8:1 Kr Brief丨Malicious rumors targeting its founder and employees have been spread, Moonshot AI announced that it has filed a report to the police; 25 Fields Medal laureates jointly issued a warning against AI's encroachment on mathematics; Zhipu AI announced a $5 billion financing round.
Today's Hotspot Guide
Sam Altman: OpenAI will not conduct an IPO within this year
South Korea's stock market officially launches its night trading session, with trading hours extended to 8 p.m.
Over 6.8 billion yuan of restricted shares of Muxi are to be lifted this week
DeepSeek launches the gray-scale test of AI voice dialogue function
New employees at Pang Donglai are subject to a four-year contract system with no renewal upon expiration
Luo Yonghao publicly criticizes Mr. Savage ice cream
TOP 3 Major News
Founder and employees are subject to malicious rumors, Moonshot AI: Police report has been filed
On September 12, Moonshot AI, a domestic unicorn enterprise of large AI models, released a statement on its official Weibo account, saying that the online-circulated information about its founder and employees is totally fabricated and constitutes malicious defamation. The company has submitted a report to the public security organ immediately and will hold relevant rumor mongers legally liable in accordance with the law. Earlier, online rumors mentioned that Yang Zhilin, the founder of Moonshot AI, and the company's employees were involved in related disputes. Recently, the frequent capital operations of Moonshot AI have aroused widespread public attention. According to public information, Moonshot AI has completed the industrial and commercial change registration, with its market entity type adjusted from "limited liability company" to "joint stock limited company". This shareholding restructuring move is generally regarded as a pre-signal that the enterprise is preparing for a public listing. (The Paper)
25 Fields Medal Laureates Jointly Issue a Warning on AI's Invasion Into Mathematics
On September 11 local time, 25 Fields Medalists including Terence Tao, Deng Yu, Peter Scholze, as the initial signatories, jointly released the statement *A Severe Misalignment of AI in Mathematics*, warning that a "severe misalignment" is emerging between AI companies and the mathematics community. This statement does not deny the progress of AI in mathematics, and first recognizes an ongoing change: in the past few months, the mathematical capability of large language models has been significantly improved, and they have been able to solve important unsolved problems in multiple mathematical fields. But problems have also arisen from this. The 25 mathematicians believe that AI companies are taking solving mathematical problems as the benchmark to measure model capabilities, while what the mathematics community truly pursues is not to get the answer to a problem as quickly as possible. (Yicai)
Zhipu Announces USD 5 Billion Financing
On September 13, Zhipu (02513.HK) announced the completion of approximately USD 5 billion in financing, including around USD 2 billion in share placement and around USD 3 billion in convertible bond issuance. The net proceeds from this offering will be mainly used for the next-generation GLM model, fully self-training system and related computing power infrastructure. According to the announcement, the share placement price of Zhipu is HK$714 per share, representing a discount of about 9.96% to the closing price before the announcement, and the placed shares account for about 4.50% of the enlarged issued share capital. The convertible bonds adopt a zero-coupon structure, with the issue price at 100.5% of the principal and will be redeemed at the principal upon maturity; the initial conversion price is HK$892.50 per share, representing a 25% premium to the placement price and a premium of about 12.55% to the closing price before the announcement. (Yicai)
Cutting-edge AI Frontiers
Nvidia Plans to Invest 10 Billion US Dollars in Anthropic
On September 12, according to reports, artificial intelligence company Anthropic is in talks with Nvidia, intending to invite the latter to become a cornerstone investor in its initial public offering (IPO). Anthropic's IPO plan aims to raise up to 100 billion US dollars, with a valuation of approximately 2 trillion US dollars; Nvidia is considering investing up to 10 billion US dollars. According to reports, Anthropic plans to complete its listing before the US midterm elections in November this year. If the deal is reached, Nvidia will further deepen its cooperative relationship with this major client. Anthropic currently relies heavily on Nvidia GPUs, and is also expanding cooperation with chip and computing power suppliers such as Amazon and Google. (Jiemian News)
