This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Chat GPT app icon is seen on a smartphone screen, Aug. 4, 2025, in Chicago. Credit: AP Photo/Kiichiro Sato, file OpenAI is turning ChatGPT into a virtual merchant that can help sell goods for Etsy and Shopify as the artificial intelligence company looks for new revenue in online commerce. ChatGPT users can now buy directly fro ...

Market Overview - U.S. stocks experienced a decline, with the Dow Jones falling over 100 points, down 0.30% to 46,174.85, NASDAQ down 0.28% to 22,527.13, and S&P 500 down 0.18% to 6,649.20 [1] - Information technology shares increased by 0.7%, while energy stocks decreased by 1.6% [1] Economic Indicators - The Chicago Business Barometer fell to 40.6 in September from 41.5 in the previous month, below market expectations of 43 [2][11] - The Dallas Fed's general business activity index dropped 12 points to -5.6 in September [9] - U.S. job openings rose by 19,000 to 7.227 million in August, up from a revised 7.208 million in the previous month [9] Commodity Market - Oil prices decreased by 1.2% to $62.71, while gold prices increased by 0.7% to $3,881.10 [4] - Silver prices fell by 0.2% to $46.905, and copper prices dropped by 0.7% to $4.8580 [4] European Market - European shares were mostly higher, with the eurozone's STOXX 600 gaining 0.20%, Spain's IBEX 35 Index rising 0.79%, and London's FTSE 100 increasing by 0.28% [5] Asian Market - Asian markets closed mixed, with Japan's Nikkei 225 down 0.25%, Hong Kong's Hang Seng up 0.87%, China's Shanghai Composite up 0.52%, and India's BSE Sensex down 0.12% [6] Company News - Wolfspeed, Inc. shares surged 45% to $32.00 following a reorganization plan announcement [8] - Beneficient shares increased by 63% to $0.5950 after reporting fourth-quarter results [8] - Sunrise New Energy Co., Ltd. shares rose 50% to $1.3550 after receiving a U.S. patent for an anode material for lithium-ion batteries [8] - Firefly Aerospace Inc. shares dropped 22% to $28.63 due to a testing mishap with its Alpha rocket [8] - Etsy, Inc. shares fell 11% to $66.48 as the company announced plans to transfer its stock listing to the NYSE from Nasdaq [8] - Mingteng International Corporation Inc. shares decreased by 34% to $4.1002 [8]

Group 1 - Etsy is an online marketplace specializing in unique, handmade, and vintage items, competing with major players like Amazon and eBay [1][4] - BTIG has set a price target of $81 for Etsy, indicating an 8.96% potential increase from its current price of $74.34 [1][5] - The integration of Etsy with OpenAI's ChatGPT has enhanced the shopping experience, resulting in a nearly 16% surge in Etsy's stock price, increasing by $10.16 to $74.34 [2][5] Group 2 - Etsy's stock has shown significant volatility, with a 52-week range between $40.05 and $75.77, and a current market capitalization of approximately $7.37 billion [3] - The collaboration with OpenAI positions Etsy as a strong competitor against giants like Amazon and Google, aligning with the trend of integrating AI into e-commerce [4][5]

Core Insights - The article discusses the rapid advancements in artificial intelligence (AI) technology and its implications for investment opportunities in AI-related companies and market trends [3]. Group 1: AI Model Developments - The latest GLM-4.6 model by Zhiyuan has been launched, showing a 27% improvement in coding capabilities compared to its predecessor GLM-4.5, excelling in real programming tasks [5]. - DeepSeek introduced a "sparse attention" mechanism in its experimental AI model, DeepSeek-V3.1-Exp, aimed at enhancing training and inference efficiency in long contexts [5]. - Anthropic released its new AI model, Claude Sonnet 4.5, claiming it to be the "best coding model globally," with significant improvements in reliability and performance across various professional fields [6]. Group 2: Market Trends and Predictions - OpenAI has launched an "Instant Checkout" feature in ChatGPT, allowing users to purchase items directly through the platform, initially supporting single-item purchases [7]. - NVIDIA's CEO Jensen Huang sold 225,000 shares of NVIDIA stock for over $40 million, expressing confidence in AI's future, particularly in OpenAI's potential to become a trillion-dollar company [7][8]. - Huang predicts that OpenAI could achieve unprecedented growth, similar to other tech giants like Meta and Google, by offering both consumer and enterprise services [8]. Group 3: Copyright and Content Usage - OpenAI's Sora AI video generator will default to using copyrighted content, with an option for studios to opt-out, indicating a shift in content usage policies [12]. - The company has been in discussions with talent agencies and studios regarding the opt-out mechanism, ensuring that copyrighted characters do not appear in its AI tools [13].

