9月28日，巴菲特指數（滬深300市值/GDP）降至89.49%；股債性價比指標——滬深300指數股權風險溢價（ERP）進一步升至5.95%，處於逾一年偏高附近；從大週期來看，該指標仍處在過去四年波動區間中間區域，接近6%的關鍵水平，暗示目前股市相對國債收益的吸引力處於中性略偏高水平。 -------- 注：1、巴菲特指數是通過將股市總市值和GDP來比較，判斷目前股市是否高估，通常70-100%爲正常估值，低於該區間爲低估，高於該區間爲高估。 2、滬深300指數風險溢價（ERP）主要對比滬深300收益和國債收益率，統計近10年數據可以發現該指標和股指有明顯反向關係，每次股市都處於底部區域時，風險溢價均超過6%，也就是當ERP≥6%，股市有投資性價比，而當ERP≤4%時，則股市往往接近或處於階段性高點，投資性價比低甚至要小心回調風險。

British investigators are probing whether a suspected plot to attack RAF Fairford, a base hosting US forces and used for Middle East missions, was directed by Iran or an Islamist group. Five British men in their early 20s from London were arrested hundreds of yards from the western England base; police have not established a motive but security officials say US B-1 bombers may have been the target. Officials cautioned it is too early to determine Tehran’s involvement; Iran earlier warned Britain against permitting US strikes from UK bases.

Brent crude rose to $100/bbl, up 2.7% intraday.