貝森特所說的“伊朗尚未準備好”，只是特朗普政府對協議條件的判斷。伊朗總統佩澤希齊揚8月31日仍公開表示希望通過對話達成協議，但美伊當天恢復交火，說明雙方離接受同一套條件仍遠。 此外，貝森特剛提到的的“油價會跌”更像對白宮政策路徑的押注：若美國壓制佈雷能力、推動霍爾木茲恢復通航，疊加全球需求走弱，地緣風險溢價可能快速回吐。然而實物流尚未驗證這一判斷——海峽週末可見大宗商品船僅約5艘/日，布油一度升至91.52美元；路透調查預計2026年原油市場仍短缺165萬—350萬桶/日。此外，美國財政部正以“零泄漏”方式打擊伊朗石油運輸與金融網絡。在迫使伊朗讓步之前，制裁反而可能先收緊供應。

German 10-year government bond yield hit a 15-year high at 3.2903%.

The Wall Street Journal reports draft IPO filings show SoftBank-backed SB Energy granted OpenAI warrants with an estimated value of about $5.5 bln as part of efforts to secure OpenAI as a data‑center tenant; OpenAI is already an investor. SB Energy is preparing an IPO, expected to file as soon as this week and potentially list next month, targeting $5–7 bln in proceeds and working with bankers. Filings indicate SoftBank and OpenAI plan to be tenants of three data centers; a fourth site in Scurry County, Texas has 900 MW capacity and no identified tenant. Current data‑center customers are predominantly corporate investors, per the filings.