Sizing reports, adoption curves and analyst calls on where the AI economy is heading.
313 articles
Pop Mart is experiencing a significant decline in secondary market premiums and sales growth as its flagship IP, Labubu, loses its 'social currency' status. The company faces a critical test of its platform-level capability to sustain growth without relying on a single hit product.
虎嗅 · 74d ago
Xiaomi's long-standing 'smart power' strategy, which combines marketing with community engagement, is losing effectiveness as the company faces declining smartphone market share and losses in its automotive division.
虎嗅 · 75d ago
James Park, CEO of Rakuten Travel Xchange, discusses the current challenges facing Japan's tourism sector. The conversation highlights the impact of reduced flight capacity and a decline in Chinese inbound travelers.
Bloomberg Technology · 75d ago
The author argues that AI is a legitimate industrial revolution and that current 'AI bubbles' are actually a byproduct of excessive liquidity from central banks. The article asserts that major economies are incentivized to avoid a financial crisis, making a collapse unlikely.
虎嗅 · 76d ago
The article analyzes the performance of the A-share market in the first half of 2026, highlighting a K-shaped divergence between high-tech AI-related sectors and traditional industries. It also discusses the shift in household asset allocation from real estate to financial products like public funds.
虎嗅 · 77d ago
The article explores the social implications of sex robots, arguing they reflect a disconnect between modern intimacy needs and social reality rather than purely technical challenges. It highlights that the market is driven by complex human needs beyond simple stereotypes.
钛媒体 · 77d ago
Master Kong launched 367 SKUs in 2025, but most failed to gain market traction, highlighting a disconnect between high-frequency product launches and actual consumer demand. The company is struggling with a 'middle-age crisis' as its core beverage and instant noodle businesses face growth stagnation.
虎嗅 · 78d ago
New arrivals in Hong Kong are increasingly relying on gig work like food delivery and courier services to sustain living costs, though market saturation and high competition are driving down earnings.
虎嗅 · 78d ago
Lao Pu Gold faces a significant market correction as investors question its 'luxury' positioning compared to brands like Hermes. The company struggles with high inventory costs, negative cash flow, and the dilution of its brand exclusivity through online channels.
虎嗅 · 78d ago
Mainstream capital flows show a net outflow from electronic and machinery sectors in the morning session. Conversely, sectors like communication and automotive saw net inflows, reflecting shifting investor sentiment.
36氪 · 78d ago
China's major internet firms are facing a prolonged valuation slump. Investors remain cautious due to significant macroeconomic and regulatory headwinds.
Bloomberg Technology · 79d ago
Ford reported a 10.3% decline in US sales for Q2, with EV sales plummeting by 40.7%. The company also faced production disruptions for its F-Series trucks due to an aluminium supplier fire.
The Next Web (TNW) · 79d ago
The innovative drug sector has recently seen a rebound. This article analyzes the underlying market logic and whether this trend is sustainable given recent industry developments.
虎嗅 · 79d ago
Early proponents of prediction markets are expressing skepticism regarding the recent surge in popularity. At the Manifest conference, experts questioned whether trivial applications like Super Bowl betting truly contribute to human progress.
Bloomberg Technology · 81d ago
High-profile actors are publicly seeking work as the entertainment industry faces a significant contraction. The downturn is attributed to shifting consumer spending habits and a broader economic adjustment, leading to fewer productions and a pivot toward live-streaming and short-form content.
虎嗅 · 81d ago
This analysis reviews the first half of 2026 and provides an outlook for the second half. It suggests that the tech sector is moving away from easy growth toward a period of high volatility and rigorous logic.
钛媒体 · 82d ago
Bloomberg analysts discuss key market themes and potential catalysts for investors. The segment focuses on macroeconomic trends that may influence tech and AI-related investments.
Bloomberg Technology · 82d ago
Honda reported a net loss of 423.9 billion yen for the 2025 fiscal year. This marks the company's first annual loss since its public listing in 1957.
cnBeta (Full RSS) · 84d ago
Chinese hardware technology stocks have experienced a significant rally recently. The market is now shifting focus to upcoming earnings reports to determine if these valuations are fundamentally supported.
Bloomberg Technology · 86d ago
The annual '618' shopping festival in China saw a sharp decline in sales growth, rising only 4% compared to 15.2% last year. This data highlights ongoing structural pressures and weak consumer spending in the Chinese market.
cnBeta (Full RSS) · 88d ago
Tesla is seeing a resurgence in European sales figures despite ongoing public controversy surrounding CEO Elon Musk. The New York Times is seeking user feedback to understand the drivers behind this consumer behavior.
New York Times Technology · 92d ago
Tesla stock experienced a decline during the holiday-shortened week following the recent IPO of SpaceX. The market is observing the performance correlation between the two Elon Musk-led entities.
Bloomberg Technology · 93d ago
SpaceX experienced a 10% intraday stock decline following its recent IPO. Despite the volatility, the company remains significantly above its initial offering price.
cnBeta (Full RSS) · 93d ago
China National Biotec Group terminated its 4.7 billion RMB acquisition of Pailin Biotech, signaling a shift in the blood products industry's growth logic. The sector is facing severe profit declines and inventory pressure as the era of rapid resource-driven expansion ends.
虎嗅 · 93d ago
SpaceX shares experienced volatility and a decline in premarket trading during their first week as a public company. This follows a record-breaking initial public offering.
Bloomberg Technology · 93d ago
Kingboard Laminates has seen a massive 570% stock rally fueled by mainland Chinese investors. These investors have more than doubled their stake in the company to 13% this year, positioning the firm as a new AI-related market darling.
Bloomberg Technology · 93d ago
The Chinese pet market is experiencing a structural shift where growth is driven by increased per-pet spending on premium and specialized products rather than new pet owners. Established consumer brands are entering the space by leveraging existing supply chains and R&D capabilities.
虎嗅 · 94d ago
The Chinese automotive industry faces a crisis as profit margins dropped to a record low of 3.2% in Q1 2026. Regulators are now intervening to curb irrational price wars and ensure market stability.
IT之家 · 99d ago
The BBC analyzes the financial trajectory of Elon Musk, focusing on his accumulation of wealth driven by his leadership in tech and automotive sectors. The report visualizes how his stake in Tesla and other ventures has contributed to his status as a trillionaire.
BBC Technology · 99d ago
Insta360 faces a significant financial milestone as a 37 billion yuan lock-up period expires. The company must navigate this transition while intensifying its rivalry with DJI in the panoramic camera market.
Pandaily · 99d ago