道琼斯指数9月1日（周二）开盘下跌359.80点，跌幅0.68%，报52826.10点； 标普500指数9月1日（周二）开盘下跌56.42点，跌幅0.73%，报7629.96点； 纳斯达克综合指数9月1日（周二）开盘下跌353.28点，跌幅1.34%，报26017.61点。

Sepah News, the media arm of Iran's Islamic Revolutionary Guard Corps, quoted Iran's deputy foreign minister responding to an overnight US strike on Larak Island. He said foreign forces must leave the region and should be taught a deep lesson so they do not repeat acts of aggression.

At UBS’s China A-share seminar, Fang Dongming, head of UBS Global Financial Markets China, said the A-share market is entering a new phase of repair and revaluation as risks abate, policy expectations improve and earnings trends turn positive. He flagged scope for additional incremental policy measures in H2. Strategic tech—notably AI—alongside consumption and property are likely to receive more policy support. Innovation and high-end manufacturing are reshaping China’s external trade narrative, with the AI supply chain already a material driver of import‑export growth. Targeted R&D, model‑architecture advances and open‑source collaboration are making China’s AI industry more cost‑competitive and shifting the global AI competitive landscape.