According to Jin10, Tencent Hunyuan said Hy4 preview calls have surged since its first launch on WorkBuddy on August 28, 2026, and WorkBuddy has urgently expanded capacity. The company said the model's significantly improved agent capabilities drew positive feedback from users and developers, caused queueing in WorkBuddy's task queue on the first day, and led it to apologize for the inconvenience. Tencent Hunyuan said it has urgently expanded the Hy4 preview inference cluster and will continue to dynamically allocate resources, but queueing may still occur at certain times because of limited high-end computing capacity and concentrated peak concurrency.

Coinglass data shows whale positions on the Hyperliquid platform totaled $7.06 billion, with long positions at $3.386 billion, or 47.95%, and short positions at $3.674 billion, or 52.05%. According to ChainCatcher, long positions showed $295 million in profit and loss, while short positions showed a $322 million loss. A whale address, 0x92ea..e9, is currently holding a 3x cross-margin long BTC position at an entry price of $77,089.9, with an unrealized profit of $1.0762 million.

A newly created wallet bought 5.24 million PONS with 790 ETH six hours ago in a transaction worth $1.9 million. According to Odaily, Lookonchain monitored the address and reported the purchase.

French-listed Capital B said it raised about 21 million euros in a private placement and plans to use the proceeds to buy about 270 more bitcoins. According to ChainCatcher, the company said the purchase would lift its potential total Bitcoin holdings to 3,415 BTC. Evernorth Holdings said its S-4 registration statement for a business combination with Armada Acquisition Corp. II has become effective. According to ChainCatcher, Armada shareholders are scheduled to vote on the deal at a special meeting on September 30, and the combined company is expected to complete the transaction in late third quarter or early fourth quarter this year if approved. Bitdeer said it mined 273.5 BTC in the week ended August 28 and sold the same amount on the secondary market. According to ChainCatcher, the company reported zero net Bitcoin additions and said it continues to follow a zero-retention, sell-as-produced strategy.

BlockBeats reported on August 31 that a newly created address invested ETH worth $1.9 million six hours earlier to buy 5.24 million PONS. According to BlockBeats On-chain Detection, the transaction was monitored by TradingBeats, formerly Hyperinsight.

沃什锚定2%PCE目标，金融条件未达限制性，市场定价加速转向紧缩。

According to Jin10, Hong Kong optical communication stocks rose, with Junzhi Group (01300.HK) up more than 18%, Huitong Technology (01729.HK) up more than 7%, Sunny Optical Technology (02382.HK) up more than 6%, and Zhongji Innolight (03308.HK) up more than 4%.

According to Jin10, Omdia's latest research showed global TV shipments rose 3.6% year on year to 48.8 million units in the second quarter of 2026, driven by demand tied to the FIFA World Cup and Amazon Prime Day. Continued consumer inflation and tighter memory supply are increasing cost pressure across the industry, but their impact on TV shipment growth was limited in the quarter.

Bank of Communications (03328) rose more than 2% to an intraday record high of HK$7.695, according to ETNet. The stock traded as high as HK$7.695 and as low as HK$7.41, with 5.6543 million shares changing hands for HK$43.18 million. The active buy-sell ratio was 72:28, with net active buying of HK$18.65 million. Bank of America was the largest net passive buyer at HK$2.9472 million, while Jefferies Financial Group was the largest net passive seller at HK$4.7438 million. The Hang Seng China Enterprises Index was at 8,449, down 41 points, or 0.5%.

Tracker Fund of Hong Kong (02800) recorded two automatic matched trades at 9:59 AM involving a total of 1.778 million shares at HK$25.9 each, 0.8% below the previous close, with a transaction value of HK$46.05 million, according to ETNet. The fund was down 0.8% at HK$25.9. Turnover reached 133 million shares worth HK$3.447 billion, with an active buy-sell ratio of 50:50 and net active selling of HK$3.3558 million.

Ligent Technologies, Inc., a mainland supplier of optical communication and optical interconnection products, has passed its Hong Kong listing hearing, with Citi and CICC as sponsors, according to ETNet. The China Securities Regulatory Commission had earlier approved the company's Hong Kong listing plan and issued a filing notice. Ligent plans to issue no more than 310 million overseas-listed ordinary shares and list in Hong Kong. The company said it is a mature supplier of optical communication and optical interconnection products, focusing on the research, manufacturing and sale of optical modules, optical chips and optical network terminals. It said that in 2025 it held a 4% global market share in optical module revenue, ranking fifth among specialist optical module makers worldwide, and a 10.1% share in China, ranking third globally. It added that it is one of the few companies worldwide with both optical module and optical chip R&D and production capabilities. Ligent reported net profit of RMB 221.6 million in 2023, RMB 89.49 million in 2024 and RMB 873 million in 2025. Revenue was RMB 4.24 billion, RMB 5.09 billion and RMB 8.35 billion, respectively. For the first six months of 2026, net profit rose nearly 30% year on year to RMB 660 million, while revenue increased 28% to RMB 5.39 billion. Proceeds from the listing will be used for R&D of new products and technologies, expansion of optical module and optical chip capacity, business promotion and overseas expansion, strategic investments and acquisitions in domestic and overseas markets, and working capital and general corporate purposes.

强行鸽派反而未必是好事，可能造成更大的麻烦。如果面对持续高压的数据和趋同的预期，沃什依然行动迟缓，可能反而会造成更大程度上的信任危机，给美债市场造成更大冲击。

a16z宣布为最新设立AI硬件机器时代基金募资11亿美元。

美军夜袭伊朗拉腊克岛革命卫队火箭发射器，称其准备布设水雷。这是7月底以来美方首次公开承认对伊军事行动。伊朗誓言报复并称已向美军基地发射导弹。

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每隔几年，就有一种技术把经济学单独回答不了的问题推到台前：如果一台机器能把你的工作做得更好、更便宜、还不休息，那你怎么办？这些机器创造的产出，又归谁所有？

在克鲁格曼看来，沃什的表态比此前更为鹰派，彻底放弃了此前试探性提出的替代通胀衡量指标，也未向任何期待降息的市场参与者释放任何信号。

历史“25法则”表明，技术支出达经济产出25%前极少崩盘。目前AI投入远未触及红线，这场狂欢远比想象中持久。

比特币早期周期曾出现百倍涨幅，近几轮周期的收益则明显收窄。如果这一趋势不断延续，比特币最终会越来越像一种成熟资产，收益也将逐渐趋于常态。