Brokerages have updated ratings and target prices for a range of Hong Kong-listed stocks, including Zhihu (02513), Minimax (00100), Haier Smart Home (06690), CSPC Pharmaceutical Group (01177), Anhui Conch Cement (00914), China Resources Building Materials (01313), China National Building Material (03323), CMOC Group (03993), MMG (01208), Jiangxi Copper (00358), China Nonferrous Mining (01258), GAC Group (02238), China Life Insurance (02628), New China Life Insurance (01336), China Pacific Insurance (02601), China Taiping Insurance (00966), PICC Property and Casualty (02328) and PICC Group (01339), according to ETNet. In a separate list of earlier calls, brokers also revised views on BYD (01211), Galaxy Entertainment (00027), Sands China (01928), Wynn Macau (01128), MGM China (02282), Longfor Group (00960), China Overseas Land & Investment (00688), China Resources Land (01109), China Resources Mixc Lifestyle Services (01209), Shimao Group (00813), China Jinmao (00817), CNOOC (00883), Sinopec (00386) and PetroChina (00857).

Techtronic Industries (00669) recorded a pre-market trade of 714,500 shares at HK$126.26 each at 9:05 AM, 0.1% below the previous close, according to ETNet. The transaction involved one lot and was worth HK$90.21 million.

Stock exchanges and brokers could be among the biggest beneficiaries of the Securities and Exchange Board of India’s proposed changes to the newly launched closing auction system, according to Bloomberg. Market makers may face tighter constraints under the proposal.

TSMC’s 3nm and 2nm advanced process capacity, along with CoWoS advanced packaging, remains in short supply as demand stays strong in late Q3 2026. According to ChainCatcher, NVIDIA and Apple continue to absorb much of the advanced process and packaging supply, while Amazon Web Services’ Annapurna has recently increased AI chip tape-outs and secured more 3nm capacity. MediaTek is also competing for 2nm and 3nm capacity and CoWoS-S/L supply, driven by large orders tied to Google TPU-related chips. Market reports said TSMC has recently adjusted its capacity allocation, and MediaTek’s 3nm and 2nm scheduling has been fine-tuned after winning the Google TPU order. The next-generation TPU v9 is expected to use both TSMC CoWoS-L and Intel EMIB-T. TSMC’s main 3nm customer is now NVIDIA, which surpassed Apple as the largest customer in 2025, while 2nm demand is led by Apple and others. TSMC has accelerated expansion since early 2026. By the end of October, 2nm monthly capacity at Hsinchu Baoshan Fab 20 and Kaohsiung Fab 22 is expected to reach 50,000 wafers each, or about 100,000 wafers combined, while 3nm monthly capacity in Tainan is expected to reach about 185,000 wafers. Overall utilization was about 96.2% at the end of September, with processes from 16nm and 12nm down to 2nm running at 100%. Packaging shortages have also pushed advanced packaging orders outward, with ASE Group’s SPIL taking priority, followed by Amkor and Powertech. Powertech’s related testing and packaging capacity is fully booked, with order visibility extending to 2028.

a16z partner Josh Elman said product management is about storytelling, recalling that he began his career as an engineer at RealNetworks and worked on the product and engineering teams for RealPlayer, which had hundreds of millions of users. According to ChainCatcher, he said he was later interviewed by Reid Hoffman for LinkedIn and was asked what a product manager’s output is; he first answered a specification document, but later said that was the wrong answer and that the real output is a story people can pass along without him present. Elman said he once wrote a 120-page specification document at LinkedIn. He added that AI has collapsed the cost of making products and reversed the development loop, shifting the process from specifications and scope to building and experience. He said teams should use AI to quickly build prototypes, see how they feel, and then design and release after the prototype proves better than assumptions. He also said demos are now nearly free while working products are not, making decisions about what to build a debate over influence. Elman said vision consists of purpose, core actions, and cycles, and that teams should ask whether people are truly using the product. He added that guiding users is the most important moment in storytelling.

Mike Novogratz said on X that if the Clarity Act does not advance tomorrow, the U.S. could be unable to secure crypto regulation for a long time, or even permanently. According to Odaily, he said this would hurt the U.S. and push more of the industry overseas, adding that the digital and blockchain revolution will continue and urging bipartisan senators to focus on the bigger picture.

Catcher Predict reported sharp volatility in the Polymarket submarket for the Chicago White Sox vs. Cleveland Guardians event, with the Chicago White Sox option rising from 37.5% one hour earlier to 95.6% at the time of monitoring. According to ChainCatcher, the move reflected a 58.1% swing and may have been influenced by breaking news.

AI drone company Shield AI is in talks to raise a new round at a valuation of at least $20 billion, according to The Information. According to ChainCatcher, this comes six months after the company closed its $2 billion Series G round at a $12.7 billion valuation. The company expects revenue to grow more than 80% this year to at least $540 million.

비트코인은 사모 시장 투자 포트폴리오를 최적화하는 데 도움이 됩니다. 과거 실적을 살펴보면, 비중이 매우 낮더라도 이 자산은 위험 조정 수익률을 높일 수 있습니다.

트럼프는 AI의 급속한 발전과 데이터센터 건설을 옹호하는 글을 연달아 올리며, AI 종말론과 데이터센터 반대 목소리를 “사기”라고 단호히 일축하고, 미국의 AI 선도적 우위를 꺾어서는 안 된다고 경고했으며, 심지어 진정으로 필요한 AI ‘안전장치’는 강력하고 현명한 대통령이라고까지 말했다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 8시》 3182호를 발행하며, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.

둘 다 자사주 매입형 토큰임에도 불구하고, 시장은 PONS에 0.9배의 주가수익비율(PE)만을 부여한 반면, HYPE에는 29배를 부여했다. 이처럼 가파른 평가 곡선 뒤에는 현금 흐름의 확실성과 ‘검증 정도’에 따른 가격 결정 논리가 숨어 있다.

일론 머스크는 X를 통해 아모데이의 입장을 지지하며, 단순히 “다리오가 옳다”라고 적었다.

오트맨은 OpenAI가 2026년 상장 계획을 포기했다고 발표했다. 매출 130억, 순손실 385억을 기록한 이 ‘현금 블랙홀’의 이면에는 기업 가치, 규제, 컴퓨팅 성능 경쟁이라는 세 가지 요소가 얽힌 삼각 구도가 자리 잡고 있다.

무이자 전환사채, 프리미엄 전환을 통해 지푸가 50억 달러를 추가로 조달했다. 끝없는 자금 소모의 늪을 겪은 후, 이 회사는 자체 훈련 모델에 새로운 성장 동력을 걸었는데, 자본 시장이 이를 받아들여줄까?

48시간 동안 네 건의 게시물을 연달아 올린 머스크는 이례적으로 AGI에 대한 경계심을 드러내며, AI의 통제 상실이 핵무기보다 더 무섭다고 직설적으로 말했다. 하지만 동시에 그의 xAI는 여전히 훈련과 연산 능력 확장을 전속력으로 추진하고 있다.

Robinhood Chain은 이미 높은 거래량과 매출을 기록하고 있으며, 토큰화된 주식, 런치패드 및 DEX 생태계가 빠르게 자리 잡고 있지만, 진정한 소매 사용자 효과는 아직 발휘되지 않고 있다.

AI가 수학 난제를 잇달아 해결하면서, 타오 제쉔과 스트로가츠 등 수학자들은 “인간의 이해 능력을 상실하는” 위기에 직면했다.