The Nikkei 225 closed up 2.1% at 66,399.84, with semiconductor stocks leading the advance. According to Sina Finance, Japan's Ministry of Finance said on September 7 that foreign reserves stood at about $1.2075 trillion at the end of August, down $79.575 billion from the previous month and falling for a fourth straight month. Goldman Sachs said tactical long yen positions have become more attractive after the yen's recent strength, citing expectations that the Bank of Japan will tighten policy, possible changes in Japanese capital flows, and the risk of further intervention. According to Sina Finance, the bank said Bank of Japan Governor Kazuo Ueda had essentially confirmed market expectations for a September rate hike, while speculation that the Government Pension Investment Fund may shift asset allocation toward domestic assets has increased the outlook for reduced capital outflows.

China's August exports and imports are expected to accelerate when the data are released tomorrow, with dollar-denominated exports forecast to rise 25% year on year and imports 30%, according to ETNet. The Reuters poll of more than 30 institutions also showed the monthly trade surplus likely widening to $119.05 billion from $112.5 billion in July. The gains are expected despite typhoon-related disruptions, supported by resilient external demand, strong demand from the AI supply chain and price effects. Citi said China's export momentum may remain strong despite the weather impact, while AI-related semiconductor demand is still robust. Huachuang Securities chief economist Zhang Yu said August exports may benefit from external demand resilience driven by AI-related equipment and precautionary restocking, with prices likely outperforming volumes. Goldman Sachs said the AI capital expenditure boom should continue to support technology-related nominal imports.

A trader bought ZCAT and STONK at the same time and made a profit of $3.78 million, according to Lookonchain monitoring on September 7. According to PANews, the trader made $2.17 million from ZCAT, with a 1,626-fold return, and $1.61 million from STONK, with an 82-fold return. The trader spent $1,300 to buy 24.52 million ZCAT, sold 8.96 million ZCAT for $55,000, and still holds 15.57 million ZCAT.

According to Jin10, Jefferies global economist Mohit Kumar said in a report that Jefferies has been avoiding long-dated bonds since July because it sees no easy path to resolve the U.S.-Iran war. He added that market positioning is already at extreme levels, making positioning the only factor currently supporting rates, and said weaker-than-expected U.S. CPI data could trigger a round of reflexive short covering before the Federal Reserve meeting. U.S. August CPI data will be released on Friday, and a Wall Street Journal survey showed analysts expect headline CPI to rise 3.4% year on year, unchanged from July.

According to Jin10, Citi initiated coverage of Zhongji Innolight (03308.HK) H-shares with a Buy rating and a target price of HK$1,524, based on 16.2 times forecast 2027 earnings.

South Africa’s telecommunications regulator plans to investigate prices charged by digital media and communications service providers including Netflix Inc. and Meta Platforms Inc.’s WhatsApp, according to Bloomberg reported by Business Day.

Foresight News posted on X (formerly Twitter). Futu is working to shorten the conversion path between on-chain assets and securities accounts. A year ago, Foresight News described Futu's entry into the crypto market as the first move in the transformation of Hong Kong brokerages toward crypto. At the time, a key sign of progress was whether a brokerage app could offer direct crypto trading. A year later, seeing stocks and crypto on the same page is no longer unusual, and the question has shifted to whether the two asset classes can share the purchasing power in an account. At Futu's session at Bitcoin Asia 2026, Futu Group's global head of digital assets, Sherry Zhu, described the change as the difference between account management and asset management. Zhu said users' stocks, ETFs, crypto and fiat currency are still spread across brokerages, exchanges, wallets and banks. Transfers, currency exchange, deposits and withdrawals take time and make wealth management look like account management rather than true asset management. As of June 30, 2026, Futu had 31.25 million users, 3.84 million funded accounts and HK$1.4 trillion in client assets. The large stock of securities assets gives the idea of linking purchasing power practical significance. Futu presented three product directions at the event: crypto deposits for stock purchases, securities-backed trading for crypto, and in-kind subscription and redemption for crypto ETFs.

Approximately 4,000 BTC worth around $320 million was withdrawn from Liquid's federation wallet on September 6 — representing roughly 95% of the network's bitcoin reserves

Anthropic在过去11个月内密集签署算力协议，总价值高达5170亿美元，锁定至少14.8吉瓦容量，尽管其年化营收已超650亿美元，但算力储备仍落后于OpenAI规划的30吉瓦目标。

从至少75次投资人推介、80万人排队，到GameStop、SBF与Robinhood Chain。

OpenAI,人工智能,AI Agent,LLM,GPT-6 Astra刚发布三天 OpenAI首席科学家喊“刹车” 金色财经,喊着刹车，快速迭代。

Poland’s attempt to establish a domestic framework for regulating its crypto industry has hit another roadblock, with lawmakers failing to overturn President Karol Nawrocki’s veto of legislation designed to bring the country’s market fully into line with the European Union’s Markets in Crypto-Assets Regulation (MiCA).

如果未来几个月价格继续创新高，而稳定币规模、链上交易和协议收入没有明显改善，那么这轮行情更多还是金融市场的重新定价，而不是行业复苏。

Berlin’s state government refused to pay a €2 million ($2.3 million) ransom after Rhysida hackers stole sensitive data from two departments. The group later published around 5.8 terabytes of data on the dark web, with authorities now investigating what information was exposed.

"A Meme Coin"速通1亿美元，Robinhood链上meme币配对美股的新玩法，以及它引爆的行业大战。

Meme,Robinhood Chain,Hyperliquid,DEX,Fomo很火 但劝你别Fomo 金色财经,大多数人是亏的，只有平台和大户稳稳赚钱。

OpenAI首席科学家发布长文——An Alien Mind（一个异星心智）。文章认为，AI是养出来的，不是造出来的。造它的人也不完全懂它。