Goldman Sachs kept its Neutral rating on ASMPT (00522) and its target price at HK$177, after visiting the company's booth at SEMICON Taiwan on September 3 and reviewing its latest advanced packaging developments. The bank said ASMPT showcased advanced packaging solutions for artificial intelligence, high-performance computing, silicon photonics and co-packaged optics applications, including thermocompression bonding, hybrid bonding and its MEGA platform for high-precision multi-chip assembly. Goldman said it views ASMPT's advanced packaging business positively, citing the shift toward smaller pitches and continued expansion in GPU, ASIC, high-bandwidth memory and HPC markets, according to ETNet.

CICC kept C&D International Group (01908) at Outperform and left its target price unchanged at HK$22.3, saying the company’s first-half 2026 results were in line with expectations. ETNet reported that revenue fell 48% year on year to RMB17.8 billion, but gross margin rose 1.4 percentage points to 14.3%, extending the improvement trend seen since 2025. Core net profit attributable to shareholders of the parent company declined 13.5% to RMB790 million, while the core net margin increased 1.8 percentage points to 4.4%. The report said C&D International booked RMB520 million in inventory impairment charges, up from RMB390 million a year earlier, while investment income from the completion of the Xiamen Hubinli project rose to RMB900 million from RMB400 million. Interest-bearing debt fell 10% year on year to RMB82.8 billion, with 46% of that from shareholder loans, while cash rose 10% to RMB61.8 billion. Its financing cost dropped 20 basis points from the start of the year to 3%, a record low. Sales for the first half of 2026 came in at RMB63.8 billion, down 10% year on year, but the company rose two places to No. 5 among China's top 100 developers. It had five lighthouse projects on sale, with an average sell-through rate of 67% as of end-August, and some prices were 10% to 15% above nearby rivals. C&D International also added land with a cost of RMB29.6 billion and potential value of RMB51.9 billion, and its available saleable resources stood at RMB209.2 billion at end-June.

Several Qatari liquefied natural gas tankers are heading back toward the Persian Gulf, according to Bloomberg, in a possible shift ahead of a resumption of exports through the Strait of Hormuz.

Goldman Sachs said China Merchants Bank's second-quarter results were solid, with pre-provision operating profit and net profit both beating its estimates, driven by stronger-than-expected fee income and investment gains. The bank said weak retail loan demand was offset by corporate lending, which supported overall credit growth and kept core earnings resilient. Goldman also said investors will continue to focus on retail asset quality and provision coverage, while noting that China Merchants Bank's 14.1% CET1 ratio, ongoing capital accumulation and steady balance-sheet growth should support shareholder returns over time, according to ETNet. Goldman raised its 2026-2028 operating profit forecasts for China Merchants Bank by an average of 2.6% and kept its buy rating on the lender's A shares and H shares. It lifted the H-share target price to HK$59.28 from HK$52.49 and the A-share target price to RMB55.24 from RMB53.81.

Fomo co-founder Se Yong posted on X that “nfts are back” and shared two NFT images. According to Odaily, he also said in the comments that while some people like to use profits to buy watches, he personally prefers digital products. Community members speculated that Se Yong may be hinting that Fomo could support NFT trading in the future.

ETH could trigger $829 million in cumulative long liquidations on major centralized exchanges if it falls below $2,372, according to Coinglass data. According to ChainCatcher, if ETH rises above $2,621, cumulative short liquidations on major CEXs would reach $606 million.

