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Daily Investment News Digest · 2026-09-26

15 Quick Updates · Multi-source Aggregation + AI Rewrite

Automatically scraped from Tonghuashun and Eastmoney daily at 08:00 Beijing time via cron, with summaries rewritten by Doubao. For information compilation only, does not constitute investment advice.

TL;DR · Catch up on today’s news in 30 seconds
  • Positive signals emerge for China-US relations, the situation in the Strait of Hormuz sparks multi-party maneuvering, and geopolitical uncertainty rises
  • Domestic gold jewelry prices remain stable with the highest quote at 1294 yuan per gram, the closing of Shituo Yangtze River Bridge will set four world firsts
  • Huawei Mate90 release date is not yet finalized, overseas institutions are bullish on Bitcoin, and AI vendors are arranging large-scale computing power deployment
🌍 Geopolitical Situation💍 Gold Market🏗️ Infrastructure Progress🤖 AI Computing Power📱 Consumer Electronics

Tonghuashun 7/24

Xi Jinping: The future of China-US relations is bright, this is the trend of history

2026/9/26 11:57:05

[News Brief] On the afternoon of September 25 local time, President Xi Jinping returned to Beijing after concluding his state visit to the United States. During the visit, the heads of state of the two countries reached a consensus to jointly build a “constructive strategic stable relationship based on respect, fairness and reciprocity”. China explicitly stated that the bright future of China-US relations is the trend of history, and China-US economic and trade, cross-border cooperation fields and Chinese concept assets are expected to receive positive support.

Iranian Foreign Minister meets with Saudi Foreign Minister to discuss topics including the Strait of Hormuz

2026/9/26 11:55:16

Short Summary: On September 25 local time, Iranian Foreign Minister Araghchi met with Saudi Foreign Minister Faisal in New York while attending the 81st session of the United Nations General Assembly. Iran informed Saudi Arabia of the consensus previously reached with Oman on the safe shipping route in the Strait of Hormuz. The two sides also exchanged views on deepening bilateral relations and promoting cooperation in areas of common concern. (Source: CCTV News)

Hong Kong Financial Secretary Paul Chan visits Qatar

2026/9/26 11:47:43

Late night on September 26, Hong Kong Financial Secretary Paul Chan departed for Doha, Qatar to attend the 11th Annual Meeting of the Board of Governors of the Asian Infrastructure Investment Bank (AIIB). The theme of this annual meeting is “Infrastructure for Tomorrow: Impact and Innovation”, which will focus on exchanges on sustainable infrastructure, green financing and other topics to finalize the follow-up strategic direction of the AIIB. Paul Chan will deliver a keynote speech at the special session on digital public infrastructure, meet with political and business figures from various parties, and is expected to return to Hong Kong on September 29.

Huawei Mate90 scheduled for October 1? Insiders say “not yet confirmed”

2026/9/26 11:16:22

[News Summary] Related subject: Huawei Mate90 series and full-scene new products. Today, Huawei’s consumer business official website once showed that the launch event of the series is scheduled for 14:30 on October 1. Later, insiders responded that the relevant information is internal test content, not an official arrangement, clarifying the scheduling rumor. The release time has not been determined yet, the relevant page has been removed, and the subsequent accurate arrangement will be announced through official channels.

Gold jewelry prices at most domestic gold stores remain stable, with the highest quote at 1294 yuan per gram

2026/9/26 11:10:23

According to the latest quotation monitoring data from Tonghuashun iFinD, the domestic pure gold jewelry prices announced by many mainstream domestic gold stores and gold jewelry brands today are mostly stable compared with yesterday. The highest quotation of pure gold jewelry on the market currently reaches 1294 yuan per gram. There is no obvious change in this gold jewelry quotation, and the pricing benchmark for ordinary consumers to buy conventional pure gold jewelry has not fluctuated significantly for the time being.

US media: Trump rejects Iran’s proposal to reopen the Strait of Hormuz within seven days

2026/9/26 11:07:21

According to the US Wall Street Journal citing sources from US officials (provided by Xinhua News Agency), US President Trump has rejected Iran’s proposal to reopen the Strait of Hormuz within seven days. Trump told aides that he may resume bombing Iran after the US midterm congressional elections in November. He privately questioned whether Iran can meet demands such as dismantling its nuclear program, and his position may change with the election situation, further increasing the uncertainty of the geopolitical situation in the Middle East.

