A U.S. special envoy said he expects to return to Belarus in about a month and hopes hundreds of prisoners will be released then; he said all Belarusian prisoners could be freed by year-end.

China published a plan to develop Zhongguancun into a world-leading science park, targeting a basically completed, world-leading park by 2030. The plan aims for sustained emergence of globally leading technologies and flagship products, formation of world-class industry clusters with technological leadership, and positioning Zhongguancun as an origin of new industry tracks, a hub for world-class firms, a top global investment destination and a high-level talent center. It calls for concentrated industrial agglomeration, active open innovation, efficient institutional mechanisms, improved infrastructure and a high-quality environment.

A JP Morgan "long software, short semiconductors" basket jumped 12.1% on Tuesday, its largest single-day gain, reflecting a sharp intra-AI trade rotation. Investors are pricing a potential slowdown in frontier AI model training, prompting flows out of some AI infrastructure and long-cycle semiconductor equipment into software, cybersecurity, large cloud platforms and lagging AI names. JP Morgan warns that a slower R&D cadence does not equal halted training—tighter safety, alignment and third-party evaluations could increase compute demand—so this appears to be a scenario reassessment rather than confirmation of reduced AI compute needs (JP Morgan report Sept. 15).