Qualcomm is re-opening in-depth discussions with Samsung Electronics on 2nm advanced process foundry. This means that Snapdragon 8 Elite Gen6 may no longer be exclusively manufactured by TSMC.
9. Samsung Electronics will adopt a "dual-track process" strategy for its high-bandwidth memory (HBM) production, that is, using both internal foundries and TSMC processes to produce basic chips.
10. JPMorgan Chase said that due to strong demand for AI, ASML is studying the production of more than 110 EUV equipment in 2028. Xiaomo added that ASML’s low numerical aperture EUV production capacity in 2026 will be about 65 units, and it plans to increase it by 30% year by year next year and the year after.
11. The Gates Foundation plans to invest at least US$1 billion in the next two years to improve AI accessibility. Gates said the funding will be used to develop tools for practitioners in education, health care and agriculture, as well as support the incorporation of non-English language materials into large data sets.
12. "Big Short" Burry blasted Anthropic, OpenAI and other large AI model giants for calling for slowing down the pace of development as pure hype, and actually to cover up the truth of their slowing growth.
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