A-share Evening Hotspots | Good news is here! Stocks, gold, and silver surge violently, while crude oil plunges.

Evening Major News Roundup 1. Good news is here! Stocks, gold, and silver surge violently, while crude oil plunges Importance: Good news has arrived, and global markets are in collective turmoil! On the evening of September 17, gold and silver prices surged violently. European stocks and U.S. stock futures rose in tandem! Nasdaq futures jumped more than 1.6% during the session. At the same time, crude oil plunged. According to China Fund News, this pattern clearly points to positive developments in the Middle East. Saudi Arabia is seeking to restore about half the capacity of its key "East-West Pipeline" within the next few days. The pipeline was shut down last week after a drone attack. At the same time, Saudi Arabia has also sold more crude oil to Asian refiners, with pickup locations outside the Strait of Hormuz. However, risks remain. The war between the United States and Iran is undermining Middle East energy transportation, and the Russia-Ukraine conflict is still ongoing. 2. Ministry of Commerce: China-U.S. trade teams maintain close communication on issues including tariff reductions Importance: The Ministry of Commerce held a regular press conference on the 17th. In response to a question about the latest progress in consultations on the arrangement for China and the United States to mutually reduce tariffs by $30 billion, spokesperson He Yadong said that the economic and trade teams of both sides are currently maintaining close communication on relevant issues and will release relevant progress in due course. 3. Jensen Huang: Nvidia's chip sales next year will be twice this year's Importance: On Thursday, Jensen Huang said in his latest remarks: "Nvidia's chip sales next year will be twice this year's." He also said that unsafe products must be stopped, and that "AI safety is crucial." Huang said AI and social media are "very different." The current safety issues in the AI field mainly involve some products that are "not yet ready for release." He believes that rather than regulating AI technology itself, it is better to regulate problems that arise after AI is actually deployed. 4. Tesla Siasun Robot&Automation mass production accelerates, launches a new round of China supply chain factory audits Importance: The relevant Tesla team landed in Ningbo on September 16 and began a new round of mass production factory audits on September 17 for its Siasun Robot&Automation business. Earlier industry chain news said Tesla would launch a new round of factory audits in September, with the goal of coordinating reviews of Optimus Siasun Robot&Automation mass production exclusivity and consistency, including helping companies with equipment debugging and transferring manufacturing capabilities from U.S. factories. According to 21 Finance, this round of Tesla factory audits will substantively lead to mass production of Optimus, and relevant orders have already been placed with supply chain companies. According to the plan, Tesla will roll out about 50,000 Optimus Siasun Robot&Automation units in 2026 and deploy them to Tesla Gigafactories around the world. 5. Warning! Multiple popular stocks issue risk alerts Importance: On September 17, corn leader WanXiang Doneed announced that the cumulative deviation of the stock's closing price increase over two consecutive trading days exceeded 20%, constituting abnormal stock trading volatility. From August 17 to September 17, the stock cumulatively rose 119.97%, triggering abnormal volatility five times during the period. It has seriously deviated from fundamentals and a reasonable valuation range, and the stock price faces the risk of a rapid pullback. In addition, five-board Changzhou Aohong Electronics, 3-day 2-board Jiangsu SINOJIT Wind Energy Technology, Inner Mongolia Xinhua Distribution Group, and other stocks also issued announcements that evening warning of risks. 6. After the Fed releases hawkish signals, Goldman Sachs changes its tune: another 25 basis point hike expected in October Importance: The Fed's September meeting was more hawkish than expected, forcing Goldman Sachs to quickly revise its forecast - changing what it originally viewed as a "one-and-done" rate hike path into a baseline scenario of consecutive hikes in September and October. The core logic behind Goldman Sachs including an October hike in its baseline is that, since the Fed has already characterized this hike as a move to support a "more timely return" to the 2% target, following up at consecutive meetings is more natural than hiking every other meeting. 