Elon Musk, Sam Altman, Dario Amodei: The Iteration of AI Models Should Be Slowed Down
Dario Amodei, Chief Executive Officer of Anthropic, recently stated that the artificial intelligence industry needs to slow down the development speed of new models. Amodei wrote in his blog post on September 12, "We must slow down the pace of enhancing the capabilities of AI models. Progress will still seem very rapid, and we must make wise use of the time we gain from this." He listed two major factors: the self-improvement capability of AI, and an incident that took place between OpenAI and Hugging Face this week, where a group of AI agents launched a coordinated attack and broke through a third-party website. Shortly after Amodei published the post, Elon Musk posted on social media: "Dario is right." Sam Altman, Chief Executive Officer of OpenAI, also responded quickly, saying that he agrees with Amodei's view that "we need to slow down the development pace of cutting-edge AI." (CLS)
Altman: OpenAI Will Not Conduct an IPO Within This Year
On September 12 local time, Sam Altman, CEO of OpenAI, stated in a public interview: Given all the ongoing developments around security issues at present, going public is not a sensible choice at this moment, and the company faces no relevant pressure to do so. Therefore, the IPO will not take place in 2026. OpenAI still has a large amount of work to complete, such as dealing with the safety and alignment work required by the current situation, as well as promoting cooperation between the industry and governments. (Yicai Global)
DeepSeek launches grayscale test for AI voice dialogue, supports four timbres
According to the news on September 12, DeepSeek is conducting the grayscale test of voice dialogue. Users included in the test will see a small speaker button in the upper right corner of the App. In addition, a "Speech Timbre" option will appear on the DeepSeek settings page, where users can choose from four different timbres. (IT Home)
Anthropic targets a valuation of approximately 2 trillion US dollars
Citing insiders on the 12th, Reuters reported that NVIDIA is currently considering investing up to 100 billion US dollars to participate in the initial public offering of Anthropic, the US artificial intelligence company. This has triggered industry concerns about cyclical investment in the AI industry. It is reported that Anthropic plans to raise up to 100 billion US dollars in this IPO, which is expected to exceed the $75 billion fundraising scale of SpaceX when it went public in June this year. The company targets a valuation of about 2 trillion US dollars. If this valuation is fulfilled, Anthropic's valuation will exceed the $1.77 trillion level of SpaceX at the time of its listing, hitting a new high valuation of to-be-listed enterprises across the globe. (CCTV Finance)
OpenAI's first test product of "de-NVIDIAization" is decommissioned
OpenAI is accelerating the phase-out of its early models. Recently, Tibo (Thibault Sottiaux), head of OpenAI Codex, announced that GPT-5.3-Codex-Spark will be decommissioned next week. This experimental programming model released in February this year has a life cycle of less than eight months, and has also become the first model eliminated after OpenAI explored the inference route of Cerebras wafer-level chips. It is reported that GPT-5.3-Codex-Spark was launched in the form of research preview on February 12, with a clear positioning: it is a smaller, faster model dedicated to real-time interactive programming, suitable for scenarios such as code editing, local modification and targeted testing. The most special feature of Spark is not its speed, but the hardware running it. It adopts the Cerebras WSE-3 wafer-level processor, marking OpenAI's first deployment of model inference in the production environment to a chip platform other than NVIDIA GPUs. (Yicai Global)
Big Companies / Major Events
China will assume the BRICS Presidency next year
According to CCTV News, on the afternoon of September 12 local time, at the first phase meeting of the 18th BRICS Summit, Chinese President Xi Jinping announced that China will take over the rotating BRICS Presidency in 2027 and host the 19th BRICS Summit. (Yicai)
South Korean stock market officially launches night trading session, with trading hours extended to 8 p.m.
