1. 北京時間9月8日20:00 在白宮處理行政事務； 2. 北京時間9月8日22:35 在白宮南草坪參加“美國鋼鐵”活動； 4. 北京時間9月9日01:00 在橢圓形辦公室簽署行政命令； 5. 北京時間9月9日02:00 在橢圓形辦公室參加政策會議； 6. 北京時間9月9日03:00 在橢圓形辦公室參加政策會議； 7. 北京時間9月9日05:00 在橢圓形辦公室參加政策會議。

The Securities and Exchange Board of India (SEBI) said compliance requirements for foreign investors in government securities will be simplified.

Haitong International cut its target price for NIO (09866.HK) to HK$32.7 from HK$46.22 and maintained a MAINTAIN rating after issuing updated guidance. NIO offered Q3 delivery guidance of 108k–111k units, up 24.0–27.5% YoY but only 0.3–3.1% QoQ. Revenue guidance of 33.29–34.05 bln yuan implies average selling price up roughly 2–3% QoQ. Management expects H2 per-vehicle costs to rise about 2,000–3,000 yuan versus Q2, plans to hold Q3–Q4 auto gross margin near 18%, and still sees full-year non-GAAP operating profit as positive; however, with thin Q2 profitability, limited Q3 QoQ volume growth and rising costs, visibility on sustained H2 profitability is low. Demand for ES8 and ES9 is relatively stable, but NIO’s Q4 target of >40k units per month depends on recovery of LeDao issues and a Firefly component ramp. Haitong trims its 2024 delivery estimate 7% to 424k units and now forecasts 2026–28 revenue of 123.9 bln, 155.0 bln and 155.2 bln yuan (revisions -2%, +13%, +13%).