Domestic News:
1. The third China-US Track 1.5 Dialogue was held in Beijing.
2. Special Representatives on the China-India Boundary Question met in Beijing.
3. Jack Ma increased his holdings, purchasing over HK$600 million worth of Alibaba shares in Hong Kong over several days.
4. Chengdu introduced ten new policies for the real estate market, including a 20% interest subsidy for housing provident fund loans.
5. National Energy Administration: As of the end of July, the national cumulative installed power generation capacity reached 4.08 billion kilowatts, a year-on-year increase of 11.0%.
6. National Development and Reform Commission held a coordination meeting on the "Six Networks Synergy" initiative, studying the investment and financing mechanisms and support policies for the "Six Networks".
7. Shanghai: Expanding the trading scale of key metal categories such as copper and aluminum, and accelerating the improvement of the futures product series for emerging metals such as lithium, cobalt, and nickel.
International News:
1. Anthropic estimates its potential market size exceeds $30 trillion.
2. OpenAI: Its self-developed Jalapeno chip beats Nvidia's GB300 in testing.
3. US media: CIA Director Ratcliffe secretly visited Moscow on Tuesday.
4. US new home sales fell to a six-month low in July, with high mortgage rates continuing to suppress demand.
5. US consumer confidence fell to its lowest level this year, with gasoline prices and the cost of living continuing to exert downward pressure.
6. Canada: Starting September 8, it will impose retaliatory tariffs on approximately $20 billion worth of US products, with rates of 15%, 25%, or 50%.
7. Federal Reserve – Collins: In the absence of sustained evidence of declining inflation, it is appropriate to raise interest rates “as soon as possible”; Barkin: If debt continues to increase, investors will eventually stop buying US Treasuries at some point; Discount rate meeting minutes: Four of the 12 regional Federal Reserve banks voted to raise the discount rate in July.
8. Middle East situation –
① Russian media, citing sources: The US and Iran have reached an agreement on the terms of a ceasefire agreement, which includes freedom of navigation in the Strait of Hormuz.
② Trump: I have been notified by the U.S. Navy that all mines in international waters of the Strait of Hormuz have been removed and/or detonated.
③ U.S. diplomats have begun returning to several Middle Eastern countries this week.
④ Iran and Oman issued a joint statement: They intend to establish a mutually agreed-upon safe maritime passage in the Strait of Hormuz.
⑤ Iran stated that the Strait of Hormuz will not open immediately, and Oman agreed to close the southern Hormuz shipping route, agreeing to finalize a new permanent route with Oman within 60 days.
⑥ Affected by the prospect of de-escalation in U.S.-Iran tensions, WTI crude oil fell by more than 5%, and Brent crude oil fell by 6%.
⑦ Rubio recently revealed to foreign colleagues that, for the time being, the United States will not launch a new military strike against Iran.
