Microsoft (MSFT.O): Launches a new Copilot with Home, Code, and Autopilot features. "Office in Copilot" brings the full functionality of Word, Excel, and PowerPoint to Copilot.

Domestic News: 1. Xi Jinping meets with US President Trump. 2. Ministry of Commerce: The eighth round of China-US trade consultations reached several consensuses. 3. Ministry of Foreign Affairs: China and the US are maintaining communication regarding arrangements for interactions between the two heads of state this year. 4. Ministry of Culture and Tourism: my country has become the largest source of international tourists and a major destination for international tourism. 5. Shanghai Financial Regulatory Bureau issues "Several Measures to Promote the Application of Artificial Intelligence in Shanghai's Banking and Insurance Industries". 6. People's Bank of China's third-quarter monetary policy meeting: Comprehensively utilize and adjust monetary policy tools as needed to maintain ample liquidity. 7. National Energy Administration: As of the end of August, the national cumulative installed power generation capacity reached 4.103 billion kilowatts, a year-on-year increase of 11.1%. 8. Multiple departments in Beijing jointly issue "Implementation Opinions of Beijing Municipality on Implementing the 'Notice on Improving the System for the Sale of Commercial Housing'". 9. National Development and Reform Commission: Starting from 24:00 on September 24, the domestic prices of gasoline and diesel (standard grades) should be increased by 830 yuan and 800 yuan per ton respectively. After the adjustment, the actual increase is 395 yuan and 385 yuan respectively. International News: 1. US media: Trump's allies again target Anthropic. 2. Qualcomm and Apple renew their global licensing agreement, effective from 2027. 3. Oracle invokes "force majeure" clause to circumvent controversial data center project. 4. US Treasury's 20-30 year Treasury bond repurchase falls short of the $6 billion limit. 5. US initial jobless claims unexpectedly fell to 197,000 last week, remaining near historical lows. 6. Google DeepMind head: Google is about to release its latest flagship model, Gemini 4. 7. Zelensky: The US will push for an energy ceasefire, reopening of the food corridor, and trilateral talks between the US, Russia, and Ukraine. 8. US dollar yields climbed across the board, with the 10-year yield hitting a new high since 2007 and the 30-year yield rising to a new high since 2004. 9. Federal Reserve – Williams: Inflation faces significant challenges. Another rate hike before the end of the year is reasonable; Barkin: Inflation persistence will be more pronounced this summer; Hamak: Supply shocks currently pose a significant challenge to Fed policy; Paulson: The Fed may need to raise rates again to reduce inflation. 10. Middle East Situation – ① Israeli sources: A new round of attacks on Iran may only be a matter of time. ② Macron: France will deploy military forces to Yanbu, Saudi Arabia, to protect energy facilities. ③ Military advisor to Iran's Supreme Leader warned: Conflict with the United States may escalate further; war could spread to the Indian Ocean. ④ Sources: The United States and Iran are discussing a phased agreement to reopen the Strait of Hormuz and end the US blockade. ⑤ Houthi rebels announced attacks on a "sensitive target" in Riyadh, Saudi Arabia, Saudi Aramco facilities in the western city of Yanbu, and multiple military targets in the southwestern Jizan region. ⑥ US defense officials: Approximately 60 merchant ships passed through the Strait of Hormuz on Wednesday, carrying the highest daily volume of crude oil since early July. About 40 of these ships coordinated with the US military for navigational protection. ⑦ Iranian President Peshizian: The Houthi rebels in Yemen must be held accountable for their actions; the group does not follow Iranian instructions. Iran has not closed the Strait of Hormuz and remains willing to advance the agreement.

US August durable goods orders ex-transportation +0.3% m/m vs +0.6% expected; prior reading revised to +0.7% from +0.4%.