【印度爲捍衛盧比付出高昂代價】據英國金融時報，兩位知情的外匯銀行人士透露，自6月份以來，印度央行已動用從印度僑民那裏籌集的1400多億美元中的約900億美元來支撐盧比，包括通過向現貨市場出售貨幣和進行貨幣互換來吸收過剩流動性。

國外 1. DWS：預期美聯儲將於10月維持利率不變。 2. 富蘭克林鄧普頓警告：沒有人對歐元區債務危機2.0做好準備。 3. 三菱日聯：預計英國央行將在下一次會議上加息25個基點。 國內 1. 源達信息證券研究：A股基本面沒問題，建議保持耐心。 2. 中金：AI4S重塑新藥研發智能範式，建議持續關注三類企業。 3. 中信證券：看好具備技術、產品和市場份額優勢的海風核心設備龍頭。 4. 中信證券：重視稀缺數據流通及Infra建設機遇。 5. 中信證券：看好機器人產業的量產和應用前景，建議關注產業鏈核心廠商。 6. 中信建投：國內外廠商當前正密集發佈超節點產品，行業由方案驗證正式進入規模化交付階段。 7. 中信證券：社會服務板塊分化之中尋機遇，行業龍頭經營仍具韌性。 8. 國金證券：低估值的券商板塊具備較高性價比。 9. 天風證券：建議關注酒店、景區、餐飲及零售等方向。 10. 華泰證券：旺季與“反內卷”支撐快遞價格修復，建議關注電商快遞。

The Ministry of Industry and Information Technology and seven other ministries issued the Plan for Enhancing Industrial Foundation Capabilities (15th Five-Year Plan). The plan prioritises upgrading the industrial base and launches an industrial-foundation rebuilding programme to close gaps, strengthen advantages and develop frontier areas. It emphasises demand-led R&D and coordinated advancement of technology breakthroughs and application. By 2030 the plan aims to materially ease weaknesses in China’s industrial base, raise technological innovation, self-reliance and high-quality product supply, and significantly improve basic product quality. It seeks to produce key foundational products that enable whole-machine innovation, cultivate several internationally influential brands, foster new manufacturing “single champion” and specialised “little giant” firms, and put in place more sound long-term investment mechanisms. Overall industrial capability is targeted to reach advanced international levels to support a modern industrial system led by advanced manufacturing.