According to Jin10, ECB Governing Council member Martin Kocher warned that if oil prices continue to hover around $100 a barrel before year-end, the central bank will have to raise interest rates further. After the European Central Bank raised borrowing costs for the second time on Thursday, the Austrian central bank governor said inflation risks were higher than a few months ago because tensions in the Middle East remained elevated and energy prices stayed high. Since the collapse of the U.S.-Iran ceasefire agreement in early July, oil prices have risen more than 45% and moved above $100 a barrel, while European natural gas prices have nearly doubled since June to close to 80 euros per megawatt hour. Kocher said that if oil and gas prices move toward an adverse scenario, monetary policy must take those changes into account, and he added that inflation risks would intensify further.

人工知能、テクノロジー、鄧煜：もしAIがすべての数学の問題を解決できるなら、引退して小説を書くつもりだ。ある仮想通貨界のインフルエンサーが見知らぬ人に7万ドルを寄付？ 金色財経、過去24時間、X上のインフルエンサーたちは何を話題にしていたのか？

The United States has required tankers crossing the Strait of Hormuz to sail only during specific time windows in order to receive military protection. According to Sina Finance, the move comes after Washington stepped up attacks on vessels sailing at night. Since May, Washington has provided air cover for ships taking the route along the Omani coast on the southern side of the strait to deter Iranian attacks and help ensure some oil can be exported out of the Gulf. Shipowners must apply through the U.S. Naval Coordination Center for Shipping and Naval Cooperation and Guidance, known as NCAGS, which then gives crews navigation coordinates and allows vessels to pass during broad nighttime windows under U.S. fighter protection. Emails seen by the media showed that in early September, those transit windows were narrowed to two specific daily periods, with affected ships told to depart at designated times such as 9 a.m. One email said the center was currently providing dynamically adjusted recommended transit windows each day, while another said night transit was not the safest time of day for commercial shipping. The U.S. Central Command, which oversees U.S. military operations in the Middle East, said the NCAGS emails spoke for themselves. Since the U.S. and Israel struck Iran in February, Iranian forces have attacked dozens of ships trying to pass through the disputed waterway. As both sides have intensified pressure on commercial shipping, the U.S. has shifted escort protection to fixed day and night periods.

Chinese Meme coin Lobster's market capitalization has climbed above $115 million, setting a new all-time high. According to ChainCatcher, the token rose 180% over the past 24 hours, with trading volume reaching $8.4 million in the same period.

According to Jin10, OpenAI Codex product lead Tibo said the team has identified and fixed multiple defects in Astra and will carry out a reset before local midnight today, which is noon Beijing time. Tibo said the team confirmed and fixed several issues after working with some users, including abnormal triggering of skills written for earlier models, an optional context-management experiment that could cause early stopping or replies to old messages and has now been disabled, and misconfigured engines that have been removed after causing measurable quality declines in tail traffic. The team also made smaller improvements and said the overall experience should improve noticeably, including more consistent execution, better tracking of users' latest messages, and more thorough checks of results as work progresses.

A cluster of 19 linked Polymarket accounts placed concentrated bets over the past few months on earnings reports from publicly listed companies audited by KPMG, including Wells Fargo, Home Depot, DoorDash, and General Mills. According to Odaily, the accounts made 42 trades, won 41 of them, and generated about $22,000 in profit. Funds reportedly moved among the 19 accounts, suggesting they may have been controlled by the same person or team. U.S. law enforcement is investigating a KPMG employee suspected of using Polymarket for insider trading after betting on whether quarterly results at listed companies would beat market expectations. It is not yet clear whether the account cluster is linked to the employee, and the analysis does not by itself prove insider trading. KPMG said it has a zero-tolerance policy toward trading on nonpublic client information and has strengthened related monitoring.

CATL said on September 11 that it bought back 604,300 A-share shares through a centralized bidding process on the Shenzhen Stock Exchange for about 200 million yuan, marking the first execution of its 200 billion yuan to 400 billion yuan repurchase plan, according to Jiemian News. The company said the shares will be cancelled and the registered capital reduced, with the buyback funded by its own or self-raised cash and carried out within 12 months after shareholder approval. The 400 billion yuan ceiling is the largest single buyback amount ever announced in the A-share market. CATL said the first repurchase was done at 330.15 yuan to 331.61 yuan per share, below the plan's 573 yuan-per-share cap. The company also said the move reflects confidence in its long-term outlook amid stock-price volatility and concerns about valuation, while its earlier buybacks were mainly used for equity incentives or employee shareholding plans. CATL's shares closed at 330.51 yuan on September 11, down nearly 30% from this year's intraday high of 468.75 yuan in May. Jiemian News reported that investors are watching whether automakers accelerate efforts to reduce reliance on CATL, after Li Auto said on September 7 that all of its models would use self-developed batteries and Xiaomi Auto named CALB and Sunwoda Power as strategic battery partners. Despite the share-price decline, CATL reported first-half revenue of 276.917 billion yuan, up 54.8%, and net profit of 43.284 billion yuan, up 41.98%.

AI remains one of the most active areas for early-stage investment, but investors said their criteria are becoming more specific as the technology evolves and the market changes. At a Sept. 11 investor discussion at the 2026 Inclusion·Bund Summit, five investors from ZhenFund, FreesFund, BAI Capital, Granite Asia and Jiuhe Venture Capital discussed how they assess AI across infrastructure, models and applications, and how they view valuation and bubble concerns, according to Jiemian News. BAI Capital AI investment head Feng Tian said the firm is pursuing both models and infrastructure as well as applications, arguing that current model capability still largely determines product capability and that productization has not yet reached the stage to support large-scale deployment. ZhenFund investment director Zhao Fuheng said investors are still focused on frontier technology and foundation models, while CICC? Wait, no.

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3179号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをいち早くお届けします。

イーサリアムは、ガスという障壁がなくなれば、より多くの人々が実際にイーサリアムを使い始めるだろうと賭けている。

CPI、FRB、8月のCPI：「表面はタカ派的だが実質はハト派的」な報告と「利上げ前倒し」の取引　金色財経、CPI報告は表面上、予想をわずかに上回った。

この記事では、Agentic Payment（AIエージェント決済）の根底にある仕組みについて深く掘り下げています。

「金色財経」は『金色Web3.0日報』を創刊し、AI、DeFi、DAO、NFT、メタバース業界に関する最新かつ最速のニュースをお届けします。

人工知能、50％が赤字　計算リソースセンターが大量に遊休化　金色財経、半年間で9億元近くの計算リソースサービスを販売、純利益は7倍に増加。

「オナラ」というミームを投稿したいときは、天然ガスチームと協力すればいい。

Hyperliquid、Hyperliquid 新たなストーリーが登場 HIP-4が正式にオープン ゴールデン・ファイナンス、TradeXYZが予測市場を立ち上げ。

SpaceX、規制、対談　フェジャウ氏：デジタル資産の次なる強気相場がついに到来　金色財経、規制が大幅に緩和される中、機関投資家は一体何に注目しているのか？