News

According to AFP, a Houthi official stated, "We are an alliance, a unified entity with Iran. The Bab el-Mandeb Strait is a 'red line' that the United States cannot cross, and we will fight for it."

According to AFP, the Houthi rebels stated that they would attack all U.S. interests in the region if the United States supports Saudi Arabia.

Documents show that Russia has lowered its pipeline natural gas export forecast for 2027-2029, and its 2026 natural gas production estimate has been revised down from 688.4 billion cubic meters to 683.1 billion cubic meters. Russia has also lowered its 2026 liquefied natural gas (LNG) export forecast from 40.3 million tons to 35 million tons.

Morgan Stanley: Still overweight the banking, semiconductor and capital goods sectors; among major European stock markets, the French CAC 40 index has the strongest positive correlation with the reopening of the Strait of Hormuz.

1. Meta released its AI assistant, Muse, marking the upgrade of AI from a "you ask, I answer" model to an "Agent" era of "helping you get things done." JPMorgan's core judgment: Whoever controls the user's Agent entry point controls the main gate of consumer demand. Amazon has urgently blocked Muse from accessing its platform, precisely to prevent losing its e-commerce entry point. 2. Computing power is no longer solely dominated by GPUs. JPMorgan points out that Agent background tasks do not require sub-second response times and can be executed using ordinary chips such as CPUs. The demand for AI computing power is shifting from a GPU monopoly to a diversified diffusion across CPUs, storage, networks, and servers. 3. Industries that "profit from user laziness and information asymmetry" should be wary. The report names: video/music subscriptions, insurance, credit card points, payments, and telecom operators—industries that rely on "customers finding it troublesome to switch" or "not understanding the terms and conditions" to maintain profits—will have their profit margins eroded by Agent's automatic price comparison and one-click switching. (JPMorgan report, September 22)

Citigroup: Changes in control of the U.S. Congress could influence future policy discussions on corporate taxes, artificial intelligence regulation, tariffs, and war powers.

Citigroup: The US midterm elections will have a limited impact on the overall S&P 500 index.

The Stoxx Europe 600 index has erased its earlier gains and is currently down 0.2%.

LG Electronics' shares in India pared gains, last up 1.2%, after Reuters reported that the company and Samsung are facing a tariff circumvention investigation in India.

Apple CEO: The new Mac mini and Mac Studio offer a significant performance boost, making AI experiences even more powerful.

Barclays lowered its price target for Nike (NKE.N) from $52 to $48.

Kremlin: Russia maintains contact with Syria and is satisfied with the progress of relations between the two sides.

Sources say Indian officials say the 5% preferential tariff on OLED display components was misreported and that a 15% tariff should actually be paid.

Sources say India is investigating LG Electronics and Samsung for allegedly paying lower tariffs on imported high-end TV display components.

According to Axios: US President Trump's peace committee will announce a $2.45 billion Gaza recovery plan.

Invesco Nasdaq Technology ETF: Trading will be suspended from the opening of the market on September 24, 2026, and will resume at 10:30 on September 24, 2026. Redemption services for this fund will continue as usual during the suspension period.

Market news: Slovakia has proposed holding a special EU summit to discuss fuel prices.

Kremlin: British Prime Minister Burnham's remarks at the United Nations have fueled anti-Russian sentiment and have had no positive effect on de-escalating tensions in Europe.

The European Grain Trade Association projects that EU and UK soft wheat production will reach 137.5 million tons in 2026, compared with a July forecast of 140.8 million tons.

Abu Dhabi National Oil Company (ADNOC): The price of Ummululu crude for October is set at the same level as the price of Murban crude. The October price of Murban crude is set at $90.58 per barrel.