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9/15
03:51
Goldman Sachs warns of structural test for AI trading: Momentum factor shows largest divergence in 5 years, AI sector down nearly 45% from its peak.
Goldman Sachs strategist Guillaume Soria noted in a client report on September 15 that the 3-month momentum index rose by 5% that day, while the 12-month momentum index fell by 6.7%, marking the largest single-day performance gap in five years. Concurrently, the Goldman Sachs index tracking AI-related stocks (GSPUARTI) has cumulatively fallen by nearly 45% from its peak, the largest decline since ChatGPT's inception. Goldman Sachs recommends hedging risks by purchasing put options on its mid-term winners basket or AI beneficiary stocks basket, and pointed out that short-term momentum funds are shifting from semiconductors to software, with the software relative to semiconductor performance index recording its second-largest single-day gain in history that day.
03:48
Russia's Nornickel Seeks New Chinese Partner for Copper Processing Deal to Shut Down Polluting Arctic Plant
03:42
Upbit Announcement: Deposits and withdrawals of digital assets on the Avalanche C-Chain network will be suspended starting September 22 at 23:00.
03:32
MediaTek says its new AI phone chip, Dimensity 9600 Pro, reduces memory use amid supply crunch
MediaTek is working with customers to optimize the computing performance of its mobile chips in response to a memory chip supply crunch that is driving up the cost of components.
03:28
Binance founder CZ reposted a tweet from @bnbcaptain, stating that the crypto industry is still in its infancy and far from saturated, urging focus on market growth over market share.
03:25
BofA Securities analyst Blanch: Brent crude could rise to $150/barrel if Saudi Arabia's key infrastructure suffers "more permanent" damage.
Brent crude prices could rise to $150/barrel if critical infrastructure such as Saudi Arabia's East-West Pipeline were to suffer a "more permanent" hit, said Francisco Blanch, head of commodity and derivatives research at BofA Securities.
03:25
Bloomberg Analysis: Bullish View on US Treasuries Is a Contrarian Bet
03:24
The humanitarian crisis in the Gaza Strip has worsened, leading to 73,786 deaths since last October.
Attacks in the Gaza Strip continue, with an Israeli airstrike on September 10 killing a family of four. Data from the United Nations Office for the Coordination of Humanitarian Affairs (OCHA) shows that since October 2023, the cumulative death toll in the Gaza Strip has reached 73,786, with 174,771 injured. Local health and transportation systems are on the verge of collapse. Al-Ahli Arab Hospital's generators have malfunctioned due to a lack of fuel and spare parts, and the Gaza Public Bus Operators Union has announced it will suspend transportation services for medical personnel.
03:24
Israeli Finance Minister Bezalel Smotrich stated that if European countries were to accept 20,000-30,000 Gaza residents, the conflict would be "resolved."
Israeli Finance Minister Bezalel Smotrich said on September 12 that "the entire problem will be solved" if European countries each take in 20,000 to 30,000 residents from Gaza.
03:24
Western countries announced sanctions on Israeli settlements, and Israel retaliated by demanding the UK close its consulate in East Jerusalem within 30 days.
Twelve countries, including the UK, France, and Canada, announced on September 8 that they would impose restrictions or sanctions on illegal Israeli settlements in the occupied West Bank. Israel responded swiftly on September 9, demanding that the UK close its consulate in occupied East Jerusalem within 30 days, cease training Palestinian Authority security forces, and bar 12 British public figures from entering the country.
03:16
Japan Air Self-Defense Force Global Hawk drone goes missing
The Japan Air Self-Defense Force announced on Tuesday that it lost communication with its unmanned Global Hawk drone operating off the coast of Tottori prefecture in western Japan. The aircraft is considered missing and a search is currently underway.
03:11
Australian tungsten miner EQ Resources joins US government-backed initiative to rebuild tungsten supply chain
EQ Resources will hold a 10% stake in the project, which aims to restart production at a long-closed tungsten processing plant in the United States. This move is part of Washington's efforts to rebuild a domestic tungsten supply chain in response to China's export controls.
03:09
Zama expands confidential Morpho lineup after first vault hits $40 million, launches private swaps on Ethereum
Onchain confidentiality protocol Zama (ZAMA) is opening deposits into 16 confidential vaults on Morpho today, Sept. 15, across assets including USDC, USDT, AUSD, and TGBP. Its first vault, launched in June with Morpho and Steakhouse Financial, grew from zero to $40 million in total value locked (TVL) within seven weeks. The project is also launching the Zama Swap Protocol, allowing users to swap between confidential assets and vault shares on Ethereum without disclosing transaction size or intent. Steakhouse, Armitage by Wintermute, Flowdesk, RockawayX, and Bitwise will serve as curators for the new vaults.
03:07
S&P warns Indonesian state-owned banks face credit and profitability risks due to rapid government-driven loan growth.
S&P Global Ratings stated that Indonesian state-owned banks face increasing credit and profitability risks, following government-driven loan growth that has more than doubled the industry average.
03:07
OKX to list VVV/USDT (Venice) for spot trading
OKX will open VVV deposits at 07:00 UTC on Sep 15, 2026, followed by VVV/USDT spot trading at 14:00 UTC on the same day. Venice is a privacy-focused AI platform offering generative conversation and image creation services without retaining user data, utilizing blockchain for permissionless payments and web3 infrastructure for local browser storage and end-to-end encryption.
03:00
South Korea's Kospi market capitalization wiped out over $147 billion in past month due to chip sell-off
South Korea's stock market rally has stalled as chip stocks lose ground, wiping more than 200 trillion won ($147.3 billion) off its combined market capitalization over the past month. The combined market cap of the benchmark Kospi and the tech-heavy Kosdaq stood at 5,962 trillion won as of noon Tuesday, according to Korea Exchange data.
02:57
Asian PE Firms, Including FountainVest and HSG, Eye €1 Billion Italian Racing Brand Alpinestars
Alpinestars, an Italian manufacturer of protection gear for motorcycle racers, is reportedly attracting takeover interest from Asian private equity firms, with FountainVest and HSG among those familiar with the matter.
02:57
ByteDance CEO Liang Rubo personally endorsed the move, announcing the integration of Doubao, Feishu, and Volcano Engine, fully committing to the AI office market.
At the "2026 Feishu Future Unlimited Conference and Doubao Work Kick-off Meeting" on September 15, Liang Rubo stated that Agent, models, and collaborative environments must be tightly integrated to truly unleash their value. This is the core logic behind ByteDance's integration of Doubao, Feishu, and Volcano Engine. Doubao provides intelligence and Agent capabilities, Volcano Engine offers models, hashrate, and enterprise services, and Feishu supports the collaborative environment. He explicitly declared that ByteDance will invest more resources and efforts in the enterprise market.

