伊朗铁路公司表示，与阿富汗的铁路货运量已从每年不足1.5万吨增至每月约13万吨；预计年货运量将达到约150万吨。

美国贸易代表格里尔：美国提议将加拿大大部分钢铁产品关税下调至25%，将铝产品关税由50%降至25%。

Zhongtai Securities says the mid–late August pullback began as expected; the market retraced after a rally, volumes fell and stabilized. It maintains a mid‑term view that the market should strengthen again in September. The correction offers a right‑side buying opportunity; allocation focus remains on technology manufacturing and nonferrous metals. Mid‑term recommendations: increase exposure to STAR 50, nonferrous metals and gold. In September, if AI revenue concerns ease and Fed rate expectations improve, STAR 50 may see a trend recovery. Short‑term defensive preferences are power equipment and energy & chemical manufacturers; thematic focus on edge AI and AI applications with existing commercialization paths. Be cautious on overseas compute capacity until end‑of‑month model releases and revenue data validate demand.