Reports say a Tesla team arrived in Ningbo on Sept 16 and opened a production audit for its Optimus humanoid robot on Sept 17, and has placed related orders with supply‑chain firms. A similar audit in China last September reportedly involved Top Group, Sanhua Intelligent Controls, Zhejiang Rongtai, Xinquan and Joyson Electronics. Top Group staff said they have not received formal audit notice; they added Tesla R&D personnel are regularly at the Ningbo plant and the firms collaborate on linear an

據沙特媒體哈達斯（Alhadath）：以色列總理內塔尼亞胡表示：“我們將推翻伊朗政權，我們將消滅哈馬斯，我們將擊垮真主黨。”

Most firms expect the BOJ to raise its policy rate by 25bp to 1.25% today; markets are focussing on forward guidance — a less hawkish signal would likely trigger yen weakness and pressure JGBs. Reuters survey: economists expect the policy rate to reach 1.50% by end-March next year and 1.75% by Q2 2027, with most seeing at least that terminal rate. Nikko expects 25bp to 1.25% and 1.75% by June 2027, with upside to 2.25% if oil rises and other central banks tighten. BNP sees 25bp now, then further hikes in Dec and next March to 1.75%. OCBC says the hike is largely priced; the key is the post-September path and whether the BOJ signals faster normalization while inflation remains elevated. Goldman says today’s move is certain and the next hike could come as early as December; high energy, strong AI-driven demand, a weaker yen and loose fiscal policy could push inflation and yields higher. TD Securities projects a path to 2.25% via hikes in Dec and several 2027 moves and warns that omission of Oct/Dec hikes from guidance could send USD/JPY to 157–160. Market pricing already implies ~90bp of tightening over the next 12 months; if Governor Ueda signals caution, that could leave the yen exposed. Overall market takeaway: 25bp hike probable; guidance tone will be the primary driver for near-term yen moves, JGB yields and expectations for further BOJ tightening.