MOFCOM’s U.S. and Americas Department head briefed on outcomes of the eighth-round U.S.-China economic and trade consultations. In the talks both sides exchanged views on increasing direct passenger flights and agreed to maintain communication on adding U.S.-China flights and related matters.

Local time Sept 27, UK police said a "major incident" occurred at RAF Fairford in Gloucestershire, a base used by the US military. Several men were arrested and are in police custody on suspicion of breaching UK explosives laws. Multiple residences were evacuated. The British Army's specialist bomb-disposal unit is on site and is examining several vehicles.

Huatai Securities' A-share strategy sees the market in a consolidation/recovery phase; prior correction has relieved valuation and trading risk, raising the odds of a pre-holiday rebound, but US jobs and PMI releases over the holiday increase event risk. Positioning should favor high earnings visibility and relatively fully digested valuations: within tech, prioritize optical communications, PCB and select domestic compute leaders and cut exposure to earnings-downgrade risk and pure-theme names. Also consider underallocated chemicals and paper chains where price spreads have improved, and use dividend-yielding assets as portfolio stabilizers. Ahead of the holiday keep fundamentally strong core holdings, trim high-volatility trading positions; stock selection matters more than gross exposure.