Jefferies kept AIA Group at Buy with a target price of HK$114, saying Thailand is one of the insurer's most important markets and a high-quality business, according to ETNet. The report said AIA Thailand accounted for 15% of group new business value and 12% of embedded value. As of June 2026, annualized new premium in Thailand rose 6% year on year. AIA held a 17% share of new premiums, 20% of annualized new premium, 26% of total premiums and 27% of weighted total premium income, underscoring its market leadership. Jefferies said the insurer's position was supported by its large agency network and strategic partnership with Bangkok Bank, as well as leading shares in critical illness, investment-linked and medical products. The report added that investors still pay relatively little attention to the Thailand business despite its strong performance and importance to the group. It said management further outlined the unit's strengths in the 2025 results, reinforcing a positive view of the undervalued asset. Jefferies also pointed to growth potential in China, Malaysia and Singapore, along with share buybacks and a stable dividend policy, as support for the stock.

Blockaid said it detected an attack on Cozy, a DeFi risk management protocol on Optimism, with losses of about $170,000. According to Foresight News, the incident has been identified through monitoring by Blockaid.

French listed company Capital B increased its Bitcoin holdings by 376 coins, bringing its total to 3,521. According to Foresight News, the company disclosed the latest purchase without providing additional details.

New Jersey filed a petition last week asking the U.S. Supreme Court to rule on whether sports contracts tied to prediction markets are state-regulated products or swap products overseen by the Commodity Futures Trading Commission. According to Sina Finance, the filing could clear the way for the court to take up a core legal dispute in the industry. The case centers on whether the Dodd-Frank Wall Street Reform and Consumer Protection Act overrides state gambling rules when the products trade on federally regulated designated contract markets. According to Sina Finance, the Ninth Circuit’s ruling last month conflicted with an earlier Third Circuit decision, creating a circuit split that lawyers said the Supreme Court had needed. According to Sina Finance, legal experts said the Supreme Court could still wait for other circuit courts to weigh in, but that no longer appears necessary. Chainlink Labs’ legal chief said the case would materially affect the industry’s business model and that the Supreme Court is likely to hear it. If a majority of justices decide the sports-related prediction markets are gambling products, companies offering them would need licenses and pay taxes in every state where they operate. If the court instead treats them as swap products regulated by the Commodity Futures Trading Commission, the ruling would have major implications for states and pure-play sports betting companies. The Supreme Court has about 90 days to decide whether to grant the petition, and Kalshi can respond to New Jersey’s request within 30 days after the filing. According to Sina Finance, if the court agrees to hear the case, both sides would then argue the merits. Some lawyers still think the Supreme Court may wait for rulings from the Sixth or Fourth Circuit to gather more information, or wait for the Commodity Futures Trading Commission to finish revising its prediction market rules. On Capitol Hill, the U.S. House of Representatives will be in recess for the last two weeks of September, and even if the Senate passes the Digital Asset Market Clarity Act this month, it cannot become law before the midterm elections.

Jane Foley, Rabobank's head of FX strategy, said confidence in the dollar has weakened after stronger-than-expected payrolls data, according to Bloomberg. She also said upcoming CPI data could still give the currency a boost if the reading comes in stronger than expected.

Novartis AG suffered a second trial setback in a week after its potential blockbuster heart drug failed in a final-stage study, according to Bloomberg. The result deepens pipeline setbacks for the Swiss drugmaker and comes as rivals are also affected.

According to Jin10, Australian data center operator AirTrunk Operating Pty said U.S. tech giants are interested in building data centers in Australia because of the country's green power grid and geographic proximity to Asia. Sab Whiteley, AirTrunk's vice president for energy and utilities, said interest from companies including Google, Apple, Meta, Amazon, and Microsoft has exceeded expectations over the past six to eight months.

A whale that began going long on ChangXin Memory Technologies on July 15 has received about $2.645 million in funding fees and is still sitting on about $3.094 million in unrealized profit on the long position. According to Odaily, the whale also holds about $4.575 million in io:ANTH long positions. The whale still holds about 1.4956 million ChangXin Memory Technologies tokens, with an average entry price of about $6.62 and a position value of about $12.988 million. Funding fee income and current unrealized gains together total about $5.738 million, with the unrealized profit not yet locked in. The whale’s ANTH position began on September 1 with an initial purchase of about $95,700. The long position has since grown to 2,298.60 ANTH using 4x isolated leverage, with a combined entry price of $1,963.57, unrealized profit of about $61,900, and an estimated liquidation price of $1,321.35. The whale also has a limit buy order for 30 ANTH at $1,910 and plans to add about $57,300 more. ANTH is an Anthropic pre-listing perpetual contract deployed by EntropyIO. ANTH was quoted at about $1,990.5, implying a chain-based market value of about $1.99 trillion for Anthropic; the whale’s entry price implies an estimated valuation of about $1.964 trillion.

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。

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。