According to Reuters, HKET and Korea Herald, Asian chip and tech shares led a broad regional advance at midday Monday, powered by a 3.38% jump in Wall Street's PHLX semiconductor index on Friday, though Hong Kong lagged and oil edged higher after fresh U.S.-Iran clashes in the Gulf. Tokyo's Nikkei 225 rebounded about 2.2%, standing at 66,209.45 as of 04:32 UTC, up 1,188.51 points, or 1.83%, recovering last week's decline. Tokyo Electron gained 4.35% and Advantest added 3.93%, while Sony eased 2.99%. Markets are pricing a 75% chance the Bank of Japan raises rates by a quarter point at its September 18 meeting. Seoul's KOSPI rallied roughly 3.1%, trading at 6,929.66 as of 04:32 UTC, up 242.45 points, or 3.63%, on tech strength. SK Hynix advanced 6.62% and Samsung Electronics rose 4.60%. Some traders cited Goldman Sachs's long-standing call for a further rise in the index toward 12,000. Hong Kong stocks bucked the regional trend, with the Hang Seng half-day at 25,402.73, down 0.97%, and the Hang Seng Tech Index off 1% at 4,524. Baidu fell more than 5% and Xiaomi slid about 4% ahead of a product launch, while newly promoted blue chip Hua Hong Semiconductor rose about 5%. Taiwan's TAIEX climbed to 47,263.95 as of 04:32 UTC, up 712.82 points, or 1.53%, having spiked as much as 878.45 points to an intraday 47,429.58. MediaTek touched its 10% limit-up at NT$4,855 on Nvidia AI ASIC demand, contributing over 200 index points, while UMC locked limit-up; Largan dropped below NT$7,000 after a European brokerage cut it to sell. In mainland China, the Shanghai Composite eased 0.24% to 3,920.70 by the midday break while the Shenzhen Component rose 1.38% to 13,703.21 and the ChiNext Index gained 2.63% to 3,373.12, as computing-hardware names led; CPO play Guanghe Technology rose more than 13%.

波兰试图建立国内加密货币行业监管框架的努力再次遭遇阻碍，议员们未能推翻卡罗尔·纳夫罗茨基总统对一项立法的否决，该立法旨在使该国市场完全符合欧盟《加密资产市场条例》（MiCA）的规定。

Solana NFT project BOOGLE said on X that fomo co-founder Se Yong bought BOOGLE #041 through an over-the-counter transaction for 850 SOL. According to Odaily, the purchase was valued at about $89,000. The report also said the market had speculated that fomo may support NFT trading in the future.

Robinhood Chain recorded about 4.11 million transactions on September 6, down about 40.7% from the previous day. According to Odaily, DEX trading volume also fell to about $1.3 billion, more than 60% below its earlier peak.

According to Jin10, the World Gold Council said gold’s annualized return is about 5% and that the long-term trend is supported by wealth-preservation demand. The council, together with 12 retail brands including Caibai Jewelry, Chow Tai Fook, Chow Sang Sang, and Lao Feng Xiang, recently released the 2026 China Gold Jewelry Retail Trend Insights and answered questions from reporters on the evolution of hard pure gold products and changes in gold jewelry consumption structure. Wang Lixin, chief executive of the World Gold Council's China region, said hard pure gold is still in its early stage and has huge room for growth. The council said China's gold jewelry market is undergoing a typical pattern of higher prices and lower volumes, with gold jewelry consumption in the first half of 2026 falling 30% year on year to 136 tons, while total consumption value rose 5% to 143.7 billion yuan. It also said store consolidation is continuing, self-purchase and self-reward demand has risen for three consecutive years, and consumption is shifting from important-occasion purchases to everyday purchases.

According to the BBC, Australia is set to propose draft legislation this week that would let users switch off social media algorithms, with Communications Minister Anika Wells saying tech firms such as Meta, Google and TikTok could face substantial penalties if they do not provide the option. Wells said the government is seeking expert advice on whether users should have to opt in or opt out of algorithm-driven feeds, and said the draft laws would also require platforms to stop harmful content, including illegal pornography and videos promoting disordered eating, from being shared.

如果未来几个月价格继续创新高，而稳定币规模、链上交易和协议收入没有明显改善，那么这轮行情更多还是金融市场的重新定价，而不是行业复苏。

Jefferies kept a Hold rating on Zhipu (02513) but cut its target price to HK$1,183.79 from HK$1,299.8, implying 8.9% downside, according to ETNet. The broker said Zhipu AI's guidance for $2.4 billion in annual recurring revenue by end-2026 beat market expectations, but it questioned the sustainability of that growth. Jefferies cited a high base in August after the reopening of Coding Plan and the launch of new models, uneven growth in computing supply, and high customer concentration with low switching costs. Jefferies said two major customers each contribute more than $250 million in annual recurring revenue, accounting for at least 31% of total ARR. It also expects gross margin pressure in the second half as the newly launched domestic chip cluster remains in a rapid expansion phase and equipment utilization is still immature, lifting early-stage costs. The broker added that Coding Plan subscriptions resumed on July 31 after a suspension in the first half, but the subscription model is less profitable than token-based APIs even after price increases. Jefferies raised its 2026-2029 revenue forecasts for Zhipu by 37% to 119% and cut net loss estimates by 14% to 21%, but lowered the cloud business price-to-sales multiple to 30 times from 50 times based on 2026 ARR. It said the revised target price leaves about 10% upside and therefore maintained the Hold rating.

在Rhysida黑客从两个部门窃取敏感数据后，柏林州政府拒绝支付200万欧元（230万美元）的赎金。该组织随后在暗网上公布了约5.8太字节的数据，目前当局正在调查哪些信息遭到了泄露。

"A Meme Coin"速通1亿美元，Robinhood链上meme币配对美股的新玩法，以及它引爆的行业大战。

Meme,Robinhood Chain,Hyperliquid,DEX,Fomo很火 但劝你别Fomo 金色财经,大多数人是亏的，只有平台和大户稳稳赚钱。

OpenAI首席科学家发布长文——An Alien Mind（一个异星心智）。文章认为，AI是养出来的，不是造出来的。造它的人也不完全懂它。

Rhysida 在暗网公开了来自柏林州政府的 1,439,893 个文件，总容量近 6 太字节

OpenAI公开了AI模型在自家内部加速科研的详细数据。此外OpenAI正式宣布已达成「自动化AI研究实习生」的目标，并在2028年实现完全自动化的AI研究人员。

美国表面强劲的就业数字迅速转化为市场对美联储可能在9月加息的定价上调。这一反差是当前美国货币政策框架、就业数据内在结构与统计修订机制共同作用的结果。

过去一年，全球最激进的一批科技公司正在悄悄进行组织实验：让AI Agent大规模上岗。