Domestic News
1. Sources close to CATL: The next steps for the Jianxiawo mine will be in accordance with government approval procedures.
2. The State Council Food Safety Office has placed the case of a disinfection company illegally using dichlorvos to disinfect restaurants under its supervision.
3. Shanghai data center reportedly deserted? Tesla China responds: This is false information; a report has been filed with the police.
4. Shanghai issues the "15th Five-Year Plan for the Development of Strategic Emerging Industries": Promoting the integrated development of satellite internet with BeiDou, 6G, and AI, and accelerating the large-scale application of satellite internet and BeiDou.
International News
1. SoftBank reportedly plans to issue up to $20 billion in bonds to refinance its OpenAI investment loan.
2. EIA report: U.S. Strategic Petroleum Reserves (SPR) inventories decreased by 3.7 million barrels to 289.7 million barrels in the week ending August 21, a decrease of 1.26%. 3. Meta Platforms (META.O) reached a $16.7 billion settlement in multiple state lawsuits related to child addiction.
4. The US July PCE price index rose 3.7% year-on-year, unchanged from the previous month, while the market expected a slight decline to 3.6%. Expectations for a Federal Reserve rate hike next month have slightly increased.
5. The iPhone 17 became the best-selling phone in the second quarter.
6. Samsung Electronics and SK Hynix plan to increase their supply of 8-layer HBM4 memory to Nvidia in the second half of the year.
7. SoftBank Group is in discussions with investment banks regarding a potential bond issuance of $10 billion to $20 billion to help refinance its investment in OpenAI.
8. Middle East situation:
① Iran's Deputy Foreign Minister stated that a preemptive strike against the US is also an option.
② US President Trump hinted that 22 ships passed through the Strait of Hormuz last night.
③ Iranian sources: Iran and Oman have not yet finalized an agreement on the Strait of Hormuz.
④ Israeli Prime Minister Netanyahu: He sees no possibility of reaching a diplomatic agreement with Iran.
⑤ Japan will support the construction of pipeline facilities outside the Strait of Hormuz. Japan plans to provide additional shipping cost support.
