據港交所文件：高盛在嗶哩嗶哩(09626.HK)的多頭頭寸於8月26日從7.97%上升至9.06%。

The 10-year US Treasury yield touched 4.75% intraday on Aug. 31, the highest since January 2025. Refinitiv reported that after Walsh's hawkish Aug. 28 speech the two-year yield jumped 12.8bp and the 10-year rose 5.6bp in one day, signaling rate-hike expectations as the immediate catalyst; renewed US–Iran exchanges and oil near $90 added to energy-inflation concerns. The sell-off is not just trading higher inflation: as of Aug. 28 the 10-year breakeven was about 2.31% and the real yield about 2.34%, while the 10-year term premium had risen to roughly 0.87%, implying markets are demanding higher real returns and extra compensation for fiscal, supply and rate risk on long-dated Treasuries.

Japan retail sales YoY +4.0% in July vs 2.9% expected; June revised to +0.6% from +0.5%.