Economic Data and Events - China will release key economic data for August, including national real estate development investment, social retail sales, and industrial value-added output, with expectations of a slowdown in growth rates [14][15][20] - The U.S. Federal Reserve is expected to announce a rate decision on September 18, with market speculation of a potential rate cut due to recent inflation data showing a moderate trend [5][7] - The Bank of Japan will hold a rate decision meeting on September 19 amid political uncertainty, with expectations of maintaining current rates [8][9] - The Bank of England is anticipated to keep its policy rate unchanged at 4% during its meeting on September 18, despite rising inflation concerns [10][12] International Relations and Business Developments - U.S. President Trump will visit the UK from September 17 to 19, accompanied by executives from OpenAI and Nvidia, indicating potential significant investments in various sectors [16][17] - China and the U.S. will hold talks in Spain to discuss trade issues, including tariffs and export controls [18] - China will implement a visa-free policy for Russian passport holders from September 15, 2025, to September 14, 2026, aimed at enhancing bilateral relations and promoting tourism [21] Corporate Innovations - Meta is set to unveil its first consumer-grade smart glasses on September 18, which will feature a heads-up display and is expected to stimulate interest in the AR industry [19]

Group 1: US Stock Market Trends - The US stock market has been rising since April, driven by optimism around AI's commercial potential, despite ongoing inflation concerns [1][2] - Historical data indicates that the stock market often performs poorly in September due to institutional investors adjusting positions and increased volatility [1] - The upcoming US labor market report is expected to provide insights into economic health and test investor confidence in the Federal Reserve's interest rate cuts [1][2] Group 2: Meta's Upcoming Product Launch - Meta is set to unveil its first consumer-grade smart glasses at the Connect conference on September 18, with a focus on AR/AI applications [3] - The smart glasses, codenamed "Hypernova," are expected to retail for around $800 and feature a heads-up display [3] - Meta's significant investment in R&D, accounting for over 25% of its revenue, aims to enhance consumer experience and diversify its business [4] Group 3: Gold and Silver Market Dynamics - Gold prices are nearing historical highs, with COMEX gold futures reaching $3,557.1 per ounce, while silver has surpassed $40 per ounce for the first time since 2011 [5][6] - Increased demand for gold is driven by ETF inflows and central bank purchases, with 95% of surveyed central banks indicating a willingness to increase gold holdings [6] - The anticipated interest rate cuts by the Federal Reserve and potential dollar depreciation are expected to sustain the upward trend in gold prices [6][7]