E-commerce Integration - OpenAI introduces Instant Checkout in ChatGPT, aiming to facilitate direct purchases for millions of users [1] - The feature is launched in collaboration with Etsy and Shopify [1] - OpenAI open-sources the Agentic Commerce Protocol, built with Stripe, to encourage wider adoption by merchants and developers [1] Technology & Protocol - The Agentic Commerce Protocol powers the Instant Checkout feature [1] - Stripe is a key partner in building the Agentic Commerce Protocol [1]

Group 1 - Dow futures fell by 0.20%, S&P 500 futures decreased by 0.15%, and Nasdaq futures dropped by 0.12% [1] - Chinese concept stocks saw a pre-market rally, with Alibaba up 1.14%, Pinduoduo up 1.3%, Baidu up 1.34%, Li Auto up 2.45%, and Xpeng up 2.76% [1] - EA announced a historic $55 billion privatization acquisition, marking the largest attempt of its kind, with a buyout price of $210 per share [1] Group 2 - Boeing is reportedly in the early stages of developing a new aircraft to replace the 737 MAX, with discussions about new engines held with Rolls-Royce [2] - Etsy plans to transfer its common stock listing from Nasdaq to the New York Stock Exchange, effective October 13, and has partnered with OpenAI to introduce a direct checkout feature on ChatGPT [2] - OpenAI reported a 16% revenue increase to approximately $4.3 billion in the first half of 2025, despite a loss of $2.5 billion primarily due to R&D costs [3] - Tesla aims to begin mass production of its third-generation humanoid robot in 2026, with a target of producing 1 million units annually by 2030 [3] - NVIDIA CEO Jensen Huang sold 225,000 shares of NVIDIA stock, cashing out over $40 million [3]

Market Overview - US stock market rose on September 29, with the S&P 500 up 0.26% to 6661.21 points, the Dow Jones up 0.15% to 46316.07 points, and the Nasdaq up 0.48% to 22591.15 points, marking a second consecutive day of gains [2][3] - The Philadelphia Semiconductor Index reached a historical high during the session, closing up 0.16%, with Micron Technology rising 4.22% due to shortages in the DRAM and NAND flash markets, leading to expected price increases in Q4 and next year [3] Government Shutdown Concerns - The risk of a US government shutdown is a major focus for the market, with potential delays in key economic data releases, including non-farm payrolls [3][4] - The US Bureau of Labor Statistics (BLS) announced that a government shutdown would halt all operations and data collection, impacting the release of significant reports such as the monthly non-farm employment report [3][4] AI and Technology Sector - Concerns regarding the sustainability of AI-related investments are affecting market sentiment, with some traders questioning the ongoing collaboration between Nvidia and OpenAI [3] - Barclays' US equity strategy head noted that capital expenditures in the AI sector continue to drive market momentum, with no signs of a slowdown [3] Gold and Commodity Markets - Spot gold prices surged to a new historical high, surpassing $3830 per ounce, reflecting strong demand amid economic uncertainties [13] - Oil prices fell sharply, with WTI crude down 3.88% to $63.17 per barrel and Brent crude down 3.54% to $66.77 per barrel, influenced by OPEC+ plans to increase production [13] Corporate Developments - OpenAI launched an instant checkout feature in collaboration with Etsy and Shopify, allowing users to purchase items directly through ChatGPT, with over a million Shopify merchants expected to join the platform [14] - Etsy's stock rose nearly 16% following the announcement of this new feature, while Shopify's stock increased by over 6% [14]

