英鎊兌美元GBP/USD短線走低10點，現報1.3482。

Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolitical risk premia plus shipping supply disruptions should push oil-tanker freight rates higher MoM; (2) accumulate low-position express couriers ahead of peak season — tightening local price controls mean peak-season price rises could act as a catalyst; (3) select stocks that combine dividend yield and growth, and focus on high-growth logistics and low-valued airlines. Airline valuations and investor attention are relatively low and are expected to await an oil-price retreat to trigger re-rating.

White House economic adviser Hassett said risks posed by malicious actors outweigh the risk of AI running out of control.