明日将公布日本建筑和住房数据、德国零售销售数据、南非失业率以及英国经常账户数据。
法国将发布通胀率数据，土耳其将公布贸易平衡数据。
特朗普签署行政命令：将人工智能重新命名为“超级智能”
DAY AHEAD IN DATA WATCH Japan Construction and Housing Data Germany Retail Sales Data South Africa Unemployment Rate UK Current Account Data France Inflation Rate Data Turkey Balance of Trade Data Germany, 10-Year Bund Auction Trump signs order renaming AI ‘Super Intelligence’; tech giants sign White House safety accordUS President Donald Trump on Tuesday, September 29, signed an executive order renaming artificial intelligence as “Super Intelligence” while unveiling a voluntary White House accord with major technology companies aimed at strengthening safety controls around frontier AI models.BSE shares to start trading on the Nifty 50 today; MTF positions above ₹3,000 croreShares of the Bombay Stock Exchange Ltd. will begin trading on the Nifty 50 index from Wednesday, September 30, as part of the bi-annual index rebalancing exercise.
9月29日，美国总统唐纳德·特朗普签署行政命令，将人工智能（AI）重新命名为“超级智能”（Super Intelligence），并宣布与主要科技公司达成一项自愿性安全协议，旨在加强前沿人工智能模型的安全管控。
BSE股票将纳入Nifty 50指数
This will be the first time in nearly a decade of the exchange going public, that it will become a part of the country's benchmark index.
作为半年一次的指数调整的一部分，孟买证券交易所（Bombay Stock Exchange Ltd.）的股票将从9月30日起在Nifty 50指数中开始交易。这是该股票近十年来首次被纳入该国家的基准指数。
Swastika Infra公司的IPO
Swastika Infra IPO listing: Shares to debut on September 30; check GMP, subscriptionThe issue received bids for 4,81,50,288 shares against 63,35,001 shares on offer. The non-institutional investor portion wasd 18.50 times, while the retail category received 5.39 times subscription.
该公司股票将于9月30日正式上市；请关注相关发行信息（如GMP标准、认购情况等）。
The qualified institutional buyers portion wasd 3.22 times.
本次IPO共收到4,815,0288份认购申请，远超63,350,001股的发行量。非机构投资者的认购倍数达到18.50倍，零售投资者的认购倍数达到5.39倍；合格机构投资者的认购倍数则为3.22倍。
值得购买的股票：
Stocks to Buy: A new listing has become Jefferies' latest 'high-conviction top pick'; Check upside targetsGlobal investment bank Jefferies has initiated coverage on recently listed Molbio Diagnostics Ltd. with a "buy" rating, calling it a "high-conviction top pick".
最新被Jefferies评为“高信心首选股”的股票——Molbio Diagnostics Ltd.
全球投资银行Jefferies已开始关注这家最近上市的公司，并给予其“买入”评级，认为其是“高信心首选股”。
杰弗里斯（Jefferies）在9月30日的报告中给Molbio Diagnostics设定了1,600卢比的目标价，这意味着该公司的股价有27%的上涨潜力。
In its note on Wednesday, September 30, Jefferies ascribed a price target of ₹1,600 for Molbio Diagnostics, which implied an upside potential of 27% from current levels.CAFE-3 norms notified: Electric vehicles get 3x credit, no separate small-car benefitIndia has notified the Corporate Average Fuel Economy norms, setting new fuel-efficiency and CO2 requirements for passenger vehicles from April 1, 2027, to March 31, 2032.
印度发布了新的企业平均燃油经济性标准（Corporate Average Fuel Economy norms）： 从2027年4月1日至2032年3月31日，所有乘用车都必须符合新的燃油效率及二氧化碳排放要求。这些规定适用于M1类别的车辆，主要包括小型轿车、SUV和MPV等车型（这些车辆除驾驶员外最多可容纳8名乘客）。
The rules apply to M1-category vehicles, which broadly cover passenger cars such as hatchbacks, sedans, SUVs and MPVs, with up to eight passenger seats apart from the driver. SpaceX is poised for a big comeback after recent struggles, says TD CowenInvestors should scoop up shares of SpaceX as growth in the artificial intelligence and space industries will drive gains, according to TD Cowen.
