Trump has pledged $5,000 checks to US adults if Republicans win the midterm elections. Kent Smetters, head of the Penn Wharton Budget Model, estimates a full rollout would cost about $1.35 tln; with a household income cap of $400,000 the cost would b

International 1. Barclays: Saudi Aramco expects significant cash flow growth by 2030. 2. BNP Paribas: The Bank of Japan may raise interest rates to 1.75% by March next year. 3. JPMorgan Chase: US Treasury repurchase data may indicate slightly lower bidding quality. 4. JPMorgan Chase: The ECB's interest rate decision will have limited impact on the euro. 5. TD Securities: The yen's recent movement depends on the Bank of Japan's September guidance. 6. TD Securities: Japan's economic recovery paves the way for the Bank of Japan to accelerate interest rate hikes. 7. ING: If interest rates are raised again, the ECB will enter a restrictive policy range. 8. Deutsche Bank: If considering another interest rate hike, the ECB should act cautiously. 9. Eurizon: The market has fully priced in further ECB interest rate hikes, which may trigger a "sell the rumor, buy the fact" market. Domestic 1. CITIC Securities: Container shipping rates are generally rising, while oil shipping rates continue to operate at high levels. 2. CITIC Securities: The computing power supply chain saw strong performance growth in the first half of the year, with divergent performance in both software and hardware. 3. CITIC Securities: Strong demand and profit recovery highlight the investment value of the lithium battery industry chain. 4. CITIC Securities: Active investment and financing in the first half of the year drove both volume and price increases for CROs, while new molecule demand catalyzed CDMO order fulfillment. 5. CITIC Securities: During the "15th Five-Year Plan" period, the "six networks" are expected to play a triple role in stabilizing growth, upgrading industries, and providing long-term assets. 6. CITIC Securities: We recommend increasing holdings in leading liquor companies on dips. 7. CITIC Securities: We maintain a long-term positive outlook on the North American computing power supply chain and the domestic AI computing power supply chain. 8. Dongwu Securities: Resource cycles resonate, and China's heavy Calamari exports are entering a period of rapid growth.

Sept 10 — Huamai Technology shares hit the daily limit-down after three consecutive limit-up sessions. The company said the share price movement reflected multiple factors including industry supply-demand and market sentiment. It flagged recent rises in optical fiber input costs for its optical cable products but said those price increases are not sustainable and may reverse, creating uncertainty for future earnings. On a reported discounted transfer by the controlling shareholder, Huamai said actual controller Xu Aimin is transferring part of his holdings by agreement to repay pledged-stock financing loans and reducing pledge risk.