据华尔街日报：如果达成协议，将为这笔交易扫清障碍。交易完成后，HBO、CBS、CNN、流媒体服务以及知名电影制片厂等业务将归于同一家公司旗下。

韩国总统李在明：在超大规模国际竞争的时代，仅依靠过去的补贴等支持政策，以及需要承担本金和利息偿还义务的贷款等金融手段，已经难以灵活应对。

China Merchants Securities says the Fed’s expected 25bp hike and relatively hawkish dot plot (implying one more hike this year) are a realized negative shock, leaving few major macro variables to drive markets short term and prompting a return to sector-level pricing. China’s August data show marginal production recovery, weak aggregate demand and divergence between old and new growth drivers; aggregate weakness is largely priced while structural strength is concentrated in tech and exports. Continued US–Iran tension alongside increased diplomacy has eased oil from recent highs, marginally reducing geopolitical risk. As macro pressure eases and prior crowding is digested, funds are rotating back to tech — TMT’s share of mainland turnover rose to 43% this week — and earnings-supported large-cap tech look set for catch-up gains; monitor AI compute chain, CPO industry chain, resource-price beneficiaries and export-linked names.