也门卫生部长：胡塞武装对摩卡港的袭击造成7人死亡，30人受伤。

China's 13th typhoon of the year, "White Dolphin", forced Hangzhou airport to cancel 388 inbound and outbound flights on Aug 9, with cancellations concentrated after 12:00 local time. Of 752 flights scheduled for the day, as of 14:00 350 had operated and 202 remained unexecuted.

Founder Securities says the market’s oversold rebound has entered a decisive phase, with technology and high‑cycle (景气) tracks diverging. It highlights three allocation themes. First, technology requires selective positioning: innovation/startup segments have rebounded roughly 10% from their lows and, versus typical oversold-theme rebounds, may have additional upside. The AI narrative shifted after US cloud service provider earnings; marginal weakening of competitive capex makes cloud businesses and healthy cash flow the differentiators. Founder advises a balanced exposure between AI hardware and applications, prioritising overseas compute names with low crowding, domestic compute plays with high visibility in semiconductor equipment and materials, and relatively depressed AI application names and Hang Seng Tech stocks. Second, with Fed rate‑hike expectations easing, seek HALO assets: beyond core resource plays (nonferrous metals and chemicals), consider oversold new and old energy segments — power grid and power equipment, coal and petrochemicals. Third, focus on pharmaceutical large caps with solid fundamentals, low crowding and easing downside pressures.