The Nikkei 225 index continued to hit a record high, with electronics manufacturers and trading companies leading the gains.

Domestic News 1. The Ministry of Commerce responded to the TikTok issue: "We will never seek any agreement at the expense of our principled stance, corporate interests, or international fairness and justice." We will review and approve all matters related to TikTok's technology exports, intellectual property rights, and licensing rights in accordance with the law. 2. Pig production capacity controls exceeded expectations, requiring leading companies to take the lead in production cuts. These controls were accompanied by a series of fiscal and financial measures, such as strict control of credit for hog production capacity expansion and reductions in subsidies that stimulate hog production capacity growth. 3. Has China requested the termination of orders for Nvidia's RTX Pro 6000D chips? The Ministry of Foreign Affairs responded: "We consistently oppose discriminatory practices against specific countries on economic, trade, and technological issues. China is willing to maintain dialogue and cooperation with all parties to maintain the stability of the global supply chain." 4. The Shanghai Stock Exchange: Tianpu Shares has recently experienced several unusual fluctuations. Self-regulatory measures such as account suspension have been taken against relevant investors in accordance with regulations. 5. Goldman Sachs: We maintain our overweight position in both A-shares and H-shares. The "slow bull market" trend in the A-share market appears more stable than before. International News 1. The Bank of England voted 7-2 to keep its policy rate unchanged at 4%, reducing the pace of quantitative tightening from £100 billion to £70 billion; Bank of England Governor Bailey continued to believe further rate cuts are possible. 2. US initial jobless claims for the week ending September 13th were 231,000, compared with expectations of 240,000. The previous figure was revised from 263,000 to 264,000. 3. Sources: The UAE may downgrade its relations with Israel if the Israeli government announces annexation of the West Bank. The UAE may withdraw its ambassador as a result, but has not considered completely severing ties. 4. A Ukrainian commander predicted that Russia is deploying an additional 16,000 troops and could launch a new offensive as soon as 10 days. 5. Nvidia acquired a $5 billion stake in Intel and reached a chip partnership. 6. The German parliament approved a record-breaking 2025 budget.

Israeli Foreign Minister: The Japanese Foreign Minister informed me of this during a phone call (Japan will not recognize the State of Palestine at the UN General Assembly).