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On September 2nd, HunyuanWorld-Voyager was officially released. It is the industrys first ultra-long roaming world model that supports native 3D reconstruction. This model focuses on expanding the application of AI in spatial intelligence and will provide high-fidelity 3D scene roaming capabilities for fields such as virtual reality, physical simulation, and game development.On September 2nd, as the market expected Germanys investment plan and the possible increase in defense spending by eurozone countries to push up debt levels, the eurozones ultra-long government bonds also faced selling pressure. Germanys 30-year government bond yield rose to 3.41%, a 14-year high; Frances 30-year government bond yield rose to its highest level in more than 16 years; the UKs 30-year government bond yield hit a new high since 1998; Spains 30-year government bond yield hit 4.297%, the highest since November 2023; and Italys 30-year government bond yield rose to 4.661%, the highest since April.Morgan Stanley analyst Wilson: The four-month rally in U.S. stocks will continue due to the Federal Reserves interest rate cuts and strong corporate earnings.On September 2, Celine-Marie Mechain, co-head of Goldman Sachs Paris, predicted that despite the current political turmoil in France, the countrys transaction activity is expected to accelerate. In an interview on Tuesday, Mechain said: "Despite the political turmoil, France remains an attractive investment destination for various reasons. We expect to see an increase in activity in the M&A market (in the second half of this year)." French Prime Minister Bayrou will face a vote of no confidence on September 8, which may force him to resign, and France is experiencing a government crisis. Since then, investors have been prepared for increased political risks. With some companies postponing recruitment and investment, political risks may undermine the nascent economic recovery. Speaking about Frances economic prospects, Mechain said, "Despite the overall situation, I am still quite optimistic."According to the Russian newspaper Kommersant, Russia may raise the export tariff on scrap steel to 5%, but not less than 25 euros per ton.

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