Jin10 reported that Bank of Japan Governor Kazuo Ueda plans to monitor several factors that could influence policy decisions.
He will focus on the Middle East conflict, demand for artificial intelligence, the impact of foreign-exchange movements on the economy, and the role of prices in policy guidance.
Asset managers including BlackRock, Harvest International, IDG Fund II, Pzena Investment Management, E Fund, Fullgoal Fund Management, Allianz Global Investors and JPMorgan updated their holdings in a group of listed companies, according to ETNet, with data drawn from HKEX disclosures.
BlackRock increased its long positions in Hengrui Medicine by 550,000 shares and in Nifco by 2.48 million shares as of 27 August 2026.
Harvest International trimmed its stake in Eco Environmental Investments.
IDG Fund II reduced its holding in Easy Health.
Pzena Investment Management added to its position in China Overseas.
E Fund cut positions in China International Capital Corporation and Everbright Securities.
Fullgoal Fund Management increased its holding in Biocytogen.
Allianz Global Investors raised its stake in Hanyu Group.
JPMorgan increased holdings in Jiangxi Copper and in China International Capital Corporation.
Fox Business’ crypto correspondent on X reported that the G20 chair statement, issued today by U.S. Treasury Secretary Scott Bessent, mentions digital assets.
Odaily quotes the document as indicating that finance ministers and central bank governors from the world’s 20 largest economies see digital assets as having the potential to support economic growth and have pledged to chart a clear path for responsible innovation.
The statement also calls for improvements to cross-border payments, including longer operating hours for the payment rails used to process large or time-sensitive transactions, broader adoption of the ISO 20022 standard, and simpler procedures for transferring financial services data across borders.
G20 members are awaiting the Financial Stability Board’s findings on the global cross-border impact of stablecoins.
According to Jin10, a Dell chief operating officer said that demand for AI agents is reshaping data centers and the underlying infrastructure.
He projected that AI would account for roughly 75% of all data-center demand by 2030.
As reported by Jin10, Dell's chief operating officer said the company is experiencing intermittent shortages of CPUs and hard disk drives, along with rising demand for its storage products in artificial intelligence applications.
In remarks cited by Bloomberg, Julia Hermann, global market strategist at New York Life Investment Management, said the recent bond moves signal to equity investors that rate dynamics warrant close attention.
She expects a tighter-rate environment over the next several months, with pressure potentially arising from the front end of the curve as the Fed tightens, or from the long end through further Treasury selling and higher long-term yields.
Sina Finance, quoting a security official from Hormozgan province, reported that a U.S. strike near Sirik killed two people and wounded several others.
The report says the attack struck a residential building during a wedding, with about 20 people hospitalized across the province.
According to Jin10, Iran's Health Ministry said an attack on Kuhistak village in Hormozgan Province killed several people, including a child, and injured more than 50 residents.
The ministry added that local electricity and telephone services were cut off as a result of the incident.
GoPro has agreed to a definitive merger with private photonics company Starman Optical, aiming to expand into AI data centers and defense markets.
The transaction calls for a $285 million cash payment, or $1.14 per share, and GoPro’s stock will remain listed on the Nasdaq.
GoPro’s leadership describes the deal as a path to growth across consumer, commercial and defense markets as an American imaging and optical solutions company focused on cameras, optics and AI infrastructure.
Shares rose about 38% following the announcement.
The company also said that about $92 million of debt will be repaid when the deal closes, and it will continue supporting its consumer products, subscription and cloud platform while investing in a broader product roadmap.
According to Jin10, Apple chief Tim Cook used his first memo to employees to hint at forthcoming Apple products.
He described the upcoming iPhone launch event as extraordinary.
In his first address to employees as the company’s new leader, John Ternus praised Apple’s product pipeline and described the Sept. 9 iPhone launch as phenomenal, Bloomberg noted.
DeepMind chief executive Demis Hassabis urged that nations establish standardized artificial intelligence testing frameworks during discussions at the G20 technology meeting.
The remarks were reported by Jin10.
According to the BBC, U.S. Vice-President JD Vance used harsh language toward Abdul El-Sayed at a rally and told him to stop mentioning his wife after El-Sayed's comments about Second Lady Usha Vance, who is Hindu.
El-Sayed later accused the Trump administration of pursuing policies he described as harmful, including reducing healthcare access for working people, raising costs for groceries and gasoline, and taking a harder line on trade and security.
The Michigan race between El-Sayed and Mike Rogers, a Trump ally, is among the most closely watched ahead of the midterm elections, with an Epic-MRA survey released earlier this week showing El-Sayed ahead by four points.
Waterdrop Capital partner Da Shan argued on Binance Square's Blockchain 100 that the broad, altcoin price rallies seen in prior bull markets may be behind us, even as he expects Bitcoin to enter another upcycle that could push toward $200,000–$300,000 or higher.
