According to Jin10, DB Financial Investment analyst Seungyeon Seo said SK Hynix's third-quarter operating profit may fall below market expectations because of unfavorable exchange-rate factors, but its earnings trajectory remains solid. The analyst expects operating profit for the July-September quarter to reach 76.535 trillion won, below the market forecast of 79.948 trillion won, as a stronger won may weigh on dollar-denominated revenue. He also expects the company to maintain solid earnings growth in 2026 and 2027, driven by strong shipments of HBM4 products for AI data servers, and said HBM4 prices are expected to rise 70% year on year in 2027 amid tight global AI chip supply.

Ruibo Biotech (06938) said its shares have been added to the Hang Seng Composite Index and the list of securities eligible for southbound trading via Stock Connect, effective September 7, 2026. ETNet reported that the inclusion covers both Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect southbound trading lists.

Silicon Valley angel investor Liron Shapira said on X that he assigns a 50% probability to Bitcoin falling more than 50% within the next two years, arguing that AI could undermine the security and stability assumptions once associated with BTC. According to ChainCatcher, Ethereum co-founder Vitalik Buterin pushed back, saying he is optimistic about long-term network security and believes the main challenge is navigating the transition period smoothly. Buterin added that Bitcoin can handle problems that do not require social consensus, such as client and mining pool upgrades to address network-layer attacks, and said the chance of a hash algorithm or proof-of-work mechanism being truly broken is extremely small. He also said he would have liked to make a bet, but noted that about 90% of his net worth is already tied to that wager.

Silicon Valley angel investor Liron Shapira said on X that he is 50% confident Bitcoin will fall more than 50% within the next two years because AI could undermine the security and stability guarantees people once associated with BTC. According to Odaily, Ethereum co-founder Vitalik Buterin said he holds the opposite view, arguing that network security looks strong over the long term and that the main challenge is navigating the transition period smoothly.

On September 7, the China Plastic Processing Industry Association issued an initiative warning the separator industry against blind capacity expansion and urging rational development, according to Jiemian News. The association said the sector has recovered somewhat after a period of market adjustment, but a new wave of investment is emerging as sentiment improves, raising the risk of another supply glut if new capacity outpaces demand. The association said separator manufacturing is capital-intensive, with long construction cycles, high equipment spending and difficult ramp-up periods. It warned that overseas expansion is not a simple way to absorb excess domestic capacity because foreign markets face higher barriers on trade, compliance, carbon footprints and local production requirements. The group said the market’s real shortage is in ultra-thin, high-safety and differentiated products for new battery systems, while standard base films and commoditized coated products already face clear supply pressure. It urged companies to avoid scale-first expansion, focus more investment on upgrading existing lines, process improvements and high-end product development, and carefully assess overseas risks before building plants abroad. The association also said it will monitor capacity and project pipelines, issue supply-demand risk alerts and promote information sharing across the industry. It called on local governments to respect industrial development rules and avoid encouraging low-end, repetitive separator projects.

Japan's spot power price rose to 24.13 yen per kilowatt-hour on Monday. According to Sina Finance, LNG prices remained elevated, and an approaching typhoon is expected to curb solar power generation this week. Japan's next-day power price also hit its highest level since Wednesday, despite cloudy weather nationwide that brought temperatures down. According to Sina Finance, the main Northeast Asia LNG spot benchmark JKM stayed high at $24.025 per million British thermal units amid market concerns that disruption to shipping through the Strait of Hormuz could persist for a long time. European gas prices also rose on Monday, with power prices in Europe climbing to 75.005 euros per megawatt-hour, or $87.12. According to Sina Finance, Japan's Meteorological Agency said typhoons and cloudy weather this week may bring heavy rain to Japan and push temperatures below 30 degrees Celsius. The agency issued landslide and heavy-rain warnings for Chiba Prefecture on Monday, with 24-hour rainfall there expected to reach 80 millimeters. According to Sina Finance, forecasters expect Tokyo temperatures to fall to 27-31 degrees Celsius this week, while temperatures in central and Hokuriku regions may drop below 24 degrees Celsius. Typhoon Koro-wan is currently circling near Okinawa and is expected to move toward the coast of Kyushu on Tuesday. According to Sina Finance, cloudy weather is expected to keep this week's solar power output below the 30-day historical average, with peak output in eastern Japan forecast at 15,060 megawatts on Saturday and 24,581 megawatts in western Japan.

AEON (00984) said it has signed a conditional new lease for certain properties at Whampoa Garden, with a term of nine years from May 1, 2026 to April 30, 2035, according to ETNet. The lease covers part of the ground floor and basement level 1 of the commercial podium at Phase 5 and Phase 6 of Whampoa Garden, with a lettable area of about 184,000 square feet. The new lease is subject to execution by landlord Glenfuir Investments Limited, a subsidiary of Cheung Kong Holdings.

Tongguan Gold (00340) said its shares have been included in the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect eligible securities lists, effective September 7, 2026. ETNet reported that the announcement was made in a brief on the 7th.

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.