U.S. Treasury Secretary Bessent said tighter immigration controls would reduce the number of jobs needed.

摩根大通覆盤前一日科技股回撤時認爲，市場試圖把下跌歸因於長端收益率上升和AI融資壓力，但交易臺看到的更像一次低成交、缺乏催化劑、財報季後的動量反轉。股票交易員形容當日資金流活躍度只有“3/10”，半導體確有局部降風險，但規模並不大。且團隊的綜合倉位指標仍只有約40%分位，處於中性水平。費城半導體ETF即便經歷回落，仍比7月低點高約18%。因此繼續維持技術性牛市判斷，並認爲後續企業回購、散戶及系統化資金都有重新加倉或提高槓杆的空間。

A tropical depression in the South China Sea made landfall near Longlou town, Wenchang, Hainan at about 05:40 on the 20th, with maximum winds near the center of 6 on the scale (12 m/s) and central pressure 997 hPa. The system is forecast to move westward across Wenchang, Haikou, Chengmai, Lingao and Danzhou and enter the Beibu Gulf by the afternoon to evening of the 20th, bringing heavy rain to northern and western Hainan.