Goldman Sachs kept its Neutral rating on ASMPT (00522) and its target price at HK$177, after visiting the company's booth at SEMICON Taiwan on September 3 and reviewing its latest advanced packaging developments. The bank said ASMPT showcased advanced packaging solutions for artificial intelligence, high-performance computing, silicon photonics and co-packaged optics applications, including thermocompression bonding, hybrid bonding and its MEGA platform for high-precision multi-chip assembly. Goldman said it views ASMPT's advanced packaging business positively, citing the shift toward smaller pitches and continued expansion in GPU, ASIC, high-bandwidth memory and HPC markets, according to ETNet.

CICC kept C&D International Group (01908) at Outperform and left its target price unchanged at HK$22.3, saying the company’s first-half 2026 results were in line with expectations. ETNet reported that revenue fell 48% year on year to RMB17.8 billion, but gross margin rose 1.4 percentage points to 14.3%, extending the improvement trend seen since 2025. Core net profit attributable to shareholders of the parent company declined 13.5% to RMB790 million, while the core net margin increased 1.8 percentage points to 4.4%. The report said C&D International booked RMB520 million in inventory impairment charges, up from RMB390 million a year earlier, while investment income from the completion of the Xiamen Hubinli project rose to RMB900 million from RMB400 million. Interest-bearing debt fell 10% year on year to RMB82.8 billion, with 46% of that from shareholder loans, while cash rose 10% to RMB61.8 billion. Its financing cost dropped 20 basis points from the start of the year to 3%, a record low. Sales for the first half of 2026 came in at RMB63.8 billion, down 10% year on year, but the company rose two places to No. 5 among China's top 100 developers. It had five lighthouse projects on sale, with an average sell-through rate of 67% as of end-August, and some prices were 10% to 15% above nearby rivals. C&D International also added land with a cost of RMB29.6 billion and potential value of RMB51.9 billion, and its available saleable resources stood at RMB209.2 billion at end-June.

Several Qatari liquefied natural gas tankers are heading back toward the Persian Gulf, according to Bloomberg, in a possible shift ahead of a resumption of exports through the Strait of Hormuz.

Goldman Sachs said China Merchants Bank's second-quarter results were solid, with pre-provision operating profit and net profit both beating its estimates, driven by stronger-than-expected fee income and investment gains. The bank said weak retail loan demand was offset by corporate lending, which supported overall credit growth and kept core earnings resilient. Goldman also said investors will continue to focus on retail asset quality and provision coverage, while noting that China Merchants Bank's 14.1% CET1 ratio, ongoing capital accumulation and steady balance-sheet growth should support shareholder returns over time, according to ETNet. Goldman raised its 2026-2028 operating profit forecasts for China Merchants Bank by an average of 2.6% and kept its buy rating on the lender's A shares and H shares. It lifted the H-share target price to HK$59.28 from HK$52.49 and the A-share target price to RMB55.24 from RMB53.81.

Fomo co-founder Se Yong posted on X that “nfts are back” and shared two NFT images. According to Odaily, he also said in the comments that while some people like to use profits to buy watches, he personally prefers digital products. Community members speculated that Se Yong may be hinting that Fomo could support NFT trading in the future.

ETH could trigger $829 million in cumulative long liquidations on major centralized exchanges if it falls below $2,372, according to Coinglass data. According to ChainCatcher, if ETH rises above $2,621, cumulative short liquidations on major CEXs would reach $606 million.

Binance Futures will end the Last Price Protected (LPP) period on the USDⓈ-Margined TACUSDT Perpetual Contract, with the Mark Price shifting gradually from the LPP mechanism to the standard Mark Price calculation starting 2026-09-07 06:00 (UTC), according to a Binance announcement. The transition may take up to three hours depending on price volatility and the availability of a stable index price, and uses a mark price smoothing process to limit sudden moves. Trading is not affected during the transition, and open orders and positions will not be cancelled. Once the LPP period ends, the Mark Price will be calculated as the median of Price 1, Price 2 and the Contract Price, following the standard USDⓈ-Margined Futures formulas. The funding rate will then revert to standard perpetual contract rules, with the funding rate cap widening from +0.005%/-0.005% to +2.00%/-2.00% at 2026-09-07 06:00 (UTC): the cap stays at +0.005%/-0.005% as of 04:00 UTC and moves to +2.000%/-2.000% from 08:00 UTC onward. The funding interval will change from every four hours to every one hour once a funding settlement reaches the +2.00%/-2.00% cap. Binance said it may adjust the contract's specifications — including funding fee, tick size, maximum leverage, and initial and maintenance margin requirements — from time to time based on market risk conditions, and that the English version prevails over any translations.

