Institutions: Samsung's HBM shipment expansion is expected to offset the slowdown in general-purpose memory growth in 2027.

Dongcha Beating AI Flash News: OpenAI recently rolled out GPT-6 Astra in batches, issuing Codex quota reset cards to Plus, Pro, and Business users who received access later. Some users have found their quota depletes significantly faster after using the reset card. A user compared records of 14% of weekly quota consumed before and after the reset: pre-reset, they used around 114 million input tokens and 738 model responses; post-reset, only 63.6 million tokens and 489 responses. Based on this, the user estimated the reset card only provides half of the normal weekly quota. However, the data is not strictly comparable: Astra was used in both periods, but the inference tier and agent usage patterns differed. Codex lead Tibo subsequently denied the claim, stating there is no difference in available quota before and after the reset.

According to market data, Changxin Technology surged 6.55% to 58.39 yuan, with its total market capitalization returning to 3.96 trillion yuan.

According to TradingBeats' monitoring, the whale address starting with 0x9a80 that went long on CXMT on July 15 has received approximately $2.645 million in total funding fees, with its current CXMT long position still showing an unrealized profit of around $3.094 million, while also holding a long position in io:ANTH worth roughly $4.575 million. The address currently holds about 1.4956 million CXMT long contracts, with an average entry price of approximately $6.62, and the position is valued at around $12.988 million. The combined total of its cumulative funding fee income and current unrealized profit alone reaches roughly $5.738 million, with the unrealized profit still unrealized. Its ANTH position was initiated on September 1, with the first purchase totaling about $95,700; the current long position stands at 2,298.60 contracts, using 4x isolated margin leverage, with an average entry price of $1,963.57, an unrealized profit of approximately $61,900, and an estimated liquidation price of $1,321.35. Additionally, the address still holds 30 regular limit buy orders for ANTH at $1,910, planning to add around $57,300 to its position. ANTH is a pre-IPO perpetual contract for Anthropic deployed by EntropyIO. ANTH is trading at approximately $1,990.5, corresponding to an on-chain implied market cap of roughly $1.99 trillion for Anthropic; the whale's average entry price translates to an implied valuation of about $1.964 trillion.

Raydium, a decentralized exchange (DEX) in the Solana ecosystem, announced that its LaunchLab now supports trading for any token pair on the platform. This upgrade brings a flexible trading pair mechanism directly to the Solana ecosystem, delivering deeper liquidity, lower transaction fees, and a more favorable market environment for meme coin trading.

According to TradingBeats monitoring, two whales on Hyperliquid today both flipped from short positions to long positions on SKHX, collectively purchasing approximately $17.808 million worth of the token. Their two long positions currently total around $17.976 million, with combined unrealized profits of roughly $168,000. The address starting with 0xc8b5 bought 9,989.896 SKHX tokens continuously between 12:09 and 13:07, completing a position build of about $13.096 million in roughly 58 minutes at an average execution price of approximately $1,310.92 per token. The other address starting with 0x519c acquired 3,644.952 SKHX tokens in just four minutes between 09:40 and 09:44, with a transaction volume of around $4.712 million and an average entry price of roughly $1,292.70 per token. Earlier whale tracking data noted that the smart money entity chased gains on SKHX yesterday, locking in $2.5 million in profits and has placed a $47.59 million take-profit order. The whale tracking entity fully captured roughly 10% of SPCX’s main uptrend, and TWAP buyers last night delivered returns exceeding 161% as anticipated.

Deutsche Bank now forecasts the European Central Bank (ECB) will deliver an additional 25 basis point rate hike in December, following its September move, as persistent energy risks weigh on inflation outlooks. The bank’s research arm had previously projected the deposit facility rate would peak at 2.5% (currently at 2.25%), but now notes these assumptions are under challenge. While ongoing conflict in Iran poses upside risks to inflation, the eurozone labor market remains relatively soft, with almost no evidence so far that broader price pressures are driving wage growth. Although the bank now views a terminal rate of 2.75% as more likely, it points out that faster easing of geopolitical tensions and weakening growth could keep the rate cap at 2.5%, while a breach of 3% lacks justification in the absence of broader inflationary pressures. The ECB is scheduled to announce its interest rate decision on September 10, with a rate hike widely expected by markets at that time.