According to CNBC, the one-month rolling correlation between front-month West Texas Intermediate crude and the 10-year Treasury yield has risen to 0.96, the strongest positive relationship since June 2019 and before that October 2014. The synchronized move comes as oil prices have surged on conflict in the Middle East, while the benchmark 10-year Treasury yield briefly topped 5% Monday for the first time since October 2023. Billy Leung, investment strategist at Global X ETFs, said a further rise in oil would transmit more directly into financial conditions by lifting inflation expectations, delaying Federal Reserve easing and raising the discount rate applied to equities and credit. Ed Yardeni, president of Yardeni Research, said higher oil prices would point to higher bond yields and inflation expectations, increasing the odds of a tightening cycle and potentially two or three more rate hikes. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, said he sees a bond bear market ahead and does not see anything stopping the rise in oil and natural gas prices. Andy Lipow, president of Lipow Oil Associates, said higher energy prices feed into gasoline costs and into goods and services transported by truck and rail, while higher Treasury yields raise borrowing costs for mortgages, auto loans and other financing. He also said the combination is bad news for consumers and can increase financing costs for inventories and investment, including capital-intensive artificial intelligence buildouts and related energy infrastructure. Leung said the 0.96 correlation is unusually high but could unwind if geopolitical tensions ease or growth fears take over.

Xiaomi Group (01810) partner and president Lu Weibing said on Weibo that the new Xiaomi 18 Pro series will be launched this month, calling it the biggest upgrade in the company’s digital series to date, according to ETNet. Lu said the Xiaomi 18 Pro series will see significant improvements in performance, imaging, battery life and AI capabilities. He also highlighted Xiaomi’s proprietary “Magic Back Screen,” saying daily use of app cards on the rear display exceeded 4 million times last year and wallpaper additions topped 3.5 million times in a single day. Lu said user demand for the rear screen is diverse and that Xiaomi will adopt a more advanced solution this year to make the experience much richer.

Doubao’s second-generation phone uses an edge-cloud collaboration approach in both its earlier technical preview and its consumer version. According to ChainCatcher, the phone assistant prioritizes on-device processing, but complex tasks that require cloud support are handled with a minimized data-upload approach. The overall edge-cloud collaboration design has not changed.

The UK House of Lords passed an amendment by 194 votes to 138 requiring the Treasury to draft, publish, and consult on a national digital asset strategy within 12 months of the Financial Services and Markets Act taking effect. According to Odaily, the strategy must cover crypto assets, qualifying stablecoins, central bank digital currencies, tokenized securities, and other digital financial assets, while also reviewing access to banking, payments, and settlement services and the risks to competition and innovation from withdrawing those services. The bill still needs a third reading in the House of Lords on September 15 before moving to the House of Commons. The Financial Conduct Authority completed rules and guidance for the new crypto asset regulatory regime on June 30, with the authorization application channel set to open on September 30, 2026, and the regime due to take effect on October 25, 2027.

Nickel Industries Ltd. halted the ramp-up of one of its Indonesian processing plants because of water shortages, according to Bloomberg. The disruption comes as an El Niño-linked drought hurts output in Indonesia, the world’s top nickel producer.

As of 9:30 a.m. on September 15, JD.com platform data showed that preorders for Nubia's NaviX Ultra had exceeded 360,000 units. The phone is equipped with the consumer version of Doubao Mobile Assistant and is positioned around a new AI interaction experience, according to Jiemian News. Nubia said the device will be officially launched on September 16.

SB Energy Inc., a data center company backed by SoftBank Group Corp., is seeking to raise as much as $500 million in the Japanese portion of its planned initial public offering in the US, according to Bloomberg. The company is tapping Japan’s deep pools of capital after other major deals.

South Korea plans to reduce new transmission towers by as much as 40% and bury more power lines underground as it expands the electricity grid, according to Bloomberg. The move is aimed at meeting rising demand from data centers and semiconductor plants.

CK Hutchison Holdings (00001) recorded a cross trade of 3.064 million shares at 10:36 AM, with the shares changing hands at HK$67.75 each, 2.2% below the previous close, involving HK$208 million, according to ETNet. The stock was down 2.2% at HK$67.75. Turnover reached 4.8409 million shares worth HK$328 million, with active buying versus selling at 49:51 and net active selling of HK$1.4823 million.

今日、真に問うべきことは、AIの成長がいつ鈍化するのかということではないかもしれない。むしろ、世界中がようやく一斉にブレーキを踏むことになるまで、私たちはまだ何を経験しなければならないのか、ということだろう。

AIの発展のスピードは、誰もが予想していたものをはるかに上回っている。最先端の知能は、オープンかつ低コストな形で、すべての人に提供されるべきである。

10のチームがHyperliquidに独自のパーペチュアル市場を登録しており、その大半がこれのために約4,000万ドル相当のHYPEをロックしています。そのうち1社が取引高の97.8%を占めており、先月は44%下落しました。残りの9社が何を買い入れたかについては、数値はすべてオンチェーンデータに基づいています。

ビットコインは、私募市場のポートフォリオの最適化に寄与する。過去のパフォーマンスを見ると、組み入れ比率がごくわずかであっても、この資産はリスク調整後リターンを向上させることができる。

トランプ氏は、AIの急激な発展とデータセンターの建設を擁護する投稿を相次いで行い、AIの「終末論」やデータセンター建設への反対意見を「デマ」だと断じ、米国のAIにおける優位性を損なうことのないよう警告した。さらに、AIに真に必要な「ガードレール」とは、強力で賢明な大統領であるとも述べた。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3182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かつ最速のニュースをお届けします。

いずれも買い戻し型トークンであるにもかかわらず、市場がPONSに付与したバリュエーションはPER0.9倍にとどまる一方、HYPEは29倍という評価を得ている。この急勾配なバリュエーション曲線の背景には、キャッシュフローの確実性と「実証度」に基づく価格決定の論理がある。

イーロン・マスクはX上でアモデイ氏の立場を支持し、「ダリオは正しい」とだけ記した。

ウルトラマンは、OpenAIが2026年の上場計画を断念したと発表した。売上高130億、純損失385億という「キャッシュホール」の背後には、企業価値評価、規制、そして計算能力を巡る三つの駆け引きが潜んでいる。

無利子転換社債、プレミアム付き転換——智譜が再び50億ドルを調達。資金が底なしの穴のように消え続ける中、同社は独自の学習モデルに新たな成長ストーリーを賭けているが、資本市場はこれを受け入れるだろうか？