TD Cowen认为SpaceX在经历近期困境后即将迎来重大复兴： 随着人工智能和太空产业的快速发展，SpaceX的股价有望上涨。最近，埃隆·马斯克的公司成功进行了Starship火箭的首次轨道测试飞行，该火箭计划在近10小时内绕地球飞行六圈，并携带了26颗Starlink卫星。
Recently, Elon Musk's company launched its giant Starship on its first orbital test flight, targeting six laps around Earth over nearly 10 hours. The mission carries 26 Starlink satellites. Read On CNBC PRO West Asia crude oil flows hit 98% of pre-war level despite escalation, JPMorgan saysShipments of crude oil have rebounded to 17.5 million barrels a day, or 98% of pre-war levels, while flows of products such as diesel and gasoline were at 3 million barrels a day, or 58%, according to JPMorgan.
摩根大通（JPMorgan）指出： 尽管局势紧张，原油出口量已回升至战前水平的98%；柴油和汽油等产品的出口量则仅为战前水平的58%。分析师表示，整体出口水平达到了2025年平均水平的89%。
The overall figure was 89% of 2025 levels, measured by the 10-day average over the past five days, the analysts said.
苹果支付（Apple Pay）在印度上线：哪些银行卡可以使用？为什么不能使用UPI？ 苹果已在印度推出了Apple Pay服务，其首个银行合作伙伴是Axis Bank。作为世界上人口最多的国家，印度曾是少数尚未普及此类支付服务的主要经济体之一。
Apple Pay launches in India: Which cards work and why UPI does notApple has launched Apple Pay in India, with Axis Bank as its first banking partner. India, the world's most populous country, was one of the few major economies without the service.
此次发布距离 Apple Pay 2014 年在美国首次亮相已过去十多年，此前经历了多年的传闻和监管障碍。
The launch comes more than a decade after Apple Pay debuted in the US in 2014, following years of rumours and regulatory hurdles.
迪士尼将在 CEO 迪马罗上任以来的第二轮裁员中裁减 300 多名员工迪士尼将在公司首席执行官乔什·迪马罗今年早些时候上任以来的最新一轮裁员中裁减约 300 名员工。美国娱乐新闻媒体 Deadline 首先报道了这一消息。裁员将主要集中在人力资源和技术部门。
Disney to layoff over 300 employees in second round since CEO D'Amaro assumed roleDisney is to lay off around 300 employees in its latest round of job cuts since the company's chief executive officer Josh D'Amaro assumed role earlier this year. The incident was first reported by American entertainment news outlet Deadline. The job cuts would primarily be made in human resources and technology departments.
Coverfox 创始人、经纪人对 IRDAI 保险分销改革表示担忧Coverfox 创始人兼董事总经理 Sanjib Jha 对印度保险监管和发展局 (IRDAI) 拟议的保险分销变革提出质疑，认为降低佣金可能会打击那些将保险业务拓展至印度大城市以外的借款人和客户的网络。
Coverfox founder, brokers raise concerns over IRDAI insurance distribution overhaulCoverfox founder and managing director Sanjib Jha has questioned the Insurance Regulatory and Development Authority of India’s proposed changes to insurance distribution, arguing that lower commissions could hit the networks that take insurance to borrowers and customers outside India’s larger cities.PB Fintech share price target cut 53% by Bernstein, says next 18 months a 'do-or-die' for coJust days after projecting a 91% upside for shares of PB Fintech Ltd., brokerage firm Bernstein has cut its price target on the stock by 53% in its latest note on Wednesday, September 30.
伯恩斯坦将 PB Fintech 目标股价下调 53%，称未来 18 个月对公司至关重要就在预测 PB Fintech Ltd. 股票有 91% 上涨空间几天后，券商伯恩斯坦在 9 月 30 日周三的最新报告中将该股目标价下调了 53%。伯恩斯坦维持对 PB Fintech 的"跑赢大盘"评级，但大幅将目标价从之前的 ₹2,310 下调至每股 ₹1,085。
Bernstein maintained its "outperform" rating on PB Fintech, but sharply cut its price target to ₹1,085 per share from ₹2,310 earlier.