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On September 4th, Beata Manthey, chief analyst at Citigroup, stated that after a difficult period, European stocks, closely linked to the economy, are presenting an attractive entry point. With improving economic data and increased policy support, some of the hardest-hit sectors in Europe may have passed their most difficult period. Citigroup's Economic Surprise Index, revised earnings forecasts across a broad range of sectors, and the steadily recovering business activity since the summer all indicate that the European economy is heading in the right direction. Manthey stated that European policymakers are taking concrete measures to protect industry development. She cited the automotive and chemical industries as examples, noting that these sectors previously faced significant pressure but may now have passed their most difficult phase. Furthermore, the recently introduced steel tariffs have already driven up domestic steel prices in Europe, while benefiting European steel producers who are exempt from these tariffs.
Eurozone retail sales fell 0.6% month-on-month in July, below the expected 0.3% and the previous figure revised from -0.30% to 0.2%.
Eurozone retail sales rose 0.6% year-on-year in July, below the expected 1.1% and the previous figure revised from 0.70% to 1.4%.
A World Health Organization spokesperson said a warehouse storing medical supplies in Kyiv Oblast, Ukraine, was attacked overnight.
According to TASS, U.S. Special Envoy Witkov and Trump's senior advisor Kushner will first visit Moscow and then Kyiv.
Eurozone July retail sales figures will be released in ten minutes.
On September 4th, a conference to promote the authorized operation of national satellite navigation and positioning reference station network service data, jointly hosted by the Ministry of Natural Resources and the National Data Administration, was held at the China Surveying and Mapping Building in Beijing. This conference marks the official launch of the first public data authorized operation project in the field of national spatiotemporal information infrastructure. Satellite navigation and positioning reference stations are crucial national spatiotemporal information infrastructure and essential ground support for the BeiDou system to achieve high-precision services. The Ministry of Natural Resources has coordinated and integrated national reference station resources, establishing a legally authoritative, standardized, accurate, reliable, and secure reference station network that operates routinely. It has also established a "1+33" collaborative operation and maintenance management system for BeiDou application and reference service centers, providing unified national surveying and mapping reference services to the public and promoting unified planning, standards, and supervision of national reference stations.
On September 4th, Canadian Prime Minister Mark Carney visited local manufacturing facilities in Ontario on September 3rd. Regarding the recent breakdown of trade negotiations between Canada and the United States, Carney emphasized that "Canada made the right decision," and that the US imposition of tariffs on Canada was "a miscalculation," because "Canada already possesses everything it needs to build an ideal nation." Carney stressed that Canada's position is very clear: to protect Canadian culture and uphold its sovereignty and ability to reach trade agreements with other countries. Carney also pointed out that Canada is willing to sit down for negotiations whenever the US is ready, but any agreement must be stable and credible.
On September 4, JD Logistics (02618.HK) announced that Wu Hao has resigned as the company's chief financial officer due to his new position at JD Group. Mao Jun has been appointed as the company's chief financial officer, effective from September 4, 2026.
Bilibili (BILI.O): The funds raised will be used to support Tencent's ongoing share buyback program, enhance its artificial intelligence capabilities, and deepen user engagement.
On September 4th, Qin Lihong, co-founder and president of NIO, stated at the Q2 2026 financial report media briefing on September 3rd that he hopes the outside world will pay attention to the "composure" NIO demonstrated today. Qin Lihong said that while some companies are currently seeking new market capitalization concepts and chasing technological trends, NIO has chosen to actively embrace AI and invest more energy in underlying capabilities and organizational transformation. "Over the past year, NIO has devoted considerable effort to building an AI-native organization, empowering its business with AI on the one hand, and driving simultaneous organizational transformation on the other. These investments will ultimately translate into continuous improvements in organizational and operational efficiency."
September 4th - According to Cainiao, Hong Kong's first climbing robot warehouse was recently put into use at Cainiao eHub. Currently, Cainiao's self-developed climbing robots are being widely used in building its overseas supply chain network, with climbing robot warehouses in the Netherlands and Spain being delivered successively.
Bilibili (BILI.O): Will repurchase $100 million of borrowed Class Z common stock in a concurrent Delta offering.
Bank of England Governor Bailey will speak in ten minutes.
Bilibili (BILI.O): This offering includes Tencent's subscription of US$200 million of Bilibili convertible notes.
According to Hong Kong Stock Exchange filings, HSBC Holdings (00005.HK) repurchased a total of 10,000 shares on other exchanges on September 3, amounting to £155,481.04.
Bilibili (BILI.O): The board of directors approved a special share repurchase program of up to $300 million.
According to Hong Kong Stock Exchange filings, HSBC Holdings (00005.HK) repurchased 440,000 shares on the Hong Kong Stock Exchange on September 3 for HK$71.9 million.
According to Indian media NDTV, India's new ambassador to Iran, Vishwesh Negi, has arrived in Tehran to assume his post.
On September 4th, it was reported that China is further solidifying its voice in battery industry standards, particularly in filling the international standard gap in the next-generation battery technology, solid-state batteries. Wang Fang, Chief Scientist of the China Automotive Technology and Research Center Co., Ltd., revealed at the "Global Advanced Battery Foresight Technology Symposium" of the 2026 World Power Battery Conference that three national standards—performance specifications, safety specifications, and lifespan specifications—among the standards in the "Solid-State Batteries for Electric Vehicles" series have been approved for project initiation, and a draft for public comment is expected to be released by the end of this year. While advancing the development of national standards for solid-state batteries, China has also recently proposed the world's first international standard in the field of solid-state batteries and is actively promoting the development of international standards in key areas such as power battery thermal management and the recycling of retired batteries.
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