SemiAnalysis 指出，前沿大模型实验室的算力分配呈现出和行业整体趋势明显分化的特征：其总算力中训练端占比仍维持 60% 以上，推理仅占 30% 出头，并未随模型上线而把资源大规模倾斜到对外服务的推理业务；与此同时，训练内部的算力结构也发生明显迁移，资源投入重心正从传统基座预训练，逐步转向后训练与强化学习环节。

CSC Financial said in a research note that US August CPI was broadly in line with consensus while core CPI surprised higher; the rise appears driven by one-off service volatility and is unlikely to persist. After the print, markets raised the probability of a September Fed hike to 87%, leaving near-term tightening largely priced and triggering a sell-the-news move that pushed gold down then back up. The firm expects that unless the Fed signals sustained hikes, the policy headwind for gold is exhausted and the metal should bottom and rebound: a September hike would be a priced-in outcome; a pause would relieve short-term rate pressure and, combined with gold’s role as a credit hedge, support a recovery.

State media quoted Abbas, spokesman for Iran's parliamentary presidium, saying the United States is duplicitous and "only understands the language of force and power politics." He warned against negotiations that would weaken Iran's regional allies and said withdrawing from the Nuclear Non‑Proliferation Treaty would be "a fully achievable and easily executed step." He said Israel, which possesses an undeclared nuclear arsenal, is among the small number of states that have not signed the treaty.