According to CNBC, the one-month rolling correlation between front-month West Texas Intermediate crude and the 10-year Treasury yield has risen to 0.96, the strongest positive relationship since June 2019 and before that October 2014. The synchronized move comes as oil prices have surged on conflict in the Middle East, while the benchmark 10-year Treasury yield briefly topped 5% Monday for the first time since October 2023. Billy Leung, investment strategist at Global X ETFs, said a further rise in oil would transmit more directly into financial conditions by lifting inflation expectations, delaying Federal Reserve easing and raising the discount rate applied to equities and credit. Ed Yardeni, president of Yardeni Research, said higher oil prices would point to higher bond yields and inflation expectations, increasing the odds of a tightening cycle and potentially two or three more rate hikes. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, said he sees a bond bear market ahead and does not see anything stopping the rise in oil and natural gas prices. Andy Lipow, president of Lipow Oil Associates, said higher energy prices feed into gasoline costs and into goods and services transported by truck and rail, while higher Treasury yields raise borrowing costs for mortgages, auto loans and other financing. He also said the combination is bad news for consumers and can increase financing costs for inventories and investment, including capital-intensive artificial intelligence buildouts and related energy infrastructure. Leung said the 0.96 correlation is unusually high but could unwind if geopolitical tensions ease or growth fears take over.

Xiaomi Group (01810) partner and president Lu Weibing said on Weibo that the new Xiaomi 18 Pro series will be launched this month, calling it the biggest upgrade in the company’s digital series to date, according to ETNet. Lu said the Xiaomi 18 Pro series will see significant improvements in performance, imaging, battery life and AI capabilities. He also highlighted Xiaomi’s proprietary “Magic Back Screen,” saying daily use of app cards on the rear display exceeded 4 million times last year and wallpaper additions topped 3.5 million times in a single day. Lu said user demand for the rear screen is diverse and that Xiaomi will adopt a more advanced solution this year to make the experience much richer.

Doubao’s second-generation phone uses an edge-cloud collaboration approach in both its earlier technical preview and its consumer version. According to ChainCatcher, the phone assistant prioritizes on-device processing, but complex tasks that require cloud support are handled with a minimized data-upload approach. The overall edge-cloud collaboration design has not changed.

The UK House of Lords passed an amendment by 194 votes to 138 requiring the Treasury to draft, publish, and consult on a national digital asset strategy within 12 months of the Financial Services and Markets Act taking effect. According to Odaily, the strategy must cover crypto assets, qualifying stablecoins, central bank digital currencies, tokenized securities, and other digital financial assets, while also reviewing access to banking, payments, and settlement services and the risks to competition and innovation from withdrawing those services. The bill still needs a third reading in the House of Lords on September 15 before moving to the House of Commons. The Financial Conduct Authority completed rules and guidance for the new crypto asset regulatory regime on June 30, with the authorization application channel set to open on September 30, 2026, and the regime due to take effect on October 25, 2027.

Nickel Industries Ltd. halted the ramp-up of one of its Indonesian processing plants because of water shortages, according to Bloomberg. The disruption comes as an El Niño-linked drought hurts output in Indonesia, the world’s top nickel producer.

As of 9:30 a.m. on September 15, JD.com platform data showed that preorders for Nubia's NaviX Ultra had exceeded 360,000 units. The phone is equipped with the consumer version of Doubao Mobile Assistant and is positioned around a new AI interaction experience, according to Jiemian News. Nubia said the device will be officially launched on September 16.

SB Energy Inc., a data center company backed by SoftBank Group Corp., is seeking to raise as much as $500 million in the Japanese portion of its planned initial public offering in the US, according to Bloomberg. The company is tapping Japan’s deep pools of capital after other major deals.

South Korea plans to reduce new transmission towers by as much as 40% and bury more power lines underground as it expands the electricity grid, according to Bloomberg. The move is aimed at meeting rising demand from data centers and semiconductor plants.

CK Hutchison Holdings (00001) recorded a cross trade of 3.064 million shares at 10:36 AM, with the shares changing hands at HK$67.75 each, 2.2% below the previous close, involving HK$208 million, according to ETNet. The stock was down 2.2% at HK$67.75. Turnover reached 4.8409 million shares worth HK$328 million, with active buying versus selling at 49:51 and net active selling of HK$1.4823 million.

今天真正值得问的，可能不是AI什么时候会放缓。而是在全世界终于愿意一起踩下刹车之前，我们还要经历什么？

AI 发展的速度远远超过了所有人的预期。最前沿的智能应该以一种开放、廉价的方式，供应给所有人。

十家团队在Hyperliquid上注册过自己的永续市场，多数为此锁了约$40M 的 HYPE。其中一家占去97.8%的成交量，且刚刚单月回落44%。另外九家买到了什么，数字全部取自链上。

比特币有助于优化私募市场投资组合。从历史表现来看，即便配置比例很低，该资产也能提升风险调整后收益。

特朗普连续发帖为AI狂飙和数据中心建设辩护，直斥AI末日论和数据中心反对声是“骗局”，警告不要扼杀美国AI领先优势，甚至称真正需要的AI“护栏”是一位强大而聪明的总统。

金色财经推出加密货币和区块链行业早报《金色早8点》3182期，为您提供最新、最快的数字货币和区块链行业新闻。

同是回购型代币，市场给PONS的估值只有0.9倍PE，HYPE却拿到29倍。陡峭的估值曲线背后，是现金流确定性与「被验证程度」的定价逻辑。

Elon Musk endorsed Amodei's position on X, writing simply "Dario is right"

奥特曼宣布OpenAI放弃2026年上市计划。营收130亿、净亏385亿的现金黑洞背后，是一场关于估值、监管与算力军备的三重博弈。

零息可转债、溢价转股，智谱再融50亿美元。烧钱无底洞之后，它把新故事押在了自训练模型上，资本市场还愿意买账吗？