Fed Governor Waller said the U.S. Bureau of Labor Statistics has been receiving increasing feedback late in the wage survey cycle.

Internationally: 1. Goldman Sachs: Maintains overweight rating on A-shares, recommends investing in high-quality Hong Kong-listed internet leaders. 2. Morgan Stanley: Three factors could end the summer rally in US stocks. 3. Barclays: The oil price shock has passed, but inflation remains. 4. IEA warns: Escalating US-Iran conflict could threaten the expected oversupply in the oil market by 2027. 5. Mitsubishi UFJ: Japanese investment plans are unlikely to have a lasting impact on the yen. 6. Morgan Stanley Mitsubishi UFJ: The yen and Japanese government bonds are expected to be supported in the short term by comments from Satsuki Katayama. Domestically: 1. BOC Securities: Short-term equilibrium does not change the growth trend. 2. CITIC Securities: Still optimistic about the US technology sector. 3. CITIC Securities: Breakthroughs in controllable recovery technology will lay the foundation for increased infrastructure investment in the commercial aerospace sector. 4. CITIC Securities: Expectations of ample supply are suppressing lithium prices, but a rebound is expected despite the off-season. 5. CITIC Securities: Hong Kong stock market volatility is easing, and short selling is expected to subside. Short-term recommendations include innovative drugs, aviation, robotics, and industrial metals. 6. Galaxy Securities: We suggest focusing on earnings performance and seizing structural opportunities amidst market fluctuations. 7. Kaiyuan Securities: Risks are gradually dissipating; look for new technological clues. 8. China Merchants Securities: Increased volatility in overseas technology markets; pay attention to opportunities in domestic computing power. 9. Eastmoney: The market has the conditions for "rebalancing" in the third quarter; previously "oversold" assets are expected to recover first.

The yield on Japan's two-year government bonds fell 1.0 basis point to 1.435%. The yield on Japan's 20-year government bonds fell 4 basis points to 3.705%.