美、布兩油短線跳水約2美元，報92.02美元/桶和105.65美元/桶。

At a Sept. 28 briefing, Foreign Ministry spokesperson Guo Jiakun said China will participate in global AI governance with a constructive, responsible stance and will continue to advance Chinese proposals. He said China, prior to recently establishing an international AI cooperation organization, has supported multilateral cooperation and favors a comprehensive approach—ethical standards, operational processes and keeping AI under human control—and supports the UN as the primary channel for a fair global AI governance system. Guo said China is willing to maintain communication with the US through an AI government-to-government dialogue, including agreed channels for AI-related incident communication, framing such engagement as both a means to inclusive, beneficial AI development and to build a respectful, equitable basis for US–China strategic stability.

Deutsche Bank strategist Parag Thatte says the rotation into tech that began in late July still has room to run. Since late July, large-cap growth and tech names are up about 14% while the rest of the S&P 500 is down roughly 3%. Their relative performance has moved into the upper half of its long-term trend channel but has not reached the top. Positioning in large-cap growth and tech is about 0.8 standard deviations above neutral — a clear overweight but well below prior peaks (early June hit the 99th percentile). Single-stock options activity has surged in large-cap growth and tech, followed by consumer cyclicals, industrial cyclicals and defensives; energy volumes have fallen, while materials and financials are around average. Deutsche Bank says the rotation is in a deeper phase but still has room, and reiterates that rate volatility, not the level of rates, remains the key variable for equities.