He traced his path from building mining rigs during his PhD studies in 2013, to leaving Huawei HiSilicon in 2017 to found Waterdrop Capital, and investing in more than 200 projects; in 2025 he became chairman of AI company Good Vision AI.
In the near term, he is upbeat on September and October performance but plans to tighten risk controls after mid-October as the U.S. midterm elections approach, ready to pull back at the first sign of trouble.
His approach is symmetrical rather than directional: favorable midterm results for the incumbent could reduce the need for crypto exposure, while unfavorable outcomes could spur crypto policy moves that hurt the market. He treats these as short‑term noise and argues that both parties are converging on crypto policy. On a four‑year cycle, the current six months and the first half of next year are expected to sit in a bear phase, which underpins his longer‑term optimism.
Da Shan also shared personal losses, noting he bought near $80,000, watched it fall to $70,000 and then $60,000 before bottoming, and has since seen a rebound toward $80,000 with his BTC holdings in this cycle higher than in the previous cycle.
Regarding Bitcoin Layer 2s, he offered a blunt assessment: he did not view L2s as particularly essential, but promoted them to counter Ethereum's crowded L2 ecosystem. He noted Bitcoin L2 projects number about a dozen, versus hundreds on Ethereum, with most having faded. Survivors include River, Lorenzo, Particle, Merlin and B², many already listed on Binance. These assets supported Waterdrop's latest fund NAV, but he cautioned that the projects must survive the bear market and build real competitive advantages as Bitcoin's market cap rises.
On founders listing rather than token issuance, Da Shan argues that high‑quality projects should pursue stock listings because the payoff is larger, even though listing is harder due to more stringent regulatory requirements. Nasdaq's crypto exposure is limited, and token issuance means competing with thousands of tokens. His guidance to founders is to build real revenue and customers, recognizing Nasdaq has strict revenue and size thresholds and that crypto firms struggle on A‑share listings or in Hong Kong. He says he has persuaded several teams to pivot, with at least five Waterdrop portfolio companies lined up for listings based on actual business; Good Vision AI, where he is chairman, is advancing toward Nasdaq listing after revenue growth rather than a token launch, and is set to list on Nasdaq.AI.
He frames AI and blockchain as two sides of the same coin in the digital economy. Good Vision AI began with token routing and compute‑power solutions for enterprises, but he emphasizes that AI and blockchain complement each other and that neglecting one while praising the other is a mistake. He argues that miners moving into AI does not hurt the industry: bear‑market math showed AI tokens in the same space can be more profitable than Bitcoin, prompting capacity to shift, with operators returning when Bitcoin reclaims higher prices. Traditional institutions continue to accumulate quietly through downturns as well.
Data cited in support include IREN's $2.8 billion in contracts with Microsoft, Nvidia, Perplexity and Figure AI; Hut 8's $9.8 billion Beacon Point lease; and HIVE's $350 million GPU cloud deal lifting contracted annual recurring revenue to about $180 million.
Da Shan does not see an AI bubble at present, though he cautions that one could form or markets could collapse. He identifies two triggers: macro factors like the midterms and a sentiment pivot driven by IPOs of major AI players such as Anthropic. Nvidia’s latest guidance underlines growing AI demand, with Q3 revenue projected at $108 billion versus $103.9 billion expected, while margins show some pressure as gross margin is guided down to 74% from 75% sequentially.
In crypto, he regards tokenized real‑world assets (RWAs) as the biggest opportunity and says Waterdrop is in talks to invest in an RWA project Binance plans. For retail versus institutions, he suggests two paths: hold Bitcoin long term to resist market manipulation, and pursue on‑chain opportunities that give retail roughly the same access as institutions. He cautions that pre‑IPO dynamics and crypto listings often see prices retreat post‑open, and that if elite traditional finance operators enter crypto, losses could be even larger for retail participants.
His take on RWAs is nuanced: tokenized assets have roughly tripled to around $29–$33 billion in a year, with tokenized US Treasuries alone over $13 billion, but most large tokenized assets exhibit little weekly transfer activity, and only about a tenth of RWA value is actively deployed in DeFi, indicating issuance may be outpacing usage.
Ultimately, Da Shan highlights long‑term thinking and principled focus: patience through cycles and a disciplined approach to pursuing opportunities you truly excel at and enjoy, recognizing that energy is finite and chasing every trend leads to distraction.
According to Jin10, John Ternus, recently named Apple's chief executive, joined Weibo on September 1 and posted his first message, 'Hello.'
Jin10 reports that U.S. Treasury Secretary Bessent has urged the removal of Iran's protective barrier.
