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On August 15, former U.S. Ambassador to Syria and White House advisor Mark Ginsberg stated in an interview with Al Jazeera that Trump's decisions are primarily driven by domestic political pressure and the midterm elections, rather than long-term strategy. 'Ultimately, Donald Trump will do what he must to preserve his political life before the midterm elections and to address his declining domestic support,' Ginsberg said. He pointed out that Tehran is well aware of Washington's internal political dynamics and is prepared for a prolonged struggle. Iranians are closely monitoring U.S. polling, and this regime will hold on until the last Iranian falls. They intend to maintain their grip on power, regardless of the suffering endured by the populace. Although the American public is increasingly 'disgusted' with the status quo, Trump faces a dilemma; he cannot afford the cost of admitting failure. However, Tehran is betting on a familiar script. Essentially, the Iranians are testing Trump and the United States. Iran's assessment is that the U.S. will ultimately 'abandon all demands,' and in the end, Iran will still achieve sanctions relief.

On August 15, Yushu Technology's IPO on the Sci-Tech Innovation Board has recently attracted significant market attention, with an initial public offering price of 150.80 yuan per share, expected to raise approximately 6.099 billion yuan, and a post-issue total market value of about 60.993 billion yuan. As a member of the 'Hangzhou Six Little Dragons,' Yushu Technology is viewed by the market as the 'first humanoid robot stock' in the A-share market. The company submitted its IPO application in March 2026 and successfully passed the review in June, taking only 73 days, setting a record for the fastest review since the implementation of the Sci-Tech Innovation Board's pre-review mechanism. In the secondary market, Yushu Technology has become one of the hottest new stocks this year. On August 12, the company announced that the online issuance winning rate was only 0.0181%, a historical low for the Sci-Tech Innovation Board, with only 1 out of approximately 5,500 investors winning a lot. Based on the first-day price increase, potential earnings from one lot (500 shares) could reach 200,000 to 300,000 yuan. The strategic placement for this IPO includes a prestigious lineup, such as the National Social Security Fund, DeepSeek, China National Petroleum Kunlun Capital, Southern Power Grid Industrial and Financial Holdings, Tianyi Capital, Tencent-affiliated investment institutions, and Zhongzheng Investment. Among them, DeepSeek was allocated 933,400 shares, and both parties will collaborate in areas such as general artificial intelligence, high-performance robotics, and AI large models. The company's core business covers humanoid and quadruped robots, with shipments reaching 5,900 units in the first half of 2026, capturing approximately 31% of the global market share, and over 90% of core components are self-developed and produced. The IPO has also created multiple investment winners. Early investor Yin Fangming invested 2 million yuan in 2016 for a 15% equity stake, which, based on the issue market value, is now worth approximately 1.685 billion yuan, yielding a return of over 840 times. Institutions such as Meituan, Sequoia China, Matrix Partners, Shunwei Capital, Tencent, Alibaba, and Ant Group also hold shares in the company. Industry insiders believe that Yushu Technology's listing will provide the first secondary market valuation anchor for the embodied intelligent robotics industry, shifting capital focus from technology concepts to the validation of commercialization capabilities, and it is expected that more robotics companies will enter the capital market in the future.

On August 15, Berkshire Hathaway submitted its Q2 2026 13F holdings report to the U.S. SEC, revealing a significant portfolio adjustment in the second quarter after Warren Buffett's retirement. The company made a substantial investment in Alphabet, Google's parent company, while reducing its positions in the financial and consumer sectors. As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In Q2, the company added one new position, increased holdings in seven stocks, reduced positions in six stocks, and completely exited one investment, with the top ten holdings accounting for 88.74% of the portfolio. Notably, Alphabet emerged as the highlight, with Berkshire increasing its holdings in Alphabet Class A and Class C shares by approximately 48.1 million shares, representing a new investment value of over $17 billion, propelling Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. Besides Google, Berkshire also slightly increased its stakes in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has drawn attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvements in corporate operations. On the reduction side, Berkshire notably cut back on its positions in the financial and consumer sectors in Q2. Specifically, it reduced its stake in Bank of America by approximately 30.2 million shares, a decrease of 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; it also reduced its stake in First Capital Financial by about 4.2 million shares, a decrease of approximately 58%; and cut its holdings in Kroger by about 11 million shares, a decrease of around 22%. The market views that Berkshire ended a streak of 14 consecutive quarters of net stock selling in Q2, with a net purchase of nearly $20 billion in stocks, indicating that new leader Greg Abel is steering the portfolio towards a technology growth direction, marking a shift in asset allocation in the 'post-Buffett era.'