A[Overnight global news you need to know on Wednesday: The United States launched a new round of attacks on Iran, and explosions occurred in many places in Iran; Iran used heavy missiles to attack US military camps in Jordan; international oil prices soared]
US-Iran conflict
1. The U.S. Central Command issued a message saying that at 12 noon on September 1st, Eastern Time, the U.S. military began to attack Islamic Revolutionary Guard Corps targets in Iran in response to the Revolutionary Guards’ recent attempts to attack commercial shipping in the Strait of Hormuz and U.S. troops in the region.
2. Iran’s Islamic Revolutionary Guard Corps issued a statement stating that it launched a heavy ballistic missile at the U.S. Marine Corps camp on the Gulf of Aqaba coast of Jordan, “destroying several important facilities and enemy attack helicopters and causing a large number of U.S. military casualties.”
3. According to reports from Iran's Fars News Agency, explosions were heard in Konark, Chabahar and other places in southeastern Iran; explosions were heard from Asaluye Port, an important energy hub.
4. Iran claimed that a U.S. MQ-9 drone was shot down by Iran’s new defense system over Khomein.
5. U.S. President Trump said that Iran will be hit harder if it retaliates.
6. The U.S. Central Command stated that the U.S. military has rerouted 84 commercial ships to ensure that they comply with the U.S. naval blockade imposed on Iran.
Global News
1. The three major U.S. stock indexes collectively closed down, with the Dow Jones Industrial Average falling 0.79%, the Nasdaq Composite Index falling 1.03%, and the S&P 500 Index falling 0.71%. Cryptocurrency concept stocks and the optical communications sector generally fell; the pharmaceutical sector led the gains, with Moderna rising nearly 10%.
2. International oil prices rose sharply. WTI crude oil futures closed at US$90.22 per barrel, an increase of 5.20%; Brent crude oil futures closed at US$94.65 per barrel, an increase of 4.6%.
3. The major European stock indexes closed collectively lower, with the British FTSE 100 index falling by 0.32%, the French CAC40 index falling by 0.60%, and the German DAX30 index falling by 1.14%.
4. The U.S. House of Representatives passed a temporary federal funding bill to avoid a government "shutdown" on October 1, and sent the bill to U.S. President Trump for signature.
5. Canadian Prime Minister Carney said that as long as U.S. officials continue to insult Canada, negotiations cannot be resumed.
6. API crude oil inventories in the United States decreased by 2.593 million barrels in the week to August 28, which is expected to decrease by 820,000 barrels, and the previous value increased by 4.199 million barrels.
7. The annual salary of Apple's new CEO Ternus will be increased to US$3 million from September 1, 2026, and he has been approved for the annual equity award for fiscal year 2027, with a target value of US$55 million.
8. Apple Maps began to rename "Lake Ontario" to "American Lake".
9. Musk is said to have made personnel adjustments to the team building the company's data center at SpaceX in recent weeks, replacing several leaders with executives from SpaceX's rocket and satellite Internet businesses.
10. Anthropic launched Claude Fable 5.1 and Claude Mythos 5.1; and announced the launch of an enterprise-level cutting-edge security protection solution with zero data retention and abuse detection capabilities.
11. Dell’s chief operating officer said that artificial intelligence is expected to account for 75% of total data center demand by 2030.
12. Nestlé has reached an agreement to divest its mainstream vitamins and minerals business.
13. Meta CEO Zuckerberg said that countries should not restrict open weighted AI models.
14. Google will release the Gemini 3.8 Flash AI model as early as Wednesday; Google Meet will launch Android large-screen devices in 2027.
