According to market sources, Trump plans to visit Ireland on September 12.

Jefferies analysts believe the logic used to judge SpaceX's governance controversies is "too one-sided," warning that rigid standards may cause investors to miss long-term returns. Anikat Shah, Global Head of Sustainability and Transformation Strategy at Jefferies Group, stated on the 2nd that the actions of some investors who have placed SpaceX on their investment blacklist solely based on corporate governance issues are too simplistic and lack sufficient data to support their claims, potentially causing them to miss out on long-term financial gains. In a media interview, Shah mentioned a current market tendency to absolutize excellent governance models, a view that is too rigid. He emphasized that existing data does not clearly prove that separating the chairman and CEO positions necessarily leads to better performance, and investors who rigidly apply such standards are likely to make incorrect investment decisions. Recently, institutional investors from New York to Copenhagen have expressed significant concerns about SpaceX's governance structure. Critics have pointed out that SpaceX founder Elon Musk holds over 80% of the company's voting rights and simultaneously holds the positions of CEO, CTO, and Chairman. This unprecedented control structure has been described as "disastrous" by some pension funds, leading some to add the company to their investment blacklist. New York City Comptroller Mark Levin has also previously stated that Musk's control over SpaceX represents a new level of disregard for the rights of ordinary shareholders. Regarding the fluctuations in SpaceX's stock price since its IPO, Shah believes attributing this to corporate governance issues is far-fetched. He stated that SpaceX's recent stock price movement reflects a broader revaluation of the artificial intelligence sector and is not directly related to corporate governance problems. Shah further mentioned that rigid governance standards have caused many investors to miss historic wealth opportunities. He cited Meta Platforms (formerly Facebook) and Tesla as examples; both companies faced considerable controversy in their early IPOs due to their dual-class share structures and highly concentrated founder control, but their stock prices have increased by over 1300% and approximately 27000%, respectively. He believes that the current ESG (Environmental, Social, and Governance) investment field should learn from past experiences and lessons, and avoid using a checklist approach to view complex corporate governance issues.

HSBC Holdings announced on the 2nd that its subsidiary, HSBC Egypt Bank, has finalized a cooperation agreement with the National Bank of the United Arab Emirates to sell its retail banking business in Egypt. The transaction is expected to be completed in the second half of 2027 and is projected to generate approximately US$300 million in pre-tax profit for HSBC. According to the agreement, the sale includes all retail loans, deposits, customer accounts, and related staff of HSBC Egypt Bank. HSBC stated that the transaction will have virtually no significant impact on its Common Equity Tier 1 (CET1) ratio.

The Joint Ministerial Monitoring Committee (JMMC) of the Organization of the Petroleum Exporting Countries (OPEC) has expressed concern over attacks on energy infrastructure. As a crucial coordination mechanism in the oil supply sector, the committee's statement highlights the potential impact of these recent attacks on the stability of the global energy market. The safe and stable operation of energy facilities plays an indispensable role in ensuring regional and global energy supply and maintaining stable energy prices; such attacks undoubtedly introduce additional uncertainty to energy supply security efforts.

The Joint Ministerial Monitoring Committee (JMMC) of the Organization of the Petroleum Exporting Countries (OPEC) held a meeting on Sunday, emphasizing that ensuring the smooth passage of global sea lanes is of paramount importance for ensuring a stable and uninterrupted energy supply.

The Russian State Atomic Energy Corporation announced that Ukrainian armed forces recently attempted an attack on the dry storage facility for spent fuel at the Zaporizhia nuclear power plant. Due to the activation of the automatic protection system, the Zaporizhia plant experienced an external power outage of approximately one hour on August 1st. As one of the largest nuclear power plants in Europe, the Zaporizhia plant's safety situation has long been a major concern for the international community. The International Atomic Energy Agency (IAEA) has repeatedly called on all parties to strictly adhere to nuclear safety principles, avoid any actions that could threaten the safety of the nuclear power plant facilities, and prevent nuclear risks from endangering the lives, health, and environment of the local population and surrounding areas.