UBS strategists said Meta’s consumer-facing AI agent Muse has been well received, implying rising product demand across the AI supply chain. They said Muse’s successful launch shows AI firms can monetize beyond selling technology to large enterprises. Strategists added that intensifying competition in AI products should increase demand for compute and AI infrastructure, benefiting leading semiconductor and hardware names.

Zhongtai Securities says the China tech rally has entered a right-side launch stage and recommends continued offensive exposure to tech manufacturing, small caps and non‑ferrous metals, with energy-security positions used to hedge tail risk. Medium-term focus: STAR 50, domestic semiconductor equipment, memory, the CSI 2000 and micro-cap indices. Non‑ferrous metals and gold retain allocation value. Maintain tech exposure into the holiday; a material fall in oil prices and improvement in external liquidity would further reinforce the rally. Thematic focus: AI applications and edge devices.

China Vice President Han Zheng met Cambodian King Norodom Sihamoni and Queen Mother Monineath in Beijing on Sept. 22. Han conveyed President Xi Jinping’s and Peng Liyuan’s greetings, said bilateral ties are entering a new phase toward an all‑weather China‑Cambodia community of shared future under Xi and Sihamoni’s strategic guidance, and pledged to work with Cambodia to implement leaders’ agreements.