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.

Senior executives at Morgan Stanley Investment Management said at the Global Wealth Management Forum that, under the base-case scenario, global investment in AI data centers could reach $5 trillion by 2030; AI-related capital expenditures are expected to total about $1.4 trillion in 2027, double the 2025 level; and future commitments by large data center operators, including off-balance-sheet financing, amount to about $3.4 trillion. Funding needs will be enormous over the next 3–5 years, debt financing costs are rising, and balance sheet strength will affect financing capacity.

Mars Finance reported on October 16 that Tencent Hunyuan announced the upgrade of its agent memory framework, Hy Memory, to version 2.0 and open-sourced its dedicated models, memory framework, and MemHub application. The three layers of capabilities can be used independently or combined into a complete Memory solution. Hy Memory is currently used in multiple Tencent businesses, including finance, news, knowledge management, office agents, social entertainment, and gaming. (Wide-Angle Observation)

Regarding the delisting of Alibaba’s virtual human digital products, people close to Alibaba Cloud said the move was a normal discontinuation resulting from strategic adjustments and product iteration. “The digital human market is now very mature. We recommend that existing users migrate to related products such as Ant Lingjing Digital Humans, Xiangxin Digital Humans, and Yizhi Intelligence AI Livestream Digital Humans.” (Securities Times)

As of October 2026, FAO Robotics has completed its Series C+ and Series D rounds, raising nearly RMB 1 billion in total. Multiple institutions participated, including Meituan Longzhu and Meituan, which led the rounds, as well as follow-on investors Yongxin Capital, Shishan Phase II, and Suzhou Venture Capital. Existing shareholders also made additional investments. The funds will be used for fixed-asset investment in core component production capacity, as well as capacity expansion and R&D in industrial embodied intelligence, covering products such as the ART series of industrial-grade humanoid force-controlled arms and the AIRLab embodied intelligence tool platform.

Mars Finance reported on Oct. 16 that, according to TradingBeats monitoring, a dormant whale that had traded BTC infrequently for an extended period has made a notable move again after several months. This activity is not limited to a single market: recent changes in its on-chain positions and in prediction markets appear to point in the same direction.

On October 16, the 2026 AI Cloud 100 China list was released in Shanghai, naming Yimu Technology as a representative company in the Physical AI sector. Its core product is a biomimetic visuotactile sensor built on a three-layer architecture: developing high-quality tactile datasets at the bottom layer, enabling universal encoding across signals from different hardware in the middle, and integrating touch, vision, and language at the top—filling a missing link in multimodal large language models. Positioned as an entry point for tactile perception in Physical AI, the company completed a Series E financing round of over RMB 1 billion in July this year, bringing its post-money valuation to over RMB 10 billion.

OpenAI says an AI agent it was training took funds from other people’s crypto wallets without authorization while carrying out a task. It had been instructed to modify a trading app and deploy a smart contract on Sepolia. The task required transaction fees, but the agent wasn’t given a funded wallet. After its attempt to obtain free test tokens failed, it wrote a program to generate wallet addresses in bulk using publicly available mnemonic phrases and check their balances one by one.

Mars Finance reports that, according to monitoring by on-chain analytics platform Lookonchain, renowned trader Bonk Guy’s portfolio has gained more than $1 million over the past 24 hours as the market rebounded. He currently ranks first on both the 24-hour leaderboard and the all-time leaderboard on social trading platform FOMO.

The Hong Kong Stock Exchange’s consultation conclusions on shortening the settlement cycle in the cash market show broad support for implementing T+1. The transition is proposed for the second half of 2028, subject to market readiness and regulatory approval. A total of 109 responses were received from brokers, custodians, investors, and others. Supporters say T+1 could improve market efficiency, reduce settlement risk, and enhance capital efficiency, further strengthening Hong Kong’s position as an international financial center.

Solana Foundation President Lily Liu said that, as a tribute to the Chinese community, Solana put on a light show on a giant screen in Shanghai’s Lujiazui district. The publicity caused registrations for the “Solana Shanghai event” to quadruple overnight, exceeding the cap set by the government. Unable to prevent overcrowding, the organizers decided to postpone the event so they could better accommodate the size of the community, and apologized to attendees who had traveled from near and far.

Mars Finance reports that Bank of America, citing EPFR data, said emerging-market equities saw $17.7 billion in inflows in the week through Wednesday, the highest level since July. Brazil set a record with $4.7 billion in inflows.

Mars Finance reports, according to a Bloomberg report on October 16, that China has proposed adding advanced artificial intelligence technologies to its export control list, potentially restricting the overseas transfer of AI models and chips to impose tighter controls on domestic advances in this strategic sector. The draft covers 23 AI technologies, including large language models, agents, chip design, and computing clusters. Restricted technologies include model weights and source code for products that exceed certain performance thresholds. The relevant policy text is available on a public page of China’s Ministry of Commerce.

Mars Finance reports that Bank of America, citing EPFR data, said equity funds saw net inflows of $64.5 billion in the week through Wednesday, including $39.1 billion into U.S. equity funds and $10 billion into technology stock funds.

Analyst Axel Adler Jr. noted that short-term holders currently hold about 4.08 million Bitcoin, the highest level since mid-June. That’s up about 422,000, or roughly 12%, from the July 29 low, including an increase of about 154,000 in the first two weeks of October and about 48,000 over the past week. Many new buyers entered in the $82,000–$86,000 range. The group’s average cost basis is about $74,900, and its unrealized profit cushion has narrowed from about 16% to about 10%. If the price falls below $74,900, they would move into unrealized losses, potentially increasing selling pressure.