China Securities Depository and Clearing Corporation (CSDC) has released its notice on securities fund clearing and settlement arrangements during the 2026 Mid-Autumn Festival and National Day market holidays. The notice specifies that September 23, September 24, September 29, and September 30, 2026, will serve as additional trading days for Stock Connect under the arrangement. For a comprehensive breakdown of the clearing and settlement schedules involving Hong Kong Stock Connect operations, rights entitlement record date mappings, Shanghai-Shenzhen market B-to-H share transfers, and H-share "Full Circulation" business during the holiday period, full details are available in the original notice.

Overnight trading on Wall Street saw all three major indices close in positive territory, with AI hardware and semiconductor stocks posting significant gains. The Dow Jones Industrial Average rose 316.14 points, or 0.61%, to settle at 51,778.04. The S&P 500 climbed 85.95 points, or 1.14%, to finish at 7,637.76. The Nasdaq Composite advanced 439.88 points, or 1.69%, closing at 26,418.3. The Philadelphia Semiconductor Index surged 3.14%, while the Direxion Daily Semiconductor Bull 3X Shares ETF jumped 10.44%. Among individual stocks, Arm rallied more than 8%, and Intel gained over 7%. The Nasdaq Golden Dragon China Index edged up 0.16% to 5,743.62. Hang Seng Index ADRs moved higher, with proportional calculations placing the index at 24,757.55, up 153.26 points, or 0.62%, versus the Hong Kong close. WTI crude oil futures for the front month fell $1.34 to settle at $101.09 per barrel, a decline of 1.31%. COMEX gold futures for the front month slipped $6.90, or 0.16%, to $4,380.6 per ounce.

Hong Kong Financial Secretary Paul Chan has indicated that gold constitutes a vital component of the financial ecosystem, adding that the Hong Kong Monetary Authority (HKMA) is currently examining the prospect of boosting its gold reserves. Chan explained that the Exchange Fund served dual purposes: safeguarding Hong Kong's financial stability while defending the Hong Kong dollar, and fostering the city's advancement as an international financial hub. The HKMA, taking all relevant factors into account, is studying the potential increase, though Chan noted that specific details regarding target holdings cannot be disclosed at this stage.

NVIDIA (NVDA) CEO Jensen Huang has stated that the company's chip sales next year are expected to reach twice this year's volume, driven by the expanding penetration of artificial intelligence across healthcare, manufacturing, financial services, and other sectors. During Thursday's U.S. trading session, NVIDIA shares climbed more than 2.5%. This projection represents yet another robust growth signal from the company, suggesting substantial momentum could persist over the coming quarters. Earlier, NVIDIA had projected revenue growth of 70% for its fiscal year ending January 2028, targeting approximately $673 billion in revenue, a forecast that has prompted analysts to significantly raise their expectations.

BYD Company (01211) is planning to establish four production facilities across Europe as a cornerstone of its regional expansion strategy. The company aims to satisfy progressively stricter local manufacturing regulations and attract a broader customer base. Alfredo Altavilla, a former Fiat Chrysler executive now serving as an advisor to BYD's European operations, revealed at an event in Turin on Wednesday evening that the company intends to construct three vehicle assembly plants and one electric vehicle battery factory in Europe. Altavilla stated, "This is not something that will happen in the short term, but it's clear that if we are to achieve our sales targets while meeting EU regulatory requirements, this is what we must do." BYD is currently holding discussions with European automakers and various national governments, exploring the acquisition of underutilized idle plants in countries including France, Spain, and Italy.

XtalPi Holdings (02228), through its subsidiary LCC Technologies, has entered into a drug discovery collaboration agreement with Stanford University. The partnership combines Stanford's disease biology research capabilities with LCC Technologies' automated, AI-driven small molecule drug discovery platform to accelerate and facilitate new drug development. Under the collaboration, novel biological insights emerging from Stanford's research will be evaluated through LCC Technologies' proprietary PACE™ drug discovery platform for their potential as small molecule therapeutics. PACE™ integrates fragment-based drug discovery, AI-powered computational design, automated synthesis, and iterative design-make-test-analyze cycles.

