BOC International said market expectations for Ctrip's second-quarter results are already very low, as the company is expected to book a fine in the quarter over past compliance issues and complete business rectification under regulatory requirements, while high oil prices and adverse weather in parts of mainland China have weighed on travel demand, according to ETNet. The broker said investors should focus more on Ctrip's business outlook for the second half of 2026, especially whether gross merchandise value at its overseas platform Trip.com will slow materially. It added that any slowdown in overseas growth could widen negative operating leverage. BOC International said the headwinds should also create a lower base for 2027 results, and that Ctrip's valuation could gradually improve after market earnings forecasts are cut. It kept a Buy rating on Ctrip and a target price of HK$428.

MMG (01208) said its subsidiary Minera Las Bambas S.A. has signed a revolving financing agreement with Industrial and Commercial Bank of China (Asia) and Bank of Communications, through its offshore financial centre, according to ETNet. Under the deal, the lenders have granted the borrower a three-year revolving facility of $350 million to meet general funding needs.

Goldman Sachs cut its target price on Nio (09866) to HK$48 from HK$55 and kept a Buy rating after the electric vehicle maker's second-quarter results broadly met expectations but its third-quarter sales and revenue guidance came in below market and the bank's forecasts, according to ETNet. The report said Nio's third-quarter delivery guidance was about 11% to 12% below Goldman Sachs and market consensus at the midpoint, while revenue guidance was 7% to 8% lower. Goldman Sachs cited weak mainland demand and the still-limited market acceptance of the company's Onvo brand. Goldman Sachs expects Nio's sales and operating profit to improve gradually from the third quarter as new models and refreshed products roll out, supporting its premium brand strategy, while the Onvo brand continues to develop and the company keeps generating positive free cash flow. Looking to the second half of 2026, Goldman Sachs expects Nio's sales and revenue to rise 9% and 22% year on year, respectively, with average selling prices up 13%. For full-year 2026, it forecast revenue growth of 44%, non-GAAP operating profit of RMB 1.8 billion versus a loss of RMB 11 billion in 2025, and free cash flow of RMB 7.1 billion.

로이터 통신이 이 거래에 대해 직접적인 정보를 가진 관계자들의 말을 인용해 보도한 바에 따르면, 틱톡의 모회사인 바이트댄스는 인공지능 분야에 자금을 대거 투입함에 따라 중국 및 해외 은행 약 30곳으로부터 296억 달러 규모의 대출을 확보했다.

The yen strengthened to its highest level since February, moving above the peak reached after coordinated intervention by Japan and the US, according to Bloomberg.

China's Ministry of Industry and Information Technology has issued the 15th Five-Year Plan for the information and communications industry, setting a goal of building a new-generation communications network by 2030, according to ETNet. The plan calls for industry revenue to reach RMB 4.1 trillion by 2030, cumulative investment in information infrastructure to total RMB 3.8 trillion, and annual growth in telecom business volume of 7%. It also targets 50 5G and 5G-A base stations per 10,000 people, smart computing capacity of 9,800 EFLOPS, and a 95% 5G and 5G-A user penetration rate. It also proposes building a national integrated computing network, deploying large-scale intelligent computing clusters of 10,000 cards and 100,000 cards or more in an orderly manner, and increasing support for domestic computing chips. The plan calls for wider use of 400G and faster transmission technologies, faster development of 6G commercial use, and the development of 6G base stations, core network equipment and 6G smartphones.

According to Jin10, the yen rose as much as 1.1% to 154.56, its highest level since February and above the peak reached after joint U.S.-Japan intervention.

