恒指期货日盘开盘跌0.62%，报24660点，低水174点。

1、加息周期早期往往伴随美元走强、收益率曲线趋平（即短期利率快速走高，但长期利率上升较慢），这种组合相对而言更有利于长期成长股和超大型科技股（因为长期利率没有快速走高）。 2、因此摩根大通继续偏好超大型科技公司，并认为在较高收益率、较强美元环境下，美国股市可能阶段性跑赢其他发达市场。 3、如果市场对AI的担忧继续升温，资金可能转向非AI资产，报告特别提到巴西和拉美，认为其可作为非AI方向的配置选择。（摩根大通9月21日报告）

China's first large-scale deployment of 18 MW offshore turbines has begun full-capacity operation, advancing the sector toward larger units and lower costs. The commissioned CGN Guangdong Yangjiang Fanshi 2 GW offshore wind project comprises two 1 GW subprojects and features 33 18 MW turbines, the largest single-unit capacity domestically deployed. Each rotor is 292 m in diameter with a swept area of about 66,000 sq m (roughly nine football pitches). At scale, 18 MW units reduce required turbine counts and are expected to lower costs for subsea cable laying, offshore foundation construction and sea-area occupation.