Goldman Sachs kept its Neutral rating on ASMPT (00522) and its target price at HK$177, after visiting the company's booth at SEMICON Taiwan on September 3 and reviewing its latest advanced packaging developments. The bank said ASMPT showcased advanced packaging solutions for artificial intelligence, high-performance computing, silicon photonics and co-packaged optics applications, including thermocompression bonding, hybrid bonding and its MEGA platform for high-precision multi-chip assembly. Goldman said it views ASMPT's advanced packaging business positively, citing the shift toward smaller pitches and continued expansion in GPU, ASIC, high-bandwidth memory and HPC markets, according to ETNet.

CICC kept C&D International Group (01908) at Outperform and left its target price unchanged at HK$22.3, saying the company’s first-half 2026 results were in line with expectations. ETNet reported that revenue fell 48% year on year to RMB17.8 billion, but gross margin rose 1.4 percentage points to 14.3%, extending the improvement trend seen since 2025. Core net profit attributable to shareholders of the parent company declined 13.5% to RMB790 million, while the core net margin increased 1.8 percentage points to 4.4%. The report said C&D International booked RMB520 million in inventory impairment charges, up from RMB390 million a year earlier, while investment income from the completion of the Xiamen Hubinli project rose to RMB900 million from RMB400 million. Interest-bearing debt fell 10% year on year to RMB82.8 billion, with 46% of that from shareholder loans, while cash rose 10% to RMB61.8 billion. Its financing cost dropped 20 basis points from the start of the year to 3%, a record low. Sales for the first half of 2026 came in at RMB63.8 billion, down 10% year on year, but the company rose two places to No. 5 among China's top 100 developers. It had five lighthouse projects on sale, with an average sell-through rate of 67% as of end-August, and some prices were 10% to 15% above nearby rivals. C&D International also added land with a cost of RMB29.6 billion and potential value of RMB51.9 billion, and its available saleable resources stood at RMB209.2 billion at end-June.

Several Qatari liquefied natural gas tankers are heading back toward the Persian Gulf, according to Bloomberg, in a possible shift ahead of a resumption of exports through the Strait of Hormuz.

Goldman Sachs said China Merchants Bank's second-quarter results were solid, with pre-provision operating profit and net profit both beating its estimates, driven by stronger-than-expected fee income and investment gains. The bank said weak retail loan demand was offset by corporate lending, which supported overall credit growth and kept core earnings resilient. Goldman also said investors will continue to focus on retail asset quality and provision coverage, while noting that China Merchants Bank's 14.1% CET1 ratio, ongoing capital accumulation and steady balance-sheet growth should support shareholder returns over time, according to ETNet. Goldman raised its 2026-2028 operating profit forecasts for China Merchants Bank by an average of 2.6% and kept its buy rating on the lender's A shares and H shares. It lifted the H-share target price to HK$59.28 from HK$52.49 and the A-share target price to RMB55.24 from RMB53.81.

Fomo co-founder Se Yong posted on X that “nfts are back” and shared two NFT images. According to Odaily, he also said in the comments that while some people like to use profits to buy watches, he personally prefers digital products. Community members speculated that Se Yong may be hinting that Fomo could support NFT trading in the future.

ETH could trigger $829 million in cumulative long liquidations on major centralized exchanges if it falls below $2,372, according to Coinglass data. According to ChainCatcher, if ETH rises above $2,621, cumulative short liquidations on major CEXs would reach $606 million.

Binance Futures will end the Last Price Protected (LPP) period on the USDⓈ-Margined TACUSDT Perpetual Contract, with the Mark Price shifting gradually from the LPP mechanism to the standard Mark Price calculation starting 2026-09-07 06:00 (UTC), according to a Binance announcement. The transition may take up to three hours depending on price volatility and the availability of a stable index price, and uses a mark price smoothing process to limit sudden moves. Trading is not affected during the transition, and open orders and positions will not be cancelled. Once the LPP period ends, the Mark Price will be calculated as the median of Price 1, Price 2 and the Contract Price, following the standard USDⓈ-Margined Futures formulas. The funding rate will then revert to standard perpetual contract rules, with the funding rate cap widening from +0.005%/-0.005% to +2.00%/-2.00% at 2026-09-07 06:00 (UTC): the cap stays at +0.005%/-0.005% as of 04:00 UTC and moves to +2.000%/-2.000% from 08:00 UTC onward. The funding interval will change from every four hours to every one hour once a funding settlement reaches the +2.00%/-2.00% cap. Binance said it may adjust the contract's specifications — including funding fee, tick size, maximum leverage, and initial and maintenance margin requirements — from time to time based on market risk conditions, and that the English version prevails over any translations.

Emerging market stocks rose at the start of the week, with heavyweight technology shares lifted by optimism around a new artificial intelligence model offsetting the drag from higher oil prices. According to Sina Finance, the MSCI Emerging Markets Index climbed as much as 1.4% on Monday, its highest since June 26, while South Korea's benchmark index jumped more than 3%. The emerging market currency index rose 0.1% and has gained in 12 of the past 13 trading days. Technology was the best-performing sector in the index, following Friday's rally in U.S. chip stocks. OpenAI announced a new-generation technology, GPT-6, on Friday and described it as a key milestone toward artificial general intelligence. Oil prices rose after attacks on tankers in the Strait of Hormuz involving the United States and Iran, while strong U.S. jobs data fueled bets that the Federal Reserve may soon raise interest rates, leaving most other sector indexes lower. Wee Khoon Chong, senior Asia-Pacific market strategist at Bank of New York Mellon in Hong Kong, said technology shares outweighed the negative impact of higher crude prices.

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。

Rhysida 在暗网公开了来自柏林州政府的 1,439,893 个文件，总容量近 6 太字节

OpenAI公开了AI模型在自家内部加速科研的详细数据。此外OpenAI正式宣布已达成「自动化AI研究实习生」的目标，并在2028年实现完全自动化的AI研究人员。

美国表面强劲的就业数字迅速转化为市场对美联储可能在9月加息的定价上调。这一反差是当前美国货币政策框架、就业数据内在结构与统计修订机制共同作用的结果。

过去一年，全球最激进的一批科技公司正在悄悄进行组织实验：让AI Agent大规模上岗。

AI has fundamentally changed the CISO role — from server room specialist to boardroom executive with direct lines to the CEO

代币化股票,RWA,稳定币,DeFi,AI Agent,金融集装箱：资本市场代币化 金色财经,代币之于资本市场，将如同集装箱之于全球贸易。