Report Investment Rating - Not mentioned in the report Core View - The September market trend is more volatile compared to July and August, entering a high-level consolidation phase after a continuous rise. In the long run, China's capital market is at the beginning of a strategic allocation period. The CSI 500 and CSI 1000 indices, which have more technology growth components, are more offensive with large fluctuations but may bring higher returns. The SSE 50 and CSI 300 indices, which have more dividend blue-chip components, are more defensive with small fluctuations and relatively weak price elasticity [2] Summary by Directory 1. Stock Index Futures Market - **IF Contracts**: The previous day's closing prices for IF contracts showed declines, with decreases ranging from -0.11% to -0.25%. The trading volume and open interest had different changes, with open interest increasing in some contracts and decreasing in others [1] - **IH Contracts**: The prices of IH contracts also declined, with decreases ranging from -0.24% to -0.34%. The trading volume and open interest changed, with open interest showing a mixed pattern of increase and decrease [1] - **IC Contracts**: The prices of IC contracts increased, with increases ranging from 0.55% to 0.65%. The trading volume and open interest had different changes, with open interest generally increasing [1] - **IM Contracts**: The prices of IM contracts decreased, with decreases ranging from -0.44% to -0.72%. The trading volume and open interest changed, with open interest showing a mixed pattern of increase and decrease [1] - **Inter - month Spreads**: The inter - month spreads of different contracts had different changes compared to the previous values [1] 2. Stock Index Spot Market - **Major Indexes**: The CSI 300 index increased by 0.24%, the SSE 50 index decreased by -0.15%, the CSI 500 index decreased by -0.10%, and the CSI 1000 index decreased by -0.24%. Other major domestic and overseas indexes also had different degrees of increase or decrease [1] - **Industry Indexes**: Different industries in the CSI 300 index had different price changes, with some industries rising and some falling [1] 3. Futures - Spot Basis - The basis of different contracts relative to their corresponding spot indexes had different values and changes compared to the previous two - day values [1] 4. Other Domestic and Overseas Indexes - Domestic and overseas major indexes, such as the Shanghai Composite Index, Shenzhen Component Index, and overseas indexes like the Hang Seng Index, Nikkei 225, etc., had different degrees of increase or decrease [1] 5. Macro Information - The Ministry of Commerce and other nine departments issued policies to expand service consumption, including 19 measures in five aspects, and proposed to build pilot cities for new consumption formats [2] - Trump said he would talk to Chinese leaders, and the Chinese Foreign Ministry spokesperson had no specific information to provide [2] - The central bank governor pointed out that the international monetary system may evolve towards a pattern of co - existence, competition, and mutual restraint of several sovereign currencies [2] - The so - called "cancellation of the overseas individual housing purchase limit in China" is a misreading, and the policy only optimizes the review process [2] 6. Industry Information - A ±800 kV UHV DC transmission project from Southeast Tibet to the Guangdong - Hong Kong - Macao Greater Bay Area started construction, with a total investment of about 53.2 billion yuan and over 150 billion yuan in supporting power base investment [2] - Guangdong Province issued an action plan to empower the toy industry with AI, aiming for a scale - above - designated - size toy industry revenue of 100 billion yuan and an AI toy penetration rate of over 30% by 2027 [2] - Suzhou released an "AI +" urban action plan, aiming to gather over 3000 AI enterprises by the end of 2026, with an average annual growth rate of over 20% in the core scale of the intelligent economy industry [2] - The China Real Estate Association's direct - sales platform for commercial housing was officially launched, with 15 initial signing units [2] - The world's first AI Agent trading market, MuleRun, was officially launched [2]

9月16日，AI Agent交易市场MuleRun（译名"骡子快跑"）正式上线，面向所有用户开放使用。据第一财经报道，这是全球首个AI worker marketplace，即 AI数字劳动力市场。 作者：蒋烨欢 所谓"Agent市场"，就是由用户自行上传Agent，供自己或其他用户使用，并依据在该Agent上消耗的算力积分获取收益，平台则会有一定比例的抽成。 MuleRun官网显示，在MuleRun平台上，创作者将人工智能从生产力工具转变为可交易的数字资产。工作流程、专业知识和技能能够迅速被打包成代理程 序并在市场上列出，从而实现低门槛开发、即时部署和持续收益。 为加速这一进程，MuleRun推出了AI代理程序创作者支持计划，该计划围绕三个支柱构建：营销支持、现金激励和技术基础设施。此计划帮助创作者实现 从"0"到"1"的初始启动，并随着收入的增长提供持续奖励。 ...

Group 1 - The core viewpoint of the article is the launch of MuleRun, the world's first AI Agent trading market, which is now open for all users [1] - MuleRun is identified as the first AI worker marketplace, representing a significant development in the digital labor market [1]