Anthropic,AI Agent,LLM,Claude,Token,Fable 5.1来了 号称全球最强 Anthropic也开始卷“缓存价格” 金色财经,缓存价格降75%。

China Resources Land reported first-half 2026 core net profit of 10.16 billion yuan, up 1.6% year on year, even as total revenue fell 28.5% to 67.87 billion yuan and attributable net profit dropped 17.16% to 9.84 billion yuan, according to Jiemian News. The company said recurring businesses, including shopping malls, office buildings, hotels and property management, generated 22.61 billion yuan in revenue, up 9.9%, and 6.65 billion yuan in core net profit, up 10.4%, lifting their share of core profit to 65.5%. Development sales remained under pressure, with revenue down 39.1% to 45.26 billion yuan and settled area down 38.3% to 1.98 million square meters. Contracted sales, however, rose 5.6% to 116.5 billion yuan, while contracted area fell 23.2% to 3.16 million square meters. The company said its gross margin for residential development was 10%, compared with 73.3% for operating property leasing, and overall gross margin improved 1.4 percentage points to 25.4%. Chairman Li Xin said the company had completed an upgrade from a first growth curve centered on residential development to a second growth curve focused on urban investment, development and operations. As of June 30, China Resources Land had 271.18 billion yuan in borrowings, 98.91 billion yuan in cash and a net gearing ratio of 41%. Its weighted average financing cost fell 9 basis points from the end of 2025 to 2.63%. The company added 16 projects in the first half, with 32.49 billion yuan in attributable investment, and 99% of that investment was in first- and second-tier cities. It also said total land reserves reached 39.23 million square meters. The results came after China's Ministry of Housing and Urban-Rural Development, China's Ministry of Natural Resources and China's National Financial Regulatory Administration issued a notice on August 28 to improve the commercial housing sales system, alongside supporting credit and capital market measures. China Resources Land President Xu Rong said the policy could help stabilize new-home supply and prices, protect buyers' rights and push the industry toward quality-led competition.

Morgan Stanley kept its Overweight rating on China Resources Mixc Lifestyle (01209) and nudged its target price up from HK$48.02 to HK$48.06, according to ETNet. The broker cut its 2026-28 earnings per share forecasts by 0.5%, 1.2% and 2.5%, citing a solid first-half 2026 performance, slower retail sales growth amid a nationwide consumption headwind despite resilient commercial management business, and a lower selling and administrative expense ratio driven by ongoing cost-efficiency measures. It said the revised target price is based on a 4.7% 2026 forecast dividend yield and a 100% payout ratio, implying a 20 times 2027 forecast price-to-earnings ratio.

According to Jin10, New Zealand's RBNZ Chair Breman said the official cash rate (OCR) may be raised further and that the impact of previous rate hikes will be assessed.

According to Jin10, market sources said Honda plans to cut the cost of some key components, including software-defined vehicles, by 30%.

According to Jin10, market sources said documents show Honda plans to cut 1.5 trillion yen in costs by 2030.

Bank of America cut its target price on Nio (09866) to HK$40 from HK$47 in Hong Kong and to $5.2 from $6 in the U.S., while keeping a Neutral rating, according to ETNet. The bank said Nio's second-quarter revenue was broadly in line with market expectations, but gross margin came in slightly below forecasts and non-GAAP net profit missed estimates due to a higher operating expense ratio. Management remained upbeat on demand for the ES8 and ES9 models. It also expects per-vehicle costs to rise by RMB 2,000 to RMB 3,000 in the second half, while aiming to keep automotive gross margin stable. Bank of America cut its 2026-28 sales forecasts for the company by 8% to 12%, lowered gross margin estimates by 0.2 to 0.5 percentage points, and reduced non-GAAP net profit forecasts by 27% to 54%. It said intensifying competition, the end of subsidies and higher raw material costs are pressuring profit margins.

S&P Dow Jones Indices and Kaiko announced on September 1, 2026, that they will integrate their digital asset index products into a co-branded series called S&P Kaiko Digital Asset Indices. According to ChainCatcher, Kaiko's digital asset reference rates and multi-asset indices, together with S&P DJI's existing crypto indices, will be renamed under the S&P Kaiko brand. The series will be powered by Kaiko's crypto-native data infrastructure and market expertise, while S&P DJI will handle global licensing, distribution, and benchmark administration. At launch, the suite covers more than 4,000 rates and indices across digital asset categories. Existing financial products benchmarked to Kaiko reference rates and multi-asset indices may use the new S&P Kaiko brand. Kaiko Indices, S.A. will keep its existing brand and BMR registration. S&P Dow Jones Indices Chief Product and Operations Officer Cameron Drinkwater said the integration is intended to raise digital asset benchmark standards through transparency, rigor, and market relevance. Kaiko CEO Ambre Soubiran said the move gives institutions credibility, distribution reach, and data precision.

Astra is the first OpenAI model formally classified as Critical under the company's Preparedness Framework — the highest cybersecurity capability designation

Xinyi Solar Holdings (00968) fell more than 3% to HK$2.115, a one-month low, with turnover of 13.61 million shares worth HK$29.18 million, according to ETNet. The stock was down 12.2% over three straight sessions. The Hang Seng Index was last at 25,061, down 268 points, or 1.1%.

Singapore is reconsidering a key pillar of its stablecoin policy, opening the door for certain foreign-issued and jointly issued tokens to potentially qualify under its regulatory framework.

BTC重新站上并远离200日均线，市场普遍低配、空头集中，已经符合牛市初期特征；当前更像熊市中后期，真正进入牛市仍需等待美元流动性、财政政策与美债市场给出明确信号。

人工智能,AI Agent,AI编程的系统性风险与四层防御体系 金色财经,驯服AI编程中的幻觉：从工程化治理到系统确定性。

永续合约,DeFi,期权,Perp DEX,加密货币,加密期权：当下是否是布局窗口？ 金色财经,当下真正的变化是什么？这真的是加密期权的拐点吗？

预测市场已经不是两家公司的专场，加密交易所和链上协议都在往里挤。

主动放弃了卖币的自由，反而获得了无须被迫卖币的自由。

美国家庭股票配置比例处于历史高位，股票估值已经定价了超高增长预期；加密资产完成熊市出清之后，有望提供差异化的投资机会，当前具备不错的入场窗口。

“美联储传声筒”称，原本被视为短期冲击的能源危机迟迟不退，美联储9月会议越来越棘手。10年期美债收益率飙至特朗普任内最高：一场打不完的战争，正把美联储逼到墙角。