Data: The privacy sector's market cap surges to $33.6 billion, with ZEC jumping 2496% in a year to emerge as this year's biggest winner.

Goldman Sachs has significantly raised its industry forecast in the latest global optical module report, projecting that the global optical module market size will reach approximately $67.7 billion, $131.4 billion, and $148.5 billion respectively from 2026 to 2028, with upward revisions of 33%, 81%, and 115% compared to its prior forecast. Goldman Sachs points out that this round of upward adjustments is not solely driven by the growth in the number of AI servers; more critically, the ongoing shift of AI server architectures toward high-speed networks, combined with the rising number of optical modules required per GPU or ASIC chip, is fueling rapid growth in demand for 800G, 1.6T, and even 3.2T optical modules.

Beating AI News Flash: OpenAI’s latest flagship model Astra has reignited market enthusiasm for AI infrastructure, with memory chips emerging as the first beneficiary sector. U.S. semiconductor stocks rallied collectively last Friday, with Micron surging over 6% and SanDisk jumping nearly 12%; Asian markets extended the gains on Monday, with SK Hynix up around 8%, Samsung Electronics rising more than 5%, and Kioxia climbing roughly 10%. Institutions believe that as the capabilities of cutting-edge AI models continue to improve, computing power demand will further rise, and bottlenecks in memory and networking segments may also intensify, making HBM, DRAM, etc. likely to re-emerge as key themes in AI infrastructure trading. Goldman Sachs and Morgan Stanley project that global AI capital expenditure will reach $1.3 trillion to $1.5 trillion by 2027, with more than half allocated to memory infrastructure. Charu Channa, Chief Investment Strategist at Saxo Bank, stated that Astra’s launch further underpins the sustained growth of AI spending, and the rising computing power demand from advanced models will benefit memory chip makers like SK Hynix and Samsung Electronics. As AI models grow more powerful, the "computing power trade" that solely focused on GPUs is expanding to the "memory trade" involving HBM, DRAM, etc., and memory chips may become a key beneficiary segment in the new round of AI infrastructure investment.

Anwar Gargash, an advisor to the UAE President, said Monday that the United Arab Emirates is actively building alternative routes for energy exports and trade to ensure its core economic interests are not "kidnapped" by the conflict between the U.S. and Iran. He emphasized: "Our energy exports will not be taken hostage, and our trade and economic activities will never be subject to others' control." Gargash noted that freedom of navigation is not a concession to be granted, nor a principle to be renegotiated under pressure, adding that any long-term solution must establish a reliable security mechanism to prevent future attacks by Iran on Gulf countries. Against the backdrop of the Strait of Hormuz being blocked and attacks on its territory and oil tankers, the UAE and Qatar on the same day called on Gulf nations to enhance their own security capabilities. Majid Al Ansari, spokesperson for Qatar's Ministry of Foreign Affairs, said that while the strategic partnership with the U.S. is important, "this is not enough", and Gulf countries need to achieve a greater degree of self-sufficiency in the security sector. Gargash also stated that relations between the UAE and Iran are ultimately expected to recover, but rebuilding political trust between the two sides after the recent attacks could take decades. He added that Gulf countries can no longer assume that external allies will always prioritize their security.

Due to the U.S. Labor Day holiday, U.S. and Canadian stock markets will be closed on Monday, September 7. Trading in precious metals and U.S. crude oil futures contracts on CME Group will end early at 02:30 Beijing Time on September 8, while stock index futures contracts will cease trading early at 01:00 Beijing Time the same day. Brent crude oil futures trading on Intercontinental Exchange (ICE) will end early at 01:30 Beijing Time on September 8. Additionally, the weekly U.S. API and EIA crude oil inventory data will be delayed to 04:30 Beijing Time on Thursday, September 10 and 00:00 Beijing Time on Friday, September 11 respectively.

The U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) recently analyzed and found that roughly $9 billion in shadow banking activity suspected to be linked to Iran flowed through U.S. correspondent bank accounts in 2024. Of that total, around $5 billion originated from foreign shell companies, while another $4 billion involved foreign oil enterprises suspected of acting as Iranian front companies. The report noted that Iranian-linked entities do not need to hold direct U.S. bank accounts to access the U.S. dollar system, instead using intermediaries and correspondent banks in financial hubs such as the UAE, Hong Kong, and Singapore. These networks layer transfers through shell companies, exchange firms, and entities in sectors including oil, shipping, investment, and technology to obscure the funds’ ties to Iran. Beyond traditional financial channels, Iran is increasingly relying on cryptocurrency to evade sanctions. Reuters previously estimated that Iran-related cryptocurrency activity reached $8 billion to $10 billion in 2025. The U.S. government has recently expanded the scope of its secondary sanctions on Iran, including sectors such as digital assets, gold, technology, aviation, and shipping.

According to Binance’s official disclosures, in the first half of 2026, the Binance Wallet Security Center helped users avoid approximately $540 million in potential losses, conducting real-time risk interception across multiple areas including spam transfers, malicious transactions, and authorizations. Data shows that during H1, the security center filtered around 206 million spam transfers, protecting 2.6 million users; identified roughly 4.93 million high-risk transactions across 19 blockchains; and detected approximately 996,000 malicious authorizations. Binance stated that attackers are leveraging AI to mass-generate malicious code, phishing websites, and fake identities, leading to a nearly threefold month-over-month increase in new malicious entities. Attack patterns have also shifted from "mass phishing" to more precise targeted fraud. The exchange added that its security system has started using AI to analyze the behavioral logic and risk intentions of tokens and websites, with a focus on identifying emerging attacks such as "buy-only" tokens and hidden backdoors. Users should still verify the specific details of operations before signing transactions, and regularly scan for risky authorizations and assets via the Binance Wallet Security Center.