Group 1 - International gold prices have surged to a new high, reaching 3859.9 USD per ounce, driven by factors such as Federal Reserve policy signals, geopolitical tensions, and U.S. economic data [11][14] - The Nasdaq China Golden Dragon Index rose by over 2%, with notable gains in Chinese stocks such as Xunlei, which increased by 9.14%, and other companies like Pony.ai, Bilibili, and Alibaba showing significant upward movements [7][10] - Major U.S. stock indices experienced slight increases, with the Dow Jones up 0.15% to 46316.07 points, the S&P 500 up 0.26% to 6661.21 points, and the Nasdaq Composite up 0.48% to 22591.15 points [4][5] Group 2 - The U.S. SEC Chairman has indicated a move towards reducing regulatory burdens by potentially eliminating the requirement for companies to publish quarterly financial reports, shifting to a semi-annual reporting system instead [21][23] - President Trump has proposed imposing a 100% tariff on films produced outside the U.S., claiming that the American film industry is being undermined by foreign productions [18][19] - The international oil prices have dropped, with NYMEX WTI crude oil falling by 2.85%, influenced by the resumption of oil exports from Iraq to Turkey [16]

【导读】国际金价再创新高，纳斯达克中国金龙指数涨超2% 美股小幅收涨，美国科技巨头涨跌不一，中国资产整体走高。国际金价飙涨，据报道，瑞士已向美国财长贝森特和贸易代表格里尔提议，投资美国黄金精 炼业。 特朗普"贸易战"打到"文化界"，称将对所有在美国境外制作的电影征收100%关税。美国SEC主席称将加快推进特朗普提议，不再强制要求企业发布季报。 美股三大指数小幅收涨 大型科技股涨跌不一 美东时间9月29日（周一），美股三大指数小幅收涨。 截至收盘，道琼斯指数上涨0.15%，报收于46316.07点；标普500指数上涨0.26%，报收于6661.21点；纳斯达克综合指数上涨0.48%，报收于22591.15点。 | 美股指数 △ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46316.07 | 22591.15 | 6661.21 | | +68.78 +0.15% | +107.08 +0.48% | +17.51 +0.26% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 8703.89 | 24816.50 | 6709.25 ...

Group 1 - Trump announced a 100% tariff on films produced outside the US, claiming that the US film industry is being undermined by foreign competition [2] - Huawei appointed Yu Chengdong as the head of its Product Investment Review Board, with a focus on leading the company's AI strategy [3] - OpenAI launched an instant checkout feature in collaboration with Etsy and Shopify, targeting US users of ChatGPT [5] Group 2 - Germany is considering a ban on social media use for individuals under 16 years old, as part of stricter regulations for minors online [6][7] - China introduced a new "K visa" to promote exchanges and cooperation among young tech talents [8] - Tsinghua University reported disciplinary actions against staff involved in illegal activities related to campus access and profit-making [9] Group 3 - A major criminal case in Zhejiang resulted in 11 individuals receiving death sentences for their involvement in a crime syndicate [11] - DeepSeek announced a significant reduction in costs for its new model, with output prices dropping by 75% and overall API call costs decreasing by over 50% [20] - Xiaomi denied reports of reducing orders for its 17 series smartphones, stating that there are no plans to cut orders despite a projected 20% decrease in total shipments [24] Group 4 - OPPO plans to launch a new series of handheld gimbal cameras by 2026, targeting competition with brands like GoPro and DJI [25] - Huang Renxun clarified misconceptions about China's AI chip manufacturing capabilities, asserting that claims of a two to three-year lag behind the US are unfounded [28] - The railway sector in China is transitioning to a fully digital electronic invoicing system, ending the provision of paper receipts [29]