GenScript Biotech Corporation (01548) has announced a collaboration agreement with Lilly TuneLab™, the AI/ML-driven drug discovery platform established by Eli Lilly and Company (LLY), a multinational pharmaceutical company listed on the New York Stock Exchange. Under the agreement, the group will offer wet laboratory services to TuneLab participating companies at preferential rates, facilitating the generation of experimental data that translates AI predictions into biological evidence.

Global New Material International Holdings (06616) has proposed issuing convertible bonds with a principal amount of RMB 1.3 billion at an approximate premium of 15.05%, alongside a concurrent redemption of its 2026 convertible bonds. The initial conversion price is set at HK$10.93 per share, representing a premium of approximately 15.05% over the closing price of HK$9.50 per share as quoted on the Stock Exchange of Hong Kong on September 17, 2026, the date the subscription agreement was executed.

New World Development Company (00017) is contemplating a spin-off and independent listing of a securities investment fund on the Shanghai Stock Exchange. The proposed spin-off involves the independent listing of the fund, using Shanghai Hong Kong New World Tower as the underlying asset. This mixed-use property, located at 300 Huaihai Middle Road in Huangpu District, Shanghai, comprises the Shanghai K11 Art Mall and Shanghai K11 ATELIER New World Tower.

Xuanzhu Biopharmaceutical-B (02575) has disclosed that it is currently engaged in preliminary discussions with a third party regarding a potential acquisition. As of the announcement date, negotiations remain ongoing. The terms and conditions of the potential acquisition have yet to be finalized, and no formal agreement has been executed to date. There is no guarantee that the potential acquisition will materialize or ultimately conclude; accordingly, the transaction may not proceed.

SF Intra-city (06700) has announced a delay to its global offering and proposed listing on the Main Board of The Stock Exchange of Hong Kong. The company cited various factors, including prevailing market conditions, in its decision to postpone.

China Resources Power Holdings (00836) has reported that its subsidiary power plants recorded a 9.7% increase in electricity sales for the first eight months of the year. Specifically, subsidiary wind farms saw sales rise by 0.6%, while solar photovoltaic stations posted a robust 35.7% increase. For August 2026 alone, subsidiary power plants sold 22,628,047 megawatt-hours, up 2.9% year-on-year. This included 3,969,816 MWh from wind farms, up 17.3%, and 1,831,454 MWh from photovoltaic stations, up 26.4%.

Woer Heat-Shrinkable Material (09981) has announced that its subsidiary, Shanghai Electronics, plans to invest in establishing a production base in Dushan Port Economic Development Zone, Zhejiang Province. On September 17, 2026, Shanghai Electronics, an indirect wholly-owned subsidiary of the company, signed an investment agreement with the local committee. Under the agreement, Shanghai Electronics has conditionally agreed to invest in the project, while the committee has conditionally agreed to assist Shanghai Electronics in implementing the project following the subsidiary's acquisition of land use rights for the project through the bidding, auction, and listing process.

Hutchmed China (00013) has signed an exclusive licensing agreement with GSK for HMPL-A830 (KRAS-EGFR ATTC), with GSK securing overseas rights for an upfront payment of $110 million and potential milestone payments of up to $1.185 billion, as announced on September 3. Analysts at Huaxi Securities express optimism regarding HMPL-A830's potential to address the unmet need among KRAS-mutated colorectal cancer patients through its differentiated mechanism of action, recommending close monitoring of Phase I data readouts. Huatai Securities views the A830 deal as validating the global value of the ATTC platform, noting that the company is positioned to initiate global Phase I trials in the second half of 2026. With A251 and A580 global Phase I trials progressing smoothly, and multiple molecules poised to enter clinical development, the company is well-positioned for continued out-licensing activities. The company has previously secured multiple licensing deals with multinational corporations including AstraZeneca and Takeda, with overseas commercialization of related molecules gradually materializing. Notably, fruquintinib's overseas sales continue to grow steadily, while savolitinib achieved positive progression-free survival and overall survival results in the global Phase III trial for second-line non-small cell lung cancer in the first eight months of 2026, positioning the company for a potential FDA filing.