Venture(US:VEMLY) Xin Lang Ji Jin·2025-09-02 08:13Market Overview - The three major indices in the A-share market adjusted, with the Shenzhen Component Index falling over 2.1% and the ChiNext Index dropping over 2.8%. The total trading volume reached 2.9 trillion yuan [1] - The margin financing balance continued to increase, exceeding 35 billion yuan to nearly 2.3 trillion yuan, indicating high leverage sentiment [1] - The U.S. labor market shows signs of weakness, suggesting a slight economic slowdown, with a significant probability of interest rate cuts by the Federal Reserve in September [1] Policy Developments - The National Standardization Administration and the Ministry of Industry and Information Technology issued a plan for establishing a high-quality standard system for industrial mother machines by 2026, aiming for a 90% international standard conversion rate [2] - The implementation of the AI-generated content identification regulation starting September 1 aims to enhance transparency and reduce misinformation in the AI sector [3] Commodity Market - Silver prices surpassed $40 per ounce for the first time since 2011, with a year-to-date increase of over 40%. Gold prices also continued to rise, with COMEX gold futures reaching a historical high [3] - The rise in precious metals is driven by supply-demand fundamentals, expectations of Federal Reserve rate cuts, and increased industrial demand for silver due to the global green energy transition [3] A-share Market Performance - On September 2, the A-share market saw declines across major indices, with the Shanghai Composite Index down 0.45%, the Shenzhen Component Index down 2.14%, and the ChiNext Index down 2.85% [4] - Among the sectors, banking, public utilities, and household appliances showed positive performance, while telecommunications, computers, and electronics faced significant declines [4] Fund Tracking - The market turnover reached 29,127.66 billion yuan, an increase from the previous trading day. The margin financing balance reported at 22,969.91 billion yuan also saw an increase [5]