① The three major US stock index futures rose and fell unevenly: Dow futures fell 0.21%, S&P 500 futures rose 0.40%, and NASDAQ futures rose 1.01%. ② The German DAX index rose 0.37%, the British FTSE 100 index fell 0.42%, the French CAC40 index fell 1.01%, and the European Stoxx 50 index fell 0.12%. ③ WTI crude oil rose 0.29% to $82.45 per barrel. Brent crude rose 0.38% to $87.24 per barrel. ④ A senior Iranian source said on the 26th that Iran and Oman “are still discussing the details” of the agreement relating to the Strait of Hormuz. ⑤ The Trump administration is considering introducing a new round of large-scale semiconductor tariffs, although tech companies have warned that this move could sever hopes that the US will dominate the field of artificial intelligence. People familiar with the matter said that a tariff plan being considered by the Trump administration will greatly expand the scope of taxable technology products. The tax targets include not only chips, but may also affect a large number of products manufactured using chips, such as laptops, game consoles, and servers used in data centers. ⑥ According to a report published by Citigroup, Nvidia announced that the results for the second fiscal quarter ended at the end of July beat expectations, driven by strong AI demand. The company provides a revenue forecast of 70% year-on-year growth for the 2028 fiscal year, which should reassure investors that demand for AI will continue until 2028. ⑦ Nvidia rose 6.31% in the premarket, rising more than 8% from its previous high. The previously announced 27-year earnings report greatly exceeded expectations. ⑧ Bilibili rose 2.11% before the market, and the previously announced financial report exceeded expectations. ⑨ Moderna's pre-market decline in US stocks extended to 8%.

① The three major US stock index futures had mixed ups and downs: Dow futures fell 0.21%, S&P 500 futures rose 0.40%, and NASDAQ futures rose 1.01%. ② The German DAX index rose 0.37%, the British FTSE 100 index fell 0.42%, the French CAC40 index fell 1.01%, and the European Stoxx 50 index fell 0.12%. ③ WTI crude oil rose 0.29% to $82.45 per barrel. Brent crude rose 0.38% to $87.24 per barrel. ④ A senior Iranian source said on the 26th that Iran and Oman “are still discussing the details” of the agreement relating to the Strait of Hormuz. ⑤ The Trump administration is considering introducing a new round of large-scale semiconductor tariffs, although tech companies have warned that this move could sever hopes that the US will dominate the field of artificial intelligence. People familiar with the matter said that a tariff plan being considered by the Trump administration will greatly expand the scope of taxable technology products. The tax targets include not only chips, but may also affect a large number of products manufactured using chips, such as laptops, game consoles, and servers used in data centers. ⑥ According to a report published by Citigroup, Nvidia announced that the results for the second fiscal quarter ended at the end of July beat expectations, driven by strong AI demand. The company provides a revenue forecast of 70% year-on-year growth for the 2028 fiscal year, which should reassure investors that demand for AI will continue until 2028. ⑦ Nvidia rose 6.31% in the premarket, rising more than 8% from its previous high. The previously announced 27-year earnings report greatly exceeded expectations. ⑧ Bilibili rose 2.11% before the market, and the previously announced financial report exceeded expectations. ⑨ Moderna's pre-market decline in US stocks extended to 8%.