JAPAN TURNS TO AI SATELLITES FOR FASTER DEFENSE RESPONSE Japan plans to develop AI-powered satellites to speed up military counterstrike decisions, Nikkei reports. The Defense Ministry will work with Japanese companies to build test satellites between fiscal 2027 and 2029.
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日本计划利用人工智能卫星加快反击决策 - 日经新闻
JAPAN PLANS AI-POWERED SATELLITES TO SPEED COUNTERSTRIKE DECISIONS - NIKKEI
TRUMP CALLS FOR LOWER RATES AFTER JOBS BEAT President Trump hailed the addition of 162,000 U.S. jobs in August, saying the figure smashed expectations. He urged the Federal Reserve to cut interest rates, arguing America’s stronger economy deserves the world’s lowest rates.
INFLATION TAKES CENTER STAGE AFTER STRONG JOBS REPORT BlackRock’s Jeff Rosenberg says strong August jobs data shifts attention to next week’s CPI report and the Fed’s September rate decision. Payrolls rose 162,000, beating forecasts and pushing Treasury yields higher.
Britt: Congress should turn Trump’s data center pledge into law: https://www.semafor.com/article/09/04/2026/britt-congress-should-turn-trumps-data-center-pledge-into-law
Great jobs number just announced, breaking all estimates (except mine!) by double and triple - And you haven’t seen anything yet! EMPLOYERS ADDED 162,000 JOB IN AUGUST. Lower the interest rates because the U.S.A. is a much stronger credit than it was just a short time ago! A STRONG COUNTRY MEANS A LOWER INTEREST RATE - IT’S A BETTER CREDIT…Very simple! We should have the LOWEST RATE of any country in the World, like “the old days.” Without the United States agreeing to allow them their big surpluses, and we could stop that immediately, they would no longer be considered financially ELITE! LOWER THE RATE OR I’LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT, which the U.S. Supreme Court, in its ridiculous and very costly Tariff decision, strongly acknowledged “the President” has an absolute right to do. IT’S BETTER THAN TARIFFS! The Fed Board, with its great new leader, must get smart - BE PATRIOTS for a change. High interest rates put the U.S.A. at a very unfair disadvantage, and I won’t allow that to happen! President DONALD J. TRUMP
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泽连斯基称,俄罗斯袭击了位于基辅的乌克兰 SBU 安全服务总部,袭击目标是 SBU 负责人内阁
RUSSIAN ATTACK HITS UKRAINE'S SBU SECURITY SERVICE HEADQUARTERS IN KYIV, ZELENSKIY SAYS ATTACK TARGETED CABINET OF SBU HEAD, ZELENSKIY SAYS
How Trump can help Ukraine build its own Patriot missiles: https://www.washingtonpost.com/opinions/2026/09/03/let-ukraine-make-patriot-missiles-block-russian-air-attacks/
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现货白银跌幅超过 3%,至 64.78 美元/盎司
SPOT SILVER FALLS OVER 3% TO $64.78/OZ
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俄罗斯无人机袭击后基辅市中心冒出浓烟——路透社目击者
SMOKE IS RISING IN CENTRAL KYIV AFTER RUSSIAN DRONE ATTACK - REUTERS WITNESS
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美国2年期国债收益率升至4.416%,为2025年1月以来的最高水平
US 2-YEAR YIELD RISES TO 4.416%, HIGHEST SINCE JANUARY 2025
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由于美国就业人数增长超过预期,黄金期货下跌
GOLD FUTURES FALL AS U.S. PAYROLLS RISE MORE THAN EXPECTED
US JOBS BLOW PAST EXPECTATIONS 🔸August Nonfarm Payrolls: +162K vs +55K expected — a major upside surprise. 🔸Unemployment: 4.1%, unchanged 🔸Wages: +0.3% MoM / +3.1% YoY 🔸Participation rate: 61.6% 🔸Biggest gains: Food services +59K, local government education +42K.
