News

According to Interfax news agency, a warehouse belonging to Wildberries, an online retailer in Russia’s Tver region, was damaged in a drone attack.

The yield on Japan's 5-year government bond rose 0.5 basis points to 2.125%.

Goldman Sachs derivatives trader Shawn Tuteja points out that US stock market sentiment has shifted significantly in the past two weeks. Previously, investors were primarily concerned with the Federal Reserve, long-term bond yields, geopolitical risks, and stock supply. Now, however, a "win-win" expectation is gradually forming regarding the September FOMC meeting: if the Fed adopts a dovish stance on rate hikes, the market believes it will help stabilize long-term yields; if it doesn't, strong earnings could continue to drive the rally to non-AI sectors. Meanwhile, net client exposure is now at the 67th percentile over the past five years, and total exposure has risen to the 89th percentile. SPX Call's daily trading volume has reached a record high of 4 million contracts. Tuteja is not predicting a significant decline in the index, but rather believes the market has moved from its previous "fear wall" into a potential complacency zone: when both policy outcomes are interpreted as positive in advance, the market's buffer against unexpected hawkish moves and a resurgence in long-term bonds actually decreases.

KazTransOil, Kazakhstan's state-owned oil transporter, reported that Kazakhstan exported 286,000 tons of oil through the Russian port of Ust-Luga and 360,000 tons through the Russian port of Novorossiysk in July.

According to the Financial Times, the head of US investment giant T Rowe Price predicts it will take "several years" to reverse the massive capital outflows, as competition from passive investing continues to put pressure on the fees of active fund managers.

Sources say Goldman Sachs is in talks with potential investors about participating in Nvidia’s $500 billion AI funding round.

Royal Bank of Canada: Raises its price target for SanDisk (SNDK.O) to $1,600 from $1,300.

Royal Bank of Canada: Raises its target price for Applied Materials (AMAT.O) from $520 to $600.

JD.com (09618.HK) shares continued to weaken, falling more than 10% in the morning session.

The local governor said a fire broke out in the port of Ust-Luga, Russia.

Indonesian President: I believe Indonesia's GDP growth rate may reach 6% by the end of the year.

Indonesian President: Amid global uncertainty, real investment continues to grow, creating more job opportunities.

JPMorgan Chase lowered its price target for Honeywell from $262 to $255.

Indonesian President: Despite concerns about El Niño, food supplies remain secure.

The local governor said that the area around the Russian Baltic port of Uster-Luga was damaged by a drone attack.

Market news: LG will release its next-generation humanoid robot based on NVIDIA's (NVDA.O) ISAAC GR00T platform.

The yield on Japan's 20-year government bonds fell 1 basis point to 3.730%.

Hong Kong-listed Huahong Grace Semiconductor (01347.HK) weakened after its earnings release, falling nearly 10% in early trading. The company expects its gross margin for the third quarter to be between 16% and 18%, compared to market expectations of 16.6%. It projects Q3 2026 revenue to be between US$770 million and US$780 million, with a gross margin of approximately 16% to 18%.

Hong Kong-listed CK Hutchison Holdings (00001.HK) shares continued to decline after the earnings release, falling more than 5% in early trading. The company's basic net profit for the first half of the year was HK$12.592 billion, up 6% year-on-year.

GDS Holdings Limited (09698.HK) opened 9.28% higher after reporting a net profit of RMB 838 million in Q2, turning a loss into a profit year-on-year.