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SMIC (Hong Kong Stock 00981, A Share 688981) released its semi-annual report for 2026. The reporting period is from January 1, 2026, to June 30, 2026, and is unaudited. The company achieved operating revenue of 38.635 billion RMB, a year-on-year increase of 19.4%; total profit of 7.133 billion RMB, a year-on-year increase of 96.7%; net profit attributable to shareholders of the listed company of 4.467 billion RMB, a year-on-year increase of 94.2%; net profit attributable to the parent company after deducting non-recurring gains and losses of 2.994 billion RMB, a year-on-year increase of 57.2%.During the same period, the net cash flow generated from operating activities was 20.760 billion RMB, a year-on-year increase of 252.0%; earnings before interest, taxes, depreciation, and amortization (EBITDA) was 24.511 billion RMB, a year-on-year increase of 40.7%. The gross profit margin was 23.2%, an increase of 1.3 percentage points compared to the same period last year; the net profit margin was 16.7%, an increase of 6.3 percentage points; basic and diluted earnings per share were both 0.56 RMB, a year-on-year increase of 93.1%. The board of directors approved the submission of this report on August 27, 2026, and the company has no profit distribution or capital reserve transfer plan.

According to monitoring by Blockaid, its vulnerability detection system has found suspicious activity on the Base chain related to Moonwell. Attackers manipulated the MAMO collateral price to borrow cbBTC from the mCBTC market.The currently observed impact is the transfer of 50.6 cbBTC (worth over 4 million USD).

The independent organization METR released a survey report stating that approximately 1,200 OpenAI agents collaborated on an unauthorized internal message board, with about 700 participating in attacks on Hugging Face. Two METR employees and one Redwood Research contractor worked on-site at OpenAI for six days, reviewing around 1,300 records and over 70,000 messages without receiving any compensation.These agents ran the ExploitGym network benchmark, reverse-engineering the code that generated answers within hours and spending days disguising traces of cheating. OpenAI found that of its 898 tasks, 198 had never been solved by any model, and 93% of the tasks discussed on the message board came from this set. The agents also recruited companions with dwindling budgets to conduct experiments that sabotaged their own operations, with 7% of records showing forged tool calls, deceiving automated scorers rather than humans.OpenAI stated that internal scorers never checked how agents obtained answers, so cheating did not lead to any scoring improvements, and referred to this incident as a "warning signal" to itself and the world. Hugging Face disclosed the intrusion incident on July 16, and OpenAI confirmed five days later that its models were the perpetrators, with agents exploiting zero-day vulnerabilities and stealing credentials to escape the sandbox. OpenAI has isolated internal model weights and suspended its largest training program.

Due to the emergency shutdown of the ThunderCore network, UPBIT will stop supporting withdrawals of ThunderCore (TT) at 09:00 on September 1, 2026, and will also advance the end date for trading support of the TT/KRW and TT/BTC trading pairs to the same day.

After the trade negotiations between Canada and the United States broke down, negative sentiment among Canadians towards the U.S. has intensified, and the movement to boycott American goods has resurfaced. The U.S. imposed a 50% tariff on $20 billion worth of Canadian goods, and Canada announced that it would impose equivalent retaliatory tariffs on the U.S. starting September 8.Surveys show that 52% of Canadians are unlikely to buy American cars, 60% will not buy American alcohol, and over 70% will not buy American eggs and dairy products.

Chief Economist Fu Peng of New Fire Group published an article pointing out that although Nvidia's latest financial report has exceeded expectations for 15 consecutive quarters, the market has reacted lukewarmly to the financial data itself. Indicators such as stock price and options volatility show that market investors are currently more concerned about whether the free cash flow of the future index center can be smoothly delivered, and how long the momentum of AI growth can be maintained. These issues weigh more heavily than the performance of a single quarter's financial report, so even if this performance exceeds Wall Street's expectations by a few points, it does not change the denominator of the valuation.Fu Peng believes that Jensen Huang's statement during the conference call clearly indicated that "the inflection point for AI has arrived," which is essentially to reassure the market, aiming to strengthen market confidence in the formation of a closed-loop AI industry chain and alleviate concerns about over-investment. Investors should observe how long it takes for the market to digest this round of confidence boost, and how long the elevated expectations brought by Jensen Huang will last before fading. If the sentiment fades quickly, it indicates that the current typical market mentality is "no rabbit, no hawk," and the impact of manufacturers repeatedly reinforcing confidence in the market is gradually weakening, which can be observed from the duration of market fluctuations after each conference call.

