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一 | The next round of indirect talks between Iran and the United States will take place in Doha, Qatar instead of the usual venue of Vienna, and will occur sometime within the next few days, the Iranian Students’ News Agency reported on Monday.,“It is expected that negotiations over reviving the Joint Comprehensive Plan of Action (JCPOA) will be held in the coming days in Doha by Iran, the US and EU’s delegations,” ISNA indicated in a report on Iranian Ambassador to Qatar Hamidreza Dehghani’s meeting with Qatari Deputy Foreign Minister Abdulaziz al-Khulaifi.,Mohammad Marandi, a media advisor to Iranian nuclear negotiator Ali Bagheri Kani, confirmed to ISNA that the indirect talks, facilitated by the European Union, would take place in the Qatari capital, and said Iran “has chosen Qatar to host the talks because of Doha’s friendly ties with Tehran.”,In a press conference earlier Monday, Iranian Foreign Ministry spokesman Saeed Khatibzadeh confirmed that a new round of talks on the JCPOA would take place this week, and that “one of the countries in the Persian Gulf will host” them. “The ball is in Washington’s court. If they come up with an answer, an agreement would be reached,” he said.,A source told Reuters that US Special Envoy for Iran Robert Malley will arrive in Qatar on Monday, and that the talks could take place Tuesday and Wednesday.,Iran Asks to Join BRICS17:19 GMT,The renewed negotiations, and at a venue besides Vienna, where Iran, other JCPOA members, and the United States have spent over a year discussing the restoration of the 2015 nuclear deal, comes amid media reports of behind-the-scenes agreements on a range of issues of concern to Tehran.,Iran has long insisted that the US remove its illegal sanctions against Tehran and the Islamic Republic’s elite Revolutionary Guard security forces from its ‘Foreign Terrorist Organization’ watch list. Progress in this direction appeared to have been made last week, with Secretary of State Antony Blinken and Secretary of Homeland Security Alejandro Mayorkas issuing a joint notice Thursday announcing the lifting a blanket ban on Iranian nationals who served in the IRGC as part of their military service from entering the US.,On Sunday, Ynet reported that senior Israeli defense officials had broken from Tel Aviv’s long-held opposition to the JCPOA, and expressed support for its revival. The outlet’s sources indicated that Mossad, which successfully lobbied the Trump administration into scrapping the nuclear deal in 2018, continues to oppose the agreement.,Separately on Sunday, Israel’s Channel 12 reported that Tel Aviv had relented on a US-negotiated deal to allow for the delivery of Iranian oil supplies to Syria. If accurate, the report would be a stark break from Israel’s previous policy, which has included efforts