According to Jin10, gold buying interest has increased, possibly as preparation for a breakout move, while silver is trading sideways with relatively strong performance and short-term speculative sentiment is rising.

According to Jin10, Switzerland's August KOF economic leading indicator came in at 106.7, above the expected 103.3 and the previous 103.5, which was revised to 104.2.

Binance Wallet announced on X that Prediction Markets can be accessed through the Binance App and Binance Wallet on both mobile and web. In the Binance App, users can go to Exchange, then Markets, and select Prediction, or open Binance App, go to Wallet, then Home, and select Prediction. On the web, users can navigate to Binance Web, then Trade, and select Prediction, or use Binance Wallet Web and choose Prediction. The announcement states that Prediction Markets are available only to users in eligible regions and may not be available to all users. No additional details were provided about supported regions, product changes, or timing beyond the access paths listed in the announcement.

U.S. wholesale inventories at the end of July rose 1.3% from the previous month to $959.084 billion, the fastest pace since March 2026. According to Sina Finance, the U.S. Census Bureau said the preliminary reading was well above the market consensus of 0.1%. The July figure was up about $12.7 billion from the revised June level of $946.411 billion, while year-over-year growth came in at 5.7%. Durable goods wholesale inventories rose 1.2% to $597.719 billion, and nondurable goods inventories increased 1.6% to $361.365 billion after falling 0.4% in June. On an unadjusted basis, wholesale inventories stood at $950.544 billion at the end of July, up 1.5% from the previous month. Retail inventories also increased 0.7% to $838.457 billion, while total seasonally adjusted nominal inventories for wholesale and retail trade were about $1.798 trillion at the end of July. The report said the wholesale inventory data are nominal preliminary estimates and do not include monthly wholesale sales or the inventory-to-sales ratio. The Bureau of Economic Analysis will use manufacturing, wholesale, and retail data when calculating private inventory investment in third-quarter real GDP, and the Census Bureau will release the full Monthly Wholesale Trade Report on September 10.

According to Jin10, spot silver rose $1.01 intraday to $70.27 an ounce, up 1.45%.

According to Jin10, preliminary data from France's National Institute of Statistics and Economic Studies (INSEE) showed consumer price growth accelerated in August, with the EU-harmonized consumer price index (HICP) rising 2.7% year over year. INSEE said inflation increased from 2.4% in July to 2.7%, driven by higher energy prices, especially rising oil product prices.

Tianqi Lithium said its first-half 2026 revenue rose 153.32% year on year to 12.242 billion yuan, while net profit attributable to shareholders surged 4,925.46% to 4.242 billion yuan, according to Jiemian News. The company disclosed the figures in the half-year report it released on August 27. The broader article also said China's battery sector was under pressure on August 28, with the battery ETF Huatai-PineBridge (159796) and its benchmark index trading lower at 13:35. Among the index's constituents, Deye fell 4%, CATL and Sanhua Intelligent Controls dropped more than 1%, while Do-Fluoride rose more than 3% and Tianci Materials and Eve Energy gained more than 1%. Jiemian News also reported that on August 26, 2026, the U.S. signed Executive Order No. 14420, citing national security to bar federal agencies from purchasing some foreign large-scale power system equipment. The article said the order does not amount to a blanket ban on all foreign inverters entering the U.S.; instead, restrictions depend on whether the equipment involves a so-called Covered Foreign Entity and whether the U.S. energy secretary determines there is a national security risk. For installed equipment, the order allows monitoring, isolation, disconnection, replacement or removal measures, subject to grid reliability and substitute supply conditions. Separately, the article said China's oil and gas development plan issued on August 17 called for greener transformation, pilot projects integrating oil and gas with new energy, and development of compressed-air energy storage in depleted reservoirs and salt caverns. It also cited CNESA data showing 4.90 GW/15.77 GWh of new energy storage capacity added in China in July 2026, with independent storage accounting for 3.45 GW, or 70.3% of the monthly total.

According to Jin10, Rezaei said the U.S. shift to economic pressure on Iran shows its military strikes did not achieve the expected results. He also said Iran believes Lebanon's security is part of the security of the entire West Asia region, and that any agreement between Iran and the United States would require a ceasefire across West Asia, including Lebanon, Israel's withdrawal from Lebanese territory, and an end to the fighting in Gaza.

Pacific Investment Management Co. said the flood of debt financing for AI capital expenditures is causing “indigestion” in fixed-income markets and fueling yields, according to Bloomberg. The firm said the dynamic should still support decent longer-term returns for investors.

Counterpoint Research said the global pure-play foundry semiconductor market grew 29% year on year in the second quarter, driven mainly by surging demand for AI chips. According to Sina Finance, the report said AI-related orders and capacity reallocation remained the main drivers of supply-demand imbalances in advanced and mature process nodes. TSMC kept its market lead in the second quarter with a 73% share, ranking first for a second straight quarter. According to Sina Finance, Counterpoint Research said TSMC's strong performance was mainly supported by mass production of 2-nanometer chips, expanded 3-nanometer capacity, and supply shortages in mature 8-inch and 12-inch processes as well as advanced packaging. Samsung Electronics remained in second place, with its market share broadly unchanged from the previous quarter. According to Sina Finance, the report said Samsung's main goal remained improving the yield of its SF2 process, while higher wafer prices in the first half and demand for SF4 and SF5 were also key factors behind revenue growth.

港交所董事总经理兼股票主管Brian Roberts在Bitcoin Asia 2026香港大会炉边对话中分析了香港交易所推出支持实物申赎机制的加密ETF的战略考量。

当红研究机构Citrini Research指出，财政部与美联储正朝着更协调的政策框架迈进，核心逻辑是将政府借贷重心转向短期债券、压缩长期美债供给，为30年期美债上涨行情铺路。

Twenty One Capital 首席执行官Rapha Zagury在香港Bitcoin Asia 2026大会上带来主题演讲，探讨了挖矿重置背后的驱动因素，以及对矿工、投资者和比特币长期安全模型的影响。

对于已经持有大量 BTC 的投资者来说最重要的就是降低保管风险。所以对于资产规模已经很大的投资者来说，变成 IBIT 确实可以规避很多安全上的问题。

Bitcoin Asia 2026 在香港会议展览中心继续，第二天上午的活动中举行主题为“沿着比特币的发展轨迹：人工智能是否会成为下一个变革性技术”的圆桌讨论。

沃什将于周五在杰克逊霍尔发言，但预计延续其惯常的模糊风格，不发出明确信号。分析认为真正的交易窗口或在9月3日，理事沃勒将就通胀前景发言，距FOMC静默期仅余两天。

ChatGPT Work can now log into supported password-protected websites through a secure cloud browser after users enter their details themselves. The agent can then stay signed in through cookies and complete tasks, while OpenAI says it cannot see or store the user’s login credentials.

区块链正在加速变成传统金融基础设施的重要组成部分。

Ethena显然想同时解决"业务能不能做大"和"ENA值不值得拿"两个问题。

Anthropic 宣布推出硬件用 MCP：Model Hardware Standard（MHS），这是一项新标准，用于帮助所有大模型驱动的 AI 智能体（Agent）安全快捷地操纵物理设备。