摩根大通“做多软件、做空半导体”篮子周二单日上涨12.1%，创历史最大单日涨幅，反映AI内部交易出现剧烈切换。市场开始担心前沿AI模型训练节奏放缓，于是资金从部分AI基础设施和长周期半导体设备转向软件、网络安全、大型云平台及AI落后股。不过注意，前沿AI研发“放慢节奏”并不等于停止训练，更严格的安全、对齐和第三方评估反而可能需要更多算力，因此这更像一次情景重估，而非AI算力需求已确认下滑。（上述观点来自摩根大通9月15日报告）

State Grid rolled out measures to streamline electricity services: it will promote joint handling of public utilities (water, power, gas and network services) and implement one‑stop processing for linked transactions such as property-transfer related power‑account transfers, account cancellations and refunds, customer name changes and VAT information updates. The company will promote cross‑province processing of power‑supply business in Beijing–Tianjin–Hebei, the Yangtze River Delta and Sichuan–Chongqing, and pilot cross‑grid coordination in Fujian–Guangdong and Heilongjiang–Hainan. It will align power‑service grids with local government grassroots governance grids, publish grid manager contact details and service hotlines, provide one‑stop policy consultation and business handling, and operate a closed‑loop demand collection, dispatch and feedback process to accelerate resolution of consumer electricity requests.

也门胡塞武装16日称在也门东北部马里卜省上空击落一架沙特F-15战斗机。