UBS has lowered its year-end target for the MSCI China Index to 78, citing more conservative valuation assumptions, while keeping its 2026 earnings growth forecast unchanged at 10%, according to Ming Pao. Bloomberg reported that Wang Zonghao, head of China equity strategy research at UBS, said the revision also reflects lower liquidity, higher global interest rates and geopolitical uncertainty.

Base senior developer advocate Jon Roethke said Base will introduce a validity transaction feature in the Cobalt upgrade due later this month. According to ChainCatcher, these transactions are EIP-2930 or EIP-1559 types and execute only when specific on-chain conditions are met, supporting conditional transaction workflows.

DeepSeek Harness’s official desktop client has appeared in the main branch of its official repository. According to ChainCatcher, the desktop app is built with Electron and turns the existing Harness Web UI into a standalone application, so users do not need to start a web service themselves. The codebase already includes build, signing, notarization, auto-update, and upload workflows for macOS and Windows installers, with the production update address pointing to download.deepseek.com. Recent commits mainly fixed packaging, notarization, and startup recovery issues. The official release date has not been announced, and no installer is available in GitHub Releases.

ByteDance CEO Liang Rubo said today at the Feishu Future Infinite and Doubao Work Kickoff Conference that the IT sector has seen four major development peaks over the past 50 years: PC, Web, Mobile, and AI. According to ChainCatcher, he said the AI peak is far above the previous three. Liang said such peaks are rare and noted that the intervals between past industry peaks were 15 to 20 years, making opportunities at the industry level especially uncommon.

Bilal Chughtai, a former Google DeepMind AI researcher, warned that humanity has little time left to stop AI from causing widespread harm. According to Sina Finance, he wrote on X and LinkedIn on Monday that he had seen AI development firsthand at Google and was deeply worried about its current trajectory, adding that he truly believed AI could kill everyone. Chughtai said he worked mainly on AI safety and alignment research at DeepMind. He is the latest AI researcher to issue a severe warning about the technology, saying its capabilities are advancing without necessarily aligning with human goals and could ultimately destroy humanity. Jacob Coxon, a junior AI developer, resigned earlier this month and accused his former employers Anthropic PBC and OpenAI of betting with lives in a race toward superintelligent AI. Over the weekend, Anthropic CEO Dario Amodei published a 3,800-word essay urging the AI industry to slow development of the most advanced systems to avoid catastrophic harm if they slip beyond human control. Amodei's call drew rare support from OpenAI CEO Sam Altman and SpaceX AI CEO Elon Musk. Chughtai said he remained optimistic that AI could still be developed safely, and that his next job would also focus on that goal. His LinkedIn profile shows he now works at the nonprofit BlueDot Impact, which provides AI safety training for people from different fields.

Japan's Economy, Trade and Industry Minister Ryosei Akazawa said on Tuesday at a regular news conference in Tokyo that Japan does not need to tap additional oil reserves in October, despite the ongoing Middle East conflict clouding the outlook. According to Sina Finance, Akazawa said he still believes Japan can secure sufficient oil supplies. The Japanese government will decide on future reserve releases by assessing conditions in Saudi Arabia and private-sector purchasing.

According to Wallstreetcn, AI researcher Bilal Chughtai, who recently resigned from Google DeepMind, warned that humans have little time left to stop AI from causing broad harm, and said he is deeply worried about the technology's current trajectory.

Foresight News reported that the former Cronos App has been renamed Ult (Ultimate) and will launch on September 17. According to Foresight News, the platform will support spot crypto trading, stocks, commodities, crypto perpetual contracts, sports prediction markets, and deposits through Apple Pay, bank cards, or cryptocurrency on its first day. Ult said it will not issue a token, and any ULT token is unrelated to Ult, Cronos Labs, or Cronos Network. The company also said all revenue will be used to buy and burn CRO on the open market, with the team planning to carry out the process on-chain monthly and publish transaction details.

The EU is preparing rules that could restrict under-15s from social media, video-sharing platforms, AI chatbots and online games, with tech companies required to verify users’ ages.

贝森特回购落空，地缘油价与通胀重压之下，美联储可能将全面开启加息周期。

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"