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23:21
Ukrainian officials reported that Russia launched an airstrike on Kyiv early Tuesday, damaging two residential buildings. This attack followed the end of a three-day pause in strikes between the Russian and Ukrainian capitals, which concluded Monday evening local time. The ceasefire had been announced during the visit of U.S. President Donald Trump's envoys, Steve Witkoff and Jared Kushner, to Moscow and Kyiv. White House officials told Reuters that further steps regarding an end to the conflict would be announced in the coming weeks.
23:21
Forces loyal to Yemen's internationally recognised government have launched counterattacks against Houthi rebels, with officials stating their aim is to recapture the capital, Sanaa, which the Iran-backed Houthis seized over a decade ago. Yemen's Deputy Defence Minister Major-General Samir Al-Sabri stated on Monday that "the decision has been made to retake Sanaa." This announcement comes as fighting intensifies in the provinces of al-Bayda and al-Jawf, considered key gateways to the capital. The renewed hostilities mark a significant escalation since a UN-brokered truce in 2022, which had halted large-scale fighting. The World Health Organization reported on Monday that nearly 900 people have been killed or wounded since Thursday, predominantly in Taiz and along the western coast, with an estimated 21,000 displaced from Taiz alone. Government-aligned forces reported carrying out several
23:19
Goldman Sachs stated in its latest research report published on September 7 that despite raising its assumptions for the duration of shipping disruptions, the upward revision was relatively modest given the market's better-than-expected adaptability and the continued recovery of Middle Eastern supply. The report suggests that the oil and shipping markets are increasingly pricing in a prolonged Middle East conflict.
23:19
Goldman Sachs analysts noted in a September 7 report that agricultural commodity prices face significantly increased upside risks due to the triple threat of the Strait of Hormuz situation, the Black Sea conflict, and a super El Niño. The firm believes that the increasingly fragmented global agricultural market and rising trade barriers are the true amplifiers of risk, leading to larger and more persistent price volatility from equivalent supply shocks. The report indicates that the BCOM Agriculture Spot Index has risen 24% year-over-year, with wheat prices up 41%.
23:19
China's A-share market saw a mixed performance today, with the three major indices initially under pressure. The ChiNext Index and STAR50 Index both fell by over 1% at one point, but later turned positive across the board. As of publication, the Shanghai Composite Index is up 0.33%, the Shenzhen Component Index is up 0.50%, and the ChiNext Index is up 0.57%. AI application and 6G concept stocks surged, with ArcSoft and Wuhan Fangu hitting their daily limits. Hong Kong stocks opened lower and continued to decline, with the Hang Seng Index down 0.58% and the Hang Seng Tech Index down 1.05%.
23:19
CATL's Hong Kong-listed shares fell over 4.5% today, hitting an intraday low since March 10, with its A-shares also declining. This follows Li Auto's statement on the 7th that while the first batch of its new generation Li MEGA would use CATL batteries, it would fully switch to Li Auto's self-developed 5C ternary lithium batteries once its in-house battery production is ready.
23:02
★★★★★Balance of TradePrevious 112.5BForecast 119.1BActual 119.1B
Exports YoYPrevious 23.9%Forecast 25%Actual 25%
Imports YoYPrevious 27.5%Forecast 30%Actual 28.2% Below forecast↓
22:53
China's exports (denominated in USD) rose 25% year-on-year in August, in line with expectations, while imports increased 28.2%, below economists' forecast of 30%, indicating continued weakness in domestic demand, data released by Chinese customs on Tuesday showed. The trade surplus for the month expanded to $119.09 billion from $112.5 billion in July. Exports have become a key growth driver for the Chinese economy, with surging global demand for high-tech components driven by AI infrastructure development being a major contributing factor.
22:50
India's Nifty 50 index has recorded subdued intraday volatility for 25 consecutive trading days, its longest streak this year. Meanwhile, the Asian tech stock market continues its rally.
22:46
Wistron, a Taiwan-based manufacturer, saw its shares fall more than 6% on Tuesday. The company priced 25 million global depositary receipts at $58.88 each on Monday, representing 250 million new common shares, at roughly a 5.5% discount to its Monday closing price. The offering, expected to be issued on Thursday, will fund raw material purchases in foreign currencies. This fundraising comes as Wistron expands its AI server business, having approved additional capacity investments in Taiwan and the U.S. last month, and opened a $700 million AI server plant in Texas in July, which produces Nvidia's GB300 systems.
22:37
Wheat prices saw their biggest gain in over a week, as market indications suggested Russia remains committed to continuing its war in Ukraine, fueling concerns about prolonged disruptions to Black Sea grain shipments.
22:29
Asian stock markets were slightly subdued on Tuesday, lacking cues from New York due to Monday's Labor Day holiday. Investors are now looking to U.S. consumer inflation data, which is due Friday. Meanwhile, the Japanese yen continued to strengthen against the dollar.
22:03
Nikkei Asia reported that Hong Kong is actively attracting global academics as Western countries intensify scrutiny of China. British physicist and Nobel laureate Andre Geim moved from the University of Manchester to the University of Hong Kong earlier this year. Hong Kong's approval volume for academic visas for foreign and mainland Chinese scholars has recovered to pre-pandemic levels, doubling since 2020.
22:02
Samsung SDS Co., the information technology services arm of South Korea's Samsung Group, said Tuesday it will expand cooperation with major global artificial intelligence companies, including OpenAI and Anthropic, as it seeks to drive innovation through AI transformation. The company made the announcement at its annual summit, where it unveiled its vision for accelerating AI transformation dubbed AX across businesses and work processes.
22:02
The International Atomic Energy Agency (IAEA) warned on Monday that it remains unable to verify Iran’s nuclear material more than a year after losing access to key facilities, urging Tehran to restore effective cooperation. This comes as France, Germany, the UK, and the US are pressing the IAEA to report Iran to the UN Security Council, seeking support for a draft resolution to send the issue back to the UNSC for the first time in two decades. Iran has rejected the move, maintaining its nuclear program is peaceful and warning of “necessary measures” if the resolution is pursued.
21:47
The bargaining power in AI data centers is shifting. According to a September 7 report by The Information, as cloud providers like Microsoft and Google rush to deploy NVIDIA servers, data center operators such as CoreWeave are gaining leverage, with contract terms starting to favor the supply side.