According to Korea Herald, HKET and Nikkei-affiliated market data, Asian equities finished mixed on Monday, with Seoul and Tokyo rallying on renewed appetite for AI-linked chip names while Hong Kong edged lower. Tokyo's Nikkei 225 extended its advance, closing up 1,378.90 points, or 2.12%, at 66,399.84, while the broader TOPIX added 22.57 points, or 0.55%, to 4,125.80. Chip-sector names led the gains, with Advantest and Tokyo Electron among the top index contributors alongside SoftBank Group, though Sony eased 2.70%. Seoul's KOSPI outperformed the region, closing up 308.18 points, or 4.61%, at 6,995.39, its highest finish since July 23 and a third straight advance, after OpenAI's new GPT-6 Astra model stoked demand for memory-chip shares. Samsung Electronics jumped 5.68% to 270,000 won and SK hynix rose 8.26% to 1.78 million won. Shinhan Securities senior analyst Kang Jin-hyuk said sentiment was boosted by the new model despite a weak Wall Street tech session, noting the Philadelphia semiconductor index rose 3.38% on Friday. Hong Kong stocks slipped, with the Hang Seng Index closing down 237 points, or 0.93%, at 25,413.12, and the Hang Seng Tech Index off 0.92% at 4,527; the Hang Seng China Enterprises Index fell 1.46%. Baidu dropped more than 4% and Xiaomi lost over 3%, while mainland banks were broadly weaker. Chipmaker Hua Hong Semiconductor bucked the trend, rising about 5%, and PCB and memory-related names strengthened. Taiwan's TAIEX climbed 775.14 points, or 1.67%, to close at 47,326.27, its highest in about two and a half months, led by heavyweights TSMC, up 2.07% at NT$2,460, and MediaTek, which hit its 10% daily limit at NT$4,855; optical-lens maker Largan fell to its limit-down. In mainland China, the Shanghai Composite ended little changed, up 0.07% at 3,932.70, while the tech-heavy ChiNext Index gained 3.41% to 3,398.68 as AI-hardware, semiconductor and CPO shares rallied. Combined turnover across the two bourses was about 1.95 trillion yuan.

Router Protocol은 수수료 감소, Web3 활동 위축, 비용 상승 속에서 지속 가능한 비즈니스 모델을 찾지 못해 2026년 9월 30일까지 모든 운영을 중단할 예정입니다. 또한 이 프로젝트는 거래소에서 ROUTE를 상장 폐지하고, 자사 토큰 보유고에서 303,333,198개의 토큰을 소각할 예정이며, 보유자들에게는 각 거래소의 마감 기한을 확인하도록 당부하고 있습니다.

X 사용자들의 받은 편지함에 원치 않는 비밀번호 재설정 이메일이 쇄도하고 있다.

Robinhood Chain, RWA, TradFi, 밈, 퍼블릭 체인, Robinhood의 밈 열풍 이면: 차세대 글로벌 금융 시장이 조용히 블록체인화되고 있다. 골든파이낸스, 미래는 이미 도래했으나, 금융계는 이제 막 이에 적응하기 시작한 단계일 뿐이다.

우크라이나 당국은 지갑 자금을 털어내는 코드를 사용해 자금을 훔친 혐의를 받는 키예프 소재 가짜 암호화폐 투자 플랫폼 네트워크를 적발했다. 20여 개국에서 62명의 피해자가 확인되었으며, 월 매출액은 최대 100만 달러에 달한 것으로 나타났다.

르브론 제임스가 예측 시장 플랫폼인 폴리마켓(Polymarket)과의 제휴를 암시하는 듯하지만, 제휴의 구체적인 내용은 아직 불분명하다.

Liquid Network의 Federation 지갑에서 약 4,000개의 비트코인이 이체되었으며, 그 가치는 약 3억 2천만 달러에 달한다. 이 비트코인은 Liquid의 공개 준비금의 95%를 차지하며, 사건 발생 전 Liquid는 약 4,200개의 BTC를 보유하고 있었으나, 이체 후 약 200개만 남게 되었다.

9월 6일, 리퀴드(Liquid)의 연합 지갑에서 약 4,000 BTC(약 3억 2천만 달러 상당)가 인출되었으며, 이는 해당 네트워크의 비트코인 보유량의 약 95%에 해당한다.

Anthropic은 지난 11개월 동안 총 5,170억 달러에 달하는 컴퓨팅 파워 계약을 집중적으로 체결하며 최소 14.8기가와트의 용량을 확보했다. 연환산 매출이 이미 650억 달러를 넘어섰음에도 불구하고, 컴퓨팅 파워 확보량은 OpenAI가 계획한 30기가와트 목표에는 여전히 미치지 못하고 있다.

최소 75회의 투자자 설명회와 80만 명이 줄을 선 사건부터 GameStop, SBF, Robinhood Chain에 이르기까지.