To cope with liquidity competition from major U.S. exchanges and expand trading opportunities for investors, the South Korean stock market announced that it will officially launch after-hours trading on September 14. The Korea Exchange (abbreviated as KRX) recently released an announcement stating that starting from September 14, after the regular trading session from 9 a.m. to 3:30 p.m. ends, orders will be executed in real time in the after-hours market from 4 p.m. to 8 p.m. Except for some market-regulated products, most stocks on the KOSPI and KOSDAQ markets are available for after-hours trading. However, considering market volatility concerns, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) are not included in the tradable scope at present. Although a number of issues remain, market practitioners generally support the extension of trading hours, as it allows investors to respond faster to breaking news or corporate financial reports released after market close. (Yicai, Sina News)
MuXi Inc has more than 6.8 billion yuan worth of shares released from share lock-up this week
MuXi Inc (688802.SH), a domestic GPU enterprise, is about to welcome its first large-scale restricted share release after listing. According to the company's announcement on September 9, 13.966 million IPO shares allocated to institutional investors will be listed for trading on September 17. Calculated at the closing price of 489 yuan per share on September 11, the market value of the released shares is about 6.83 billion yuan. Just a few days ago, Moore Threads (688795.SH), which is also known as one of the "Four Domestic GPU Rising Stars", hit the 20% daily limit down on September 7 when its share lock-up was lifted, and its cumulative decline has exceeded 30% since the release, which makes the market pay extremely close attention to this share release of MuXi Inc. (Yicai)
Taiyi Shenglian plans to invest 3 billion yuan to "revive" Nezha Auto
New progress has been made in the bankruptcy and reorganization of Nezha Auto. On September 11, the 4th creditors' meeting of the bankruptcy and reorganization case of Hozon New Energy (the parent company of Nezha Auto) was held in an online format. According to the *Reorganization Plan (Draft)*, Zhejiang Taiyi Shenglian Enterprise Management Partnership (Limited Partnership) plans to invest 3 billion yuan to take control of the company, in exchange for about 70.62% of the equity of Hozon New Energy. Industrial and commercial registration information shows that "Taiyi Shenglian" was registered and established in April 2026, and was jointly formed by two enterprises, namely Zhejiang Shanzi Holding Co., Ltd. and Zhejiang Shanzi Yuxu Technology Co., Ltd. The actual controller of the former is Ye Ji, Chairman of Shenzhen Stock Exchange-listed Shanzi Hi-Tech, and the actual controller of the latter is Yu Shuxin, head of the Board Office of Shanzi Hi-Tech. In response to this, some netizens commented that "Saving Nezha still has to rely on Taiyi Zhenren" and "This company name is so ingenious and amazing". (Yicai)
Three leading embodied intelligence enterprises have been reported by their peers? The involved enterprises have responded
According to online rumors, three leading enterprises in the embodied intelligence track, namely Qianxun Intelligence, Starsea Map and Xingdong Era, may face a critical major assessment this month. Recently, a certain peer has reported them to the "examiner", and the specific content of the report has not been disclosed yet. On September 13, the relevant representative of Qianxun Intelligence replied that the information spread online is untrue; the media liaison of Starsea Map stated that they are not aware of the relevant situation for the time being; the relevant person in charge of Xingdong Era said that they will not make an official response for the moment. (Yicai)
Pang Donglai's new employees are subject to a four-year employment contract with no renewal upon expiration
On September 13, Yu Donglai, founder of Pang Donglai, released a statement noting that all new recruits of Pang Donglai will be in trainee status, with a four-year contract that will not be renewed upon expiration. "We will strive to cultivate more outstanding talents for the society, and retain particularly skilled employees to work as training mentors just like teachers." Previously, Pang Donglai published the group's staff turnover data from January to June 2026 on its official website. In the first half of the year, a total of 52 employees left the group, putting the staff turnover rate at 0.50%, and no member of the management team resigned. Compared with data of previous years, in 2025, Pang Donglai Group recorded a total of 109 departures throughout the year, with a staff turnover rate of 1.05%; in 2024, 171 employees left for the full year, representing a turnover rate of 2.01%. In addition, data disclosed by the official account of Pang Donglai in May this year shows that the average take-home salary of employees across all business formats of Pang Donglai in 2025 was 8974 yuan; from January to March 2026, the average salary of employees has reached 9598 yuan. (National Business Daily)
