Tectonic releases attack report, $9.19 million in assets yet to be recovered

[Whale Loracle Opens New Long Positions in Gold and Copper, Holds Multiple Losing Short Positions] Whale Loracle's sub-address has opened a 10x leveraged long position in gold and a 1x leveraged long position in copper, continuously increasing its holdings. Currently, it holds 40.03 xyz:GOLD and 2200.04 xyz:COPPER, both in a floating profit state. At the same time, Loracle holds multiple losing short positions: - Short $38.19 million HYPE with a floating loss of $13.65 million - Short $27.60 million SNDK with a floating loss of $5.07 million - Short $19.80 million NVDA with a floating loss of $620,000 - Short $11.03 million MU with a floating loss of $1.91 million - Short $18.30 million PONS with a floating loss of $1.32 million - Short $4.01 million PLTR with a floating loss of $17,000 - Short $3.62 million CASHCAT with a floating profit of $770,000 - Short $1.75 million CRWV with a floating profit of $270,000.

According to CCTV News, Nomura Research Report pointed out that the development of artificial intelligence has increased the ratio of net liabilities of the US international investment position to the total net assets of all net creditor countries' international investment positions by pushing up inflation, widening trade deficits, and US bond yields to 80%. Nomura warns that if the development of artificial intelligence is hindered, in the context of high valuations and weak fundamentals in the US stock market, the adjustment of the US stock market will evolve into a global safe haven event, prompting foreign investment to de risk and driving the depreciation of the US dollar.

[BSC Meme Coin 4Stonk Market Cap Surpasses $10 Million, Now Drops to $8.75 Million] According to GMGN data, the market cap of BSC Meme Coin 4Stonk briefly surpassed $10 million and has now dropped to $8.75 million.

[Morgan Stanley Releases Semiconductor Capital Equipment Industry Report, Market Focuses on AI Capital Return Certainty] According to Trend Research, Morgan Stanley released a semiconductor capital equipment (SPE) industry report on September 7. Morgan Stanley noted that WFE forecasts continue to be revised upward, but investors require evidence of AI capital returns before being willing to pay for incremental growth. Morgan Stanley recommends AEIS, MKS, and ONTO, maintaining an 'Equal-weight' rating for the SPE industry. Morgan Stanley raised its 2026 DRAM WFE forecast by 47% to $53 billion. The market expects 2027 WFE to be around $230 billion, while Morgan Stanley forecasts $223 billion. Each GW of computing power corresponds to approximately $7 billion in WFE demand.

[The Hong Kong Securities and Futures Commission Adds King Kong Fund/King Kong Coin Issuance Limited to the Unlicensed Companies List] The Hong Kong Securities and Futures Commission has added King Kong Fund/King Kong Coin Issuance Limited to the unlicensed companies list, as the entity is suspected of conducting unlicensed regulated activities in Hong Kong.