早安！一场旨在结束长达七个月的美伊战争的全新外交推动正在进行中。华盛顿和德黑兰的官员已分别与调解人进行了沟通，预计后续任何会谈将聚焦于伊朗上周在联合国大会上提出的为期七天提案的修订版。
Good morning!A fresh diplomatic push is underway to end the seven-month US-Iran war. Officials from Washington and Tehran have separately spoken with mediators, with any further talks expected to focus on an amended version of a seven-day proposal put forward by Iran last week at the UN General Assembly.US President Donald Trump is also putting manufacturing and tariffs back in the spotlight.
美国总统唐纳德·特朗普也将制造业和关税重新推向聚光灯下。他宣布了Essar集团在爱荷华州建设一座耗资150亿美元钢铁厂的计划，预计将于2030年投产。特朗普称其为美国历史上最大的钢铁厂，并将这一投资归功于其政府的关税政策。
He has announced Essar Group’s plans for a $15 billion steel plant in Iowa, which is expected to begin production by 2030. Trump called it the largest steel plant in US history and credited his administration’s tariff policies for driving the investment.
市场有大量看点。高盛将Eternal的目标价上调至385卢比，而由于IRDAI提出的分销改革，PB Fintech在两个交易日内暴跌38%，导致该股票的杠杆押注大幅飙升。在周一抛售后，黄金和白银仍承压，而比特币在83,000美元附近交易，因债券收益率和油价上升打压风险资产。
Markets have plenty to track. Goldman Sachs has raised its target on Eternal to ₹385, while PB Fintech has lost 38% in two sessions following the IRDAI’s proposed distribution reforms, sending leveraged bets on the stock sharply higher. Gold and silver remain under pressure after Monday’s sell-off, while Bitcoin is trading near $83,000 as higher bond yields and oil prices weigh on risk assets.
科技领域，Anthropic的IPO招股说明书勾勒了AI的雄心勃勃愿景，但也凸显了构建该技术的惊人成本。与此同时，印度汽车市场正在加速，9月车辆注册量同比增长45%，电动汽车注册量翻倍以上。NSE今日也在进行其半年度指数再平衡。
In technology, Anthropic’s IPO prospectus lays out an ambitious vision for AI but also highlights the staggering costs of building the technology. India’s auto market is meanwhile accelerating, with September vehicle registrations up 45% year-on-year and EV registrations more than doubling. The NSE is also carrying out its semi-annual index rebalancing today.
其他头条方面，FBI已将Goldy Brar列入其“十大通缉逃犯”名单，悬赏高达100万美元，而孟买成立122年的Kyani & Co.因食品安全违规，其FSSAI许可证已被暂停。美国、伊朗分别与调解人会谈，最新尝试结束战争据双方官员透露，美国和伊朗官员于周一（9月28日）分别与调解人会谈，这是结束七个月战争的新一轮努力的一部分。
And in other headlines, the FBI has added Goldy Brar to its Ten Most Wanted Fugitives list with a reward of up to $1 million, while Mumbai’s 122-year-old Kyani & Co. has had its FSSAI licence suspended following food safety violations.US, Iran separately talk with mediators in latest bid to end warUS and Iranian officials spoke separately with mediators on Monday, September 28, as part of a renewed effort to end seven months of war, according to officials of both countries.
知情官员告诉路透社，预计后续会谈将聚焦于伊朗上周在联合国大会期间提出的一个为期七天提案的修订版。更多内容Anthropic招股书显示宏大AI愿景，成本激增据路透社看到的招股书，Anthropic正在押下重注，赌AI将比工业化、电力和互联网更深刻地改变全球经济。但实现这一目标的成本将惊人。更多内容特朗普宣布Essar在爱荷华州建设150亿美元钢厂，预计2030年投产美国总统特朗普于周一（9月28日）宣布Essar集团计划在爱荷华州建设一座150亿美元的钢厂，称其为美国历史上最大的钢厂，并将此归功于其政府的关税政策推动了美国制造业投资。
Any further talks are expected to focus on an amended version of a seven-day proposal that Iran presented last week on the sidelines of the United Nations General Assembly, an official briefed on the negotiations told Reuters. More HereAnthropic's IPO prospectus shows sweeping AI vision, surging costsAnthropic is making a massive bet that AI will transform the global economy more profoundly than industrialisation, electricity and the internet, according to its IPO prospectus seen by Reuters. But the cost to get there will be staggering. More HereTrump announces $15 billion Essar steel plant in Iowa, production to begin by 2030US President Donald Trump announced Essar Group’s plans to build a $15 billion steel plant in Iowa on Monday, September 28, calling it the largest steel plant in US history and crediting his administration’s tariff policies for driving investment in American manufacturing.“Today, we're thrilled to announce that Mesabi Metallics will be building the largest steel plant in American history in the great state of Iowa,” Trump said at the White House, alongside Essar Group co-founder Ravi Ruia and his son Rewant Ruia, chairman of Mesabi Metallics.
“今天，我们很高兴宣布，Mesabi Metallics将在爱荷华州建设美国历史上最大的钢厂，”特朗普在白宫表示，Essar集团联合创始人Ravi Ruia及其子、Mesabi Metallics主席Rewant Ruia陪同在侧。更多内容高盛预期Eternal股价上涨16%的四大关键理由周二（9月29日），Eternal Ltd.（Zomato和Blinkit的母公司）股票将成为焦点，因全球券商高盛上调了其目标价。
More HereFour key reasons why Goldman Sachs expects Eternal share price to rise 16%Shares of Eternal Ltd., the parent company of Zomato and Blinkit, will be in focus on Tuesday, September 29, after global brokerage Goldman Sachs raised its price target on the stock.
