Sizing reports, adoption curves and analyst calls on where the AI economy is heading.
313 articles
CATL reported strong Q2 2026 revenue growth driven by high battery shipment volumes, though net profit margins declined due to rising raw material costs and aggressive market share strategies.
虎嗅 · 56d ago
The commercial aerospace sector is experiencing significant volatility as market expectations often exceed current technical and operational realities. Investors are increasingly cautious about the gap between industry hype and actual delivery.
钛媒体 · 64d ago
StepFun is facing intense market pressure as it navigates competition from both established tech giants and emerging AI startups in the Chinese market.
钛媒体 · 65d ago
原五矿证券研究所所长葛军已加盟财达证券，担任总经理助理及研究发展中心总经理。财达证券目前正在强化其研究能力，葛军有望出任研究所所长，推动卖方研究业务发展。
36氪 · 66d ago
The floor scrubbing robot market is experiencing a saturation phase where increased sales volume no longer translates to proportional profit growth. Manufacturers are struggling to find new value propositions to differentiate their products.
钛媒体 · 66d ago
GAC Group faces a severe financial downturn with projected half-year losses of up to 4.5 billion RMB. The company is struggling with declining joint-venture profits and the high cost of aggressive price-cutting strategies in its autonomous vehicle segment.
虎嗅 · 66d ago
Lotus Holdings' pivot from seasoning to computing has resulted in significant losses, contract terminations, and inventory stagnation. The company faces severe financial pressure as it struggles to monetize its hardware investments.
虎嗅 · 66d ago
Major AI companies are aggressively entering the pharmaceutical sector, but the long development cycles of drug discovery are clashing with the short-term expectations of capital markets. This analysis explores the friction between AI's rapid iteration speed and the slow, rigorous nature of medical research.
钛媒体 · 67d ago
iFlytek projects a net loss of 180-228 million RMB for H1 2026. The loss is attributed to a strategic increase in R&D spending, exceeding 2.8 billion RMB, focused on computing power and foundational AI models.
36氪 · 67d ago
Huawei's Digital Power division, which focuses on solar inverters and EV charging infrastructure, reported 68.7 billion yuan in revenue for 2025. This growth highlights the company's significant expansion into the energy sector, directly competing with Tesla's energy division.
The Next Web (TNW) · 67d ago
This article questions the high valuation of the AI startup Lingxin Qiaoshou, noting that its valuation exceeds the current market size of its specific niche.
钛媒体 · 67d ago
US electric vehicle sales grew 14.2% in Q2 2026, driven by high fuel costs and new California state subsidies. Despite the rebound, market share remains below the 2025 peak.
IT之家 · 67d ago
The three major US stock indices closed lower on July 13, with significant declines in major tech companies. Key AI and hardware players like Nvidia, Arm, and Intel experienced notable drops, reflecting broader market volatility.
36氪 · 67d ago
Recent market data shows institutional investors net buying 26 stocks, with Topsun Technology leading at 2.324 billion RMB. Conversely, JiuFeng Energy saw significant net selling of 460 million RMB.
36氪 · 68d ago
The article discusses the surge of 'Token Factories' entering the capital market. It highlights the tension between speculative bubbles and actual value creation in the AI/crypto infrastructure space.
钛媒体 · 68d ago
Zhipu AGI frames the current AGI race as a marathon where financial metrics like market cap or losses are mere waypoints. The focus remains on long-term technological progress.
钛媒体 · 68d ago
MiniMax Group Inc. saw its shares decline following a second price target cut by JPMorgan Chase & Co.
Bloomberg Technology · 68d ago
This article analyzes the market performance and valuation gap between Chinese AI unicorns Zhipu and MiniMax. It explores why Zhipu has seen significant growth while MiniMax faces challenges in the current capital environment.
钛媒体 · 71d ago
BNP Paribas Asset Management identifies Chinese tech stocks as a strategic play in the global AI rotation. Portfolio manager Sophie Huynh suggests China is narrowing the gap with US frontier models.
Bloomberg Technology · 71d ago
The Chinese automotive market is experiencing extreme product density with over 600 new models launched in the first half of the year, yet few achieve sustainable sales. Industry experts highlight the need for better product differentiation and user-centric innovation to survive the intense competition.
虎嗅 · 72d ago
This report analyzes market segmentation in the US and Africa, highlighting how consumer behavior and retail channels differ significantly across regions.
虎嗅 · 72d ago
A new report from OnDeck ranks Microsoft as the world's second most valuable brand, valued at $424.8 billion. Despite recent workforce reductions in the Xbox division, the company maintains a strong market position ahead of Google and Amazon.
cnBeta (Full RSS) · 72d ago
Omdia reports that rising DRAM and NAND costs are putting significant pressure on the budget smartphone market. This cost inflation is expected to trigger a 22% decline in shipments for devices priced under $400 by 2026.
cnBeta (Full RSS) · 73d ago
Autonomous driving company Momenta has officially listed on the Hong Kong Stock Exchange, raising $751 million. Despite backing from GM, the stock saw a modest 2.8% gain on its first day amid market skepticism regarding industry profitability.
cnBeta (Full RSS) · 73d ago
Mercedes-Benz reported a 6% decline in global vehicle sales for Q2 2026, with a 30% drop in the Chinese market. However, the company saw a 50% surge in global pure electric vehicle sales, highlighting a shift in product mix.
IT之家 · 73d ago
The article analyzes the structural imbalance in China's fiscal spending, where high infrastructure investment contrasts with low social welfare, impacting domestic consumption.
虎嗅 · 73d ago
The article explains the 'Tao Law' V1/V2 discrepancy, where improved technology led to a stock price drop. It highlights the shift in investment cycles from 'belief-based' to 'fact-based' verification.
钛媒体 · 73d ago
Apollo Global Management's Torsten Slok warns that current Big Tech valuations are unsustainable without profit margin growth in the broader S&P 493. He emphasizes that the market's reliance on the 'Magnificent 7' creates significant systemic risk.
Bloomberg Technology · 74d ago
Visual embodied AI company Rewi Technology saw its stock price drop 17% on its debut in the Hong Kong market. The company faced challenges due to a lack of cornerstone investors and high accounts receivable.
36氪 · 74d ago
Deutsche Bank analyst Jim Reid suggests that while AI will eventually enhance productivity, the macroeconomic impact is likely years away. This perspective highlights a growing divide between current AI hype and long-term economic realization.
Bloomberg Technology · 74d ago