U.S. retail diesel averaged $5.783/gal on Wednesday, the highest since mid-2022 and above the peak seen during the early Iran conflict in mid-April, sitting just below the June 2022 record set amid the Russia‑Ukraine energy shock, AAA data show. GasB

Israeli Defense Minister Katz stated that if Iran attacks Israel, the Israeli military will strike all infrastructure of the Iranian regime, including energy infrastructure. Speaking at a Jewish New Year's reception with Defense Ministry staff, Katz said, "We have seen signs that Iran is under immense economic pressure, and fears of a popular uprising and regime collapse may prompt them to take desperate measures." He added, "An Iranian attack on Israel would remove all constraints on us. We will strike all infrastructure, including energy infrastructure, plunging Iran back to the Stone Age and into darkness." Katz also stated, "Israel is fully prepared, both defensively and offensively, for any eventuality, and the Israel Defense Forces are ready to carry out the mission."

International 1. Russell Investments: Expects non-farm payrolls to bring good news to the Federal Reserve. 2. Goldman Sachs: Prepare for a decline in global stock market returns over the next year. 3. JPMorgan Chase: US Treasury yields rising to 5% could pose risks to the stock market. 4. Bank of America: The validity of the S&P 500's upward breakout in August continues to be validated. 5. ING: The Bank of Japan's interest rate hike signals boosted the yen, but hawkish expectations from the Federal Reserve are a constraint. 6. ANZ: Copper prices are expected to reach a record high early next year. Domestic 1. CICC: September sector allocation should focus on structural opportunities under the guidance of growth trends. 2. CICC: Optimistic about the high growth potential of the optical communication heat dissipation sector against the backdrop of continuous expansion of AI computing power clusters. 3. CITIC Securities: September asset allocation can be carried out around three main themes. 4. Huatai Securities: It is recommended to prioritize sectors with high earnings visibility. 5. CITIC Securities: Maintains its judgment that the Federal Reserve will keep interest rates unchanged in September this year. 6. CITIC Securities: Banking sector net interest margins stabilize and dividends improve; prioritize stocks that balance fundamentals and dividend attributes. 7. CITIC Securities: AI is reshaping the securities investment decision-making process, moving from information display to task execution and asset management. 8. CITIC Securities: Seeking high-quality, high-growth assets with simultaneously improving revenue, profit, cash flow, and capital returns, whose valuations have not yet fully reflected this. 9. CITIC Securities: Competition in video models is shifting towards production usability and commercial realization; AI dramas are becoming the first application scenario to achieve large-scale consumption. 10. CITIC Securities: The power equipment and new energy industries are showing signs of growth, but valuations are low; seek positive variables in demand.