A[Overnight global news you need to know on Thursday: The three major U.S. stock indexes collectively closed down; the Federal Reserve minutes showed unanimous support for a September interest rate hike, with most participants leaning toward another rate hike within the year; senior Iranian officials said Iran will never give up its right to enrich uranium]
1. The minutes of the Federal Reserve meeting showed that there was unanimous support for raising interest rates at the September meeting, and most participants preferred another rate increase within the year.
2. Iran stated that it will soon block the "illegal" passage through the Strait of Hormuz, and that the range of weapons can be expanded according to battlefield needs. Iran reiterated that the Strait of Hormuz will remain closed until its demands are met.
3. The International Energy Agency issued a statement on the 7th saying that its member governments agreed to speed up the implementation of the oil reserve release plan announced in March this year. If all previously committed but not yet released reserves are put on the market, it is expected that about 100 million barrels of oil will be released.
4. Yahya Saraya, the military spokesman of the Houthi armed forces in Yemen, issued a statement on the social media platform on the 7th, saying that in the past 24 hours, Saudi Arabia launched 156 air strikes and missile attacks on six provinces in Yemen.
5. A senior Iranian official said that the United States’ recognition of Iran’s right to enrich uranium is Iran’s “red line” and Iran will never make any concessions on this point.
6. Saudi Arabia’s General Civil Aviation Authority issued a statement on the 7th saying that Abha International Airport in southwest Saudi Arabia and King Khalid International Airport in the capital Riyadh were attacked from the 6th to the 7th, resulting in a total of 3 deaths and 36 injuries.
7. The British Maritime Trade Action Office issued a report on the 7th saying that an oil tanker was hit by multiple projectiles in the waters near Qatar that day and reported casualties.
8. OpenAI fully launches GPT-6 for all ChatGPT free and paid users around the world, officially replacing GPT-5.6 SOL and GPT-5.6 LUNA.
9. Anthropic released the latest AI model Claude Haiku 5.5, which is used to perform cost-sensitive tasks. The pricing of the new model is significantly lower than that of Haiku 4.5.
10. Broadcom is arranging more than $50 billion in financing for its project to develop customized artificial intelligence (AI) chips in cooperation with OpenAI. Apollo Global Management and Blackstone Group are among the lenders in talks to participate in the financing, people familiar with the matter said.
11. Solidigm, a subsidiary of Hynix, has selected the lead investment bank for its U.S. initial public offering next year, including Goldman Sachs Group and Morgan Stanley. The IPO is expected to raise approximately US$10 billion, and it will be officially listed as soon as 2027, with a post-investment valuation of up to US$100 billion.
12. RTX Spark equipped with NVIDIA chips has officially started pre-sale. Also unveiled at the same time is NVIDIA's first desktop AI supercomputer specially built for Windows enterprise desktops - NVIDIA DGX Station for Windows preview version.
13. The one-year inflation expectation of the New York Fed in the United States in September was 3.9%, the highest level since May 2023. The expectation is 3.64%, compared with the previous value of 3.58%.
14. The World Gold Council reported that global gold ETFs attracted US$10 billion in September, pushing third-quarter inflows to a record US$31 billion, led by European and North American listed funds.
15. The U.S. Department of Homeland Security announced a proposed rule on the 7th that would impose high fees on international students using the "Selective Internship Training" program to work in the United States. This is the latest move by the U.S. government to tighten policies related to international students.
16. The three major U.S. stock indexes collectively closed down, with the Dow Jones Industrial Average falling 0.66%, the Nasdaq Composite Index falling 0.22%, and the S&P 500 Index falling 0.22%. Popular technology stocks had mixed gains and losses. Micron Technology rose by more than 4%, Super Micro Computer rose by more than 3%, and Meta, SpaceX, Qualcomm, and SK Hynix fell by more than 2%.
17. The major European stock indexes closed generally lower. The UK's FTSE 100 index fell by 0.79%, the French CAC40 index fell by 1.44%, the German DAX30 index fell by 1.41%, and the FTSE Italian MIB index fell by 2.51%.