Eastmoney 7/24

Iranian Foreign Minister meets with Saudi Foreign Minister to discuss topics including the Strait of Hormuz

2026/9/26 11:55:47

On September 25 local time during the 81st session of the United Nations General Assembly, Iranian Foreign Minister Araghchi met with Saudi Foreign Minister Faisal in New York. Iran informed Saudi Arabia of the consensus reached with Oman on the safe shipping route in the Strait of Hormuz. The two sides also exchanged views on deepening bilateral relations and promoting cooperation in areas of common concern. The Strait of Hormuz is the core global crude oil transportation channel, and this communication is expected to ease regional shipping risks and benefit the stability of the oil and gas supply chain.

Hong Kong Financial Secretary Paul Chan visits Qatar

2026/9/26 11:46:31

Late night on September 26, Hong Kong Financial Secretary Paul Chan departed for Qatar to attend the 11th Annual Meeting of the Board of Governors of the Asian Infrastructure Investment Bank held in Doha. The theme of this annual meeting is “Infrastructure for Tomorrow: Impact and Innovation”, which will gather global political and business circles, representatives of multilateral institutions to exchange views on sustainable infrastructure, green financing and other topics, and discuss the follow-up strategic direction and work agenda of the AIIB.

Will set four “world firsts”! The highway bridge of Shituo Yangtze River Bridge successfully closed

2026/9/26 11:45:36

[Short Summary] On September 26, the highway bridge of the Shituo Yangtze River Bridge, the control project of the entire Chongqing-Wanzhou High-speed Railway, completed the precise hoisting of the last steel beam and successfully closed. After completion, the bridge will set four “world firsts”. This closing has removed the pre-obstacles for subsequent bridge deck paving and auxiliary facility construction, creating favorable conditions for the entire Chongqing-Wanzhou High-speed Railway to be completed and opened to traffic on schedule.

A magnitude 3.3 earthquake occurred near Gaoxian County, Yibin City, Sichuan Province

2026/9/26 11:32:40

At 11:28 on September 26, the China Seismic Network automatically measured a magnitude 3.3 earthquake near Gaoxian County, Yibin City, Sichuan Province, with the epicenter at 28.52 degrees north latitude and 104.68 degrees east longitude. The final result is subject to the official quick report. The magnitude of this earthquake is relatively low, and no public information has been received that the production of local liquor, power battery, energy and chemical related enterprises has been affected, and the subsequent impact remains to be tracked.

Chen Wenqing presided over a special meeting emphasizing that illegal crimes endangering food safety should be strictly investigated and punished in accordance with the law to protect the people’s “safety on the tip of the tongue”

2026/9/26 11:32:06

[Short Summary] On October 24, Chen Wenqing, member of the Political Bureau of the CPC Central Committee and Secretary of the Central Political and Legal Affairs Commission, presided over a special meeting on food safety, requiring the implementation of relevant instructions, and strictly investigating and punishing illegal crimes endangering food safety in accordance with the law. This deployment will increase the illegal cost in the food field, benefit compliant food production, circulation and catering market entities, and effectively protect people’s food safety.

Anthropic is reportedly negotiating a data center capacity deal of up to 1 gigawatt

2026/9/26 11:18:01

According to industry reports, the transaction involves AI company Anthropic and the data center developer under the control of Apollo Global Management. Anthropic is in preliminary negotiations with the latter to rent up to 1 gigawatt of data center computing capacity. After the transaction is completed, it will provide computing power support for its large model iteration and business expansion, and also highlights the increasingly fierce computing power competition among leading players in the generative AI track.

Yahoo Finance

2026/9/23 09:52:26

Summary: Related subject is US commercial printing company Ennis (美股 code: EBF). The company’s latest financial report shows that current sales revenue achieved year-on-year growth, but net profit declined year-on-year due to drag from large legal expenses. The current market focus is: if such occasional non-recurring gains and losses are excluded, the actual operating quality of the company may be better than the book performance, and the real profit level remains to be verified by subsequent financial reports.

Strive CEO: Bitcoin Could ‘Go to Infinity’ as Dollar Debt Crisis Breaks

2026/9/23 09:51:00

The CEO of asset management institution Strive recently made a public judgment on the cryptocurrency Bitcoin: if the US dollar debt crisis breaks out later, relying on the attribute of being decoupled from sovereign credit, the price of Bitcoin may rise indefinitely. This view is only the personal position of industry insiders, which may disturb the expectations of some crypto investors. Crypto assets have extremely high volatility risks, and relevant statements do not constitute any investment reference.

Westinghouse Air Brake (WAB) Signs $700 Million-Plus Rail Services Deal. Can Profits Grow?

2026/9/23 09:43:50

Well-known US rail transit equipment company Westinghouse Air Brake (trading code: WAB) recently officially signed a long-term rail service order with a total amount of more than 700 million US dollars. The current core market focus is on the gross profit level and delivery cycle of the order, as well as whether it can provide substantial support for the company’s revenue and profit side, driving considerable profit growth.

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