15. CrowdStrike joins hands with NVIDIA to launch a cutting-edge network security model.
16. The National Aeronautics and Space Administration (NASA) awarded Blue Origin a contract for the Mars communications network project. B[Cyber Security Week 2026 will be held nationwide from September 14 to 20] On September 1, a press conference for the 2026 National Cyber Security Publicity Week was held in Beijing. The reporter learned from the press conference that the theme of this year's Cyber Security Week is "Cyber Security for the People, Cyber Security Depends on the People - Cyber Security in the Intelligent Era", which will be held nationwide from September 14 to 20. It will be jointly organized by ten departments including the Central Propaganda Department, the Central Cyberspace Affairs Office, the Ministry of Education, the Ministry of Industry and Information Technology, the Ministry of Public Security, the People's Bank of China, the State Administration of Radio and Television, the All-China Federation of Trade Unions, the Central Committee of the Communist Youth League, and the All-China Women's Federation. Among them, important activities such as the opening ceremony and summit forum were held in Jinan City, Shandong Province. Various regions and departments will also organize a series of cybersecurity publicity week activities in their own regions and systems. (CCTV News) A[Ministry of Industry and Information Technology: Organize service providers to take the lead in forming "artificial intelligence application service groups" such as digital resonance, computing and computer collaboration] On August 31, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special action to cultivate artificial intelligence application service providers. It pointed out that the level of service supply should be improved. Organize service providers to take the lead in forming "artificial intelligence application service groups" such as modeling and mathematical resonance, computing and computer collaboration, and work with upstream and downstream units to create integrated solutions. Coordinate and make good use of innovation carriers such as national artificial intelligence application pilot bases and technology business incubators in the region to provide service providers with basic conditions such as technology research and development, testing and verification, and pilot maturity, accelerate solution innovation, and support the development and growth of service providers who are "specialized, specialized, and innovative." Support service providers to carry out targeted research on key technical problems such as software and hardware adaptation and multi-model collaboration. Service providers are encouraged to improve their integrated application capabilities for basic software and hardware products such as safe and reliable operating systems, databases, and artificial intelligence training and reasoning chips. Promptly push various artificial intelligence software and hardware product security risk information and risk events to service providers. Guide service providers to embed network security, data security, ethical governance, business compliance and other management requirements into the entire process of research and development, deployment, and application, changing passive responses to proactive prevention and control. A[Yesterday’s Market Review] On August 31, the mass entrepreneurship and innovation index collectively rose and fell back on the last trading day. It had previously risen by more than 1%. The turnover of Shanghai and Shenzhen stock markets was 2.1 trillion, a decrease of 24.2 billion from the previous trading day. 1) Recently, many institutions issued reports raising the target stock price of Nvidia. Some analysts called out the "most optimistic target price" of US$550, corresponding to a total market value of US$13 trillion, which stimulated Nvidia's stock price to open higher and close up nearly 9% overnight. However, computing power hardware stocks continued to fall after rising rapidly in early trading. Optical module leader Zhongji Innolight, which once rose by more than 5% in early trading, fluctuated and turned green in the afternoon. 2) U.S. enterprise software giant Salesforce and cybersecurity giant CRWD released their latest quarterly financial reports. Both revenue and net profit performance exceeded market expectations. Overnight, Salesforce’s stock price surged 22%, and U.S. cybersecurity concept stock CRWD closed up 20%. The two major branches of software and network security drove the AI application side to rise sharply. Dingjie Digital, Qilin Xin'an, Tianrongxin, and Jiuqi Software hit the daily limit. Many stocks such as Qi'anxin, Foxit Software, and Sangfor once rose by more than 10% in early trading.
However, directions such as computing power and hardware have a significant drag on the mass entrepreneurship and innovation index, which also indirectly affects the performance of the entire application side. 3) The increase in agricultural product prices continues to catalyze the agricultural sector to gain momentum. Wanxiang Denong, the leader in corn seeds, has shrunk and upgraded to a 4-day limit. Xinsai shares, a cotton stock with a net profit gap, has hit the daily limit for 2 consecutive days. Forestry, fishery, palm oil, sugar and other branches have successively started to make up for the increase, which in turn has driven the downstream food processing industry to start making up for the increase. Black sesame and Zuming shares have both reached the limit. 4) The chemical industry sector continued its previous strength. The pesticide stock Xinnong Co., Ltd. closed after a huge shock and was upgraded to a three-day board. Fertilizer stocks such as Luhua Technology, Chitianhua, and Lutianhua hit their daily limit. Since the Strait of Hormuz carries one-third of the global seaborne fertilizer trade, the obstruction of passage in the strait has triggered a sharp shrinkage in shipping, causing overseas prices of urea and other fertilizers to remain high.
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