Two Hong Kong-listed GPU names fell on Friday, with Tensordom (09903) down 1.7% to HK$315.4 and Biren Technology (06082) down 3.7% to HK$36.08, according to ETNet. Tensordom has now fallen for six straight sessions, while Biren has declined for two. Suiyuan Technology, another member of the so-called domestic GPU quartet, listed on Shanghai's STAR Market and opened at RMB410, more than 1.88 times its issue price of RMB142.18. Based on 500 shares per lot, each winning lot would have gained RMB133,900 before fees. According to its prospectus, Suiyuan Technology raised an estimated RMB6.12 billion and had an implied post-listing market value of about RMB61.2 billion. The offering represented 10% of its enlarged share capital, while the final strategic placement covered 8.607 million shares, or about 20% of the total issue. The company said the proceeds will fund research, development and industrialisation of its fifth- and sixth-generation AI chip products, as well as advanced AI hardware-software co-innovation projects. The Hang Seng Index was down 282 points, or 1.1%, at 24,671. Mainboard turnover topped HK$48.4 billion. The Hang Seng China Enterprises Index fell 77 points, or 0.9%, to 8,196, while the Hang Seng Tech Index dropped 41 points, or 1%, to 4,288.

According to Jin10, Hong Kong optical communication stocks strengthened against the broader market, with Haiguang Xinzheng (01191.HK) rising more than 6.5%, Zhongji Innolight (03308.HK) rising more than 4%, Sunny Optical Technology (02382.HK) rising more than 2.5%, and Yangtze Optical Fibre and Cable Joint Stock Limited Company (06869.HK) and Cambridge Technology (06166.HK) both rising 2%.

Hong Kong stocks opened lower on Wednesday, with the Hang Seng Index down 236 points, or 0.95%, at 24,718, according to Ming Pao. Turnover on the main board was HK$3.2 billion. The Hang Seng China Enterprises Index fell 77 points, or 0.94%, to 8,197, while the Hang Seng Tech Index opened at 4,271, down 1.36%. Advancers accounted for 5.15% of stocks, decliners 12.88%, and 81.96% were unchanged.

China's Ministry of Industry and Information Technology has released an implementation plan for a special "AI+software" initiative, with a goal of significantly raising the intelligence level of the software and information technology services industry by 2028, Bloomberg reported. The plan also aims to cultivate a group of high-level intelligent programming tools and intelligent development platforms.

Forward Industries said its general counsel, Georgia Quinn, responded to SEC Commissioner Hester Peirce’s July 22, 2026 statement, "Headstands and Summervaults," with a proposed three-tier regulatory framework for vaults centered on the degree of management discretion. According to ChainCatcher, the framework divides vaults into Type I Use, where developers provide ready-to-use software and users configure parameters themselves without registration; Type II Follow, modeled on the SEC’s 2013 AngelList no-action letter and requiring conditions such as co-investment and disclosures without investment adviser registration; and Type III Advised, which involves active management and would require registration or an exemption, with joint SEC and CFTC oversight suggested to avoid overlapping compliance obligations. The proposal also sets five baseline requirements for all vaults: conflict-of-interest disclosure, public code audits, exclusion of disqualified persons, application of anti-fraud rules, and state law preemption. It said Peirce’s statement did not mention the CFTC and argued that cross-agency oversight of mixed-asset vaults still needs to be resolved by the SEC and CFTC.

London Metal Exchange data released on Thursday showed that the share of deliverable China-origin copper in LME warehouses rose from 42% in the previous month to 44% in August, while total deliverable inventories increased. According to Sina Finance, total deliverable copper inventories in LME warehouses rose to 111,175 tons by the end of August from 101,425 tons at the end of July. Deliverable China-origin copper inventories increased by 6,350 tons to 49,400 tons. According to Sina Finance, investors had previously rushed to cover short positions, pushing nearby copper futures into a steep premium and drawing some copper into LME warehouses. Russian-origin aluminum accounted for 95% of LME deliverable aluminum inventories in August, unchanged from the previous month, even as inventories edged down by 2,750 tons to 230,050 tons. According to Sina Finance, the share of China-origin nickel in LME deliverable nickel inventories remained unchanged at 70% by the end of August.

Barclays traders reportedly worried about being left in an information blind spot around this year’s Federal Reserve rate decisions and other busy market periods. According to Sina Finance, six people with direct knowledge said one of the bank’s long-used risk engines has been failing frequently. The platform, called Beowulf, has reportedly hindered traders in foreign-exchange derivatives such as options and forwards. The people familiar with the matter said rates derivatives traders were also affected, although disruptions in those assets were usually shorter. Barclays said its trading platforms continue to provide reliable support to clients under a range of market conditions. In an emailed statement, the bank said stability-related incidents had fallen by more than 70% over the past four years and that it had found no evidence linking Federal Reserve announcements to platform outages.