to sabotage tankers carrying emergency energy supplies to Syria as the US continues its occupation of the oil-rich third of the war-torn country.,Israel May Agree to ‘US-Brokered Deal’ for Iran Oil to be Shipped to Syria - Media09:40 GMT,Last week, Saeed Khaitibzadeh indicated that Tehran remains committed to JCPOA negotiations, notwithstanding the Biden White House’s pursuit of hostile policies similar to those of its predecessor. “In spite of all American violations and the continuation of Trump’s approach, this train has not yet derailed,” he said. “We are ready for a good, lasting and effectual agreement and consider that all grounds are prepared to achieve it.”。
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三 | 美国7月核心PCE同比增长3.3%，预估为3.3%，前值为3.3%。 美伊停火谈判重大进展！伊朗拟设“霍尔木兹临时通航走廊” 当地时间周二，伊朗一名官员表示，伊朗与阿曼已达成协议，将临时重启霍尔木兹海峡通航；两国承诺，未来数月将继续谈判，敲定一套更具“永久性”的解决方案。与此同时，据消息人士向媒体爆料，美国与伊朗已就停火协议条款达成共识，其中包括霍尔木兹海峡自由通航。
四 | 关键指标显效：贝森特美债救市并非无用功？ 美国财政部长贝森特上周宣布将通过扩大长债回购来压低美国融资成本，这一突如其来的计划虽然引发了关于其最终成效的激烈辩论，但关键的市场指标与机构持仓数据却似乎表明，该举措已开始初步显现成效。数据显示，自贝森特上周宣布该计划以来，美国国债的表现已超越同期限利率互换，30年期的两者利差缩窄至了今年2月以来的最低水平。 美债最终恐无人接盘？美联储官员重磅警告 加息大门仍敞开 近期，美国长期国债收益率飙升至近20年高位引发担忧。美国里士满联储主席汤姆·巴尔金最新警告称，美国债务不断膨胀最终将引发一场清算，他指出“到某个时刻，人们会停止购买你的债务”。巴尔金表示，如果美国债务继续攀升，最终将不可避免地迎来一场“清算”，但具体时间点难以预测。 加拿大宣布对美加征等额反制关税 涉700多种商品 加拿大联邦政府25日宣布，将对价值276亿加元（约合200亿美元）的700多种美国商品加征反制关税，同时推出总额为75亿加元（约合54亿美元）的企业和工人援助计划。加拿大联邦官员表示，本次受反制关税影响的美国商品总额与美方对加方加征的50%关税涉及商品价值相当，实现“等额、对等”反制。加方关税反制措施将于9月8日正式生效。 AI成下一个“大到不能倒”！白宫押上国运：压低利率成唯一解？ 在美国，“大到不能倒”或许不再是银行的专属名词了。
五 | 过去几年，一场历史性的人工智能建设狂潮已深深融入美国的方方面面——从驱动股市屡创新高，到推高民众的公用事业账单，再到拉升美国国债收益率，无处不及。
六 | 公司新闻 连续四季不涨反跌！英伟达今夜放榜 该如何克服财报“魔咒”？ 英伟达在过去一年中极其亮眼的盈利表现，不仅无形中抬高了华尔街对它的期望，也拉高了所谓“业绩超预期”的门槛，这使得该股陷入了一个令许多投资者感到困扰的“魔咒”：每逢英伟达公布季报后，越来越难有正面的股价回应…… 美光科技：总裁兼CEO Mehrotra减持4万股 套现约3875.62万美元 美光科技董事长、总裁兼首席执行官MehrotraSanjay提交Form4持股变动声明。8月21日，Mehrotra通过27笔交易合计减持4万股普通股，成交价格区间959.14至989.59美元，加权均价约968.90美元，套现约3875.62万美元。
七 | 减持后，Mehrotra直接持有公司普通股264503股。本次交易依据2026年1月30日制定的Rule10b5-1交易计划执行。 上海数据中心“人去楼空”？特斯拉中国回应：不实消息 日前，有网友爆料称，特斯拉专门为FSD（Full Self-Driving Supervised，监督版完全自动驾驶）入华筹备的上海数据中心已“人去楼空”，相关对接团队全部撤离。8月26日，《每日经济新闻》记者向特斯拉中国方面求证，一位内部人士回应称：“不实消息。” 马斯克又画千亿美元“大饼”！SpaceX官宣建设地球最大发射场 继千亿美元的Terafab芯片厂项目后，世界首富马斯克的“画饼列表”中又多一个千亿美元级别的太空发射场项目。
八 | 当地时间周二，美国路易斯安那州政府和SpaceX共同宣布，商业航天巨头计划投资1000亿美元，在该州南部建设一座巨型新发射场，占地面积约12.5万英亩。SpaceX表示，该基地的设计目标是支持“每年数千次星舰飞行”。 OpenAI自研芯片取得关键突破：响应速度、能效表现击败英伟达GB300 OpenAI声称其新款“Jalapeno”芯片在测试中的表现优于英伟达当前的产品阵容，凸显出该公司自主研发AI处理器取得的进展。
九 | OpenAI芯片业务负责人Richard Ho在接受采访时表示，该芯片与英伟达GB300进行了对比，该测试将GB300视为现有最领先的产品。在测试中，Jalapeno在两个指标上占据优势：单位功耗所能处理的AI工作量，以及响应的速度。
十 | 史诗级IPO前再释炸裂数据！Anthropic预计潜在市场规模超30万亿美元 据媒体周二援引知情人士报道，Claude聊天机器人开发商Anthropic 或将向投资者表示，其总可寻址市场（TAM）超过30万亿美元。这一数据将超越 SpaceX 此前给出的28.5万亿美元的TAM估算，写下新的记录。 Current article:http://462shvg.loukachunwenghongchuikui.shop/list_9e3na2t/v5fb0vd.html Published on:20:58:51 |
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