RSM economist Thomas Pugh says the UK economy likely contracted 0.1% in August as some of June–July’s strong momentum faded. He says the economy has averaged about 0.5% growth per quarter year‑to‑date and that Q3 is still expected to expand roughly 0.4–0.5%. Industrial output was likely flat in August while construction and services output fell; AI adoption could boost IT and other key sectors. Pugh warns that rising inflation, higher interest rates and a weakening labour market could prompt a p

沙特原油降價，9月海灣原油出口已恢復到戰前約91%，難道不是利空？降了3美元油價，卻漲了100萬租船費，亞洲買家實際成本已逼近150美元！這幾個月恢復的那一大截供應，到底恢復了什麼？

China A-shares gave up early gains by midday; Shanghai Composite fell 0.27%, Shenzhen Composite dropped 1.24% and ChiNext lost 2.13%. CPO and optical-communications sectors plunged, with Yuanjie Technology, Changguang Huaxin and Dongshan Precision locked at limit-down; Shijia Photonics and Changxin Bochuang also tumbled. Bioproducts underperformed—Jinan Protein, Baipusaisi and Sailun Biotech each slid more than 10%. Semiconductor names were under pressure, including Siruipu, Weidao Nano and Shengbang. Battery sector showed strength: Shidai Wanheng extended to a fourth consecutive limit-up, Zizhu High‑Tech to a third, while Fengyuan, Lingpai Technology and Yema Battery hit daily limits.