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VC Funding Smashes $267B Record on AI Boom
Venture capital dealmaking hit a record $267 billion in Q1 2026. Nearly all investments poured into the AI race, per PitchBook data. The report underscores AI's total dominance in the funding landscape.
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2026 China Equity Investment Industry Roster Released
The 2026 Waves roster highlights the shift in China's investment landscape, noting that AI has moved from a niche sector to a fundamental technology layer. It emphasizes that capital is increasingly flowing toward hard tech and AI-integrated industries.
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Investors Dumping China Tech to Fund Global AI Hardware
Citigroup reports that global investors are divesting from Chinese tech stocks to reallocate capital toward the global AI hardware trade. This trend highlights the intense demand for infrastructure-level AI investment.
2026: Capital Values AI by N/S Clusters
By 2026, capital is pricing AI companies along industry clusters. Northern regions emphasize 'models + applications'. Southern focus on 'embodied + hardware'.
AI Hardware Profits Surge, Software Valuations Halve
AI industry's core logic shifts from storytelling to financial reports. Hardware profits see massive increases while software valuations are slashed in half. Institutions reveal truths through their investment actions.
Blackstone Eyes 2026 China CRE Boom
Blackstone grows AUM to $1.27T with AI data centers nearing $100B valuation. Sees 2026 as prime window for China commercial office investments amid rent rebounds in Asia. Spotlights high-yield Longhu Guangnian complexes in key cities.
Robot Funds Scale Hits 700B Yuan
Post-holiday, 13 robot theme funds netted 6.3B yuan inflows in two days. Total scale surpassed 700B yuan, led by华夏中证机器人ETF (3.03B inflow) and天弘中证机器人ETF (1.81B). Three funds exceed 100B each.
Weekly A-share Institutional Research Trends
This report analyzes institutional research activity in the A-share market from June 29 to July 5. It highlights shifting industry focus and capital flow trends based on recent survey data.
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Thoma Bravo: The ‘SaaSpocalyse’ is Over
Orlando Bravo of Thoma Bravo declares the end of the 'SaaSpocalyse,' noting a shift in deal activity. He highlights the challenges smaller firms face in the current mega IPO environment.
2026 SuperLink Conference Announced for June
The 2026 SuperLink Conference, hosted by Zero2IPO Group and PEDaily, is scheduled for June 10-11. It aims to serve as a central hub for the venture capital ecosystem.