BOC International said market expectations for Ctrip's second-quarter results are already very low, as the company is expected to book a fine in the quarter over past compliance issues and complete business rectification under regulatory requirements, while high oil prices and adverse weather in parts of mainland China have weighed on travel demand, according to ETNet. The broker said investors should focus more on Ctrip's business outlook for the second half of 2026, especially whether gross merchandise value at its overseas platform Trip.com will slow materially. It added that any slowdown in overseas growth could widen negative operating leverage. BOC International said the headwinds should also create a lower base for 2027 results, and that Ctrip's valuation could gradually improve after market earnings forecasts are cut. It kept a Buy rating on Ctrip and a target price of HK$428.

MMG (01208) said its subsidiary Minera Las Bambas S.A. has signed a revolving financing agreement with Industrial and Commercial Bank of China (Asia) and Bank of Communications, through its offshore financial centre, according to ETNet. Under the deal, the lenders have granted the borrower a three-year revolving facility of $350 million to meet general funding needs.

Goldman Sachs cut its target price on Nio (09866) to HK$48 from HK$55 and kept a Buy rating after the electric vehicle maker's second-quarter results broadly met expectations but its third-quarter sales and revenue guidance came in below market and the bank's forecasts, according to ETNet. The report said Nio's third-quarter delivery guidance was about 11% to 12% below Goldman Sachs and market consensus at the midpoint, while revenue guidance was 7% to 8% lower. Goldman Sachs cited weak mainland demand and the still-limited market acceptance of the company's Onvo brand. Goldman Sachs expects Nio's sales and operating profit to improve gradually from the third quarter as new models and refreshed products roll out, supporting its premium brand strategy, while the Onvo brand continues to develop and the company keeps generating positive free cash flow. Looking to the second half of 2026, Goldman Sachs expects Nio's sales and revenue to rise 9% and 22% year on year, respectively, with average selling prices up 13%. For full-year 2026, it forecast revenue growth of 44%, non-GAAP operating profit of RMB 1.8 billion versus a loss of RMB 11 billion in 2025, and free cash flow of RMB 7.1 billion.

ロイター通信が、この取引に詳しい関係者らの話として報じたところによると、TikTokの親会社であるバイトダンスは、人工知能分野への投資を拡大するにあたり、中国および海外の銀行約30行から296億ドルの融資を確保した。

The yen strengthened to its highest level since February, moving above the peak reached after coordinated intervention by Japan and the US, according to Bloomberg.

China's Ministry of Industry and Information Technology has issued the 15th Five-Year Plan for the information and communications industry, setting a goal of building a new-generation communications network by 2030, according to ETNet. The plan calls for industry revenue to reach RMB 4.1 trillion by 2030, cumulative investment in information infrastructure to total RMB 3.8 trillion, and annual growth in telecom business volume of 7%. It also targets 50 5G and 5G-A base stations per 10,000 people, smart computing capacity of 9,800 EFLOPS, and a 95% 5G and 5G-A user penetration rate. It also proposes building a national integrated computing network, deploying large-scale intelligent computing clusters of 10,000 cards and 100,000 cards or more in an orderly manner, and increasing support for domestic computing chips. The plan calls for wider use of 400G and faster transmission technologies, faster development of 6G commercial use, and the development of 6G base stations, core network equipment and 6G smartphones.

According to Jin10, the yen rose as much as 1.1% to 154.56, its highest level since February and above the peak reached after joint U.S.-Japan intervention.

