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Tesla's Cybercab launch event had limited incremental impact; scalability and cost remain the core concerns.

Tesla's Cybercab launch event had limited incremental impact; scalability and cost remain the core concerns.

On September 3, Tesla officially unveiled Cybercab and announced that its Robotaxi fleet had surpassed 1 million miles of cumulative mileage. According to TrendFocus, Goldman Sachs and Barclays did not significantly raise their expectations as a result: while Cybercab's cost advantage is clear, it hasn't solved

Micron's HBM production capacity is expected to double by the end of the year, catching up with Samsung and SK Hynix.

Micron's HBM production capacity is expected to double by the end of the year, catching up with Samsung and SK Hynix.

Micron Technology is aggressively expanding its high-bandwidth memory (HBM) production capacity, aiming for a larger share of the global AI memory market. According to Yonhap News Agency on the 4th, citing industry sources, Micron plans to increase its HBM monthly production capacity to approximately 100,000 wafers by the end

Zuckerberg privately called Trump: Don't establish an AI regulatory agency.

Zuckerberg privately called Trump: Don't establish an AI regulatory agency.

The direction of US AI regulatory policy is being profoundly influenced by a series of private interactions between tech giants and White House officials. According to Business Insider on September 4, citing a senior White House official familiar with the matter, Meta CEO Mark Zuckerberg spoke with President Trump the

Nomura: If the yen continues to weaken, the Bank of Japan may raise interest rates three times in a row.

Nomura: If the yen continues to weaken, the Bank of Japan may raise interest rates three times in a row.

The continued weakening of the yen is prompting markets to reassess the Bank of Japan's interest rate path. Nomura Securities warns that in an extreme scenario, the Bank of Japan could raise interest rates in three consecutive meetings, which would be the bank's most aggressive monetary

Report: Apple's daily production of foldable iPhones is only "a few hundred" units, and supply may be tight in the initial sales period.

Report: Apple's daily production of foldable iPhones is only "a few hundred" units, and supply may be tight in the initial sales period.

The mass production of Apple's first foldable iPhone is progressing far slower than expected, and supply chain issues are threatening its market performance in the early stages of its launch. According to Nikkei Asia, citing sources familiar with the supply chain, Apple's stringent quality control standards

Global stock markets rebounded ahead of the US non-farm payrolls report, with South Korean stocks closing up 1.64%, the yen strengthening, and oil prices rising slightly.

Global stock markets rebounded ahead of the US non-farm payrolls report, with South Korean stocks closing up 1.64%, the yen strengthening, and oil prices rising slightly.

Dovish comments from Federal Reserve officials led the market to repric its expectations for interest rate hikes, resulting in a third consecutive day of gains for global stock markets, with Asia-Pacific assets generally strengthening. Federal Reserve Governor Waller stated that he would support keeping interest rates unchanged if inflation continues

Tonight's US non-farm payrolls report is a major test, with both "good news" and "bad news"!

Tonight's US non-farm payrolls report is a major test, with both "good news" and "bad news"!

The US August non-farm payrolls report will be released tonight. Wall Street expects a slight rebound in employment growth from July's negative figure, but market logic has quietly shifted—for investors, a strong report isn't necessarily good news, and a poor report doesn't necessarily