Domestic News:
1. The 2026 National Medical Insurance Negotiations will be held on September 5th.
2. my country's total service trade volume increased by 8.3% year-on-year in the first seven months.
3. Ministry of Commerce: Urges France to immediately cease the implementation of its anti-fast fashion law.
4. Yangtze Memory Technologies Co., Ltd.'s IPO application status on the Science and Technology Innovation Board has changed to "under inquiry".
5. Guangdong: Orderly promote government land acquisition and renovation, and encourage state-owned enterprises to revitalize and utilize existing land.
6. Ministry of Commerce responds to the US's use of the G20 to hype up the so-called "economic imbalance": China firmly opposes this.
7. The "15th Five-Year Plan" for promoting the development of SMEs was released: By 2030, the per capita operating income of SMEs above designated size in my country will increase by about 15% cumulatively.
International News:
1. Vance: We believe the Fed should lower interest rates.
2. US PMI data shows a rebound in economic growth in the third quarter.
3. US layoffs in the first eight months of 2026 fell to a four-year low.
4. Bank of Japan account data suggests no large-scale intervention in the yen on Wednesday. 5. The World Meteorological Organization warns that El Niño will develop into a super-strong phenomenon.
6. OpenAI releases the GPT-6 Astra model, claiming it may be close to achieving AGI (Automatic Gaining Intelligence).
7. The US House of Representatives temporarily halts the Russian sanctions bill due to concerns that tariffs will drive up oil prices.
8. Several AI platforms, including ChatGPT, Claude, and Grok, experienced service disruptions.
9. Federal Reserve Governor Waller: If August inflation data is higher than expected, a rate hike will be considered; if inflation improves, the Fed will likely maintain the current rate.
10. Overnight Market Update—The probability of a Fed rate hike in September has been brought back to 50%; spot gold briefly rose above $4,500; US diesel prices reached a record high; and the three major stock indexes rose by more than 1%.
11. Middle East Situation—
① US media: Oman rejects Iran's proposal to charge fees in the Strait of Hormuz. Previously, the Iranian military stated that the two sides had reached an agreement on the scope of control of the waters and the distribution of revenue.
② Trump claims that the US has virtually unlimited ammunition stockpiles and unprecedented production capacity.
③ Iran strikes US bases in the UAE and Kuwait.
④ Israeli Defense Minister: If attacked by Iran, Israel will strike all Iranian infrastructure.