Luo Yonghao slams Mr. Savage ice cream: It tastes far worse than Zhong Xuegao, and I miss Zhong Xuegao so much
On September 12, Luo Yonghao posted on Weibo saying: I tried the wildly famous Mr. Savage ice cream at the airport, and it is just so mediocre. Considering its price, it can even be described as unpalatable. How on earth did it become a hit? It tastes far worse than Zhong Xuegao, and I really miss Zhong Xuegao. Luo Yonghao also stated that this is a normal evaluation and question from a consumer, please do not provoke me and then accuse me of playing underhanded tricks. It is worth noting that during the previous "ice cream assassin" controversy of Zhong Xuegao, Luo Yonghao once defended Zhong Xuegao, saying that calculated by product quality, the price of Zhong Xuegao is not higher than that of Haagen-Dazs; at a price lower than Haagen-Dazs, the quality of Zhong Xuegao is definitely overwhelmingly better than Haagen-Dazs. (Bianews)
iPhone 18 Pro Series Pre-sale Kicks Off, Instantly Sold Out Across Multiple Platforms
At 8 p.m. on September 12, Apple's new products officially launched pre-sales. In less than 1 minute, the iPhone 18 Pro series was instantly sold out on multiple platforms. As of press time, orders can still be placed normally on Apple's official website, but the delivery time of some popular models has been significantly delayed to September 30. The Dewu platform shows that some models of the iPhone 18 Pro series have obvious premium prices: the average transaction price of the 256GB Burgundy iPhone 18 Pro Max is 12,799 yuan, up 1,800 yuan with a 16.4% increase; the average transaction price of the 256GB silver version is 13,999 yuan, up 3,000 yuan with a 27.3% increase. (JIEMIAN News)
Forging a transfer screenshot of hundreds of millions of yuan only costs 1.8 yuan, Alipay responds
On September 12, Alipay Security Center released an official statement: Recently, some netizens exposed some highly realistic fake screenshots of the Alipay App, which has aroused widespread public attention. In response, Alipay Security Center reminds the public that the so-called App screenshots circulating on the Internet are not necessarily credible, and everyone should carefully identify them. The following measures can be taken to cope with potential risks: First, make sure to download the Alipay App through official channels; Second, remind family members, especially the elderly, never to easily trust the amount screenshots circulating on the Internet; Third, for merchant transactions, the actual amount received in Alipay shall prevail. You can also enable the voice notification function in the Alipay App to avoid being defrauded. We will also continue to cooperate with relevant authorities to crack down on online fraud. Previously, many netizens posted transfer videos of "fake Alipay APP". This kind of software only costs 1.8 yuan, with which users can forge transfer screenshots of hundreds of millions of yuan, and even hide Trojan viruses that steal and embezzle funds from accounts. (Jiemian News)
Solemn Statement of Galaxy Universal: A Report Has Been Filed with the Public Security Organs
On September 12, Galaxy Universal released a solemn statement, the full text of which is as follows: Recently, our company has noticed malicious rumors about Galaxy Universal and its management team circulating on the Internet, and all relevant content is untrue. In response, the company has immediately filed a report with the public security organ, and will pursue the legal responsibility of the rumor mongers in accordance with the law. We call on everyone to distinguish information rationally, do not believe rumors and do not spread rumors. (Yicai)
Japanese semiconductor company: Plans to build a factory on the Moon
According to a report from Japan's Kyodo News, Atsuyoshi Koike, president of Japanese semiconductor firm Rapidus, stated during a speech in the United States that the company plans to construct a semiconductor manufacturing plant on the lunar surface around 2040. Established in August 2022, Rapidus was co-funded by the Japanese government and 8 leading Japanese industrial giants, with its headquarters based in Tokyo. Its core goal is to achieve independent mass production of 2-nanometer advanced process chips. The report noted that Koike said, "This is not a joke, but a serious plan," adding that the lunar surface has water resources and other resources required for semiconductor manufacturing. At the event, Koike also played a concept video of the lunar factory produced with artificial intelligence, and said "Elon Musk should like this." (China News Finance)
Bank of America Warns: Diesel Prices Are the Real Threat to the U.S. Economy
