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.

Goldman Sachs upgraded its three-month tactical view on global equities from neutral to overweight, saying the sideways pullback has made valuations attractive while earnings expectations continue to be revised upward. It recommends a barbell strategy consisting of global technology stocks and high-dividend stocks sensitive to interest rates. Citigroup withdrew its overweight call on U.S. equities and closed its long position in the equal-weight S&P 500 Index, emphasizing market breadth and crowded-positioning risks, but did not turn bearish. The difference between the two lies in the priority of their signals: Goldman is focused on the odds during earnings season and the interest-rate outlook, while Citi is focused on elevated positioning and optimistic sentiment.

Mars Finance reported that at LiTong Electronics’ 2026 first-half performance briefing, the company stated that construction of the computing power center project in Zhongwei, Ningxia, is progressing steadily. The company delivered newly added computing power leasing orders in the third quarter. The scale of its computing power is commercially sensitive information; if the relevant matters meet information disclosure standards, the company will disclose them in its periodic reports. In addition, the company is actively developing its overseas computing power business. (Cailian Press)

The tokenized version of Franklin Templeton’s high-yield corporate bond ETF FLHY, FLHYon, has launched on Pendle. Provided by Ondo, it allows USDC to be exchanged for principal and yield, which can be split and traded on-chain, with a maturity date of 2026-12-10. Chetan Karkhanis said that he began researching blockchain in the early days. Benji already supports multi-chain tokenized funds and will expand to more yield-bearing assets in the future, emphasizing that retail investors need stronger risk disclosures and greater transparency. In the Asia-Pacific region, the focus will be on Singapore and Hong Kong, with South Korea and Japan as subsequent priorities.

Mars Finance reports that on October 14, according to TradingBeats monitoring, a highly profitable whale has added to its ZEC long position nine times today and is currently holding a 10x leveraged long position of 11,410.08 ZEC with unrealized profit.

Wang Jun, Deputy Commissioner of the General Administration of Customs, said at a State Council Information Office press conference that China is supporting the growth in global computing power and electricity demand through its complete industrial system and technological innovation. In the first three quarters, in the computing sector, integrated circuit exports increased by 99.1%, computer component exports by 2.1 times, storage component exports by 1.3 times, and exports of servers and other data equipment by 7.2%. In the power sector, photovoltaic exports increased by 10.3%, wind turbines and components by 22.4%, cables by 28.1%, and transformers by 22.5%. Energy storage product exports increased by 34.8% and reached more than 200 countries.

Mars Finance News reported on October 14 that Wang Jun, spokesperson and deputy director of the General Administration of Customs, said at a State Council Information Office press conference that in the first three quarters, total imports and exports of industrial robots, electronic components, computer parts, electrical equipment, and other products exceeded 10 trillion yuan, up 58.9% and driving overall import and export growth by 11.3 percentage points. The influence of “Made in China” brands continued to rise, with exports of domestic brands growing 26.7% and accounting for 24.8% of exports, an increase of two percentage points from the same period last year. (General Administration of Customs)

Mars Finance reported that, according to South Korean media outlet Sedaily, South Korea plans to begin taxing cryptocurrency next January, but its tax infrastructure still has several loopholes. Lim Kwang-hyun, commissioner of the National Tax Service, said during a parliamentary audit that preparations are underway to ensure the smooth implementation of the tax, but activities such as transfers between private wallets and transactions on overseas platforms remain difficult to fully track. Even with the introduction of the Crypto-Asset Reporting Framework (CARF), it would still be difficult to cover all transactions. The Bank of Korea had reportedly also revealed related regulatory blind spots during a previous parliamentary audit.

Mars Finance reports that Bitwise Chief Investment Officer Matt Hougan said the third quarter could be one of the best-performing quarters in crypto history. A sharp rebound in prices and continued growth in on-chain markets point to the start of a “crypto spring.” Bitwise’s quarterly market review showed that its broad-market crypto index rose 46.4% in Q3. During the same period, U.S. spot Bitcoin ETFs recorded $6 billion in inflows, bringing net inflows for the year back into positive territory. The growth was not limited to token prices. The value of tokenized stocks rose 65.5% to nearly $3.2 billion, while open interest in decentralized perpetual contracts reached a new high of nearly $26 billion, with the share linked to stocks, commodities, foreign exchange, and pre-IPO shares continuing to rise. Bitcoin rose 42.3% in Q3, while Ethereum and Solana rose respectively.

Mars Finance reports that Doubao Phone Assistant stated that the 30-day public comment period for its Screen Automated Operation Protocol (SAEP) ended on October 14, 2026, and it will gradually open up screen automation permissions for third-party applications. The agent will not operate applications that have explicitly declared their refusal of such permissions. After the public comment period ends, developers can still declare their refusal at any time, and Doubao Phone Assistant will respond within 3 business days. The protocol targets cross-application operations by graphical user interface agents and is intended to allow developers to declare how their applications interact with agents.

Paul Tudor Jones expressed rare, sweeping bearishness on U.S. stocks on CNBC, saying 2027 will be extremely difficult and that current supply-and-demand conditions are the worst in more than 20 years, resembling the eve of 1999. He announced that he would remain short for all of next year. He expects a wave of IPOs to release a large number of new shares, with offerings from Anthropic, OpenAI, SpaceX, and others increasing supply pressure. Fiscal deficits will be forced to undergo reform by the market. On the other hand, he is bullish on crude oil, expecting it to rise another $20–25. Higher oil prices will make stocks less attractive. If geopolitical tensions ease, Trump may promote peace after winning the election.

Jones said on CNBC that U.S. stocks could face significant challenges in 2027, with the fund-flow environment potentially the worst since 2002. AI IPOs and subsequent secondary offerings will increase issuance, while potential listings of OpenAI, Anthropic, and others, along with AI infrastructure financing, could further drive issuance. Compared with the eve of the dot-com bubble’s collapse, a surge in IPOs and lockup expirations could continue to weigh on the market. Expanding fiscal deficits could prompt the government to adjust policy under market pressure; if oil prices rise another $20–25 after the midterm elections, that would also hit stocks. He also said he is long oil and plans to remain short for an entire year.

Mars Finance reported on October 14 that Jinghua Secure Computing, a technology company focused on AI privacy-preserving computing, completed its Pre-A round of financing. The round was jointly led by Zhongguancun Science City and Beijing Venture Capital, with Huacang Capital and Jizhi Investment participating as co-investors. Existing shareholders Inno Kexin Fund and Shengjing Jiacheng Venture Capital continued to increase their investments. The funds will be primarily used for deep adaptation to domestic computing power, iteration of underlying privacy-preserving computing technologies, and the development of dedicated privacy-preserving computing chips. (Chuang Tou Jia CLUB)