Nippon Steel will use proceeds to repay subordinated notes issued in 2019.

Henan’s housing and urban-rural development department and eight other provincial departments issued a policy package titled Several Measures to Coordinate Controlling Increment, Destocking, Improving Supply and Stabilizing the Real Estate Market, pledging stepped-up support for housing consumption including locally tailored purchase subsidies and loan interest subsidies. The package promotes real‑estate+ online and offline promotions tied to local culture and tourism to stimulate demand and backs diversified upgrade demand. It also relaxes unit-counting for qualification: buyers with no property within the administrative boundaries of the county (city, district) where the intended purchase is located may be treated as first-time buyers; multi-child households that already own property may have one unit deducted when counting owned homes for a subsequent purchase.

2026年以來，科技和半導體是全球盈利預測上調的重要來源，AI資本開支和股權投資收益提供了明顯支撐。但高盛指出，投資者越來越不願意爲這種更具週期性的盈利支付更高估值，AI產業鏈槓桿上升和長期利率偏高也形成壓制。高盛仍認爲AI資本開支存在上修空間，算力需求超過供應的狀態可能持續到2028年，後續重點看AI支出、投資回報和競爭格局。（上述觀點來自高盛9月6日報告）