Domestic News:
1. The China Securities Regulatory Commission (CSRC) released the "Measures for the Supervision and Management of Futures Companies."
2. The CSRC severely punished *ST Zhuoran for serious financial fraud.
3. A spokesperson for the Ministry of Commerce answered reporters' questions regarding a senior CIA official's public statement about espionage activities against China.
4. Premier Li Qiang recently signed a State Council decree promulgating the "Regulations on Market Supervision and Management Offices," which will take effect on November 1, 2026.
5. The Cyberspace Administration of China, the Ministry of Agriculture and Rural Affairs, and the Ministry of Industry and Information Technology jointly issued the "Action Plan for High-Quality Development of Digital Villages (2026-2030)."
6. The State Council executive meeting pointed out that it is necessary to adhere to reasonable layout and standardized order, further improve computing power infrastructure, actively promote the research and development and application of key technologies and equipment, and build a multi-level networked computing power system.
International News:
1. India's foreign exchange reserves rose to a record high, climbing for the tenth consecutive week.
2. Ukraine attacked a large refinery of a Russian oil company in the Volga region.
3. Sources: Anthropic is in talks with Nvidia to become an anchor investor in its IPO; Nvidia may invest up to $10 billion.
4. The White House is considering invoking the Defense Production Act to expand US oil refining capacity.
5. US CPI: ① The US August unadjusted CPI rose 0.4% month-on-month, a new high since June, compared to 0.1% previously; the seasonally adjusted core CPI rose 0.3% month-on-month, a new high since May, higher than market expectations and the previous value of 0.2%. ② The probability of a Fed rate hike next week has rapidly increased to 90%, with investment banks tearing up their reports, and the camp against rate hikes this year seemingly surrendering.
③ Market sentiment was volatile; spot gold initially fell before rising, with a range exceeding $110; the US dollar index rose and then fell back, briefly breaking below the 99 mark.
6. Middle East Situation: ① AFP: The Houthi rebels in Yemen have completed control of the Bab el-Mandeb Strait after seizing a strategic location in the Red Sea.
② The Houthi rebels officially announced a large-scale and high-quality military operation against Saudi Arabia.
③ Saudi Arabia stated that the East-West oil pipeline has been attacked multiple times and has taken preventative measures to shut it down.
④ The Saudi Foreign Ministry stated that it will not take retaliatory action at this stage.
⑤ Iran stated that it will hold a meeting in Oman on the 14th to discuss commercial shipping routes in the Strait of Hormuz.
⑥ The Saudi Prime Minister twice called the US urging it to strike the Houthis, but both calls were rejected by Trump.
