A Goldman Sachs Group Inc. strategist is sticking with an 80% upside target for South Korean stocks, saying investors are underestimating how long the AI boost for the country’s memory chipmakers will last, according to Bloomberg.

China is set to further expand its personal pension fund lineup by adding eligible equity-linked secondary bond funds and balanced bond-heavy mixed funds to the product list, according to Jiemian News. Several fund companies have received a notice from regulators titled "Notice on Doing a Good Job in Including Equity-Linked Secondary Bond Funds and Balanced Bond-Heavy Mixed Funds in the Personal Pension Fund Product List," and will soon promote the inclusion of products that meet certain conditions. The funds are generally classified by the market as broad fixed-income-plus products, using fixed-income assets as a base while adding stocks, convertible bonds and equity-oriented funds to enhance returns.

According to Jin10, Japan's foreign exchange reserves stood at $1.2075 trillion in August, down from $1.2871 trillion previously.

Gold held its decline after stronger-than-expected US payrolls data increased expectations for an interest-rate hike as early as next week, according to Bloomberg. The metal was little changed as traders weighed the outlook for Federal Reserve policy.

「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。

According to Sina Finance, citing the Korea Economic Daily and unnamed investment banking sources, LG Electronics-backed U.S. robotics startup Bear Robotics is preparing for a Nasdaq listing and is conducting pre-IPO financing. Bear Robotics has selected Bank of America as the financing arranger and is in talks with private equity firms in South Korea and overseas to participate in the round. The company is targeting a valuation of about 2 trillion won and plans to raise 300 billion to 400 billion won, with the funds to be used for robotics research and development.

Goldman Sachs said the case for tactically going long the yen has strengthened after the currency's recent gains. According to Sina Finance, the bank cited expectations that the Bank of Japan will tighten monetary policy, possible changes in Japanese capital flows, and the risk of further intervention. The strategists, including Kamakshya Trivedi, wrote that the asymmetry has improved over a longer horizon, making short dollar/yen an increasingly attractive hedge for risk-seeking portfolios. Goldman Sachs also said Bank of Japan Governor Kazuo Ueda had essentially confirmed market expectations for a September rate hike, while speculation that the Government Pension Investment Fund may shift allocations toward domestic assets has increased the outlook for reduced capital outflows. The bank said the global backdrop still weighs on the yen and should continue to do so absent growth concerns, but supportive domestic policy shifts should now have a greater impact after previously being a major source of downward pressure. It added that Japanese policymakers appear committed to using existing tools to attract capital inflows while retaining ample room for further intervention.

According to Jin10, Huawei, Xiaomi, and Apple will sequentially launch their foldable flagship phones within 72 hours from the afternoon of September 7 to the early hours of September 10. Huawei and Apple will face off directly in the foldable phone segment for the first time, with Xiaomi joining the competition, marking the first time the three brands have clashed in the same week, category, and price range since the foldable segment emerged seven years ago.

Go Inc., the taxi booking app operator backed by Goldman Sachs, said ride volume remains strong even after it raised fares, according to Bloomberg. The company pulled off Japan’s biggest initial public offering this year.

世界中の投資家が、韓国や日本のAI取引に過度に集中しているリスクエクスポージャーを分散させるため、中国の株式デリバティブ市場に注目し始めている。

パブリックチェーン、Robinhood Chain、SOLANA、ブロックチェーンのビジネスモデルをめぐる議論：テナントになるか、大家になるか？ 金色財経、無料であることが必ずしも良いこととは限らない。

8年後にこのチームのロースターを改めて見返してみると、さらに特別な事実に気づくはずだ。それは、このチームがNBA史上最も投資の腕に長けたチームだったということだ。

BTC、相場、暗号資産市場、ビットコインの「黄金の血脈」が覚醒：これはBTC史上最大規模の強気相場の始まりとなる可能性がある。金色財経、今私たちが目撃しているのは、おそらく大強気相場の始まりに過ぎない。

資金は一部のDATに対して、資本市場における追加的なプレミアムを付与しつつある。このプレミアムの構成要素には、価格上昇によるベータ、資金調達のレバレッジ効果、ステーキング収益のプラス要因、そしてエコシステムに関するストーリーへの期待などが含まれている。

暗号資産市場、相場、投資、対談：ライアン・ワトキンス氏「なぜ今回のデジタル資産の強気相場は史上最大規模になるのか」　金色財経、「万物取引所」の1兆規模の野心を徹底分析。

バンク・オブ・アメリカ・セキュリティーズのチーフ投資ストラテジスト、マイケル・ハートネット氏は、世界の債券利回りが20年ぶりの高水準まで急上昇していることが、AI関連の設備投資ブームにとって最大の脅威となりつつあると警告し、間近に迫った米国の中間選挙が市場の火種となる可能性があると指摘した。

リーマン予想（Riemann Hypothesis）に関するクロードの証明は、世界中の数学者たちによって徹底的に検証された。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3173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。