Two Hong Kong-listed GPU names fell on Friday, with Tensordom (09903) down 1.7% to HK$315.4 and Biren Technology (06082) down 3.7% to HK$36.08, according to ETNet. Tensordom has now fallen for six straight sessions, while Biren has declined for two. Suiyuan Technology, another member of the so-called domestic GPU quartet, listed on Shanghai's STAR Market and opened at RMB410, more than 1.88 times its issue price of RMB142.18. Based on 500 shares per lot, each winning lot would have gained RMB133,900 before fees. According to its prospectus, Suiyuan Technology raised an estimated RMB6.12 billion and had an implied post-listing market value of about RMB61.2 billion. The offering represented 10% of its enlarged share capital, while the final strategic placement covered 8.607 million shares, or about 20% of the total issue. The company said the proceeds will fund research, development and industrialisation of its fifth- and sixth-generation AI chip products, as well as advanced AI hardware-software co-innovation projects. The Hang Seng Index was down 282 points, or 1.1%, at 24,671. Mainboard turnover topped HK$48.4 billion. The Hang Seng China Enterprises Index fell 77 points, or 0.9%, to 8,196, while the Hang Seng Tech Index dropped 41 points, or 1%, to 4,288.

According to Jin10, Hong Kong optical communication stocks strengthened against the broader market, with Haiguang Xinzheng (01191.HK) rising more than 6.5%, Zhongji Innolight (03308.HK) rising more than 4%, Sunny Optical Technology (02382.HK) rising more than 2.5%, and Yangtze Optical Fibre and Cable Joint Stock Limited Company (06869.HK) and Cambridge Technology (06166.HK) both rising 2%.

Hong Kong stocks opened lower on Wednesday, with the Hang Seng Index down 236 points, or 0.95%, at 24,718, according to Ming Pao. Turnover on the main board was HK$3.2 billion. The Hang Seng China Enterprises Index fell 77 points, or 0.94%, to 8,197, while the Hang Seng Tech Index opened at 4,271, down 1.36%. Advancers accounted for 5.15% of stocks, decliners 12.88%, and 81.96% were unchanged.

China's Ministry of Industry and Information Technology has released an implementation plan for a special "AI+software" initiative, with a goal of significantly raising the intelligence level of the software and information technology services industry by 2028, Bloomberg reported. The plan also aims to cultivate a group of high-level intelligent programming tools and intelligent development platforms.

Forward Industries said its general counsel, Georgia Quinn, responded to SEC Commissioner Hester Peirce’s July 22, 2026 statement, "Headstands and Summervaults," with a proposed three-tier regulatory framework for vaults centered on the degree of management discretion. According to ChainCatcher, the framework divides vaults into Type I Use, where developers provide ready-to-use software and users configure parameters themselves without registration; Type II Follow, modeled on the SEC’s 2013 AngelList no-action letter and requiring conditions such as co-investment and disclosures without investment adviser registration; and Type III Advised, which involves active management and would require registration or an exemption, with joint SEC and CFTC oversight suggested to avoid overlapping compliance obligations. The proposal also sets five baseline requirements for all vaults: conflict-of-interest disclosure, public code audits, exclusion of disqualified persons, application of anti-fraud rules, and state law preemption. It said Peirce’s statement did not mention the CFTC and argued that cross-agency oversight of mixed-asset vaults still needs to be resolved by the SEC and CFTC.

London Metal Exchange data released on Thursday showed that the share of deliverable China-origin copper in LME warehouses rose from 42% in the previous month to 44% in August, while total deliverable inventories increased. According to Sina Finance, total deliverable copper inventories in LME warehouses rose to 111,175 tons by the end of August from 101,425 tons at the end of July. Deliverable China-origin copper inventories increased by 6,350 tons to 49,400 tons. According to Sina Finance, investors had previously rushed to cover short positions, pushing nearby copper futures into a steep premium and drawing some copper into LME warehouses. Russian-origin aluminum accounted for 95% of LME deliverable aluminum inventories in August, unchanged from the previous month, even as inventories edged down by 2,750 tons to 230,050 tons. According to Sina Finance, the share of China-origin nickel in LME deliverable nickel inventories remained unchanged at 70% by the end of August.

Barclays traders reportedly worried about being left in an information blind spot around this year’s Federal Reserve rate decisions and other busy market periods. According to Sina Finance, six people with direct knowledge said one of the bank’s long-used risk engines has been failing frequently. The platform, called Beowulf, has reportedly hindered traders in foreign-exchange derivatives such as options and forwards. The people familiar with the matter said rates derivatives traders were also affected, although disruptions in those assets were usually shorter. Barclays said its trading platforms continue to provide reliable support to clients under a range of market conditions. In an emailed statement, the bank said stability-related incidents had fallen by more than 70% over the past four years and that it had found no evidence linking Federal Reserve announcements to platform outages.