18. The settlement price of WTI crude oil futures was US$88.28/barrel, down US$1.16, or 1.30%. Brent crude oil futures settled at $100.20 per barrel, down $0.38, or 0.38%.
19. COMEX gold futures closed down 1.2% at US$4,136.7 per ounce; COMEX silver futures fell by 2.5% at US$60.05 per ounce. A[Overnight global news you need to know on Friday: Yemen’s Houthi armed forces say Red Sea navigation is “not threatened”; international crude oil surged, international gold and silver plummeted, and U.S. bond yields rose]
1. The three major U.S. stock indexes collectively closed down, with the Dow Jones Industrial Average falling 0.6%, the Nasdaq Composite Index falling 0.65%, and the S&P 500 Index falling 0.58%. Storage sector and copper concept stocks fell; the Philadelphia Semiconductor Index fell more than 2%; star technology stocks had mixed gains and losses, with Intel falling more than 5%, Apple rising more than 3%, and Nvidia falling more than 2%.
2. Yemen’s Houthi armed forces stated on the 10th that international ships passing through the Red Sea and Bab el-Mandeb Strait are “not threatened” and are still safe.
3. The settlement price of international crude oil futures rose sharply. WTI crude oil futures closed at US$102.48 per barrel, an increase of 6.69%; Brent crude oil futures closed at US$107.63 per barrel, an increase of 6.34%.
4. International precious metals fell sharply, with spot gold falling 1.91% to US$4,314.82 per ounce; spot silver falling 5.43% to US$63.60 per ounce.
5. The major European stock indexes closed collectively lower, with the British FTSE 100 index falling by 0.57%, the French CAC40 index falling by 0.42%, and the German DAX30 index falling by 0.69%.
6. The U.S. Treasury Department stated that it conducted a liquidity repurchase operation of 10- to 20-year U.S. Treasury bonds worth US$5.187 billion on September 10.
7. U.S. Treasury yields rose after previous buybacks failed to meet the target; the U.S. 10-year Treasury bond yield hit the highest level since October 2023; the 2-year Treasury bond yield hit the highest level since 2024.
8. The U.S. 30-year Treasury bond auction yield reached the highest level since August 2001.
9. The Iranian Islamic Revolutionary Guard Corps Navy announced that it intercepted a US unmanned surface vessel "on a mission" at the entrance to the Strait of Hormuz.
10. The U.S. Department of the Treasury announced sanctions on Iran-related individuals and entities.
11. The U.S. Central Command stated on September 10, local time, that as of that day, the U.S. military had asked 96 merchant ships to change course during its maritime blockade operation against Iran.
12. Algeria decided to close its airspace starting from September 11, prohibiting the entry of all civilian and military aircraft registered in the United Arab Emirates.
13. Freddie Mac said U.S. mortgage interest rates rose to 6.76%, the highest level since June 2025.
14. U.S. second-hand home sales fell to the lowest in more than a year, and high interest rates kept home buyers on the sidelines.
15. The national average diesel price in the United States exceeded $6 per gallon for the first time.
16. Microsoft plans to triple its data center capacity to 38 gigawatts.
17. Spacex said that the next Starship flight will generate revenue; the goal is to launch the first batch of orbit calculation satellites next year.
18. OpenAI launches ChatGPT for financial services, using GPT-6 Astra inference technology.
19. Google said that the Gemini application is now available on the Windows platform. Google launches Google Cloud Developer Plug-in for artificial intelligence coding assistant.
20. Nvidia said that Grace Blackwell’s shipments increased by 27% month-on-month.
21. Porsche has completed the sale of Bugatti Rimac and Rimac Group equity and is expected to receive approximately 1 billion euros in revenue from this transaction.
