Bank of Japan policy board member Takata will closely monitor bond market conditions but does not see Japan as an exception.

CITIC Securities says the market outlook for September remains dominated by stock-positioning and structural themes. It recommends retaining exposure to AI compute, nonferrous metals, innovative drugs and selected export-oriented manufacturers with sustained momentum, while prioritizing sectors currently underweighted by institutions: banks, insurers and securities firms for high-dividend, defensive characteristics; batteries, industrial and energy metals and basic chemicals for earnings recovery; and cyclical catch-up plays such as steel and hog farming.

Anthropic：推出企业前沿安全防护（EFS），在提供零数据保留级别隐私保护的同时，加强对AI恶意使用的防御能力。