Victory Giant Technology (02476) rose as much as 10.0% to HK$217.4 and was last up 10.0% at HK$217.2, with a low of HK$202.8, according to ETNet. The stock traded 3.009 million shares for HK$635 million. Active buy orders outpaced active sell orders 67:33, with net active buying of HK$214 million. JPMorgan was the largest net passive buyer at HK$15.43 million, while China Investment Information was the largest net passive seller at HK$101 million. Among related stocks, ASMPT (00522) rose 4.16%, SMIC (00981) gained 1.71%, Hua Hong Semiconductor (01347) advanced 5.10%, Guanghe Technology (01989) climbed 12.43%, Innoscience (02577) fell 0.45%, Han's Laser (03200) added 8.63%, GigaDevice (03986) increased 5.03%, Biren Technology (06082) slipped 0.24%, and Cambricon Technologies (06809) rose 6.27%.

Sanan Optoelectronics (06951) rose as much as 10.0% to HK$118.7, breaking above its 20-day moving average of HK$114.985, before ending up 9.7% at HK$118.4, according to ETNet. The stock traded 895,900 shares worth HK$103 million. The active buy-sell ratio was 63:37, with net active buying of HK$26.06 million. Morgan Stanley was the largest net passive buyer at HK$7.3816 million, while China Investment Information was the largest net passive seller at HK$15.27 million. Related semiconductor stocks also moved higher, including ASMPT, SMIC, Hua Hong Semiconductor, GigaDevice, and Cambricon.

Yujia Innovation (02431) fell more than 20% to an intraday low of HK$2.61, a record low since listing, according to ETNet. The stock traded as high as HK$3.075, with 5.53 million shares changing hands for HK$15.44 million. The active buy-sell ratio was 37:63, and net active selling totaled HK$3.8087 million. Barclays Asia was the largest net passive buyer at HK$1.1409 million, while China Innovation Market Services was the largest net passive seller at HK$876,900.

Fed Chair Kevin Warsh said the Federal Reserve still has work to do if U.S. underlying inflation does not clearly and quickly return to its 2% target. According to ChainCatcher, he did not commit to a September rate hike, but outlined a policy path centered on the 2% goal and short-term interest rates as the main tool. The article said Warsh’s hawkish tone was supported by recent data, including the Fed’s preferred PCE price index, which rose 3.7% over 12 months and 4.1% over six months. It added that comparable CPI measures and core readings for both PCE and CPI remained elevated. U.S. stocks fell after the remarks, while Bitcoin, which had been rising, pulled back to around $78,000. The article also argued that Warsh’s stance may reflect political constraints as well as inflation concerns, noting that some of the price pressure stems from higher oil prices linked to the U.S.-Iran conflict and from tariff policy. It said the Fed may be using hawkish language to manage expectations without immediately raising rates. Looking ahead to the September Fed meeting, the article said a nonfarm payrolls report and a CPI report will be key for market expectations. It added that recent jobs data have missed forecasts, and any further weakness could reduce bets on a September rate hike.

A whale address that previously spent $4.73 million to buy PONS, UNI, AAVE, and CASHCAT has rotated its UNI holdings into FORM. According to Foresight News, the address sold 156,452 UNI for 1,074,061 USDC, then used 99,509 USDT to buy 355,175 FORM.

According to Jin10, the main contract of the CSI 300 stock index futures rose 0.25%, the main contract of the SSE 50 stock index futures fell 0.58%, the main contract of the CSI 500 stock index futures rose 1.18%, and the main contract of the CSI 1000 stock index futures rose 1.53%.

According to Jin10, Xingye Technology fell to its daily limit-down level at 20.93 yuan per share after saying on September 4 that it received a case-filing notice from China's China Securities Regulatory Commission (CSRC) on September 4, 2026. The company said it was being investigated for suspected violations of information disclosure laws and regulations, and a staff member said the filing was mainly related to the earlier disclosed acquisition intention agreement being "not sufficiently complete," adding that the first disclosure of the acquisition may not have mentioned that the asset project had not yet become profitable.

According to Jin10, Nomura said Lululemon's second-quarter fiscal 2026 results missed expectations, with quarterly revenue falling 5% year on year in constant currency to $2.42 billion, below the market forecast of $2.46 billion, while operating income dropped 13% to $454 million and the operating margin fell 1.9 percentage points to 18.8%.

Binance announced on X that Binance Square has launched a new Stocks section. The update brings market news, quality discussions, and real-time quotes into one place for stock-related information. Users can access the section through Binance Square and open the Stocks category to view the new content area. The announcement said the Stocks section is designed to centralize stock information, including market updates and discussion content. It also highlighted real-time market data as part of the new offering. No additional details were provided about further features, rollout timing, or regional availability. The post focused on the availability of the section and the types of information users can now find there. Binance did not include any trading instructions, promotional claims, or external links in the announcement.

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。

人工知能、チップ、トークン、計算能力、AMDは誰もが「トークンの自由」を手に入れられるようにしたいのか？ 金色財経、パーソナルコンピューティングに注力。

SECは、譲渡代理人の規則を改定する方針であり、DeFi業界が模索するコンプライアンス対応モデルの基盤を築く。これにより、投資家が24時間365日の取引を実現できるようになり、ブローカーがオーバーナイト流動性の提供によって得ていた利ざや収益を圧縮し、より多くの基礎的な金融サービスの商品化を促進する。

ホルムズ海峡をめぐり、米国とイランの間で再び交戦が発生し、タンカーや無人機が相次いで攻撃を受けた。イランは新たな制限区域の設定をほのめかし、報復は「より迅速に、より激しく、より痛烈なものになる」と警告する一方、石油輸出の停滞や経済的苦境に直面している。

「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3174号を発行し、デジタル通貨およびブロックチェーン業界に関する最新かつ最速のニュースをお届けします。