The report indicates that data center operators are securing more advantageous terms in Service Level Agreements (SLAs) and payment conditions, with extreme clauses being softened. Concurrently, chip manufacturers like NVIDIA and AMD sometimes offer credit guarantees for data center projects for up to 15 years to ensure smooth deployment of their chips, with NVIDIA being particularly aggressive. Furthermore, electricity costs are highly volatile, and the cost of building a 1-gigawatt data center has more than doubled in the past few years. NVIDIA CEO Jensen Huang stated at an Equinix customer conference that hashrate is fragmenting, and the AI world is moving towards decentralization and high distribution. NVIDIA, Equinix, and Together AI have jointly launched a plan to deploy NVIDIA hardware in Equinix data centers to provide open-source AI model inference services for small and medium-sized enterprises.
21:36
The Panama Canal Authority warned on Monday that it may further reduce the daily ship transit limit to as low as 29 by February or March, from the current 34 (effective Sept 4) and 32 (effective Sept 15), if the drought caused by a strengthening El Niño persists. The canal, handling 5% of global maritime trade, relies on freshwater for its locks. Panama declared a nationwide state of emergency over El Niño on August 26.
21:35
Abraxas Capital purchased 13,000 ETH (approximately $32.39 million) spot to hedge its 141,180 ETH (approximately $353 million) short position held on the Hyperliquid platform.
21:32
★★★★★Previous -6Forecast -8Actual -8
21:17
Ukraine's Chief Prosecutor, Ruslan Kravchenko, has resigned amid corruption allegations linked to illegal call centers in the country. This follows a search of his office by Ukrainian anti-corruption investigators, who claimed to have uncovered a money laundering scheme led by officials from Kravchenko's office. In his resignation letter, Kravchenko denied all accusations, stating he did not wish for his position to be used as a "tool for political confrontation."
20:38
Japan's nominal wages rose by 4.7% year-on-year in July, marking the largest single-month increase since January 1997 and significantly exceeding market expectations. Concurrently, real wages increased by 2.4% year-on-year in July, the largest gain since May 2021.

This robust data further bolsters market expectations for a Bank of Japan (BOJ) interest rate hike this month. Data released by Japan's Ministry of Health, Labour and Welfare on Tuesday showed that nominal wage growth has surpassed 3% for the sixth consecutive month, and base wage growth reached its fastest pace since April 1992.
20:36
Seoul shares opened higher Tuesday, led by gains in semiconductor stocks, amid revived hopes for artificial intelligence-related earnings momentum. The benchmark Korea Composite Stock Price Index (KOSPI) extended gains after opening 0.72 percent higher, trading 54.51 points, or 0.78 percent, up at 7,049.90 as of 9:15 a.m. The index had soared by more than 4 percent in the previous session on the back of a rally in tech stocks. This comes amid escalating tensions in the Middle East that pushed up oil prices.
20:33
London copper futures hit a new all-time high of $14,530 per ton on Monday, amid a generally strong sentiment across the metals sector.
20:32
★★★★★Previous 6%Forecast -3.6%Actual -5.2% Below forecast↓

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