7. Three major exchanges announce holiday closures for Mid-Autumn Festival and National Day Importance: On the 17th, the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange announced the 2026 Mid-Autumn Festival and National Day holiday closure arrangements. According to the arrangements, the market will be closed from September 25 (Friday) to September 27 (Sunday), and will reopen as usual on September 28 (Monday). The market will be closed from October 1 (Thursday) to October 7 (Wednesday), and will reopen as usual on October 8 (Thursday). In addition, September 20 (Sunday) and October 10 (Saturday) are weekend closures. 8. Bank of England holds rates as expected, warns it may hike if Iran war continues Importance: The Bank of England kept its benchmark interest rate unchanged at 3.75% on Thursday, but its language on inflation risks became more hawkish. Bank of England Governor Bailey warned that if turbulence in Middle East energy markets continues and begins to transmit more broadly into UK prices and wages, the central bank may need to resume rate hikes. The Bank of England did not immediately follow the Federal Reserve and European Central Bank in tightening policy, with the core reason still being relatively weak domestic demand and labor market conditions in the UK. However, the Iran war, which has lasted for months, has clearly changed the UK interest rate outlook. Opportunities in Advance The editor sorted through market-followed investment opportunities and found that innovative drugs and other sectors are drawing attention. 1. China has approved 59 innovative drugs for market launch so far this year According to CCTV News, reporters learned from the 2026 Zhangjiang Pharma Valley Conference and Shanghai International Biopharmaceutical Industry Week currently being held in Shanghai that the growth momentum of innovative drug approvals in 2026 remains strong. It is reported that 59 innovative drugs have been approved for market launch so far this year, including 13 drugs with new mechanisms and new targets, marking a steady improvement in original innovation capability. From January to August this year, there were 113 biopharmaceutical business development deals (BD transactions) nationwide, with a total value of $119.997 billion. Zheshang pointed out that local innovative drug BD can continue to be realized, China's path to internationalization of innovative drugs will become smoother and smoother, and the valuation system is also expected to undergo a comprehensive re-rating. Zheshang believes that key assumptions such as improvements in CXO orders and profitability continue to be verified, innovative drug BD continues to land, and key assumptions such as overseas clinical data being read out one after another and validating the global competitiveness of local innovative drugs also continue to play out. In addition, the following sectors are also worth watching: 2. Computing power | Nebius announced that starting October 1 it will fully raise prices for its GPU cloud services, with increases of up to 21%. 3. Wind power | CCTV Finance: Domestic wind turbine units are seeing a global surge in orders. 4. Foldable screens | Samsung may accelerate the launch of its second-generation triple-fold phone. 5. Agricultural planting | India's rice output may see its largest drop in 16 years. 6. Lithium resources | Contemporary Amperex Technology plans to build a new annual production capacity of 40,000 tons of lithium carbonate in Ya'an for 1.4 billion yuan. Positive and Negative Announcements from Listed Companies For positive announcements, the editor highlights Fujian Expressway Development's share increase plan, among others; for negative announcements, note Anhui Ankai Automobile being reduced by shareholders, among others. Positive announcements 1. Fujian Expressway Development: Controlling shareholder plans to increase holdings by 130 million to 230 million yuan 2. Zenner Metering Technology: Chairman proposes repurchasing 80 million to 160 million yuan of shares 3. Jiangsu Hengrui Pharmaceuticals: First repurchase of 335,000 A shares today, with 14.5036 million yuan already paid 4. Hengtong Logistics: Controlling shareholder receives a commitment letter for a 90 million yuan special loan for increasing holdings 5. China Nerin Engineering: Signs an overseas copper tailings leaching project contract worth about 3.378 billion yuan Negative announcements 1. 4-day 2-board Anhui Ankai Automobile: Shareholder Anhui Provincial Investment Group plans to reduce holdings by no more than 0.85% 2. Giansun Precision Technology Group: Shareholder plans to reduce holdings by no more than 3% of the company's shares 3. Guizhou Chitianhua: Shareholder Great Wall Company plans to reduce holdings by no more than 3% 4. Huiyu Pharmaceutical: Shareholder Huang Qianyi plans to passively reduce holdings by no more than 2.46% 5. Fujian Yuanxiang New Materials: Shareholder Huaxing Venture Capital plans to reduce holdings by no more than 1.22% This article is reprinted from "Tencent Zixuangu". GMTEight editor: Xu Wenqiang.