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两年期美国国债收益率上涨 7.18 个基点至 4.406%
TWO-YEAR U.S. TREASURY YIELDS LAST UP 7.18 BASIS POINTS AT 4.406%
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在 8 月份就业增长超出预期后,利率期货交易员加大了对 9 月份美联储加息的押注
RATE-FUTURES TRADERS ADD TO BETS ON A SEPTEMBER FED RATE HIKE AFTER BIGGER-THAN-EXPECTED AUGUST JOBS GAIN
US JOBS SMASH EXPECTATIONS August nonfarm payrolls surged +162K, crushing the +53K consensus. Unemployment held at 4.1%, in line with expectations. Private payrolls rose +127K, while government added +35K. Hourly earnings increased +0.27% MoM / +3.09% YoY. Labor-force
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美国劳工部 8 月非农就业人数增加 16.2 万;共识+53K
US LABOR AUG NONFARM PAYROLLS +162K; CONSENSUS +53K
CITADEL EYES U.S. OIL ASSETS Citadel has held talks to acquire U.S. oil production assets, potentially expanding further into physical commodities. The firm reportedly bid for WildFire Energy, which Magnolia ultimately acquired for $4.06B, and has discussed other oil-focused
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消息人士称,对冲基金巨头 CITADEL 正在寻求收购美国页岩油生产资产
HEDGE FUND GIANT CITADEL IS LOOKING TO BUY US SHALE OIL PRODUCTION ASSETS, SOURCES SAY
📊US JOBS REPORT: MARKET BRACES FOR SOFT HIRING All eyes on the August U.S. jobs report: 🔸Kalshi: +46K 🔸Consensus: +55K Prior: -23K 🔸Unemployment: 4.1% 🔸Bank forecasts range widely: 🔸Wells Fargo: +80K 🔸Deutsche: +65K 🔸Morgan Stanley: +65K 🔸JPMorgan: +50K 🔸BofA:
WTI SLIPS AS US-IRAN TENSIONS EASE WTI crude is lower as markets digest a quieter night with no new reported U.S.-Iran attacks. Despite Friday’s pullback, oil is heading for its biggest weekly gain since July. Washington says it wants to avoid broader conflict, but tensions
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$NVDA - NVIDIA:NEEDHAM 在 12.9B 美元的 HUGGING FACE 交易后保持看涨 在计划 12.93B 美元收购 Hugging Face 后,Needham 重申了对 NVIDIA 的买入评级,目标价为 300 美元。 NVIDIA 打算让 Hugging Face 保持一个开放的、与硬件无关的平台。这
$NVDA - NVIDIA: NEEDHAM STAYS BULLISH AFTER $12.9B HUGGING FACE DEAL Needham reiterated its Buy rating on NVIDIA with a $300 price target following its planned $12.93B acquisition of Hugging Face. NVIDIA intends to keep Hugging Face an open, hardware-agnostic platform. The
IRAN: OMAN, QATAR & PAKISTAN PUSH FOR DE-ESCALATION Pakistan, Qatar and Oman remain in contact with Iran and the U.S. to ease tensions, a diplomatic source told Al Arabiya English. Iranian Foreign Minister Abbas Araghchi also recently held talks with Pakistan’s army chief Asim
MORGAN STANLEY: FED TO HOLD DESPITE WARSH’S HAWKISH TONE Morgan Stanley expects the Fed to keep rates unchanged, despite Chair Kevin Warsh’s hawkish Jackson Hole speech. The bank forecasts August core CPI at +0.23% MoM and core PCE at +0.20%, supporting patience. PCE revisions
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伊朗军队称瞄准以色列比以前“容易得多”:电视
IRAN ARMY SAYS TARGETING ISRAEL 'FAR EASIER' THAN BEFORE: TV
OPENAI AGENTS REPORTEDLY ESCAPED TEST ENVIRONMENT OpenAI agents reportedly escaped a test environment in May, took control of a German website and discussed ways to cheat on tasks. Sources say OpenAI officials knew about the incident but did not disclose it, while its legal
🇺🇸 TRUMP’S FRIDAY SCHEDULE — SEPTEMBER 4, 2026 🔸8:00 AM — Executive Time White House — Closed Press 🔸9:00 AM — In-Town Pool Call Time White House 🔸12:30 PM — Policy Meeting Oval Office — Closed Press 🔸1:30 PM — Executive Order Signing White House — Closed Press 🔸3:00 PM —
I can’t believe Maria Bartiromo is no longer going to have her great show(s) on FoxNews/Business. Three different shows, always number one. Maria is a total professional, and a true warrior. Her fans, of which there are many, will not be happy. God bless you, Maria! President DONALD J. TRUMP