European Commission President Ursula von der Leyen: We must urgently rethink our partnership and build a resilient and democratic alliance.

China A-share battery sector ticked up intraday; Yema Battery hit the daily limit, Sunwoda rose over 10%, and Xiongtao, Lingpai Technology and Gotion High-Tech also gained.

Domestic News: 1. Zheng Shanjie, Director of the National Development and Reform Commission, chaired a symposium for private enterprises to solicit opinions and suggestions on optimizing the development environment and expanding investment opportunities. 2. In response to issues such as "lowest price across the entire network," the State Administration for Market Regulation, together with the Ministry of Culture and Tourism, held an administrative guidance meeting for the online hotel booking platform service industry. 3. Huawei officially released the world's first 3D data center, published the book "3D Data Center," and opened the "3D Data Center Overview Design Library." 4. China Iron and Steel Association: Strictly implement production control and adhere to self-discipline to control production and reduce inventory. 5. China's private aerospace industry delivered its first batch of satellites for formal networking, and the Qianfan constellation is accelerating its sprint towards completing a global network of 324 satellites by the end of the year. International News: 1. According to Politico: EU countries will discuss artificial intelligence rules on Thursday. 2. OpenAI: Collaborating with Anthropic and Google on artificial intelligence security. 3. US Senate Majority Leader Thune: "Willing to explore" an export ban on diesel fuel. 4. White House National Economic Council Director Hassett: Trump and I respect any decision Federal Reserve Chairman Warsh makes tomorrow. 5. Sources: Following the closure of the East-West oil pipeline, Saudi Arabia is notifying some European refiners that their September crude oil shipments have been cancelled. 6. Shipping sources: Oil loading operations at Yanbu, Saudi Arabia's largest Red Sea port, have been suspended following the attack on the East-West oil pipeline. 7. US Treasury Secretary Bessen: The US bond market is the best performing market globally; rising bond yields are due to "global issues"; (regarding the 10-year US Treasury yield) rising oil prices are the main reason; committed to maintaining the stability and depth of the Treasury market. 8. Market news: Meta will deploy its new self-developed Arke chip in the first half of 2027 and launch its next-generation Astrid chip by the end of 2027. 9. US Treasury Secretary Bessen: CEOs of AI companies can halt progress at any time; the Trump administration is at the forefront of reviewing AI models; US House Speaker Johnson: We cannot halt the development of AI; AI company executives are expected to visit the White House in the coming week. 10. Middle East Situation— ① According to the Oman News Agency: The Omani Foreign Minister and the US Secretary of State held a telephone conversation on regional developments, discussing efforts to ease regional tensions. ② According to Israel Today: Diplomatic sources confirmed that Israel is assisting Saudi Arabia in intelligence gathering against the Houthi rebels.