MarsBitNews

Mars Finance news, September 3: Market news: The Bank of Japan is reportedly inclined to raise interest rates by 25 basis points and plans to adopt flexible policy measures going forward.

Australia’s Intergenerational Report lists AI as one of the five major transformations over the next 40 years, without mentioning cryptocurrency. The report states that agentic systems are becoming increasingly autonomous; the other transformations are geopolitical conflict, population aging, clean energy, and the upgrading of the services sector. The director of Coinbase Australia said prosperity depends on new technologies and productivity gains, but overlooks financial infrastructure. The Treasury’s Financial Innovation Strategy also emphasizes the connection between AI and financial infrastructure, stating that digital financial innovation could generate approximately A$24 billion in annual output and may increase demand for real-time, interoperable, programmable payment systems.

Standard Chartered Bank said gold did not weaken after the Federal Reserve raised interest rates last week. The negative correlation between gold prices and real interest rates is weakening, while the U.S. dollar remains the main short-term risk. Gold prices are expected to reach $4,650 per ounce in the fourth quarter of 2026, significantly above the current level of approximately $4,350. Structural factors, including dedollarization, currency depreciation, and official-sector gold purchases, are supporting gold prices, while the correlation between gold and U.S. Treasury yields is declining. ETF inflows reached 121 tons in August, the highest level since September 2025. Speculative positioning is not crowded, and profit-taking pressure in September is expected to be limited. Another rate hike is expected in December, with rates expected to remain unchanged in 2027.

Mars Finance reports that Omdia’s latest research report shows global semiconductor revenue surpassed $425 billion in the second quarter of 2026, setting a new all-time high. The market’s quarter-over-quarter growth rate reached 31.4%, also a historical record. AI demand and strong memory prices continued to be the primary drivers of the market, bringing total semiconductor revenue in the first half of 2026 to $752 billion. (Cailian Press)

SEC Commissioner Peirce and crypto task force adviser Lindman said a new innovation exemption could enable the first venues for trading tokenized stocks to take shape next quarter. The five-year conditional exemption would allow compliant venues to facilitate stock token trading on permissioned blockchains with the help of market makers and liquidity pools, provided they first publish an operating notice and report to the SEC one business day after the launch date. Lindman said this is on-chain finance rather than DeFi, with the venues operated by clearly identified entities. Peirce believes the cap is sufficient and that the five-year relief serves as a bridge to a long-term regulatory framework; other constraints, including issuers’ 30-day right to object, also apply, and widespread opposition is not expected.

Mars Finance reports that, according to Lookonchain monitoring, a mysterious whale once again swapped 200.71 Bitcoin (BTC) for 6,247 Ethereum (ETH), with the transaction valued at approximately $17.2 million. Over the past 6 days, the whale has swapped a total of 1,308 BTC for 40,670 ETH, with a total value of approximately $104 million, and has staked all of the ETH received.

A Ministry of Commerce announcement shows that actual foreign investment utilized by high-tech industries grew by over 30% year over year in the first eight months of this year, accounting for more than 40% of the total. Foreign investment in research and development and design services, technology achievement commercialization services, and electronic and communications equipment manufacturing grew by 74%, 64.2%, and 41.9%, respectively. Foreign investment is accelerating its shift toward China’s emerging industries and new growth tracks, with long-term structural opportunities in areas such as artificial intelligence, advanced manufacturing, and the energy transition.

Non-invasive AI brain-computer interface company Huachao Shenkong announced the completion of a RMB 200 million Pre-A round, co-led by Sequoia China and Yunqi Capital, with follow-on investments from Neighboring Star Investment, Oriza Holdings, Xuhui Science and Technology Venture Capital, and Deshi Investment. Existing shareholders Matrix Partners China and Delian Capital also participated in the round. Xunguang Capital served as the exclusive strategic financial advisor. The funds will be used for product development, the recruitment of key talent, advancing clinical research, and building AI infrastructure. The company had previously completed its angel and angel+ rounds, raising nearly RMB 300 million in total.

