According to Jin10, Goldman Sachs raised its TTF natural gas price forecast for the fourth quarter of 2026 to 70 euros per megawatt-hour.

According to Jin10, the Wind fiber optic index fell 3.26% at the close on September 10, as fiber preform capacity expansion accelerated and several listed companies responded. A listed company insider said fiber preforms are the main raw material for optical fibers and optical cables, that the entire industrial chain has mainly seen price increases this year, and that fiber preform prices have risen sharply since the start of the year and have continued to rise recently, but medium-term prices remain uncertain as new capacity comes online over the next two years. Fenghuo Communication said fiber preforms are the core raw material for optical fiber and cable manufacturing, that it is optimistic about long-term demand in data center optical interconnection scenarios, and that it is actively deploying high-end capacity in multimode fiber, specialty fiber, and hollow-core fiber. It added that before the proceeds from a targeted share placement arrive, it will use self-raised funds in line with project progress to advance the project. Changfei Fiber said expansion in the fiber preform segment faces barriers in capital investment, technology accumulation, equipment access, process approvals, and talent reserves, and that demand growth from traditional telecom operators is modest while incremental demand mainly comes from cloud service providers' computing power construction. It said specific details are subject to the company's periodic reports.

According to Jin10, Vitol CEO Russell Hardy and several traders attending a conference in Singapore said refined-product exports through the Strait of Hormuz are recovering slowly, but not fast enough to stop fuel prices from surging. The region is currently shipping at least 1 million barrels of refined products a day through the disputed waterway, according to traders at the Singapore meeting, while Vortexa data showed a similar level versus about 4 million barrels a day before the war, excluding liquefied petroleum gas. Traders said the slower recovery in fuel shipments partly reflects difficulty finding tankers to load cargoes. According to two people familiar with the company's operations, Saudi Aramco exports about 500,000 barrels of refined products a day, but most of that comes from its Red Sea coastal refinery. They said the company has so far shipped little fuel from Ras Tanura, its main export point in the Persian Gulf, because it remains difficult to charter tankers willing to serve the route. Saudi Arabia's exports are also under pressure because of Houthi threats in the Red Sea.

According to CNBC, Capital Economics said the S&P 500's rally may have more room to run this year, but its medium-term outlook looks weak as market froth builds. Senior market economist James Reilly said most indicators suggest the AI equity boom is nearing an end, and the firm said its year-end 2026 S&P 500 forecast has remained above consensus. Reilly said he tracks eight bubble indicators, including valuations, earnings, index concentration, equity issuance and foreign interest in U.S. stocks, and noted that some are already at or near levels seen before previous market peaks. He said earnings are the biggest warning sign, with S&P 500 earnings growth expectations near dot-com bubble highs and long-term EPS growth forecasts at a record. Reilly also said index concentration is near dot-com-era extremes, net equity issuance has turned positive and foreign ownership of U.S. stocks is at a record high. He wrote that the S&P 500 could rise from around 7,650 now to 8,250 by end-2026, before falling back to 6,500 by end-2027, implying 8% upside this year and a 21% decline in 2027.

Oil-product exports through the Strait of Hormuz are recovering slowly, but not fast enough to stop fuel prices from surging, according to Bloomberg. The increase is squeezing consumers around the world.

Ripple Chief Technology Officer Emeritus David Schwartz said XRP could one day overtake Bitcoin in market capitalization if the XRP Ledger gains traction and XRP grows faster than Bitcoin. According to NS3.AI, XRP spot ETFs recorded inflows for two consecutive days on Sept. 8 and 9, totaling $13.84 million. Bitcoin spot ETFs recorded $166.89 million in outflows over the same period.

Polymarket’s submarket for the Counter-Strike match between 1WIN and B8 in the PGL Masters Bucharest Europe Qualifier playoffs saw the odds for 1WIN in the Map 1 Winner market surge from 48% an hour ago to 68% at present, a 20% swing. According to ChainCatcher, the move reflects a sharp fluctuation in the prediction market tied to recent breaking news.

从机器支付轨道到自主采购网络，一场围绕「谁来装备买方」的基础设施迁移。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

日本 30 年来首次突破 3% 的国债收益率正在引发全球警报。

Anthropic 上市前夕，值得关注的 AI 代币。

一笔约3.2亿美元的异常提款，把Liquid Network推上了风口浪尖。

LAPTOP 把 2% 代币送给部分 TRUMP 亏损地址，像是在补偿上一跤；但极薄的初始流动性与不对称筹码分配，又把受伤者带回熟悉的名人币陷阱。

币股配对，已经不是单一公链的孤立现象，而是Robinhood Chain、Solana、BNB Chain三条主流公链几乎同步跟进的一次行业级叙事。

贝森特本周高调喊话压制日元空头，同时将美债回购上限扩至 60 亿美元。结果日元涨了，但美债跌了。

真正的检验，不是 ZEC 能不能再冲一个新高，而是当空头不再被迫止损、获利盘开始兑现之后，市场还愿不愿意用今天的价格接住它。

据称，攻击者并未利用比特币的漏洞、破解钱包或攻破其加密机制。他们冒充可信公司，诱骗受害者，从而获取了盗取超过2.45亿美元加密货币所需的登录凭证。