Saudi state TV reported President Aoun, visiting Nabatieh in southern Lebanon, said there are currently no new talks with Israel and that Israeli withdrawal, the return of displaced people and reconstruction are established commitments to be implemented.

China International Capital Co says US Aug CPI SA MoM +0.4% (Jul +0.1%), YoY +3.4% (Jul +3.4%). Core CPI MoM +0.3% (Jul +0.2%), YoY +2.4% (Jul +2.5%), slightly above consensus. MoM rebound driven by higher energy, telecom price rises and persistent AI-related inflationary pressure. CICC judges the print has hit the Fed’s hike threshold and expects a 25bps increase at the Sept. 16 meeting. The Fed may lower its unemployment projection and raise inflation forecasts; the dot plot could lift 2027–28 rate paths, signaling tighter policy for longer. A more hawkish risk: an additional hike later this year or next, which could prompt markets to reprice a longer tightening cycle.

Goldman Sachs raised Lvde Xiebo’s 12-month target price to 285.1 yuan from 186.7 yuan but kept a MAINTAIN rating, saying the valuation uplift reflects extending its valuation horizon to 2035 to capture humanoid-robot long-term upside rather than higher near-term earnings. Goldman forecasts global humanoid-robot shipments of about 890k by 2030 and 6.5m by 2035; it projects Lvde Xiebo’s humanoid-robot revenue at 5.7 bln yuan in 2030 and 30.5 bln yuan in 2035, representing roughly 84% and 94% of total revenue. The bank cut 2026–2030 profit forecasts and expects margin pressure as the company pursues aggressive price cuts and rapid capacity expansion, lifting depreciation and pushing long-run gross margin to about 30%. Goldman says Lvde Xiebo leads in humanoid-robot harmonic reducers, but its 12-month forward P/E of ~256x versus a historical average near 183x supports a neutral rating. (Goldman Sachs report, Sept. 10)