Hansoh Pharmaceutical (03692) fell 3.00% to HK$32.34 at 9:49 AM and has declined for four straight sessions, with a cumulative loss of 10.86%, according to ETNet. BrainAurora-B (06681) rose 9.45% to HK$1.39 and hit a record low, with active buy-sell ratio at 61:39.

China Securities Regulatory Commission data show that since the rollout of the new 'Nine Guidelines,' listed companies have cumulatively paid out dividends and repurchases worth more than 7 trillion yuan, with more than 2,000 companies paying dividends for five consecutive years and more than 1,000 companies conducting interim dividends, according to Jiemian News. On September 11, China Merchants CSI Dividend ETF (515080) announced its third dividend of the year, paying 0.15 yuan per 10 shares, with a dividend yield of 0.92% and a record date of September 15. Jiemian News said the ETF's regular quarterly dividend reflects the broader rise in dividend frequency and amounts among A-share listed companies. It also noted that as of September 10, the 40-day return gap between the CSI Dividend Total Return Index and the Wind All A Index had narrowed to 8.91% from a July peak, suggesting the earlier rapid rally may be cooling. The report added that overseas government bond yields have risen since July on higher inflation expectations, while a widening China-U.S. yield spread may ease pressure on the yuan and support demand for high-dividend assets. CITIC Securities reiterated the appeal of high-dividend allocations and said investors could focus on banks, utilities, telecoms and property services, while seeing better value in steel, coal, nonferrous metals, retail and non-bank financials. China Securities (CSC Financial) suggested a three-layer balanced approach with dividends as the core holding, citing high-growth offensive positions, dividend core holdings such as shipping, non-bank financials and banks, and low-level rebalancing in oil and gas, basic chemicals, coal and agriculture. The ETF tracks the CSI Dividend Index, which selects 100 stocks with high cash dividend yields, at least three years of dividend continuity and sufficient scale and liquidity.

The last of China’s four leading domestic GPU makers has officially listed on the Shanghai Stock Exchange’s STAR Market, with an issue price of 142.18 yuan per share and total funds raised of about 6.119 billion yuan, according to Jiemian News. The company said the proceeds will mainly be used to develop and industrialize its fifth- and sixth-generation AI chip product lines, as well as an advanced AI hardware-software co-innovation project. The company focuses on DSA-architecture cloud AI chips and said it has developed four generations of architecture and five cloud AI chips over the past eight years, while the listing brings all four leading domestic GPU companies to the capital market. Jiemian News also noted that Southern Asset Management’s Zheng Xiaoxi is tracking semiconductor supply-chain opportunities, with her Southern Information Innovation Hybrid fund’s second-quarter 2026 report showing holdings including Jingce Electronic, Hwatsing Technology and Huahong Grace, while its Southern Semiconductor Industry Stock fund held companies including Kingsemi and Wavelength Opto-Electronic.

有名人が発行する仮想通貨は価値がゼロになる運命を免れず、MEMEブームもいずれ下火になる。投機を投資と混同してはならない。

TradeXYZが新たな取引市場を次々と追加するにつれ、同取引所における同社の取引高のシェアは上昇し続けている。新しい取引市場が1つ追加されるごとに純新規ユーザーが増加しており、年間を通じて数回見られたマクロ的な要因が、この成長をさらに加速させた。

金曜日のCPI発表に先立ち、債券市場はすでに動き出していた。10年物米国債の利回りは4.943％まで上昇し、FRBが来週利上げを行う確率は71％に高まった。市場ではFRBが再び金融引き締めに転じる可能性を懸念しているが、真の鍵となるのは、CPIが「最後の決め手」となるかどうかだ。

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機械による支払いシステムから自律的な調達ネットワークへと、「誰が買い手に装備を供給するのか」をめぐるインフラの移行が進んでいる。

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日本において、30年ぶりに国債利回りが3％を突破したことが、世界中で警戒感を呼んでいる。

Anthropicの上場を目前に控え、注目すべきAIトークン。

約3億2000万ドルに上る異常な出金により、Liquid Networkは物議を醸している。

LAPTOPは、TRUMPで損失を被った一部のアドレスに2%のトークンを配布し、まるで前回の失敗を埋め合わせるかのように見えた。しかし、極めて乏しい初期の流動性と不均衡なトークン配分により、被害を受けた人々はまたしてもお馴染みの「セレブコイン」の罠へと引き戻されてしまった。