Affected by the U.S.-Iran war that disrupts global oil and gas supplies, U.S. diesel prices broke through the $6 per gallon mark last Friday, hitting a new all-time high. As the "economic blood" supporting demands including freight transportation, agriculture and heating, diesel is deeply bound up with the U.S. economy and will directly affect the prices of all kinds of commodities. Bank of America holds the view that diesel is the core node where the real economy faces pressure. Since the outbreak of the U.S.-Iran conflict, the increase of diesel prices has exceeded 55%, higher than the 40% rise of gasoline. According to the data from the American Automobile Association, the annual increase this year is very likely to hit the highest level on record. (Yicai)
Trump Urges Fed to Cut Interest Rates, Says U.S. Interest Rates Should Be the Lowest Across the Globe
U.S. President Donald Trump has once again stated that the United States should have the lowest interest rates in the world. At the same time, Kevin Warsh, the Federal Reserve Chair he personally selected, is facing growing pressure to raise interest rates. Trump told reporters on Sunday during his attendance at the Irish Golf Open in Ireland: "The United States is so powerful that we should pay the lowest interest rates in the world, no matter how their formulas are calculated." When asked whether he expected the Federal Reserve to raise interest rates, Trump said: "I don't know." (Sina Finance)
International oil prices surge, gold and silver decline simultaneously
On September 14, international oil prices rose collectively, while international gold and silver prices fell across the board. As of 06:30, Brent crude oil futures rose by more than 3%, returning to $107 per barrel; New York crude oil futures rose by nearly 3%. Spot gold dipped slightly to $4336.17 per ounce, with spot silver down 0.71%. U.S. stock index futures were all in negative territory: Nasdaq futures fell by more than 1%, S&P 500 index futures fell by 0.51%, and Dow futures fell by 0.27%. (Yicai)
German Auto Parts Manufacturer Files for Bankruptcy After 130 Years of Operation
It is reported that German auto parts manufacturer Prinz&Co. Stahlrohre has declared bankruptcy after 130 years of operation, putting hundreds of employees at risk of unemployment. This family enterprise, founded in 1896, currently mainly produces high-precision steel pipes and supplies components related to automotive seats, airbags and hydraulic systems to the global market. Christian Holzmann, the interim insolvency administrator, stated that the long-term downturn of the European automotive industry, the sharp rise in raw material and energy prices, and the plummet of sales in summer have jointly pushed the company into bankruptcy. (CLS)
Anthropic reportedly chooses to list on NASDAQ
On September 13 local time, according to reports, people familiar with the matter disclosed that Anthropic PBC has selected NASDAQ as its listing venue. According to sources familiar with the preparation work, Anthropic is seeking to raise funds equivalent to or more than SpaceX through its IPO, and the IPO may take place as early as October. (Jiemian News)
Low Water Levels of the Rhine River May Cause Huge Economic Losses in Germany
On September 13, Nicole Labold, spokesperson for the Chamber of Industry and Commerce of Rhineland-Palatinate, Germany, said that affected by the sustained low water level, the freight capacity of the Rhine has dropped sharply, which is expected to cause huge economic losses to Germany this year. But it remains to be seen whether the loss will exceed that of 2018. The low water level of the Rhine in 2018 caused at least 2.4 billion euros in economic losses. The Rhine undertakes about 80% of Germany's inland river cargo transportation and is the "main artery" of Germany's industrial transportation. Since the beginning of this year, Germany has experienced multiple rounds of high temperature weather, and the river water level has remained continuously low, which has seriously affected the freight transport on the Rhine. Some cargo ships are no longer navigable, while others can only sail in no-load status. (CCTV News)
Ongoing Listing Process
COSCO Shipping Heavy Industry Launches A-Share IPO Tutoring
According to the disclosure on the official website of China Securities Regulatory Commission, COSCO Shipping Heavy Industry Co., Ltd. has recently completed the listing tutoring filing registration at the Shanghai Securities Regulatory Bureau, and plans to launch an A-share IPO, with CICC and China Merchants Securities serving as the tutoring securities firms. The documents show that China COSCO Shipping Corporation Limited is the controlling shareholder of the company, holding 100.00% of the company's shares directly.
Shenzhen Huanchuang Technology Co., Ltd. has passed the listing hearing of the Hong Kong Stock Exchange
36Kr learned from the filings published on the Hong Kong Stock Exchange that Shenzhen Huanchuang Technology Co., Ltd. has passed the listing hearing of the Hong Kong Stock Exchange.
Robotech Intelligent Technology Co., Ltd. has passed the listing hearing of the Hong Kong Stock Exchange
36Kr has learned from the filings of the Hong Kong Stock Exchange that Robotech Intelligent Technology Co., Ltd. has passed the listing hearing of the Hong Kong Stock Exchange.
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Compiled by | Chang Yi