MSNBC reported US Secretary of State Rubio told the outlet he is willing to meet Iranian officials on the sidelines of the UN. He said Trump is willing to meet anyone but there is currently no scheduled meeting between Trump and Iran’s president. Rubio added most ships transiting the Strait of Hormuz have not been attacked; roughly 60–70% of oil shipments have resumed and that share is rising.

土耳其、埃及、沙特阿拉伯和巴基斯坦外长发布联合声明，对该地区的敌对行动表示深切关切。

Galaxy Securities research: The Fed hiked 25bp to 3.75%–4.00% on Sept. 16, the first increase since July 2023, lifting the systemic center of the risk-free rate beyond the policy rate. Higher discount rates compress equity multiples, hitting long-duration, high-valuation growth names most. The AI narrative remains robust, but pricing is shifting from long-term visions to near-term delivery and earnings verification. On the first trading day after the hike, compute-related sectors—storage, CPUs, foundries and optical interconnect—generally outperformed, driven by strong current profits and short payback periods that make them less rate-sensitive. Divergence continues: compute hardware with validated cash flows and earnings (advanced process nodes, memory, optical interconnect, equipment and materials) are benefiting as downside is largely priced in, while names reliant on distant narratives without earnings support are being de-rated. AI is entering a rational verification phase.