A-share CPO and optical chip concept stocks continued to fall, with Yuanjie Technology falling nearly 10%, and Woge Optoelectronics, Dongshan Precision and Changguang Huaxin among the biggest losers.

Domestic News 1. Draft Measures for Protecting the Rights and Interests of Workers in New Employment Forms Open for Public Comment. 2. Minister of Commerce Wang Wentao Meets with European Commission Trade and Economic Security Commissioner Šefčovič in Beijing. 3. Dongchedi: Rumors of violent testing circulating online are false; the 100km/h braking test was not an extreme condition. 4. Zunjie Responds to Brake Pedal Breakage: No breakage has occurred in actual user use; component design will be optimized. 5. People's Bank of China Releases Policy Stance on RMB Exchange Rate: China has neither the need nor the intention to gain a competitive trade advantage through currency devaluation and never engages in competitive currency devaluation. International News 1. Reports indicate Samsung may cut mobile phone production by up to 30% in the fourth quarter. 2. WTO Raises 2026 Global Goods Trade Growth Forecast from 1.9% to 3.9%. 3. Shipping giant Maersk: Emergency fuel surcharge to 20% starting October 12. 4. ECB Meeting Minutes: Policymakers Avoid Providing Guidance Due to Uncertainty and Inflation Risks. 5. The yield on UK 20-year government bonds reached 6% for the first time since March 1998, rising 7 basis points on the day. 6. Federal Reserve Governor Waller: Further rate hikes are still needed, but not necessarily consecutively; action could be paused at the October meeting. 7. Trump's securities transactions in August reached a record high of $273 million, including $25 million in Meta stock and $5 million in SpaceX debt instruments. 8. Middle East situation— ① Iran and Oman reach agreement on coordinates for a safe passage through the Strait of Hormuz. ② Iranian Foreign Minister Araqchi: Negotiations are continuing through intermediaries; a response to US proposals will be given in the coming days.

U.S. Bureau of Ocean Energy Management: about 62.89% of daily oil production and 57.35% of daily natural gas production in the Gulf of Mexico are currently shut in.