South Korea’s Industry, Trade and Resources Minister Kim Jung-gwan said on Tuesday Seoul has selected the first project under the $350 billion Korea-US investment agreement and will brief lawmakers on two additional projects under consideration; he g

International 1. ING: The Fed's rate hike signals put the euro in a vulnerable position. 2. ING: The Fed and ECB may raise rates at least once more. 3. JPMorgan: The oil price and interest rate shocks are temporary; we recommend overweighting Eurozone and emerging market equities. 4. Oaktree Capital: The Fed should reduce communication and let the economy run its own course. 5. UBS: We lowered our KOSPI target by nearly 10% due to worsening macro headwinds. 6. Barclays: The timing of the Bank of Japan's next rate hike is unclear; we expect action in January and July. 7. Evercore ISI: The Bank of Japan's rate hike triggered a yen sell-off, which may worry US Treasury Secretary Bessenter. 8. Capital Economics: Oil prices may remain in triple digits next year. 9. JPMorgan: South Korean interest rates face upside risks; terminal rates may exceed 3.75%. Domestic 1. CITIC Securities: The A-share market is currently in the second round of recovery. 2. Golden Credit Rating: The LPR (Loan Prime Rate) will remain unchanged in September 2026, but a later reduction is expected. 3. Galaxy Securities: Industry resilience is evident; the Fed's rate hikes do not change the long-term logic of AI. 4. Huatai Securities A-share Strategy: The rebound continues, but pre-holiday disturbances should be guarded against. 5. CITIC Securities: Huawei officially announced the Ascend 960 supernode; we remain optimistic about investment opportunities in domestic NPOs. 6. CITIC Securities: Coal supply stabilization policies have been implemented; easing of tight supply may still take time. 7. CITIC Securities: Extreme heat dissipation debuts; diamond technology ushers in its first year of industrialization. 8. China Merchants Securities: Technology stocks with strong performance are expected to see a rebound; the market is expected to reach a turning point. 9. Guojin Securities: The PCB equipment industry has entered a stage of simultaneous upward trend and structural upgrading.

Qianwen unveiled its next-generation AI hardware line at the Yunqi Conference on Sep 22, showcasing AI glasses N1 and N1 Pro and a clip-on AI earphone. All three opened online pre-orders the same day and will be available in stock from Oct 13.