According to Wallstreetcn, Norway's sovereign wealth fund proposed reducing the number of government bonds in its $2.3 trillion portfolio, saying lower exposure could provide ample margin of safety for liquidity needs. In a letter sent to the finance ministry on Tuesday, the fund said government bonds should account for 50% of total bond holdings in the portfolio, down from 70%, and the Financial Times estimated the move could lead it to trim about $80 billion of U.S. Treasuries, reducing global government bond allocations by about $106 billion, mostly U.S. Treasuries.

South Africa’s Industrial Development Corp. plans to sell its stake in a Namibian uranium project because the mine’s backers include Iranian and Russian entities, according to Bloomberg.

According to Jin10, First Citizens Bank said Friday's U.S. jobs report will show whether the labor market remains in a "low-hiring, low-layoff" balance, where slower hiring, limited layoffs, and a shrinking labor force offset each other and keep the unemployment rate broadly stable. The bank said key data to watch include nonfarm payrolls, the unemployment rate, the labor force, and revisions to prior months' figures, and it added that a sharp drop in nonfarm payrolls or a further contraction in the labor force would be an early sign that labor-market stagnation is starting to turn into broader weakness.

predict.fun said on X that, starting at 14:00 UTC on September 5, 2026, the tradable order latency for all recurring crypto rise-fall markets will be reduced from 250 milliseconds to 150 milliseconds. According to Odaily, the change applies to all such markets.

Five leading Chinese liquid-cooling suppliers all posted year-on-year revenue growth in the first half, but only Tongfei Co. and Gree Altairnet reported net profit growth, while the other three saw profit declines or losses, according to Jiemian News. In revenue terms, Envicool led with 3.017 billion yuan, followed by Shenling Environment at 1.756 billion yuan; both still suffered the problem of rising revenue without rising profit. Envicool’s attributable net profit fell 14.32% in the first half, after dropping 81.97% in the first quarter, while Shenling Environment’s fell 64.07%. Envicool said orders were normal but it did not provide earnings guidance. Shenling Environment said profit was hit by delayed project revenue recognition, higher sales expenses from overseas expansion, increased R&D spending on liquid cooling and overseas new products, and weaker gross margin in its industrial special-equipment business; it also said goods shipped but not yet recognized as revenue rose by about 800 million yuan by the end of the period. Shuguang Numera posted the fastest revenue growth among the five, up 75.56%, but still recorded a 73 million yuan loss. It said cold-plate liquid-cooling revenue reached 209 million yuan, up 290.09%, but the product remains in an early market stage with intense competition and lower margins than immersion cooling. Its overall gross margin fell to 11.93%, down 7.56 percentage points, while operating costs rose 92.03%. Cash flow diverged sharply. Tongfei Co. generated 241 million yuan in operating cash flow, up 339.57%, and Envicool posted 62 million yuan of positive operating cash flow, up 126.45%. Shenling Environment recorded an operating cash outflow of 554 million yuan, while Shuguang Numera and Gree Altairnet posted net outflows of 242 million yuan and 26 million yuan, respectively. The industry’s growth is being driven by surging AI computing demand and policy support. China's National Development and Reform Commission and three other departments issued a green data-center action plan that calls for power usage effectiveness, or PUE, of no more than 1.25 for new and expanded large and super-large data centers by the end of 2025, and no higher than 1.2 for national hub-node projects. Research firm CCID Consulting said China's liquid-cooling data-center market reached 15.98 billion yuan in 2025, up 45.2%, and is expected to reach 47.04 billion yuan by 2028. CICC forecast that the global liquid-cooling market for intelligent computing centers will reach 114.7 billion yuan in 2026, up 273%.

According to Jin10, HSBC raised its target price for Snowflake (SNOW.N) to $470 from $289.

ANZ raised its short-term Brent crude price forecast to $95 per barrel on Friday. According to Sina Finance, analysts including Daniel Hynes and Soni Kumari wrote that rebuilding depleted global inventories would require further demand restraint, meaning oil prices will remain elevated in the foreseeable future. They added that if the Middle East conflict escalates further, oil prices have room to rise, and that Brent will fall back to $85-$90 per barrel in 2027 as Gulf-region supply gradually recovers. In an August 31 report, ANZ had forecast oil at $92 per barrel by the end of the third quarter.

The FBI has confirmed it is investigating an alleged breach of a widely used identity verification company based in Louisiana

Thailand is tightening its grip on crypto transfers, requiring digital asset operators to verify who controls self-custodial wallets as part of a new Travel Rule framework aimed at bringing the country's crypto market closer to global anti-money laundering standards.

比特币本轮在AI集体宕机的时候突破八万，也挺有象征意义的~

Agent专家武雨卓重点阐述基于Agent的个性化医疗基础设施如何通过基因与症状数据整合辅助罕见病诊断，并深入探讨了FDE的职能边界及AI时代的学习建议。

Bitquery found that Bitcoin text storage can affect nodes differently, with 96,231 fake-address outputs leaving about 3.2 BTC in the UTXO set. The study also counted 13,062 OP_RETURN transactions linked to a March 2026 campaign naming Luke Dashjr, which paid 0.1014 BTC in fees.

最值得关注的地方并不是130亿美元，而是Nvidia正在买“入口”。

OpenAI正式发布新一代前沿模型GPT-6 Astra，总裁Greg Brockman更是毫不掩饰对Astra的评价。在发布前的媒体简报会上，他直言自己认为“我们已经到了AGI”。

Grayscale认为，代币化股票先以全球交易产品的形态实现规模扩张，不断壮大的资金基数，叠加美国潜在监管试点，或将推动其从“可投资访问”向“具备金融实用价值”转型。

很遗憾，想告诉大家，那些币股meme（stock-paired memecoins）的宏大愿景将无法实现。

万众期待的GPT-6 Astra和GPT-6 Astra Pro正式发布。GI时代，还被OpenAI单方面宣布「开幕」了…