NBC News, citing two people familiar with the matter, reported Defense Secretary Pete Hegseth has privately discussed a possible 2028 presidential run with close associates. Hegseth and his wife believe his hard-line style and conservative social positions could win support from the MAGA base; he recently campaigned in Iowa for a Republican congressman, a visit that has fuelled speculation. Potential primary rivals cited include Vice President J.D. Vance and Secretary of State Marco Rubio. A Pen

【政治脆弱性推高欧洲多国融资成本】安联一项利用欧洲八国每周民调数据追踪政治脆弱性的指数大幅攀升至八年来最高水平，反映出政党体系碎片化、选民对主流政党的不满、政治立场向极端阵营两极分化以及执政能力受到削弱等因素。如今，政治脆弱性出现显著变化（即发生“一个标准差”的变动）会使意大利10年期借款成本相对于掉期市场基准利率的利差扩大近0.5个百分点。法国的利差会因此扩大约三分之一个百分点，比利时或英国则会扩大约四分之一个百分点。自2022年以来，政治脆弱性已使意大利、法国、西班牙、比利时和英国累计利息支出增加约1,000亿欧元。这平均相当于这些国家年度债务利息支出的约3%，其中意大利最高可达5%。

JA Solar Technology said at an Aug. 28 results briefing that after a decade of rapid expansion China PV is likely to enter a period of modest, stable growth over the next few years and a large surge is unlikely. PV-storage integration will tighten; AI compute and data-center demand is expected to be the fastest-growing PV+storage segment over the next five years. UHV transmission expansion and removal of distributed transformer capacity caps will open new deployment routes. Overseas markets should remain on a steady growth path while storage grows faster, driven by energy-security concerns, rapid AIDC expansion, high power prices in the US and Europe that make PV+storage economics parity-plus-arbitrage, and European negative prices and curtailment pressures creating firm storage demand.