高盛维持对Eternal的“买入”评级，并将目标价从之前的水平上调至每股385印度卢比。更多内容PB Fintech股价两日暴跌38%，其杠杆押注激增360%自IRDAI发布分销规范草案指南以来，PB Fintech Ltd.股价已连跌三日。上周四和周五两日累计暴跌38%，其中单日最大跌幅达36%，导致其杠杆押注出现数倍增长。更多内容今日金银价格：周一急跌后是什么在推动贵金属市场？
Goldman Sachs has maintained its ‘Buy’ recommendation on Eternal and raised its price target to ₹385 per share from its previous target. More HerePB Fintech's 38% share price fall in two sessions takes its leveraged bets higher by 360%Shares of PB Fintech Ltd. have been on a three-day losing streak, ever since the draft IRDAI guidelines on distribution norms were released. The 38% sell-off across last Thursday, and Friday, including a 36% drop in one single session, has resulted in a multifold jump in its leveraged bets. More HereGold, silver prices today: What is driving bullion after Monday’s sharp sell-offGold and silver prices remained under pressure in early trade on Tuesday, September 29, after both precious metals suffered a sharp sell-off in the previous session as rising US Treasury yields, a stronger dollar and renewed concerns over inflation weighed on bullion.
周二（9月29日）早盘，金价和银价承压，此前一交易日两大贵金属均遭遇急跌，因美债收益率上升、美元走强以及通胀担忧重燃打压贵金属。国际市场上，COMEX黄金报4167.50美元/盎司。更多内容周二NSE再平衡：这些股票将迎来最大资金流入和流出印度国家证券交易所将于周二（9月29日）进行股票再平衡，因交易所半年度审查的调整正式生效。
On the global market, COMEX gold was trading at $4,167.50 an ounce. More HereNSE Rebalancing On Tuesday: These stocks set for biggest inflows and outflowsThe National Stock Exchange is set to witness a rebalancing of stocks on Tuesday, September 29, as the adjustments in the semi-annual review of the exchange are implemented.
此名单包含即将被纳入或剔除出 Nifty 50 或 NSE 指数的股票，或将在这些指数中权重上升或下降的股票。更多内容比特币为何今日下跌及投资者应关注什么比特币于 9 月 29 日在 83,000 美元附近交易，过去 24 小时下跌约 1%，因美国债券收益率上升、油价上涨以及对美联储再次加息的预期打压加密货币和其他风险资产。
This list includes stocks that are either going to be included or excluded in the Nifty 50 or the NSE indices, or will see their weightage increase or decline in these indices. More HereWhy Bitcoin is falling today and what investors should watchBitcoin was trading near $83,000 on September 29, down around 1% in the past 24 hours, as higher US bond yields, rising oil prices and expectations of another Federal Reserve rate hike weigh on cryptocurrencies and other riskier assets.
比特币已从 9 月 21 日 86,600 美元左右的高点回落。更多内容9 月汽车注册量增长 45%，电动汽车注册量翻倍以上：VAHAN 数据据 VAHAN 数据显示，汽车市场在 9 月延续强劲势头，车辆注册量同比增长 45%。2026 年 9 月有望成为至少五年来最好的 9 月，所有主要车型细分市场均呈现强劲的两位数增长。增长广泛，两轮车、乘用车和商用车均录得超过 40% 的增幅。
Bitcoin has pulled back from its September 21 high of around $86,600. More HereSeptember auto registrations grow 45%, EV registrations more than double: VAHAN dataThe automobile market continued its strong momentum in September, with vehicle registrations recording 45% YoY growth so far, according to VAHAN data. September 2026 is shaping up to be the best September in at least five years, with all major vehicle segmentsing strong double-digit growth. The growth was broad-based, with 2-wheelers, passenger vehicles and commercial vehicles all posting gains of more than 40%.More HereWho is Goldy Brar?
更多内容Goldy Brar 是谁？FBI 将 Lawrence Bishnoi 团伙人物列入通缉榜；承诺最高 100 万美元奖金FBI 将 Satinderjeet Singh（化名 Goldy Brar），即 Lawrence Bishnoi 团伙在北美的所谓头目，列入其“十大通缉逃犯”名单，并宣布为提供导致其被捕的线索者提供高达 100 万美元的奖金。FBI 称 Singh 因涉嫌参与 Lawrence Bishnoi 有组织犯罪集团而被通缉，该集团据称在美国加利福尼亚州南部、美国其他地区和加拿大从事暴力活动。
FBI adds Lawrence Bishnoi gang figure to most wanted list; up to $1 million reward promisedThe FBI has added Satinderjeet Singh, alias Goldy Brar, an alleged leader of the Lawrence Bishnoi gang in North America, to its Ten Most Wanted Fugitives list and announced a reward of up to $1 million for information leading to his arrest. The FBI said Singh is wanted for his alleged involvement in the Lawrence Bishnoi Organised Crime Group, which it alleges is engaged in violent acts across Southern California, the US, and Canada.
更多内容孟买 122 年老店 Kyani & Co 执照被吊销：Tukaram Mundhe 团队发现了什么孟买这家历史悠久的伊朗咖啡馆 Kyani & Co. 的 FSSAI 执照被暂停，此前马哈拉施特拉邦食品药物管理局检查发现该场所存在多项食品安全和卫生违规行为。
More HereMumbai’s 122-year-old Kyani & Co licence suspended: What Tukaram Mundhe’s team foundMumbai’s historic Irani cafe Kyani & Co. has had its FSSAI licence suspended after a Maharashtra Food and Drug Administration inspection found several food safety and hygiene violations on the premises.
此次行动是在全州范围内的节日季专项检查期间采取的，旨在检查全州各地的食品经营场所。更多详情请见此处
The action was taken during a statewide festive-season drive aimed at checking food establishments across the state. More Here