Iran's Supreme National Security Council secretary Rezaei warned that if economic warfare against Iran continues, not a drop of oil will be exported from the Strait of Hormuz or anywhere in the Persian Gulf. He said Tehran will regard any country that participates in or supports US economic measures against the Iranian people as committing an act of war.

Zhongtai Securities says the mid–late August pullback began as expected; the market retraced after a rally, volumes fell and stabilized. It maintains a mid‑term view that the market should strengthen again in September. The correction offers a right‑side buying opportunity; allocation focus remains on technology manufacturing and nonferrous metals. Mid‑term recommendations: increase exposure to STAR 50, nonferrous metals and gold. In September, if AI revenue concerns ease and Fed rate expectations improve, STAR 50 may see a trend recovery. Short‑term defensive preferences are power equipment and energy & chemical manufacturers; thematic focus on edge AI and AI applications with existing commercialization paths. Be cautious on overseas compute capacity until end‑of‑month model releases and revenue data validate demand.

China A-share CRO sector extended weakness, with Haite Biotech down over 11%, Tigermed down 9.42% and Yiqiao Shenzhou down 8.17%; Nearshore Protein, Aopumai and Porton Pharma each fell more than 6%.