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Real-time News
September 7th - ZTE Nubia announced today that its new mass-produced flagship, the Nubia NaviX Ultra, equipped with the Doubao mobile assistant, will be officially released on September 16th. As the worlds first AI-powered smartphone, the Nubia NaviX Ultra redefines human-computer interaction, enabling users to transform their phones from tools requiring manual operation into intelligent assistants capable of handling tasks on their behalf with a single sentence.Macquarie: We still expect a 25 basis point rate hike in the first quarter of 2027.Macquarie: The Federal Reserve is expected to raise interest rates by 25 basis points in September 2026 (slightly earlier than the previously predicted December rate hike).On September 7th, Nomura released a report stating that Lululemon (LULU.O) announced its second-quarter results for fiscal year 2026. Revenue for the next quarter at constant currency rates fell 5% year-on-year to $2.42 billion, below market expectations of $2.46 billion. Operating income fell 13% year-on-year to $454 million, and operating margin fell 1.9% year-on-year to 18.8%. Management lowered its fiscal year 2026 revenue guidance, now expecting a 5% to 7% year-on-year decline, implying full-year revenue of approximately $10.35 billion to $10.5 billion, below market expectations of $10.98 billion. Nomura pointed out that Lululemons performance in the Chinese market weakened. Management stated that negative comments on social media regarding its promotional activities in China damaged brand sentiment, and e-commerce performance was weak due to its non-participation in post-618 shopping festival promotions. Management believes the competitive landscape in North America and China will continue; in China, it will focus on raising full-price ratios and participate normally in the Double 11 shopping festival, still viewing mainland China as a market expansion opportunity. Nomuras top pick in Chinas sportswear market is Anta (02020.HK), as it has long benefited from the growth of outdoor activities and emerging sports, and its multi-brand strategy helps Anta meet the challenges of competition in the sportswear industry.OpenAI President: We are now in the AGI era, and we must approach the next few years with seriousness and prudence, advance in a thoughtful manner, and collectively address the challenges. We are fully capable of making the future far better than the past.