22. It is reported that Infantino can obtain enough votes to continue as FIFA president, and his opponents are considering adjusting their strategies to limit his power. A[September 4 morning news selection]
1. Huang Ling, spokesperson of the Ministry of Commerce, said at a regular press conference held on the 3rd that the United States has repeatedly sanctioned Chinese companies and citizens on the grounds of involvement in Iran, despite China’s repeated representations. China is strongly dissatisfied with this and firmly opposes it. China urges the United States to immediately correct its wrongdoings and lift sanctions on relevant Chinese companies and citizens. China will firmly safeguard the legitimate rights and interests of our companies and citizens.
2. Ten departments including the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for Promoting the Development of Small and Medium-sized Enterprises", which proposed that by 2030, the per capita operating income of small and medium-sized enterprises above designated size will increase by about 15% cumulatively; vigorously develop venture capital, and establish the second phase of the National Small and Medium-sized Enterprise Development Fund to drive social capital to invest in early, small, long-term, and hard technologies.
3. Shenzhen Securities Information Co., Ltd. is scheduled to release the GEM Chip Index on September 4. The GEM Chip Index (code 970096) selects the top 50 GEM stocks with average daily total market capitalization in the past six months as index samples among the GEM stocks whose companies are involved in chip-related fields such as semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and testing.
4. At the "2026 World Power Battery Conference" held yesterday, the Equipment Industry Development Center of the Ministry of Industry and Information Technology released the "Power Battery Industry Development Index (2026)". Qu Guochun, director of the Equipment Industry Development Center, said that in the medium to long term, sodium batteries will replace some low-end lithium batteries, and the popularity of all-solid-state batteries depends on cost control in the industry chain.
5. We learned from a number of pharmaceutical companies that the 2026 national basic medical insurance drug catalog negotiation and bidding and the commercial insurance innovative drug catalog price negotiation will be launched on September 5 at the National People's Congress Conference Center.
6. Many banks have expressed that the "lender's age + loan term" should not exceed the threshold of 75 years. This also means that if this standard is followed, borrowers born before 1991 will no longer be able to apply for a 40-year personal mortgage loan when they apply for a new mortgage.
7. The IPO review status of Yangtze Memory Holdings Co., Ltd.’s initial public offering of shares and listing on the Science and Technology Innovation Board was changed to “inquiry”.
8. TSMC executives said that there are close to 20 wafer factories under construction around the world, and TSMC’s demand for chip manufacturing tools has almost doubled since the end of last year, a rate not seen in 30 years.
9. Xingyun Technology announced that it has signed a computing power leasing agreement worth 922 million yuan. Changdian Technology announced that it plans to raise no more than 6.5 billion yuan in additional capital for high-performance computing high-end advanced packaging platform expansion projects. Jingzhida announced that it recently signed a 1.576 billion yuan semiconductor testing equipment purchase agreement with a customer.
10. Jinlong Shares announced that it has reached preliminary intention to transfer 20% of Dongguan Securities shares.
11. Montage Technology announced that CXL3.2 chip will be imported into Samsung SK Hynix and PCIeSwitch will be taped out within the year.
12. Fosu Technology announced that it plans to invest 7.158 billion yuan to build two green high-end separator projects.
13. 4-Day 3-Board Jindi Co., Ltd. announced that the two liquid cooling projects of its subsidiary have not yet formed mass production capabilities, and no formal orders or agreements have yet been formed.
14. The three major U.S. stock indexes collectively closed higher, with the Dow Jones Industrial Average rising 1.18%, the Nasdaq Composite Index rising 1.4%, and the S&P 500 Index rising 1.06%. Cryptocurrency concept stocks and gold mining stocks strengthened; Tesla rose by more than 5%, and SpaceX rose by more than 6%.
15. Fed Governor Waller said that the CPI and PPI are expected to be "at reasonable levels" next month; the current interest rate setting can bring the United States back to the 2% inflation level; to give inflation a chance to fall back, we can wait for an interest rate meeting before making a decision.
16. Ukrainian President Zelensky said that the United States has confirmed that it will hold talks in Moscow and Kiev respectively, and Ukraine expects that the talks in Kiev will be held in the near future.