Feishu simultaneously disclosed that its Annual Recurring Revenue (ARR) growth in the first half of 2026 reached 2.5 times that of the same period last year, setting a new record since its inception, with over 90% of new customers also purchasing Feishu AI products. Feishu officially released version 8.0, which systematically refactors Agent capabilities and expands the number of open functional interfaces from 247 in March to 767.

This integration marks ByteDance's formal entry into the AI office track with a "group army" posture, directly competing with Tencent and Alibaba. Currently, Tencent WorkBuddy holds a leading position in the AI office market, while Alibaba has also integrated its products into "Qianwen Office" and launched public testing.
02:55
KB Financial Group's surprise decision to pass over Chair Yang Jong-hee despite record earnings reshapes Korea's year-end bank appointment expectations, with five major bank CEOs' terms expiring Dec. 31.
02:54
Oxford Economics: Thaw in India-China relations could boost Indian manufacturing
According to Oxford Economics, the easing of India-China relations presents New Delhi with an opportunity to further relax restrictions on Chinese investment, potentially attracting a larger share of global capital to India's manufacturing sector.
02:53
France Aug Inflation Rate YoY
★★★★★Previous 2.1%Forecast 2.4%Actual 2.4% In line with forecast
02:34
Axa to Focus on Organic Growth, CEO Buberl Says
02:33
Thailand's PTT Pcl in Talks to Buy More US Gulf LNG to Diversify Supplies
The state-controlled energy company is seeking to expand its trading business over the next few years by diversifying its liquefied natural gas (LNG) supplies from regions including the US Gulf Coast.
02:30
China's Benchmark Crude Oil Futures Hit Record High
Yuan-priced crude futures in China rallied to their highest level on record, driven by the shutdown of an oil pipeline in Saudi Arabia, which hurt global supplies, and increased cargo purchases by refiners in China, the world's largest importer.
02:27
Maersk Keeps Defying Bearish Expectations as Shares Soar
A.P. Moller-Maersk A/S continues to give analysts reasons to reconsider their bearish views on its shares.
02:25
Ethiopia Cuts Bitcoin Mining Power Supply by Three-Quarters to 23% Due to Hydropower Shortage
02:20
European stock exchanges need to raise a further $5 billion from IPOs to surpass last year's $17 billion haul
European stock exchanges need to raise a further $5 billion from initial public offerings before the year is out to surpass last year's $17 billion haul, a challenge in a market where deals have been prone to delays.
02:18
Japan and Malaysia Sign Third Bilateral Swap Arrangement Worth Up to $6 Billion, Effective September 18
The agreement was signed between the Bank of Japan, acting as agent for the Minister of Finance of Japan, and Bank Negara Malaysia (BNM). Both countries agree that the BSA will further deepen financial cooperation and enhance regional financial stability.
02:07
Global bond markets face a "perfect storm": 10-year US Treasury yields break 5% to hit a new high since 2007, Japanese and South Korean stock markets fall collectively, and Brent crude rises nearly 2% again.
On Tuesday, the U.S. 10-year government bond yield rose by as much as 4 basis points to 5.02%, touching this level for the first time since 2007, triggering a global bond market sell-off. Japan's 30-year government bond yield increased by 5.5 basis points to 4.12%, and Australia's 10-year government bond yield climbed 9 basis points to 5.42%.

The bond market turmoil quickly spread, with Asian equities collectively falling 0.6%. South Korea's KOSPI index dropped over 1.5% intraday, and Japan's Topix index fell 0.7%. Brent crude oil rose 1.6% to approximately $107.30 per barrel due to escalating Middle East supply risks. The cryptocurrency market was also affected, with Bitcoin falling 1.9% to $77,584.98 and Ethereum dropping 3.1% to $2,491.97.

Analysts point out that the global bond market is facing a triple pressure from surging oil prices, expanding government debt, and the AI funding boom. The market is closely watching the Federal Reserve's interest rate decision on Wednesday, with traders pricing in a more than 90% probability of a rate hike. Federal Reserve Chairman Warsh is expected to deliver hawkish signals at the press conference to reinforce the commitment to maintaining price stability.
02:07
OCBC raises precious metals price forecasts, expecting gold to reach $4,600/oz by December 2026 and silver to target $69.70/oz.
Chez Anbu, Head of Wealth Advisory at OCBC, stated that gold's strong rebound in August reversed its previous weaker trend, with the macro backdrop showing improvement. The bank's upward revision of its forecast is based on a higher starting price, improved investment participation, and sustained structural demand.

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