[Comparative Daily News Picks] WSJ: OpenAI's second-quarter revenue increased 18% month-on-month, but losses widened; Google plans to buy the bankrupt airline Spirit Airlines data for $10 million to train AI models; Yushu Technology's OTC price soared to 678.85 yuan, creating new potential revenue that could reach 263,900 yuan; the US SEC officially proposed Regulation Crypto Assets, and some crypto asset issuance plans to exempt SEC registration; traders are currently Hedge against the risk of the Fed turning to interest rate cuts in 2027

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AI · Dynamic

[WSJ: OpenAI's second-quarter revenue increased 18% month-on-month, but losses widened]

According to the Wall Street Journal, according to the Wall Street Journal, OpenAI told investors that its second-quarter revenue increased 18% compared to the first quarter, but losses widened further. This result disappointed some shareholders. They had hoped that the startup would make more progress and catch up with its rival Anthropic.

According to people familiar with the matter, the company's revenue reached 6.7 billion US dollars in the three months ending June, compared to 5.7 billion US dollars in the first quarter. At the same time, its operating margin declined further, making the company's prospects for achieving profit even more slim before its much-anticipated IPO.

[OpenAI strengthens AI security protection to prevent models from getting out of control]

Compared to the news, OpenAI announced that it will adopt stricter system monitoring and security measures to prevent the artificial intelligence model from getting out of control. The company plans to alert security teams within 30 minutes of finding an issue and add controls to prevent AI models from connecting to the internet to perform high-risk tasks.

OpenAI has also suspended inference tasks and training plans for some models until safety verification is completed.

[Google plans to buy bankrupt airline Spirit Airlines data for $10 million to train AI models]

According to Twitter, Google has agreed to buy some corporate data from Spirit Airlines, an airline that has filed for bankruptcy for $10 million to improve its products and AI models. Relevant data includes internal emails, Microsoft Teams chat logs, calendars, spreadsheets, reservations and frequent flyer records, and marketing, productivity, operations, and employee human resources data. Spirit said data delivered to Google will be desensitized to remove personally identifiable information.

The deal is also facing competition. AI data company Mercor previously bid $7.5 million to buy related data. Currently, the deal still needs to be approved by the US Bankruptcy Court. US Bankruptcy Judge Sean Lane is expected to review the deal on Wednesday local time.

Spirit Airlines ceased operations in May of this year and is in the process of selling the remaining assets through bankruptcy proceedings.

[Anthropic's pre-listing credit line may exceed $10 billion]

Comparing news, market sources say Anthropic's pre-listing credit line may exceed the $10 billion target.

[Yushu Technology's OTC price soared to 678.85 yuan, which could generate new potential revenue of 263,900 yuan]

Comparatively, YuShu Technology will be officially listed and traded on August 19. Currently, the pre-market perpetual contract on Trade.xyz (Unitree) IPO is reported at US$100.71, or about RMB 678.85, which is about 3.5 times higher than the issue price of 150.8 yuan. Based on the current OTC price, if you sign a contract at the issue price, the theoretical profit surges are about 263,900 yuan.

The Science and Technology Innovation Board's IPO plans to issue 404.464 million shares, accounting for 10% of the total share capital after issuance; 500 shares are signed, and the single subscription payment is about 75,400 yuan. Previously, when the average market value of the Shanghai account reached or exceeded 60,000 yuan, you could get 12 license numbers and purchase the maximum 6,000 shares. The probability of winning is exactly the same for large eligible investors and retail investors.

Crypto · Marketplace

[US SEC Officially Proposes Regulation Crypto Assets, Some Crypto Asset Issuance Proposes Exemption from SEC Registration]

Comparing news, the Fox Business crypto reporter posted an article on the X platform saying that the US Securities and Exchange Commission (SEC) has officially proposed to regulate Crypto Assets to establish a new framework for US crypto asset fund-raising.

The proposal would allow partial issuances not to be registered with the SEC without accumulating more than $5 million over four years or $75 million per year; establish a conditional safe harbor for crypto assets after the issuer's critical management work has been completed; and exempt related offerings from securities registration requirements in some states. The proposal is now open for comment for 60 days.

[Brian Armstrong: SEC promotes token classification, calls for passage of the CLARITY Act as soon as possible]

Comparing the news, Brian Armstrong posted an article on the X platform appreciating Paul S. Atkins and the SEC's progress in token classification, and said it was a long-awaited step towards modernizing the financial system. He said that there have been calls for clear cryptocurrency rules for many years, and that token classification is just the measure the US needs to keep innovating.

Brian Armstrong also said he expects the SEC to issue an Innovation Exemption to facilitate on-chain trading of tokenized stocks. He said relevant developments are taking place, and the CLARITY Act should be pushed to pass as soon as possible and the market moved to the chain before other regions take the lead.

Macro · Organization

[Traders are hedging the risk of the Fed turning to interest rate cuts in 2027]

Compared to the news, bond traders have adjusted their strategies once again. After a series of data shows that it is almost impossible for the Fed to raise interest rates for the rest of the year, the options market is betting on trying to hedge the risk that the Fed will switch to cutting interest rates in 2027. This dovish bet is contrary to recent trends in the US Treasury bond market: long-term bond yields have risen to their highest level for many years, because if the Federal Reserve remains on the sidelines, the inflation rate will continue to rise above target levels for a longer period of time. Meanwhile, options traders closely linked to the Federal Reserve's policy path have turned their attention to signs of weakness in the US economy, believing that this may trigger a market reversal. This

The trend began to appear when data released last week showed that inflation and consumer demand slowed in July, cooling the market's expectations for the Federal Reserve's September meeting's interest rate hike. Options market participants immediately began adjusting their positions to reduce the interest rate hikes already priced in the swap market over the next few months. Some options are even considering hedging the risk of interest rate cuts that may occur in the middle of next year. “Concerns about interest rate hikes have abated,” said Jeff Shure, head of the interest rate department at Constitution Capital, and pointed out that recent positions betting on this outcome are being closed.

[UAE announces suspension of trade, commercial and financial transactions with Iran]

In comparison, the UAE Ministry of Foreign Affairs announced that it has suspended all trade, commercial, and financial transactions with Iran due to the escalation of the regional situation. The UAE reaffirmed its commitment to dialogue, cooperation and the integrity of the international financial system, and emphasized that the suspension measures will continue until further notice.

[US media: US is considering reducing military presence in the Gulf region after the war ends]

Comparing news, the Washington Post reports that according to eight sources, including officials and other people familiar with the matter, the Pentagon is evaluating its military presence in the Middle East, which initially indicates that the Iran war may reshape America's presence in the region. Two people familiar with the analysis said that one of the key areas the US Department of Defense is evaluating is whether to withdraw troops from the Persian Gulf. America's huge overseas military bases in the region have been devastated by Iran for months. The destruction of these facilities provided the Pentagon with a unique opportunity to reconsider its presence in the region. The Pentagon has indicated that it may not rebuild the base as it was before the war. Officials said Hegseth has yet to order a formal review of the US military situation in the region. This analysis is a “careful plan,” and may ultimately provide a reference for the government to decide whether to rebuild bases damaged during the war.

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