根据美国汽车协会（AAA）数据，全美柴油平均零售价于9月11日达到每加仑6.0556美元的历史新高，较一年前上涨超60%，自2月下旬美伊战事爆发以来涨幅达55%至60%。加利福尼亚州柴油均价更逼近每加仑8美元。受东欧与中东战事影响，全球约500万桶/日的炼油产能停摆，导致全球柴油供应缩减近8%。由于柴油是卡车货运、铁路和秋收农机的主要动力来源，高企的运输与生产成本正迅速向批发物价及终端消费市场传导。

According to AAA data, the nationwide average retail diesel price reached an all-time record of $6.0556 per gallon on September 11, up more than 60% from a year earlier and over 55% to 60% since the outbreak of the US-Iran conflict in late February. In California, prices neared $8 per gallon. With roughly 5 million barrels per day of refining capacity offline across Eastern Europe and the Middle East, global diesel supply contracted by nearly 8%, directly cascading into freight transport, agricultural harvest operations, and wholesale consumer inflation.

美国基准10年期国债收益率在经历大幅抛售后持稳于4.94%附近，此前一度触及4.954%的多年高位。受国际原油维持在每桶100美元上方及通胀顽固预期推动，利率市场对美联储下周决定加息的预期概率升至70%以上，交易员同时开始权衡年内二次加息的可能。在欧洲央行将基准利率上调至2.5%的背景下，亚太主要股市周五全线下挫，而欧洲市场在英国7月GDP超预期环比增长0.4%的提振下早盘小幅走高。

Benchmark 10-year US Treasury yields steadied near 4.94% following a sharp sell-off that previously pushed yields to 4.954%. Driven by crude oil holding above $100 per barrel and stubborn inflation expectations, market-implied odds of a Federal Reserve rate hike next week rose above 70%, with traders evaluating a potential second rate hike before year-end. Following the European Central Bank's rate increase to 2.5%, Asia-Pacific bourses closed broadly lower, while European equities edged up following stronger-than-expected 0.4% UK GDP growth in July.

也门胡塞武装在西海岸取得重大军事进展，攻占战略港口城市摩卡，并进驻红海祖卡尔岛与扼守曼德海峡的佩里姆岛。亲政府国民抵抗军部队已后撤并转移指挥部，沿海交火导致至少1.85万人流离失所。在霍尔木兹海峡受阻、沙特高度依赖红海出口原油之际，胡塞武装对沙特能源设施与油轮的打击威胁促使沙特上月原油日均出口量跌至320万桶的十多年低点，进一步加剧了全球能源供应担忧。

Iran-backed Houthi forces captured the strategic Red Sea port of Mokha and secured positions on Zuqar Island and Perim Island in the Bab el-Mandeb Strait, marking their largest territorial advance since the 2022 truce. Pro-government National Resistance Forces withdrew command centers as fighting displaced at least 18,500 people. With Houthi strikes targeting Saudi infrastructure and threatening maritime lanes, Saudi crude exports dropped to 3.2 million barrels per day last month, deepening global energy supply anxieties.

俄罗斯总统普京抵达新德里出席第18届金砖国家峰会，这是自2022年俄乌冲突爆发以来其首次在俄境外亲身出席该峰会。印度总理莫迪预定与普京举行双边会谈，聚焦防务、能源与本币结算，并会见自2019年以来首次访印的中国国家主席习近平以及伊朗总统佩泽希齐扬。面对扩员至11国的机制构成，各成员国在推进支付互联与本币贸易的同时，亦需在地缘冲突立场上寻求内部平衡。

Russian President Vladimir Putin arrived in New Delhi for the 18th BRICS Summit, marking his first in-person attendance at a summit outside Russia since the 2022 Ukraine war began. Indian Prime Minister Narendra Modi is scheduled to hold bilateral talks with Putin on defense, energy, and currency settlement, while also engaging with Chinese President Xi Jinping—visiting India for the first time since 2019—and Iranian President Masoud Pezeshkian amid discussions on payment system integration.

美国各地举行活动纪念2001年“9·11”恐怖袭击25周年。总统唐纳德·特朗普前往弗吉尼亚州五角大楼纪念馆出席悼念活动，向遇难者和第一响应者致敬。副总统JD·万斯则与多位前总统（奥巴马、布什、克林顿、拜登）及纽约市首位穆斯林市长佐兰·马姆达尼共同出席曼哈顿世贸中心归零地仪式。宾夕法尼亚州尚克斯维尔等地也同步举行了遇难者诵读与默哀仪式。

The United States commemorated the 25th anniversary of the September 11 terrorist attacks with ceremonies across three crash sites. President Donald Trump attended a memorial observance at the Pentagon in Virginia, paying tribute to victims and first responders. Vice President JD Vance joined former presidents Obama, Bush, Clinton, and Biden, alongside New York City Mayor Zohran Mamdani, at Ground Zero in Lower Manhattan, as name-reading ceremonies also took place in Shanksville, Pennsylvania.

在得克萨斯州达拉斯，为期两天的共和党中期选举大会闭幕。特朗普总统提出若共和党保住国会参众两院多数将向成年人发放5000美元支票，并带领全场支持者宣誓投票。副总统万斯在主旨演讲中强调家庭价值观并抨击民主党人，引发关于2028年大选的呼声。共和党正试图克服支持率偏低及能源价格上涨等选情阻力，全力拉高基民投票率。

In Dallas, Texas, Republicans concluded a two-day midterm convention where President Trump floated $5,000 checks for adults if the party retains Congress, leading attendees in a formal voting pledge. Vice President Vance delivered a keynote address focusing on family values and targeting Democratic opponents, as the party works to mobilize its core base against headwinds from low approval ratings and rising fuel costs.

香港西九龙裁判法院依据香港国安法，以煽动颠覆国家政权罪对已解散的支联会三名前负责人作出判决。前副主席邹幸彤被判处7年3个月监禁，前主席李卓人被判处7年监禁，认罪的前副主席何俊仁被判处5年2个月监禁，已解散的支联会组织被罚款150万港元。法官裁定其“结束一党专政”等口号构成非法煽动颠覆。李卓人家属明确表示将提出上诉，多国政府与国际机构对此发表了关切声明。

A Hong Kong court sentenced three former leaders of the disbanded Hong Kong Alliance under the national security law for inciting subversion. Chow Hang-tung received seven years and three months, Lee Cheuk-yan was sentenced to seven years, and Albert Ho received five years and two months, while the disbanded organization was fined HK$1.5 million. The court ruled that political slogans such as 'end one-party dictatorship' amounted to unlawful incitement. Lee's family confirmed plans to appeal amid statements from foreign governments and human rights groups.

人工智能企业Anthropic发布威胁报告，披露其介入并阻断了也门北部操作人员试图利用Claude模型编写火箭及弹道导弹制导软件的操作。报告同时披露了涉及俄罗斯关联实体、中国高校学生及伊朗国家关联主体的网络间谍与隐蔽行动，相关违规账户已被封禁。这些披露正值内部安全警告引发美国国会加强AI监管呼声之际，Anthropic也在加州法院裁决国防部黑名单违法后，持续恢复其国防供应链地位。

AI developer Anthropic released a threat report disclosing that it halted efforts by operators in northern Yemen to use Claude models to develop missile-guidance and flight-control code. The report also detailed cyber espionage activities linked to Russian, Chinese, and Iranian actors, prompting account terminations. The disclosures coincide with calls from US lawmakers for tighter AI regulations following researcher warnings, as Anthropic works to solidify its defense standing after a court struck down a Pentagon blacklist designation.