17. U.S. mortgage interest rates climbed to 6.71%, the highest level since July 2025.
18. According to data from the American Association of Investment Companies, the size of U.S. money market funds hit a record high of $7.98 trillion.
19. NVIDIA announced that the NVIDIA Rtx Spark Windows PC will be available in October 2026.
20. Volkswagen said that a survey as the basis for its 2030 strategic plan showed that the company will adjust its employee size within the group, involving the reduction of approximately 50,000 positions. A[Overnight global news you need to know on Friday: Fed Governor Waller's "dovish" stance, traders reduce bets on Fed rate hikes; Israeli Prime Minister says he can overthrow the Iranian regime]
1. The three major U.S. stock indexes collectively closed higher, with the Dow Jones Industrial Average rising 1.18%, the Nasdaq Composite Index rising 1.4%, and the S&P 500 Index rising 1.06%. Cryptocurrency concept stocks and gold mining stocks strengthened; Tesla rose by more than 5%, and SpaceX rose by more than 6%.
2. Fed Governor Waller said that it is expected that CPI and PPI will be "at reasonable levels" next month; the current interest rate setting can bring the United States back to the 2% inflation level; to give inflation a chance to fall back, you can wait for an interest rate meeting before making a decision.
3. Traders lowered their bets on the Fed to raise interest rates, from 63% to 60% previously, after Fed Governor Waller’s “dovish” stance.
4. When attending an event at the Israeli military headquarters, Israeli Prime Minister Netanyahu stated that he believed in Israel's ability to "completely eliminate the threat and overthrow the Iranian regime."
5. Ukrainian President Zelensky said that the United States has confirmed that it will hold talks in Moscow and Kiev respectively, and Ukraine expects that the talks in Kiev will be held in the near future.
6. International oil prices were mixed. WTI crude oil futures closed at US$91.30 per barrel, an increase of 0.32%; Brent crude oil futures closed at US$95.52 per barrel, a decrease of 0.12%.
7. International precious metals rose. Spot gold rose by 2.07% to US$4,472.28 per ounce; spot silver rose by 2.56% to US$66.98 per ounce.
8. The major European stock indexes closed collectively higher, with the British FTSE 100 index rising by 0.70%, the French CAC40 index rising by 0.02%, and the German DAX30 index rising by 0.65%.
9. The U.S. dollar index fell on the 3rd. The U.S. dollar index, which measures the U.S. dollar against six major currencies, fell 0.69% that day and closed at 98.910 at the end of the foreign exchange market.
10. The U.S. House of Representatives passed a bill on September 3, local time, aimed at preventing federal aid from universities that “boycott Israel.”
11. Canadian Prime Minister Carney said that the U.S.-Canada trade agreement must maintain the competitiveness of Canada’s automobile and steel industries.
12. U.S. mortgage interest rates climbed to 6.71%, the highest level since July 2025.
13. According to data from the American Association of Investment Companies, the size of U.S. money market funds hit a record high of $7.98 trillion.
14. The average diesel price in the United States hit a new record, reaching $5.820 per gallon.
15. U.S. Pentagon officials stated that Anthropic is still listed as a supply chain risk.
16. NVIDIA announced that the NVIDIA Rtx Spark Windows PC will be available in October 2026.
17. Volkswagen said that a survey as the basis for its 2030 strategic plan showed that the company will adjust its employee size within the group, involving the reduction of approximately 50,000 positions.
18. Volkswagen plans to sell some or all of its shares in about 750 companies and consider listing Europcar.
19. Quantinuum, a quantum computing company, signed a memorandum with Saudi Aramco to jointly explore practical application scenarios of quantum computing in the energy field.
20. OpenAI President Greg Brockman is expected to announce expanded access to critical infrastructure areas for his company’s tools.
21. OpenAI released the GPT-6 Astra model and added a network security protection mechanism.
22. Crusoe and Jane Street signed a cloud computing agreement worth approximately US$13 billion.
23. Court documents show that BASF sued Apple for allegedly infringing its patents related to facial recognition technology.
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