A股上证指数开盘快速下探跌超1%，深证成指跌0.9%，创业板指跌0.5%，科创50、北证50指数双双跌超1%，两市超4900家个股下跌。

The Wall Street Journal, citing U.S. and Middle East officials, reports Iran has used stockpiled components and resumed ballistic missile production in underground facilities, undercutting U.S. and Israeli claims of major war achievements.

Short-bond positioning has driven the benchmark 10-year US Treasury yield toward the 5% threshold ahead of US CPI, the release that will shape Fed rate expectations. The 10-year climbed 18 bps this week and traded just under 5%; it was 4.98% on Friday, the highest since 2023 and approaching the 2007 peak. Traders cite rising oil and persistent inflation running above the Fed’s target for five years as upward pressure. Markets price roughly a 70% chance of a Fed hike at the Sept. 16 meeting. ING Americas head of research Padhraic Garvey said a 5% 10-year now looks inevitable and called the period worrying for the bond market.