【This company enters the semiconductor precision processing sector, and its related technology has been implemented on 800G/1.6T optical module production lines】Mars Finance News: This company has officially entered the semiconductor precision processing sector through external mergers and acquisitions, focusing on micro- and nanofabrication services in the AI and silicon photonics fields. Its related technology has been implemented on 800G/1.6T optical module production lines. (CLS)

According to the Financial Times, Polymarket is lobbying in the UK, Brussels, and several EU countries to classify prediction market contracts as financial derivatives and bring them under regulations such as MiFID, in pursuit of a European license. The company is valued at over $20 billion and is raising funds. Several European countries remain strict on retail prediction markets, and regulators generally believe a gambling license is required.

Market sources say Mifeng Technology’s latest valuation in the embodied intelligence data sector is approaching RMB 10 billion, while the company has not yet commented officially. The company will launch its crowdsourced data collection platform, “Mifeng Pai,” on September 23. Users can wear MEgo devices to complete tasks in real-world settings such as retail, warehousing, manufacturing, and homes, and receive compensation based on the duration of data that passes review. During the one-month internal testing period, 20,000 users registered on the platform and submitted 13,000 data sets, exceeding expectations.

Mars Finance reports that, according to Farside monitoring on September 22, U.S. spot Bitcoin ETFs recorded net inflows of $999 million yesterday, marking three consecutive trading days of substantial net inflows.

Mars Finance reports that at the 2026 Hangzhou Yunqi Conference held on September 22, Pingtouge announced its roadmap for Yitian server CPUs. In 2027, it will launch two generations of server CPUs, the Yitian 720 and Yitian 730, with continued improvements in single-core performance. In the future, Pingtouge will also launch the Yitian 750, which is based on its second-generation in-house cores. The chip supports Pingtouge’s self-developed ICN die-to-die interconnect bus protocol and can connect directly with Zhenwu AI chips via the ICN bus, further improving the synergy between CPUs and AI chips and meeting the computing demands of the Agentic era. (China Securities Journal)

Cardano has joined the official x402 software development kit, enabling applications or AI agents to pay for online services with ADA. x402 turns 402 Payment Required into a checkout flow within requests, allowing agents to access services after completing and verifying payment. The initial release supports TypeScript, with a Python version coming later; a real transaction has been completed on Cardano’s preproduction network, but it has not yet been deployed on mainnet. x402 was created by Coinbase in 2025 and donated to the Linux Foundation, whose members include Visa, Mastercard, Stripe, Google, and Amazon Web Services. Solana, XRP Ledger, and others had already supported it.

Mars Finance reports that, at a media open day held recently by Nexperia China in Shanghai, it was learned that the world’s first 12-inch bipolar device mass-production line has been established in Shanghai. According to the company, in terms of capacity structure, domestic supply of basic discrete devices has long been concentrated on 6-inch and 8-inch platforms, while the domestic discrete-device sector previously lacked a mature production-line foundation for 12-inch platforms. Through cooperation with strategic partners in China, Nexperia China has promoted the introduction of a 12-inch wafer process platform, while simultaneously advancing new-product verification and mass-production introduction, as well as the overall migration of its product lines. (Shangguan News)

The 28th survey of large private enterprises conducted by the All-China Federation of Industry and Commerce showed that the 500 largest private enterprises in 2025 recorded total operating revenue of 44.93 trillion yuan, averaging 89.851 billion yuan per enterprise, up 4.35% from the previous year; total assets of 53.74 trillion yuan, averaging 107.479 billion yuan per enterprise, up 5.05%; manufacturing revenue of 32.22 trillion yuan, up 8.73%; reported R&D spending of 1.26 trillion yuan, with an investment intensity of 2.95%; exports of 1.97 trillion yuan, up 11.25%; tax payments of 1.30 trillion yuan; and total employment of 11.9633 million people. An additional 29 companies ranked among the Fortune Global 500.