Kimi API now natively supports Codex and Claude Code.

US Commerce Secretary Lutnick said Wednesday that the Trump administration is considering a new round of import tariffs on semiconductors, potentially further raising taxes on foreign chips to attract more semiconductor manufacturing to shift to the U.S. However, these tariffs may be implemented in conjunction with tariff relief measures for companies investing in U.S. domestic manufacturing, following the Trump administration’s earlier approach for the pharmaceutical industry. Lutnick stated, “This is the principle the semiconductor industry should follow: if you manufacture in the U.S., we will grant you tariff relief; if you do not, you will pay tariffs. This is a very wise approach and it works.” The Trump administration had previously imposed a 25% tariff on some advanced semiconductors, and in January this year, after the U.S. Department of Commerce completed a related trade investigation, it ordered additional import tariffs on these chips. However, the scope of the new round of tariffs may expand from semiconductors themselves to products containing chips, thereby affecting imports of data center servers and consumer electronics.

According to BIT (bit.com) market data, the three major U.S. stock index futures advanced: Nasdaq futures turned positive, Dow Jones futures rose 0.35%, and S&P 500 index futures gained 0.19%.

According to Bitget market data, U.S. Treasury yields have dropped sharply. The yield on the 30-year U.S. Treasury note fell 5 basis points from its intraday high to 5.25%. Dow Jones futures and S&P 500 futures erased their intraday losses to turn positive. International oil prices are currently down 1%, after rising more than 2% earlier in the session.

Oppenheimer has raised SpaceX (SPCX)’s price target from $250 to $280, while maintaining its "Outperform" rating. Analyst Tim Horan noted that SpaceX owns a vertically integrated AI platform, with advantages in data, capital and Nvidia GPU resources, and is rapidly expanding its infrastructure. Horan pointed out that Grok and Cursor have made strong progress recently, with AI usage exceeding expectations. Based on higher AI computing power pricing and potential returns from next-generation Nvidia Rubin chips, Oppenheimer also lifted SpaceX’s long-term revenue projections.

US August ADP employment rose by 38,000, marking the smallest increase since January, coming in below the market forecast of 48,000 and the prior figure of 44,000. (Jinshi)

Garrett Jin, the representative of the "BTC OG insider whale", posted that investors should not short Bitcoin (BTC) during its consolidation phase. According to prior reports, on August 25, Garrett Jin noted that the long consolidation period for BTC has only just begun, and the cryptocurrency needs to achieve full turnover in the current price range to stand a chance of rallying further.