从“船漏水”到爆火，腾讯AI的逆转速度超出市场预期。

An economist at global recruitment portal Indeed said risks in Australia’s labor market were not sufficient to prevent another interest rate increase. According to Jin10, Indeed economist Callam Pickering said the number of job advertisements in Australia had been relatively stable over the past year, but hiring demand could slow for the rest of this year as the economy continued to face challenges. Pickering added that while the labor market could not be considered strong, it was also not “completely terrible.” He said that as early signs of strain emerged, the labor market had become an increasingly important factor for the Reserve Bank of Australia in recent months. However, he said these signs of strain were still not enough to stop the RBA from raising rates again.

对投资者来说，接下来两个月真正该盯紧的是财报季里的资本开支指引和存储涨价兑现节奏，这才是仓位反转与否的真正开关。

Some Hong Kong-listed technology stocks weakened after the market opened following a report that Samsung Electronics plans to raise DRAM product prices by about 20% in the third quarter. According to Odaily, Sunny Optical Technology fell more than 4%, while Lenovo Group declined 3.4%.

South Korea’s Kospi jumped as much as 2.7% on Monday, led by chipmakers Samsung Electronics and SK Hynix ahead of closely watched earnings. The index briefly traded above 8,300 points before easing toward 8,150, according to BeInCrypto, while Japan’s Nikkei 225 rose 0.73% and broke above 70,000 as regional chip stocks rallied. Samsung climbed as much as 4% and SK Hynix rose up to 1.8%; Kioxia gained nearly 1% in Japan, while SoftBank fell more than 2%. The won weakened to 1,533.90 per dollar, down 8.3 won from Friday’s close. Traders are also positioning ahead of SpaceX’s Nasdaq 100 inclusion on Tuesday; Samsung’s preliminary second-quarter results are due Tuesday.

China’s ChiNext Index rose 1%, while the Shenzhen Component Index gained 0.95% and the Shanghai Composite Index added 0.36%. According to Jin10, concept sectors tied to lab-grown diamonds, titanium dioxide, and gold posted the strongest gains.

Tiger Research advised real-world asset (RWA) firms operating in less-regulated markets to consider expanding overseas as the tokenization market grew to between $25 billion and $36 billion in the first half of 2026. According to NS3.AI, the firm outlined three main paths for companies navigating uncertain regulatory environments: waiting for domestic laws to be established, using regulatory sandboxes where available, or pursuing overseas expansion. Tiger Research said these options could help firms continue operating and scaling while regulatory frameworks develop in their home markets.

Asian stocks and US equity-index futures pared their initial gains Monday as technology shares lost momentum, according to Bloomberg. The dollar strengthened and crude oil trimmed its earlier drop.

Hong Kong-listed auto stocks moved higher, led by Leapmotor (09863.HK), which rose 5.6%. According to Jin10, XPeng (09868.HK) gained 3.6%, while Geely Automobile (00175.HK) was up more than 3%.

Patients infected with the Bundibugyo strain of Ebola have begun receiving experimental treatments in a clinical trial in the Democratic Republic of Congo, according to Bloomberg. The trial aims to improve care for the rare viral disease, which has killed more than 500 people in the country.

大摩维持全年不加息基准预测，并直言「AI 必然导致降息」的流行叙事「几乎肯定是错误的」。

一个于1998年为测试目的创建、且从未经过妥善匿名处理的数据集，泄露了7万名新加坡公民的姓名、国民身份证号码和地址——这些信息在IBM管理的云环境中隐匿了近三十年，却一直未被发现。

加息叙事的修正叠加市场流动性层面的边际变化，有望催化部分有业绩支撑的非AI板块的修复。

印度股市凭借与AI主题的低关联度，成为新兴市场组合中分散风险的对冲工具，资金配置逻辑从“劣势”转为“优势”。

一位据其自述曾在 Scale AI、DeepMind、OpenAI、Google 等公司工作、如今参与智能体原生公司的创业者，在一篇英文长文中重新给年轻人写了一份职业建议。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。

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加密分析师 Dennis Liu（又名 VirtualBacon）近日参加《The Rollup》播客专访。