According to Korea Herald, HKET and Nikkei-affiliated market data, Asian equities finished mixed on Monday, with Seoul and Tokyo rallying on renewed appetite for AI-linked chip names while Hong Kong edged lower. Tokyo's Nikkei 225 extended its advance, closing up 1,378.90 points, or 2.12%, at 66,399.84, while the broader TOPIX added 22.57 points, or 0.55%, to 4,125.80. Chip-sector names led the gains, with Advantest and Tokyo Electron among the top index contributors alongside SoftBank Group, though Sony eased 2.70%. Seoul's KOSPI outperformed the region, closing up 308.18 points, or 4.61%, at 6,995.39, its highest finish since July 23 and a third straight advance, after OpenAI's new GPT-6 Astra model stoked demand for memory-chip shares. Samsung Electronics jumped 5.68% to 270,000 won and SK hynix rose 8.26% to 1.78 million won. Shinhan Securities senior analyst Kang Jin-hyuk said sentiment was boosted by the new model despite a weak Wall Street tech session, noting the Philadelphia semiconductor index rose 3.38% on Friday. Hong Kong stocks slipped, with the Hang Seng Index closing down 237 points, or 0.93%, at 25,413.12, and the Hang Seng Tech Index off 0.92% at 4,527; the Hang Seng China Enterprises Index fell 1.46%. Baidu dropped more than 4% and Xiaomi lost over 3%, while mainland banks were broadly weaker. Chipmaker Hua Hong Semiconductor bucked the trend, rising about 5%, and PCB and memory-related names strengthened. Taiwan's TAIEX climbed 775.14 points, or 1.67%, to close at 47,326.27, its highest in about two and a half months, led by heavyweights TSMC, up 2.07% at NT$2,460, and MediaTek, which hit its 10% daily limit at NT$4,855; optical-lens maker Largan fell to its limit-down. In mainland China, the Shanghai Composite ended little changed, up 0.07% at 3,932.70, while the tech-heavy ChiNext Index gained 3.41% to 3,398.68 as AI-hardware, semiconductor and CPO shares rallied. Combined turnover across the two bourses was about 1.95 trillion yuan.

Router Protocolは、手数料の低下、Web3活動の低迷、コストの上昇といった状況の中で持続可能なビジネスモデルを見出せなかったため、2026年9月30日をもってすべての運営を終了する。 また、同プロジェクトは取引所からROUTEを上場廃止とし、保有している303,333,198トークンをバーンする予定であり、保有者には各取引所の期限を確認するよう呼びかけている。

Xのユーザーたちの受信箱には、望んでいないパスワード再設定メールが殺到している。

Robinhood Chain、RWA、TradFi、ミーム、パブリックチェーン、Robinhoodのミームブームの背後：次世代のグローバル金融市場が静かにブロックチェーン化されつつある。金色財経、未来はすでに到来しているが、金融界はそれに適応し始めたばかりだ。

ウクライナ当局は、ウォレットから資金を吸い上げるコードを使用して資金を盗んだとされる、キエフを拠点とする偽の仮想通貨投資プラットフォームのネットワークを摘発した。20カ国以上で62人の被害者が確認されており、月間の取引高は最大100万ドルに達していた。

レブロン・ジェームズは、予測市場プラットフォーム「ポリマーケット」との提携を示唆しているようだが、提携の詳細は依然として不明である。

Liquid NetworkのFederationウォレットから、約4,000ビットコイン（約3億2,000万米ドル相当）が流出した。このビットコインはLiquidの公表されている準備高の95％を占めており、事件発生前、Liquidは約4,200BTCを保有していたが、流出後は約200BTCしか残っていない。

9月6日、リキッド（Liquid）のフェデレーションウォレットから、約3億2000万ドル相当の約4,000 BTCが引き出された。これは、同ネットワークのビットコイン準備高の約95％に相当する。

Anthropicは過去11か月間にわたり、総額5170億ドルに上る計算能力契約を集中的に締結し、少なくとも14.8ギガワットの容量を確保した。同社の年換算売上高はすでに650億ドルを超えているものの、計算能力の確保量については、OpenAIが掲げる30ギガワットという目標にはまだ及んでいない。

少なくとも75回に及ぶ投資家向けプレゼンテーションや80万人の行列から、GameStop、SBF、そしてRobinhood Chainに至るまで。