Iran's Supreme National Security Council secretary said Trump's support has fallen the most among US presidents and accused him of defending crimes by calling war "peace" and terrorism "security".

Sept. 23 — The Beijing municipal party committee standing committee called for technology‑driven manufacturing growth, prioritizing original innovation and R&D on key core technologies and faster commercialization of results. It ordered implementation of an AI+ action to speed digital transformation in manufacturing and deeper integration of advanced manufacturing with modern services, including expansion of servitized manufacturing, flexible customization and product‑service business models. The committee directed accelerated innovation and deployment of green manufacturing equipment to deliver energy savings, carbon reduction and pollution cuts in key manufacturing areas; support for leading manufacturers to act as supply‑chain anchors and for the cultivation of unicorns and specialized 'little‑giant' firms; faster development of Zhongguancun into a world‑leading tech park and coordinated 'three cities and one district' development; and strengthened financial‑service and intellectual‑property policy mechanisms to improve the ecosystem for advanced manufacturing.

1、加息週期早期往往伴隨美元走強、收益率曲線趨平（即短期利率快速走高，但長期利率上升較慢），這種組合相對而言更有利於長期成長股和超大型科技股（因爲長期利率沒有快速走高）。 2、因此摩根大通繼續偏好超大型科技公司，並認爲在較高收益率、較強美元環境下，美國股市可能階段性跑贏其他發達市場。 3、如果市場對AI的擔憂繼續升溫，資金可能轉向非AI資產，報告特別提到巴西和拉美，認爲其可作爲非AI方向的配置選擇。（摩根大通9月21日報告）