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。

According to Jin10, DB Financial Investment analyst Seungyeon Seo said SK Hynix's third-quarter operating profit may fall below market expectations because of unfavorable exchange-rate factors, but its earnings trajectory remains solid. The analyst expects operating profit for the July-September quarter to reach 76.535 trillion won, below the market forecast of 79.948 trillion won, as a stronger won may weigh on dollar-denominated revenue. He also expects the company to maintain solid earnings growth in 2026 and 2027, driven by strong shipments of HBM4 products for AI data servers, and said HBM4 prices are expected to rise 70% year on year in 2027 amid tight global AI chip supply.

Ruibo Biotech (06938) said its shares have been added to the Hang Seng Composite Index and the list of securities eligible for southbound trading via Stock Connect, effective September 7, 2026. ETNet reported that the inclusion covers both Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect southbound trading lists.

Silicon Valley angel investor Liron Shapira said on X that he assigns a 50% probability to Bitcoin falling more than 50% within the next two years, arguing that AI could undermine the security and stability assumptions once associated with BTC. According to ChainCatcher, Ethereum co-founder Vitalik Buterin pushed back, saying he is optimistic about long-term network security and believes the main challenge is navigating the transition period smoothly. Buterin added that Bitcoin can handle problems that do not require social consensus, such as client and mining pool upgrades to address network-layer attacks, and said the chance of a hash algorithm or proof-of-work mechanism being truly broken is extremely small. He also said he would have liked to make a bet, but noted that about 90% of his net worth is already tied to that wager.

Silicon Valley angel investor Liron Shapira said on X that he is 50% confident Bitcoin will fall more than 50% within the next two years because AI could undermine the security and stability guarantees people once associated with BTC. According to Odaily, Ethereum co-founder Vitalik Buterin said he holds the opposite view, arguing that network security looks strong over the long term and that the main challenge is navigating the transition period smoothly.

On September 7, the China Plastic Processing Industry Association issued an initiative warning the separator industry against blind capacity expansion and urging rational development, according to Jiemian News. The association said the sector has recovered somewhat after a period of market adjustment, but a new wave of investment is emerging as sentiment improves, raising the risk of another supply glut if new capacity outpaces demand. The association said separator manufacturing is capital-intensive, with long construction cycles, high equipment spending and difficult ramp-up periods. It warned that overseas expansion is not a simple way to absorb excess domestic capacity because foreign markets face higher barriers on trade, compliance, carbon footprints and local production requirements. The group said the market’s real shortage is in ultra-thin, high-safety and differentiated products for new battery systems, while standard base films and commoditized coated products already face clear supply pressure. It urged companies to avoid scale-first expansion, focus more investment on upgrading existing lines, process improvements and high-end product development, and carefully assess overseas risks before building plants abroad. The association also said it will monitor capacity and project pipelines, issue supply-demand risk alerts and promote information sharing across the industry. It called on local governments to respect industrial development rules and avoid encouraging low-end, repetitive separator projects.

Japan's spot power price rose to 24.13 yen per kilowatt-hour on Monday. According to Sina Finance, LNG prices remained elevated, and an approaching typhoon is expected to curb solar power generation this week. Japan's next-day power price also hit its highest level since Wednesday, despite cloudy weather nationwide that brought temperatures down. According to Sina Finance, the main Northeast Asia LNG spot benchmark JKM stayed high at $24.025 per million British thermal units amid market concerns that disruption to shipping through the Strait of Hormuz could persist for a long time. European gas prices also rose on Monday, with power prices in Europe climbing to 75.005 euros per megawatt-hour, or $87.12. According to Sina Finance, Japan's Meteorological Agency said typhoons and cloudy weather this week may bring heavy rain to Japan and push temperatures below 30 degrees Celsius. The agency issued landslide and heavy-rain warnings for Chiba Prefecture on Monday, with 24-hour rainfall there expected to reach 80 millimeters. According to Sina Finance, forecasters expect Tokyo temperatures to fall to 27-31 degrees Celsius this week, while temperatures in central and Hokuriku regions may drop below 24 degrees Celsius. Typhoon Koro-wan is currently circling near Okinawa and is expected to move toward the coast of Kyushu on Tuesday. According to Sina Finance, cloudy weather is expected to keep this week's solar power output below the 30-day historical average, with peak output in eastern Japan forecast at 15,060 megawatts on Saturday and 24,581 megawatts in western Japan.

AEON (00984) said it has signed a conditional new lease for certain properties at Whampoa Garden, with a term of nine years from May 1, 2026 to April 30, 2035, according to ETNet. The lease covers part of the ground floor and basement level 1 of the commercial podium at Phase 5 and Phase 6 of Whampoa Garden, with a lettable area of about 184,000 square feet. The new lease is subject to execution by landlord Glenfuir Investments Limited, a subsidiary of Cheung Kong Holdings.

Tongguan Gold (00340) said its shares have been included in the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect eligible securities lists, effective September 7, 2026. ETNet reported that the announcement was made in a brief on the 7th.

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。

人工智能从根本上改变了首席信息安全官（CISO）的角色——使其从服务器机房的专家转变为与首席执行官（CEO）直接沟通的高管，跻身董事会