Shokz has unveiled its first AI-powered earbud, the OpenFit 2 AI, priced at 1,698 yuan, according to Jiemian News. The device runs on the Qwen large language model and supports recording, AI-generated summaries, transcription in 49 languages and voice translation across 11 language categories, targeting office use by professionals such as lawyers, finance experts and consultants.
The launch signals a strategic shift for Shokz, known for bone-conduction sports headphones. After expanding beyond sports with the OpenFit open-ear line in 2023, the company signaled in the second quarter of 2025 a broader open-ear strategy. It later introduced its first ear-clip model, OpenDots ONE, and in May rolled out OpenDots 2, OpenSwim Pro 2 and OpenDots Air.
Industry observers note that the broader open-ear market is becoming increasingly crowded. IDC data show global open-ear shipments rose 39.9% year over year in the first quarter, with ear-clip models accounting for more than half of the market for the first time. Shokz faces rising competition from Huawei and Xiaomi.
Market researchers also project growth in the AI earbud segment, with Research and Markets placing the global AI earbud market at $5.99 billion in 2025, rising to $7.42 billion in 2026 and $17.34 billion by 2030.
The Brazilian Finance Ministry is reevaluating its 2.3% GDP growth forecast, with officials signaling a possible downward revision.
Reported by Jin10, the review may result in a lower growth outlook for the economy.
Huang Licheng, known as Machi Big Brother, said on X that he tried a different approach by launching a token without personally owning any units.
Odaily reported that he did not disclose the token's name or any follow-up plans.
Bloomberg reports that the recent uptick in export levels appears tenuous. Renewed tanker attacks threaten the pace of Hormuz oil flow recovery.
Unitree Technology said several online assertions about its internal governance are untrue and asked the public to disregard them, following topics highlighted by Jiemian News on September 1 such as expense reimbursements above 100 yuan needing approval from Wang Xingxing and a punitive incentive system.
The company also addressed earlier reports that characterized Wang Xingxing as direct and strict, noting that employees were instructed not to disclose company information and that Wang places a strong emphasis on product details and cost control.
According to Jiemian News, Unitree was founded on August 26, 2016, lists Wang Xingxing as its legal representative, and operates in high-performance humanoid robots, quadruped robots, robot components and embodied intelligence models. The article also stated that Unitree officially listed on the STAR Market on August 19, raising 6.099 billion yuan in gross proceeds, exceeding the planned 4.202 billion yuan, with net proceeds after fees around 5.917 billion yuan. It noted that more than 85% of funds would be allocated to research and development projects.
The report further documented that Unitree's stock began trading at 1,100 yuan per share on its debut, rising about 629.44% from the 150.80 yuan issue price, and later closed on September 1 at 571.1 yuan, implying a market value near 231 billion yuan. It also detailed Wang's direct and indirect holdings, the paper wealth of several core staff and investors, and the company's employee and compensation data, including 480 employees as of the end of September 2025 and 90.2094 million yuan in R&D spending in the first three quarters of 2025.
China New Energy (01156) has appointed Xu Wei as acting chief executive officer, with immediate effect.
The company cited ETNet as the source of the announcement.
China Resources Pharmaceutical Group (03320) said its non‑wholly owned subsidiary, Yunnan Kunyao Group Co., Ltd., has received a registration acceptance notice from the National Association of Financial Market Institutional Investors for a planned issuance of medium‑term notes in China.
The notice is valid for two years from the issue date, and Kunyao Group may issue medium‑term notes in tranches with a total principal amount of RMB 1 billion during that period, according to ETNet.
PICC Property and Casualty, stock code 02328, announced that it has entered into a tripartite agreement with Zhongyuan Brokerage and Zhongsheng International, according to ETNet.
Under the terms, Zhongyuan Brokerage will transfer its rights and obligations under the existing agreement to Zhongsheng International. The company’s prior business cooperation agreement with Zhongyuan Brokerage will automatically terminate once the tripartite agreement becomes effective.
South Korea’s cabinet approved the 2027 budget, with total spending forecast above KRW 820 trillion, up about 12.8% from the current year and marking a record high, according to ETNet.
The government said stronger-than-expected tax revenue will be used to establish a KRW 162.3 trillion Future Response Fund, part of which will support youth aid, growth drivers, local economies and education.
The plan also allocates KRW 21.3 trillion for semiconductors, physical AI and industrial park infrastructure projects.
The administration led by Lee Jae-myung intends to issue nearly KRW 222.8 trillion in bonds next year to finance the spending, a move that could heighten public concern over outlays and push yields higher.
Cudec (02487) fell to a record low of HK$1.60 as it slid more than 16% in trading, according to ETNet. The stock touched an intraday low of HK$1.60 and a high of HK$1.91, with turnover totaling 304,200 shares worth HK$553,500.
The buy-sell ratio stood at 47:53, with net active selling of HK$27,000. The decline extends to a second consecutive session, bringing the cumulative drop to 18.2%.