Emerging market stocks rose at the start of the week, with heavyweight technology shares lifted by optimism around a new artificial intelligence model offsetting the drag from higher oil prices. According to Sina Finance, the MSCI Emerging Markets Index climbed as much as 1.4% on Monday, its highest since June 26, while South Korea's benchmark index jumped more than 3%. The emerging market currency index rose 0.1% and has gained in 12 of the past 13 trading days. Technology was the best-performing sector in the index, following Friday's rally in U.S. chip stocks. OpenAI announced a new-generation technology, GPT-6, on Friday and described it as a key milestone toward artificial general intelligence. Oil prices rose after attacks on tankers in the Strait of Hormuz involving the United States and Iran, while strong U.S. jobs data fueled bets that the Federal Reserve may soon raise interest rates, leaving most other sector indexes lower. Wee Khoon Chong, senior Asia-Pacific market strategist at Bank of New York Mellon in Hong Kong, said technology shares outweighed the negative impact of higher crude prices.

베를린 주 정부는 ‘라이시다(Rhysida)’ 해커들이 두 개 부서의 민감한 데이터를 탈취한 후, 200만 유로(230만 달러)의 몸값 지불을 거부했다. 이 해커 집단은 이후 다크웹에 약 5.8테라바이트 분량의 데이터를 공개했으며, 당국은 현재 어떤 정보가 유출되었는지 조사 중이다.

"A Meme Coin"이 단숨에 1억 달러를 돌파했다. 로빈후드가 체인상의 밈 코인을 미국 주식과 매칭하는 새로운 방식과, 이로 인해 촉발된 업계 전쟁.

Meme, Robinhood Chain, Hyperliquid, DEX, FOMO가 큰 인기를 끌고 있지만, FOMO에 휩쓸리지 말 것을 권합니다. 골든파이낸스에 따르면, 대다수의 사람들은 손실을 보고 있으며, 오직 플랫폼과 대형 투자자들만이 꾸준히 수익을 올리고 있습니다.

OpenAI 수석 과학자가 ‘An Alien Mind(외계인의 마음)’라는 제목의 장문을 발표했다. 이 글은 AI가 ‘만들어지는’ 것이 아니라 ‘키워지는’ 것이라고 주장한다. 또한 AI를 만든 사람조차도 그것을 완전히 이해하지는 못한다고 한다.

Rhysida는 다크웹에 베를린 주 정부에서 유출된 1,439,893건의 문서를 공개했으며, 총 용량은 약 6 테라바이트에 달한다.

OpenAI는 자사 내부에서 AI 모델이 연구 개발을 가속화한 상세한 데이터를 공개했다. 또한 OpenAI는 ‘자동화된 AI 연구 인턴’ 목표를 달성했다고 공식 발표했으며, 2028년까지 완전히 자동화된 AI 연구원을 구현할 것이라고 밝혔다.

겉으로 보기에는 견조해 보이는 미국의 고용 지표가 곧바로 시장이 9월 연방준비제도(Fed)의 금리 인상 가능성을 더 높게 반영하는 결과로 이어졌다. 이러한 대비는 현재의 미국 통화정책 체계, 고용 지표의 내재적 구조, 그리고 통계 수정 메커니즘이 복합적으로 작용한 결과이다.

지난 1년 동안, 전 세계에서 가장 과감한 기술 기업들은 AI 에이전트를 대규모로 현장에 투입하는 조직적 실험을 조용히 진행해 왔다.

AI는 CISO의 역할을 근본적으로 변화시켰습니다. 서버실 전문가에서 CEO와 직접 소통하는 이사회 임원급 인사로 거듭난 것입니다.

토큰화된 주식, RWA, 스테이블코인, DeFi, AI 에이전트, 금융 컨테이너: 자본 시장의 토큰화. 골든파이낸스, 자본 시장에서 토큰은 글로벌 무역에서 컨테이너와 같은 역할을 할 것이다.