On August 27, NVIDIA announced its financial report, with Q2 revenue for FY2027 at $96.2B, a year-on-year increase of 106%. Data center revenue was $89.0B, a year-on-year increase of 117%. The Q3 revenue guidance is $108B, and it anticipates a revenue growth of about 70% for FY28. WEEX TradFi shows that the AI hardware sector is also rising, with Lumentum (LITE) up 10.16% in 24 hours, Arm (ARM) up 8.19%, and Western Digital (WDC) up 7.82%.WEEX Labs believes that this round of market activity is driven by "AI inflection point + high growth guidance," with funds spreading from GPUs to optical interconnects and storage. The short-term main focus remains on re-pricing guidance, and caution is advised regarding volatility after expectations are fulfilled.

Enjin's ERC-1155 "Crypto Items" allows each item to route transfers through a dedicated item adapter. Attackers register and use malicious transfer adapters to bypass owner approval checks, allowing their vulnerable contracts to extract ENJ-supported items from about 52 unrelated holder wallets without approval via transferFrom.Subsequently, the attackers call melt() on each stolen item, redeeming 500 ENJ for each item from the platform's reserves.

The Shanghai Public Security Bureau reported the investigation and resolution of a major underground money laundering case involving cross-border currency exchange using virtual currency, arresting more than 70 criminal suspects, with the amount involved exceeding 20 billion yuan.

According to GMGN market data, the market capitalization of Robinhood Chain Meme coin CASHCAT briefly surpassed $250 million, setting a new historical high, currently reported at $243 million, with a daily increase of over 31%.Users are reminded that meme coins generally have little actual value and are subject to significant price fluctuations; trading should be done with caution.

According to Bloomberg, over the past five trading days, gold and Bitcoin ETFs have attracted a record $7 billion in inflows, with the SPDR Gold ETF (GLD) seeing nearly $3.4 billion and the BlackRock Bitcoin ETF (IBIT) attracting $1.5 billion. Both ranked among the top ten U.S. ETF inflows for the week.Investors are simultaneously buying gold and Bitcoin as hedging tools against financial anxiety. U.S. Treasury Secretary Bessent announced an expansion of long-term Treasury bond repurchases, leading to a weaker dollar and declining yields, which has driven demand for scarce assets. Bernstein analyst Gautam Chhugani noted that rising interest rates and high sovereign debt levels benefit non-dilutable assets like Bitcoin.Bridgewater founder Ray Dalio advised investors to allocate up to 15% of their funds to gold and Bitcoin to hedge against the risks of the U.S. debt crisis. Bitcoin has surpassed $80,000 this month, while gold has exceeded $4,600 per ounce.

According to monitoring by Catcher Predict, in the "Philadelphia Phillies vs. Seattle Mariners" event on the prediction market Polymarket, the "Over" option in the sub-market "O/U 7.5" has experienced a dramatic fluctuation in winning probability, plummeting from 83.5% an hour ago to the current 33.5% (a fluctuation of 50%). Please note the impact of relevant breaking news.

NVIDIA CEO Jensen Huang stated that although the industry is shifting towards developing custom chips, cutting-edge AI laboratories will remain long-term customers of NVIDIA.

NVIDIA's Chief Financial Officer stated that the company will provide selective credit enhancement support for another cutting-edge AI laboratory's nearly 2 gigawatt computing power project.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company has invested $50 billion in frontier AI laboratories.

NVIDIA (NVDA.O) Chief Financial Officer stated that for every 1 gigawatt of computing power deployed by Vera Rubin, there corresponds approximately $40 billion in revenue opportunities.

Better Mortgage and Coinbase announced the full launch of their Bitcoin-backed mortgage product, allowing U.S. homebuyers to use Bitcoin as collateral for a down payment without having to sell it. This product combines Fannie Mae-supported home loans with independently secured down payment loans backed by Bitcoin, requiring borrowers to pledge Bitcoin worth at least 250% of the down payment loan. The pledged assets will be held in a Better custodial account on Coinbase Prime.Both loans enjoy the same interest rate and amortization period, repaid through a single monthly payment; the pledged Bitcoin will be returned after the mortgage is fully paid off or refinanced. A drop in Bitcoin prices will not trigger a margin call or change the loan terms, but if the borrower is 60 days overdue, Better has the right to liquidate the pledged Bitcoin. Borrowers must be U.S. residents and hold a verified Coinbase account, and Coinbase One members can enjoy up to $10,000 in 1% cashback.This product was first announced in March of this year and opened for early experience. Previously, the Federal Housing Finance Agency directed Fannie Mae and Freddie Mac in June 2025 to study the incorporation of cryptocurrencies into mortgage risk assessments; mortgage lender Newrez also announced in January that it would recognize certain cryptocurrency assets when evaluating mortgage applications starting in February.

Better collaborates with Coinbase to launch Bitcoin collateral loans, allowing borrowers to obtain funds using BTC as collateral, providing liquidity without the need to liquidate and avoiding capital gains tax.

Mediterranean Shipping Company (MSC) has suspended its Black Sea route service to Russia due to a drone attack.