The U.S. Treasury has suspended Iran-related General License J-1.

Supply-chain sources say Intel has been raising PC CPU prices over the past year and is tentatively planning a further 10% increase in early October. The move, despite a forecast modest decline in the PC market in 2027, signals a priority on boosting gross margins rather than sacrificing price for share. Suppliers warn that using low-margin thresholds to cull products could force some SKUs out of the market; any freed demand may create opportunities for Arm-based vendors such as MediaTek and Qualcomm, especially in industrial PC (IPC), edge computing and IoT where Arm SoCs offer higher integration and lower power consumption.

【股指期货早盘收盘】沪深300股指期货（IF）主力合约涨0.11%，上证50股指期货（IH）主力合约涨0.16%，中证500股指期货（IC）主力合约涨0.60%，中证1000股指期货（IM）主力合约涨0.75%。