The Wall Street Journal reports NVIDIA (NVDA.O) CEO Jensen Huang told a Goldman Sachs conference he rejects claims that NVIDIA’s financing of data-center and AI infrastructure projects constitutes circular financing. Asked whether the investments were circular, Huang said, “I put in $1, it ends up $100. Is that circular?” He called the transactions a “very smart strategy” aimed at building distribution channels and driving market adoption of NVIDIA’s architecture, not simple recycling of funds.

上海黄金交易所黄金T+D 9月10日（周四）收盘上涨0.51%报952.0元/克； 上海黄金交易所白银T+D 9月10日（周四）收盘上涨1.41%报16330.0元/千克。

U.S. August producer prices matched analysts’ expectations, rising 0.4% MoM. Market attention shifts to tomorrow’s CPI print. CME’s FedWatch tool shows market-implied odds of a September rate hike near 70%. After the CPI release, economists will update forecasts for the Fed’s preferred inflation gauge, the PCE price index. If CPI comes in below expectations, that would further support a view that the Fed will keep rates unchanged. Northlight Asset Management CIO Chris Zaccarelli said: "Although a hike at the October meeting is possible, the odds of the Fed starting a new tightening cycle are extremely low."