A股存储芯片板块竞价高开，普冉股份涨近6%，精智达涨近5%，澜起科技、大普微、聚辰股份均涨3.8%，华大九天、深科达等跟涨。

伊朗外交部发言人巴加埃表示，对方（美国）通过袭击平民、杀害儿童来向伊朗施压，这使其相关主张彻底失去合法性，也没有任何值得炫耀之处。由于海上封锁持续以及全面经济战不断升级，伊朗目前处于依法自卫、捍卫自身及国家利益的立场。伊朗针对美国军事基地和军舰采取的防御性行动完全合法，属于依据《联合国宪章》第51条所规定的固有自卫权范畴。

{"title":"This week: US CPI to shape September Fed; China FX reserves, Apple event","content":"Key market-moving items this week: US CPI prints and PPI/treasury auction data that could influence SEPT Fed pricing; China Aug CPI and FX reserves; weekly US oil inventories plus EIA/OPEC/IEA monthly oil reports; ECB President Lagarde speeches and Thurs policy press conference; Apple autumn product event and TSMC Aug revenue; China Aug M2 and trade flows. Monday: China Aug FX reserves release; US and Canada equity markets closed for Labor Day (one-day); metals and some energy contracts close early. Tuesday: China Aug trade balances (USD and RMB terms); Japan, Germany, France trade data; US NFIB small‑business sentiment and NY Fed 1‑yr inflation expectation. Wednesday: China Aug CPI YoY; France industrial output (Jul); ADP private payrolls change for week to Aug 22. Thursday: US 10‑yr Treasury auction stop‑out yield and bid‑cover; US Aug PPI YoY/MoM; initial jobless claims (week to Sep 5); existing‑home sales (Aug annualised); German Aug CPI final; ECB deposit and refi rate records to Sep 10 and Lagarde speech at Bundesbank dinner plus ECB policy press conference (simultaneous interpretation); EIA short‑term energy outlook and OPEC monthly oil report; Apple autumn product launch; TSMC publishes Aug revenue; China Aug M2 YoY; EIA weekly natural gas inventory. Friday: US Aug CPI (unadjusted YoY, SA MoM and core MoM) and preliminary 1‑yr inflation expectation; UMich preliminary Sep consumer sentiment; weekly EIA crude, Cushing and SPR inventory updates (week to Sep 4); UK Jul 3‑month GDP, manufacturing output, goods trade balance and industrial output; domestic fuel retail price adjustment window opens in China; IEA monthly oil report; Swiss consumer confidence (Aug). Saturday: US Baker Hughes rig count (week to Sep 11); additional Lagarde remarks.