以色列財長：以色列總理內塔尼亞胡已下令撤離約旦河西岸部分定居點前哨據點。

SIMSEK said Turkey has not yet reached its desired inflation level. He said the calculated inflation inertia is lower than actual inflation. He said Turkey has ambitious inflation targets.

JEFFERIES says Zhipu (02513.HK) 2026 year-end ARR guidance of US$2.4bn exceeds expectations but sustainability is questionable due to a high August base, uneven compute supply growth, concentrated customers and low switching costs. Zhipu Cloud gross margin improved in 1H2026 but JEFFERIES warns margins may retreat in 2H as new domestic GPU clusters come online and Coding Plan resumes. Target price trimmed to HK$1,183.79 from HK$1,299.80; rating maintained at RAISE. JEFFERIES raises Zhipu revenue forecasts for 2026–2029 by 37%–119% reflecting faster cloud growth, and reduces net-loss forecasts by 14%–21%. In sum-of-the-parts valuation the cloud multiple is cut from 50x 2026 ARR to 30x to better align with overseas peers. JEFFERIES continues to view China’s large-language-model sector as crowded and favors full-stack cloud platforms with compute, data and monetization advantages such as Alibaba (09988.HK) and ByteDance.