Yemeni Houthi forces announced an attack on ARAMCO.

CITIC Securities says the Beijing Stock Exchange (BSE) is in a base-building phase awaiting incremental inflows. Valuation and sentiment bottoms were reconfirmed in a late‑August retest and Sept. 2 volume validated willingness of new capital to enter. H1 double‑digit growth and a sharp rise in contract liabilities provide fundamental support; buybacks, accelerated stake purchases and stronger demand for recent listings are improving capital structure. Further upside depends on three catalysts: rollout of index products (BSE 50 ETF and three‑month lock‑up thematic funds) with turnover sustained above CNY20 bln; potential policy measures around the BSE’s fifth anniversary on Nov. 15; and broader confirmation that secondary-market support for recent listings is durable, which would reinforce primary IPO demand and secondary performance. Tactical guidance: favor cyclical growth and valuation-repair themes, buy on dips and scale in while tracking volume and policy signals for opportunistic adds.

阿斯麥(ASML.O)：過渡到更大尺寸的12英寸光掩膜預計將進一步提高晶圓廠生產效率，降低芯片製造成本，並消除拼接限制。