TD COWEN：將戴爾(DELL.N)目標價從500美元上調至550美元。

China's State Administration of Foreign Exchange said goods and services trade in the balance of payments totaled 5.118 tln yuan in August 2026, with exports of 2.879 tln yuan, imports of 2.239 tln yuan and a surplus of 640.7 bln yuan. Major service items: travel 173.1 bln yuan, transportation 153.2 bln yuan, other commercial services 143.7 bln yuan, telecom/computer/information services 69.3 bln yuan.

Sept. 29 — The China Electric Power Planning & Design Institute in Beijing published a set of reports including a first-time study on AI–energy mutual empowerment. The report says Chinese energy companies have accelerated deployment of sector-specific large AI models and had released more than 20 such models as of June 2026. Firms are converting real operational needs into R&D and product roadmaps by prioritizing high-value use cases, opening scenarios and running pilot demonstrations. Development is shifting from model-driven to scenario-driven, concentrating limited technology, data and compute on high-frequency, high-value, quantifiable and verifiable business processes.