Hansoh Pharmaceutical (03692) fell 3.00% to HK$32.34 at 9:49 AM and has declined for four straight sessions, with a cumulative loss of 10.86%, according to ETNet. BrainAurora-B (06681) rose 9.45% to HK$1.39 and hit a record low, with active buy-sell ratio at 61:39.

China Securities Regulatory Commission data show that since the rollout of the new 'Nine Guidelines,' listed companies have cumulatively paid out dividends and repurchases worth more than 7 trillion yuan, with more than 2,000 companies paying dividends for five consecutive years and more than 1,000 companies conducting interim dividends, according to Jiemian News. On September 11, China Merchants CSI Dividend ETF (515080) announced its third dividend of the year, paying 0.15 yuan per 10 shares, with a dividend yield of 0.92% and a record date of September 15. Jiemian News said the ETF's regular quarterly dividend reflects the broader rise in dividend frequency and amounts among A-share listed companies. It also noted that as of September 10, the 40-day return gap between the CSI Dividend Total Return Index and the Wind All A Index had narrowed to 8.91% from a July peak, suggesting the earlier rapid rally may be cooling. The report added that overseas government bond yields have risen since July on higher inflation expectations, while a widening China-U.S. yield spread may ease pressure on the yuan and support demand for high-dividend assets. CITIC Securities reiterated the appeal of high-dividend allocations and said investors could focus on banks, utilities, telecoms and property services, while seeing better value in steel, coal, nonferrous metals, retail and non-bank financials. China Securities (CSC Financial) suggested a three-layer balanced approach with dividends as the core holding, citing high-growth offensive positions, dividend core holdings such as shipping, non-bank financials and banks, and low-level rebalancing in oil and gas, basic chemicals, coal and agriculture. The ETF tracks the CSI Dividend Index, which selects 100 stocks with high cash dividend yields, at least three years of dividend continuity and sufficient scale and liquidity.

The last of China’s four leading domestic GPU makers has officially listed on the Shanghai Stock Exchange’s STAR Market, with an issue price of 142.18 yuan per share and total funds raised of about 6.119 billion yuan, according to Jiemian News. The company said the proceeds will mainly be used to develop and industrialize its fifth- and sixth-generation AI chip product lines, as well as an advanced AI hardware-software co-innovation project. The company focuses on DSA-architecture cloud AI chips and said it has developed four generations of architecture and five cloud AI chips over the past eight years, while the listing brings all four leading domestic GPU companies to the capital market. Jiemian News also noted that Southern Asset Management’s Zheng Xiaoxi is tracking semiconductor supply-chain opportunities, with her Southern Information Innovation Hybrid fund’s second-quarter 2026 report showing holdings including Jingce Electronic, Hwatsing Technology and Huahong Grace, while its Southern Semiconductor Industry Stock fund held companies including Kingsemi and Wavelength Opto-Electronic.

유명인이 발행한 코인은 결국 제로가 되는 운명을 피할 수 없으며, 밈(MEME) 열풍도 결국 사그라들게 마련이니, 투기 행위를 투자로 착각하지 마십시오.

TradeXYZ가 지속적으로 새로운 거래 시장을 추가함에 따라, 거래소 내 거래량에서 차지하는 비중이 꾸준히 증가하고 있습니다. 새로운 거래 시장이 하나 추가될 때마다 순 신규 사용자가 유입되며, 연중 수차례 발생한 거시적 요인들이 이러한 성장세를 더욱 가속화했습니다.

금요일 CPI 발표를 앞두고 채권 시장이 먼저 움직이기 시작했다. 10년물 미국 국채 수익률은 4.943%까지 상승했으며, 다음 주 연방준비제도(Fed)의 금리 인상 확률은 71%로 높아졌다. 시장은 연준이 다시 긴축 기조로 돌아설 수 있다는 우려를 나타내고 있으며, 진정한 관건은 CPI가 결정적인 한 방을 날릴 수 있을지 여부에 달려 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3178호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.

기계 결제 경로에서 자율 조달 네트워크에 이르기까지, ‘누가 구매자에게 장비를 공급할 것인가’를 둘러싼 인프라 전환이 이루어지고 있다.

골든파이낸스가 《골든 Web3.0 일간지》를 발행하여 AI, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

일본 국채 수익률이 30년 만에 처음으로 3%를 돌파하면서 전 세계적으로 경각심을 불러일으키고 있다.

Anthropic의 상장 직전, 주목할 만한 AI 토큰.

약 3억 2천만 달러 규모의 비정상적인 인출이 Liquid Network를 논란의 중심에 세웠다.

LAPTOP은 일부 TRUMP 손실 주소들에 2% 토큰을 지급했는데, 마치 지난번 실수를 만회하려는 듯했다. 하지만 극히 부족한 초기 유동성과 불균형한 토큰 분배로 인해, 피해자들은 다시 익숙한 ‘셀럽 코인’ 함정으로 빠져들게 되었다.