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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.

Mars Finance reports that Federal Reserve Governor Waller said the safety premium on U.S. Treasuries no longer exists.

Mars Finance reports that, according to monitoring by market intelligence platform Liquid247.xyz, the Hyperliquid address 0xecb63c...2b00 currently holds an ETH short position of 9,509.1 ETH, with a notional value of $24.059 million. At press time, ETH was trading at $2,530.10.

Jingwang Electronics responded that stock price fluctuations are jointly affected by multiple factors, including the macroeconomic environment, policies, industry conditions, and market style. Due to commercial confidentiality, the company cannot disclose specific customer information. Please refer to the company’s announcements for the authoritative information. As of the third quarter of 2026, orders on hand in the AI server and data center, as well as high-speed optical module sectors, are sufficient. Capacity utilization and yield rates are relatively high, and the company is making every effort to ensure that its delivery targets are met.

Elon Musk stated that the Texas Terafab wafer fab will develop a rapid-iteration chip design process, aiming to complete the design, manufacturing, and testing of approximately 10 chip sets each year. He emphasized that this represents an increase in the number of design and testing iterations, not large-scale mass production. Currently, it typically takes about two years for a leading chip to go from design initiation to mass production, which is already considered relatively fast by industry standards.

Mars Finance reported that the three major A-share indexes closed mixed: the Shanghai Composite rose 0.1%, the Shenzhen Component Index fell 0.25%, and the ChiNext Index fell 0.18%. Computing power stocks strengthened, with Yuexin Semiconductor surging 223.06% on its first trading day, Tianfu Communication rising more than 7%, and Lianxun Instruments and Yuanjie Technology gaining more than 3%. Aerospace and defense and ice-and-snow tourism concepts led the gains, with AVIC Aviation Technology, Changbai Mountain, and Dalian Sunasia hitting the daily limit, while Guoke Military Industry rose more than 10%. Lithium battery and CRO stocks weakened, with AOKE Refractory Materials falling more than 8% and Tinci Materials and Shida Shenghua dropping more than 5%.

Mars Finance News, October 13: At its 2026 first-half earnings briefing, Huahong Electronics stated that its eight-inch production line is currently expanding capacity as planned and operating at full production and sales, with capacity utilization at a relatively high level. The SiC PM modules are still under development, while SiC IPM modules have begun small-batch sales. Over the next five years, the company will focus primarily on power semiconductors and related industries, with core products covering IGBTs, MOSFETs, diodes, and wide-bandgap semiconductors, among others. It will also increase investment in the construction of chip and packaging production lines. (Wide-Angle Observation)

Original Title: Goldman Sachs Analysis: The Higher U.S. Treasury Yields Rise, the More Reasons There Are to Go Long?
Original Author: BlockBeats
Original Source:
Republished by: Mars Finance
TL;DR
· Real interest rates have driven the rise in longer-term yields, but this does not mean inflation has had no impact: Energy and inflation risks can influence real interest rates through expectations of rate hikes.
· Goldman Sachs’ model attributes approximately 70% of the year-to-date increase in long-term forward rates to higher policy expectations, while growth expectations and overseas spillover effects made relatively smaller contributions.
· AI investment may push up interest rates through economic resilience and long-term growth expectations, but the report found insufficient evidence that corporate bond issuance has created significant, persistent cumulative pressure on U.S. Treasury yields.
· The value of bonds as a diversification tool has declined, meaning investors need higher compensation. The rise in yields therefore includes changes in the risk premium.
· Funds underweight

Mars Finance reported on October 13 that London-listed crypto finance company Tap Global Group (AIM: TAP) announced today that it had completed its first Ethereum purchase under its Digital Asset Income Strategy (DAIS), acquiring 50 ETH at an average price of approximately $2,497 per coin.

Polygon’s Open Money Stack (OMS) has launched automated stablecoin payment runs: teams can set the recipient scope, budget, and execution window. At the start of each cycle, payment requests are initiated automatically without requiring individual signatures. The wallet verifies the conditions on-chain, while the terms are recorded in the Sessions Module and enforced at the contract layer. Once approved, the backend cannot expand the scope, increase the spending limit, or extend the expiration time; anything beyond the agreed terms will be rejected. It uses the same system as deposits, balances, and settlement routing.

Mars Finance reports that Danske Bank analyst Silje Bua said the U.S. dollar remains near an 18-month high, boosted by weaker market risk appetite and comments from Federal Reserve officials supporting interest rate hikes. Markets are focusing on U.S. inflation data on Wednesday to assess the Fed’s future interest rate decisions. Bua said that even if the CPI data indicates the Fed may raise rates once per quarter, the dollar’s strength may be difficult to reverse.

IDC said NVIDIA’s share of China’s data center AI chip market fell to 34% in the first half of 2026, with shipments of 678,000 units, down 44% year over year, due to U.S. export controls and intensifying domestic competition. Huawei’s AI accelerators accounted for 28% with 572,000 units, while Alibaba’s T-Head held 7%, Cambricon 5%, Baidu’s Kunlunxin 4%, and Hygon 3%. Shipments grew year over year at nine of the 11 Chinese vendors tracked. IDC did not disclose the composition of the 34% share or whether it includes the B200/B300, and NVIDIA has not yet responded to requests for comment.

On October 13, the Tencent WorkBuddy Enterprise Edition admin console launched the “Observability Center” and began public beta testing. The “Observability Center” provides three core capabilities: real-time monitoring, session tracing, and trace details. It first captures issues through macro-level monitoring, then pinpoints specific causes at the micro level, and finally feeds the results back into optimization, lowering the barrier to deploying and using enterprise-grade agents while improving efficiency.

Mars Finance News reported on October 13 that Applied Materials (AMAT), the largest semiconductor equipment manufacturer in the United States, recently projected that its revenue will double over the next few years. The company is also leveraging AI tools to drive innovation and product development while exploring ways to improve semiconductor yields. (Wide-Angle Observation)

Mars Finance reports that according to Arkham monitoring, Grayscale’s GSOL purchased a cumulative $20.2 million worth of SOL over the past 20 days, with outflows occurring on only one day during that period. In addition, VanEck’s VSOL sold $700,000 worth of SOL yesterday, while Grayscale made no sales yesterday.

Mars Finance News: On October 13, Xiangyuan New Materials stated on an interactive platform that the company’s piezoelectric and piezoresistive flexible sensing materials were independently developed. At present, the company has completed the introduction and validation of its piezoresistive sensing materials in the humanoid robotics sector and is now in the small-batch delivery stage. (KeGuBao report)