According to CNBC, the one-month rolling correlation between front-month West Texas Intermediate crude and the 10-year Treasury yield has risen to 0.96, the strongest positive relationship since June 2019 and before that October 2014. The synchronized move comes as oil prices have surged on conflict in the Middle East, while the benchmark 10-year Treasury yield briefly topped 5% Monday for the first time since October 2023. Billy Leung, investment strategist at Global X ETFs, said a further rise in oil would transmit more directly into financial conditions by lifting inflation expectations, delaying Federal Reserve easing and raising the discount rate applied to equities and credit. Ed Yardeni, president of Yardeni Research, said higher oil prices would point to higher bond yields and inflation expectations, increasing the odds of a tightening cycle and potentially two or three more rate hikes. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, said he sees a bond bear market ahead and does not see anything stopping the rise in oil and natural gas prices. Andy Lipow, president of Lipow Oil Associates, said higher energy prices feed into gasoline costs and into goods and services transported by truck and rail, while higher Treasury yields raise borrowing costs for mortgages, auto loans and other financing. He also said the combination is bad news for consumers and can increase financing costs for inventories and investment, including capital-intensive artificial intelligence buildouts and related energy infrastructure. Leung said the 0.96 correlation is unusually high but could unwind if geopolitical tensions ease or growth fears take over.

Xiaomi Group (01810) partner and president Lu Weibing said on Weibo that the new Xiaomi 18 Pro series will be launched this month, calling it the biggest upgrade in the company’s digital series to date, according to ETNet. Lu said the Xiaomi 18 Pro series will see significant improvements in performance, imaging, battery life and AI capabilities. He also highlighted Xiaomi’s proprietary “Magic Back Screen,” saying daily use of app cards on the rear display exceeded 4 million times last year and wallpaper additions topped 3.5 million times in a single day. Lu said user demand for the rear screen is diverse and that Xiaomi will adopt a more advanced solution this year to make the experience much richer.

Doubao’s second-generation phone uses an edge-cloud collaboration approach in both its earlier technical preview and its consumer version. According to ChainCatcher, the phone assistant prioritizes on-device processing, but complex tasks that require cloud support are handled with a minimized data-upload approach. The overall edge-cloud collaboration design has not changed.

The UK House of Lords passed an amendment by 194 votes to 138 requiring the Treasury to draft, publish, and consult on a national digital asset strategy within 12 months of the Financial Services and Markets Act taking effect. According to Odaily, the strategy must cover crypto assets, qualifying stablecoins, central bank digital currencies, tokenized securities, and other digital financial assets, while also reviewing access to banking, payments, and settlement services and the risks to competition and innovation from withdrawing those services. The bill still needs a third reading in the House of Lords on September 15 before moving to the House of Commons. The Financial Conduct Authority completed rules and guidance for the new crypto asset regulatory regime on June 30, with the authorization application channel set to open on September 30, 2026, and the regime due to take effect on October 25, 2027.

Nickel Industries Ltd. halted the ramp-up of one of its Indonesian processing plants because of water shortages, according to Bloomberg. The disruption comes as an El Niño-linked drought hurts output in Indonesia, the world’s top nickel producer.

As of 9:30 a.m. on September 15, JD.com platform data showed that preorders for Nubia's NaviX Ultra had exceeded 360,000 units. The phone is equipped with the consumer version of Doubao Mobile Assistant and is positioned around a new AI interaction experience, according to Jiemian News. Nubia said the device will be officially launched on September 16.

SB Energy Inc., a data center company backed by SoftBank Group Corp., is seeking to raise as much as $500 million in the Japanese portion of its planned initial public offering in the US, according to Bloomberg. The company is tapping Japan’s deep pools of capital after other major deals.

South Korea plans to reduce new transmission towers by as much as 40% and bury more power lines underground as it expands the electricity grid, according to Bloomberg. The move is aimed at meeting rising demand from data centers and semiconductor plants.

CK Hutchison Holdings (00001) recorded a cross trade of 3.064 million shares at 10:36 AM, with the shares changing hands at HK$67.75 each, 2.2% below the previous close, involving HK$208 million, according to ETNet. The stock was down 2.2% at HK$67.75. Turnover reached 4.8409 million shares worth HK$328 million, with active buying versus selling at 49:51 and net active selling of HK$1.4823 million.

오늘 정말로 물어야 할 질문은, AI의 성장세가 언제 둔화될지가 아닐지도 모릅니다. 오히려 전 세계가 마침내 함께 브레이크를 밟기로 하기 전에, 우리가 또 어떤 과정을 겪어야 할 것인가 하는 점일 것입니다.

AI의 발전 속도는 모든 사람의 예상을 훨씬 뛰어넘었습니다. 최첨단 인공지능은 개방적이고 저렴한 방식으로 모든 사람에게 제공되어야 합니다.

10개 팀이 Hyperliquid에 자체 퍼페추얼 시장을 등록했으며, 대부분은 이를 위해 약 4,000만 달러 상당의 HYPE를 잠궜습니다. 그중 한 팀이 거래량의 97.8%를 차지하고 있으며, 최근 한 달 동안 44% 하락했습니다. 나머지 9개 팀이 무엇을 매수했는지에 대한 수치는 모두 온체인 데이터에서 가져온 것입니다.

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?