Ukrainian president ZELENSKIY said on the 8th that Ukraine’s negotiating team will meet in the United States on the 9th with US special envoy Witkoff and Trump son‑in‑law Jared Kushner for a new round of talks on the Ukraine crisis. Ukraine’s delegation will include presidential office head Budanov, first deputy head Kyslytsia, Servant of the People faction leader Arakhamia and foreign intelligence chief Umerov. Talks are expected to run two days; Ukraine hopes a European negotiating team will j

The PBOC, in a statement on its RMB exchange-rate policy stance, said China will firmly implement strategic priorities under the 15th Five-Year Plan and press ahead with a shift in the growth model toward domestic-demand-led expansion. Authorities will boost consumption, expand effective investment combining physical and human-capital spending, strengthen the domestic circulation and smooth domestic-international dual circulation, and improve the business environment to ensure fair competition. The statement stresses greater emphasis on tech-driven productivity gains, raising household disposable income, and enhancing income distribution and social-security systems. It also pledges steady expansion of high-level opening to become a core global demand market and stronger participation in international economic and financial cooperation and global financial governance reforms to help safeguard global economic and financial stability.

重要新闻 1. 美联储理事沃勒：仍需更多加息，但对加息速度保持灵活。 2. 伊朗外长阿拉格齐：谈判仍在继续，未来几天将回应美国提议。 3. 美国至10月3日当周初请失业金人数 19.7万人，预期20万人，前值由19.7万人修正为19.9万人。 个股新闻 1. 谷歌(GOOG.O)： 谷歌云推出Gemini代理 。 2. 小鹏汽车(XPEV.N)：小鹏G9L在欧洲完成首次生产试验。 3. 美媒：博通(AVGO.O)为OpenAI定制芯片研发寻求逾500亿美元融资。 4. 亚马逊(AMZN.O)员工周二报告称，公司多个部门又进行新一轮裁员。 5. 美国防部拟以15亿美元贷款换取Wolfspeed(WOLF.N)最高7.5%股权认股权证。 6. 派拉蒙(PSKY.O)CEO：Skydance的现金流预计到2030年将增长至100亿美元。 7. 苹果(AAPL.O)：应用商店中国生态规模五年翻倍至4万亿元，超95%交易无需佣金。 8. SK海力士(SKHY.O)旗下闪存业务子公司Solidigm已选定高盛(GS.N)和摩根士丹利(MS.N)负责明年美国IPO。 9. 台积电(TSM.N)：第三季度营收达到1.49万亿新台币，同比增长50%并创历史新高，超出了1.46万亿新台币的市场预期。 10. 百事(PEP.O)第三季度净营收252.7亿美元，市场预期249.5亿美元；第三季度营业利润42.6亿美元，市场预期为41.9亿美元。 11. 知情人士称，甲骨文(ORCL.N)正与阿波罗和高盛等机构洽谈融资，为一笔大规模芯片采购提供资金，并希望最快于今年完成交易。