Binance Futures will end the Last Price Protected (LPP) period on the USDⓈ-Margined TACUSDT Perpetual Contract, with the Mark Price shifting gradually from the LPP mechanism to the standard Mark Price calculation starting 2026-09-07 06:00 (UTC), according to a Binance announcement. The transition may take up to three hours depending on price volatility and the availability of a stable index price, and uses a mark price smoothing process to limit sudden moves. Trading is not affected during the transition, and open orders and positions will not be cancelled. Once the LPP period ends, the Mark Price will be calculated as the median of Price 1, Price 2 and the Contract Price, following the standard USDⓈ-Margined Futures formulas. The funding rate will then revert to standard perpetual contract rules, with the funding rate cap widening from +0.005%/-0.005% to +2.00%/-2.00% at 2026-09-07 06:00 (UTC): the cap stays at +0.005%/-0.005% as of 04:00 UTC and moves to +2.000%/-2.000% from 08:00 UTC onward. The funding interval will change from every four hours to every one hour once a funding settlement reaches the +2.00%/-2.00% cap. Binance said it may adjust the contract's specifications — including funding fee, tick size, maximum leverage, and initial and maintenance margin requirements — from time to time based on market risk conditions, and that the English version prevails over any translations.

Emerging market stocks rose at the start of the week, with heavyweight technology shares lifted by optimism around a new artificial intelligence model offsetting the drag from higher oil prices. According to Sina Finance, the MSCI Emerging Markets Index climbed as much as 1.4% on Monday, its highest since June 26, while South Korea's benchmark index jumped more than 3%. The emerging market currency index rose 0.1% and has gained in 12 of the past 13 trading days. Technology was the best-performing sector in the index, following Friday's rally in U.S. chip stocks. OpenAI announced a new-generation technology, GPT-6, on Friday and described it as a key milestone toward artificial general intelligence. Oil prices rose after attacks on tankers in the Strait of Hormuz involving the United States and Iran, while strong U.S. jobs data fueled bets that the Federal Reserve may soon raise interest rates, leaving most other sector indexes lower. Wee Khoon Chong, senior Asia-Pacific market strategist at Bank of New York Mellon in Hong Kong, said technology shares outweighed the negative impact of higher crude prices.

ベルリン州政府は、ハッカー集団「Rhysida」が2つの部署から機密データを盗み出したことを受け、200万ユーロ（230万ドル）の身代金の支払いを拒否した。同集団はその後、ダークウェブ上に約5.8テラバイトのデータを公開しており、当局は現在、どのような情報が流出していたのかを調査している。

「A Meme Coin」が1億ドルを瞬く間に突破――Robinhoodが導入した、米株とミームコインを組み合わせた新たな取引手法、そしてそれが引き起こした業界大激戦。

Meme、Robinhood Chain、Hyperliquid、DEX、FOMOが話題になっているが、FOMOは避けるべきだ。金色財経によると、大多数の人は損失を出しており、プラットフォームと大口投資家だけが着実に利益を上げている。

OpenAIのチーフサイエンティストが長文「An Alien Mind（異星の知性）」を発表した。同記事では、AIは「作り出された」ものではなく、「育てられた」ものであると論じている。また、AIを作り出した人々でさえ、それを完全に理解しているわけではないとしている。

Rhysidaは、ダークウェブ上でベルリン州政府からの1,439,893件の文書を公開し、その総容量は6テラバイト近くに達した。

OpenAIは、自社のAIモデルが社内の科学研究を加速させた詳細なデータを公開した。また、OpenAIは「AI研究インターンの自動化」という目標を達成したことを正式に発表し、2028年までにAI研究者の完全自動化を実現するとしている。

一見堅調に見える米国の雇用統計は、市場においてFRBが9月に利上げを行う可能性を織り込む動きへと急速に転じた。この乖離は、現在の米国の金融政策の枠組み、雇用統計の内的構造、および統計の改定メカニズムが相まって生じた結果である。

この1年間、世界で最も先進的なテクノロジー企業の一部は、AIエージェントを大規模に実務に投入するという組織的な実験を密かに進めてきた。

AIはCISOの役割を根本的に変えました。かつてはサーバールームの専門家だった存在が、CEOと直接連携する役員室の幹部へと変貌を遂げたのです。

トークン化された株式、RWA、ステーブルコイン、DeFi、AIエージェント、金融コンテナ：資本市場のトークン化　ゴールデン・ファイナンス。資本市場におけるトークンの役割は、世界貿易におけるコンテナの役割と同じになるだろう。