Domestic News:
1. Ministry of Commerce: Takes countermeasures against US compliance testing companies.
2. Ministry of Commerce: Strengthens export controls on dual-use items related to drones to the US.
3. Ministry of Commerce: Takes countermeasures against six US entities, including Applied DNA Sciences.
4. Following the Shanghai Stock Exchange's actions, the Shenzhen Stock Exchange will also switch trading lines; surrounding data centers are already "relatively strained."
5. my country's designated CCC certification bodies have suspended entrusting US certification bodies to conduct factory follow-up inspections.
6. Reports indicate that Changxin rejected Apple's price pressure, insisting on prices no lower than Samsung Electronics and SK Hynix.
7. The "15th Five-Year Plan for Promoting the Development of Small and Medium-sized Enterprises," jointly formulated by the Ministry of Industry and Information Technology and several other departments, is about to be released.
International News:
1. Spot gold and silver both rose by more than 4%, with gold briefly rising above $4,260.
2. US ADP employment figures for July were 44,000, lower than market expectations.
3. Federal Reserve—① Kashkari: Believes it's time to start gradually raising interest rates, but doesn't advocate for a large rate hike. ② Cook: If the downward trend in inflation doesn't resume, he's prepared to support rate hikes, but ultimately, a rate hike may not be necessary. ③ Bessant: A major highlight of Warsh's tenure at the Fed is seeing those posing as journalists, like Nick from the Wall Street Journal (known as the "Fed's mouthpiece"), reduced to reporting only behind-the-scenes gossip about the Fed.
4. Middle East Situation—
① Iranian Foreign Ministry: Close to reaching an agreement with Oman on the Strait of Hormuz, closing two existing shipping lanes. A new channel for entering the Strait of Hormuz and part of the journey out of the strait will pass through Iranian territorial waters. However, the new channel is also temporary, expected to be usable for 2 to 4 months. The Iranian Foreign Minister or Speaker of Parliament has no plans to visit Pakistan or Qatar at the moment.
② Foreign Media: Iran seeks to charge ships transiting the Strait a fee of 5% to 7% of the cargo value, while Oman pushes for 3%.
③ US media: Iran and Oman are currently negotiating a plan to reopen the Strait of Hormuz, which would exempt ships passing through the waterway from tolls or service fees.
④ Fox News: Officials say the US Treasury Department's removal of sanctions linked to the Iranian Revolutionary Guard does not represent a policy shift.
⑤ Yemen's Houthi rebels again claim responsibility for attacking a Saudi oil tanker.
⑥ Iranian president reveals that communication with the Supreme Leader is currently "very difficult."
⑦ Trump stated Wednesday morning Beijing time that a US-Iran agreement will be reached within 48 hours.
⑧ Iranian media: If the US continues to violate regulations, the Strait will not be opened even if an agreement is reached.
