歐元區7月零售銷售月率將於十分鐘後公佈。

9月3日，巴菲特指數（滬深300市值/GDP）略微回升至92.54%，近期一直維持窄幅波動狀態。股債性價比指標——滬深300指數股權風險溢價（ERP）爲5.66%，續刷2025年8月15日以來新高，突破近一年來波動上限後持續走高；從大週期來看該指標從過去五年波動區間下端逐步向中間區域靠近，暗示目前股市相對國債收益的優勢有所上升，迴歸中性水平。 -------- 注：1、巴菲特指數是通過將股市總市值和GDP來比較，判斷目前股市是否高估，通常70-100%爲正常估值，低於該區間爲低估，高於該區間爲高估。 2、滬深300指數風險溢價（ERP）主要對比滬深300收益和國債收益率，統計近10年數據可以發現該指標和股指有明顯反向關係，每次股市都處於底部區域時，風險溢價均超過6%，也就是當ERP≥6%，股市有投資性價比，而當ERP≤4%時，則股市往往接近或處於階段性高點，投資性價比低甚至要小心回調風險。

Sichuan's agricultural modernization plan pledges to keep grain sown area at or above 96 mln mu (≈6.4 mln ha) and launches a new round of grain-capacity enhancement. The plan deepens the Tianfu Granary — 100 counties, 1,000 plots program and promotes 'ton-per-mu' field construction, integrating the 'four goods' (good land, good seed, good machinery, good methods) to raise yields at scale. It calls for optimizing crop mix and regional layout: boost rice and corn capacity, stabilize wheat, consolidate soybean and oilseed expansion gains, and develop autumn–winter potatoes and ratoon rice where suitable. Policy measures include provincial fiscal subsidies for large-scale grain growers, grain production incentives, continuation of the minimum purchase price for paddy, and wider rollout of full-cost insurance for the three major grains plus full-cost soybean insurance and planting-income insurance.