Titan Energy Technology (02188) declined as much as 15.9% to a record low of HK$0.069, before trimming losses to 14.6% and holding at HK$0.07, according to ETNet.
The day’s intraday range was HK$0.069 to HK$0.082, with a trading volume of 180,000 shares worth HK$13,300.
The active buy-sell ratio stood at 16:84, reflecting net active selling of HK$9,068.
Futu Securities International was the largest net passive buyer at HK$3,914, while BOC International Securities was the largest net passive seller at HK$2,100.
Nio Ltd, ticker 09866, fell as much as 10.7% to HK$29.64, marking a 52-week low, according to ETNet.
The day’s range ran from HK$29.62 to HK$33.66, with 6.4535 million shares traded for HK$204 million.
The stock has declined for four straight sessions, slipping 15.5% over that span.
The Hang Seng Tech Index was at 4,571, down 48 points, or about 1%.
ICBC (01398) rose more than 1% to an intraday high of HK$7.67, a record intraday level since listing, with turnover of 87.49 million shares worth HK$664 million, according to ETNet.
The stock was last up 1.32% at HK$7.67, extending a second straight session of gains and bringing the two-day advance to 3%.
The Hang Seng Index fell 241 points, or 0.9%, to 25,325, while the Hang Seng China Enterprises Index dropped 45 points, or 0.5%, to 8,467.
Nongfu Spring (09633) declined more than 3% on Monday, slipping to a low of HK$41.68 and moving beneath its 50-day moving average around HK$42.218, according to ETNet.
During the session the stock peaked at HK$43.02 on volume of 2.9537 million shares, with turnover of HK$125 million. The intraday buy-sell ratio stood at 53:47 in favor of buyers, and net active buying totaled HK$6.3453 million.
The declines extend a two-session slide for Nongfu Spring, leaving the stock down 4.2% over that period.
Elsewhere, the Hang Seng Index sagged 225 points to 25,341, a 0.9% drop, while the Hang Seng China Enterprises Index slipped 38 points to 8,474, about 0.5% lower.
According to Jin10, Tencent's Hunyuan team announced the Hy4 preview lightweight model on September 1.
The Hy4 preview weights were compressed from 1.5 TB to about 214 GB.
Daiwa Securities has lowered Tigermed’s rating to Outperform from Buy, while leaving its HK$44 price target unchanged, according to ETNet.
The brokerage says Tigermed’s first-half results met market expectations, but net profit missed forecasts due to investment losses that were larger than anticipated. Gross margin was pressured by pricing headwinds as more low-priced legacy projects were included in executed orders.
Daiwa notes that new order growth has accelerated and the average selling price of new orders continues to rise. Management expects pricing on executed orders to stabilise in the second half of 2026, with further improvements anticipated in the first half of 2027.
Additionally, the broker cut its 2027-28 adjusted net profit forecasts for Tigermed by 8% to 10%, citing more conservative gross-margin assumptions and higher research and development spending.
Daiwa Securities said UBTech Robotics (09880) delivered first-half results significantly above market expectations, according to ETNet.
The broker expects broader commercialization in the second half of 2026, with management guiding faster production and deliveries in the same period as industrial deployments expand among customers in automotive, electronics, semiconductors, logistics and aviation.
Based on these operating developments, Daiwa maintains a Buy rating on UBTech.
According to Wallstreetcn, Alibaba Cloud's Bailian large-model service platform has reduced the billing price for the Qwen3-VL-Rerank model in the Beijing region. The text-input rate drops from 0.7 to 0.5 per million tokens, while the multimodal-input rate falls from 1.8 to 0.5 per million tokens, with the changes taking effect on August 31, 2026 at 10:13:53 (UTC+8).
Two listed companies showed unusual trading activity at 9:49 a.m., according to ETNet.
Lightron Health (02661) slipped 0.51% to HK$4.87, marking a fresh listing low. The stock's buy-sell ratio was 41:59, and it has fallen for three consecutive sessions, for a total decline of 5.98%.
Baidu (09888) declined 2.91% to HK$93.40, with a buy-sell ratio of 59:41. Its yuan-denominated counter, 89888, fell 2.6% to RMB80.1.
Unisound (09678) rose about 11% to HK$84.8, a one-month high, and traded above its 50-day moving average of HK$76.954, according to ETNet.
The session\'s low was HK$73.2, with 1.5915 million shares changing hands for HK$126 million.
The stock has advanced in two straight sessions, rising about 30.5% over that period.
Active buying and selling stood at 62 to 38, with net active buying of HK$29.56 million. JPMorgan was the largest net passive buyer at HK$2.5274 million, while Goldman Sachs Asia Securities was the largest net passive seller at HK$5.6088 million.