Sizing reports, adoption curves and analyst calls on where the AI economy is heading.
313 articles
The Hang Seng Tech Index saw a 3.08% increase during the morning session, driven by strong performance in consumer goods and automotive sectors. Conversely, semiconductor and hardware stocks experienced a decline.
36氪 · 65d ago
China's wind power exports grew by 35.6%, led by Shanxi, Fujian, and Shandong. Despite this growth, the sector faces downward pressure in the A-share market due to a disconnect between industrial growth and capital market logic.
钛媒体 · 66d ago
IBM shares plummeted 24% following a warning from CEO Arvind Krishna. This decline marks a potential record-breaking single-day drop for the 115-year-old company, surpassing the 1987 'Black Monday' performance.
cnBeta (Full RSS) · 67d ago
Despite a 4.3% decline in the overall Chinese smartphone market, Apple's iPhone shipments grew by 24.4% in Q2 2026. This growth is attributed to strategic pricing adjustments.
cnBeta (Full RSS) · 67d ago
JPMorgan Chase reported record-breaking Q2 profits, largely fueled by an 86% surge in equity sales and trading revenue. The bank's performance was bolstered by market volatility resulting from geopolitical tensions.
36氪 · 67d ago
IBM reported preliminary second-quarter sales that fell short of analyst expectations. CEO Arvind Krishna noted that customers are becoming more cautious with their IT spending.
Bloomberg Technology · 67d ago
Ganfeng Lithium announced a significant turnaround in its 2026 H1 financial results, projecting a net profit of 3.65-4.6 billion RMB. The growth is driven by increased demand for lithium salts and expanded production capacity.
IT之家 · 67d ago
China Film Group announced an expected net loss of 100-130 million RMB for the first half of 2026. The loss is attributed to underperforming box office results in Q1 and a lack of major releases in Q2.
36氪 · 67d ago
Significant capital has flowed into major A-share ETFs, including the CSI 300, CSI 500, and CSI 1000. Analysts suggest this indicates institutional confidence in current market valuations.
36氪 · 67d ago
Jean Chia, Global CIO at Bank of Singapore, provides insights into the current equity market environment and broader investment landscape. The discussion took place at the Bank of Singapore CIO Summit in Hong Kong.
Bloomberg Technology · 67d ago
This article analyzes historical instances of the Chinese A-share market breaking below the annual moving average (year-line). It discusses the impact of policy interventions, global AI trends, and market sentiment on recovery timelines.
虎嗅 · 67d ago
Vontron Technology issued a statement clarifying that its business related to semiconductors and liquid cooling accounts for less than 1% of its total revenue. The company emphasizes that these sectors do not significantly impact its financial performance.
36氪 · 68d ago
Smag Mobile Antenna Masts AG saw its shares drop by 33% during its German trading debut. The decline highlights a cooling investor appetite for European defense-related stocks.
Bloomberg Technology · 68d ago
Morgan Stanley strategists report that US stocks outside the technology sector are showing strong earnings potential. This shift suggests a broader market rally beyond the current AI-driven tech dominance.
Bloomberg Technology · 68d ago
CITIC Securities reports that short-selling in Hong Kong stocks is declining from historical highs. The firm recommends focusing on high-certainty sectors including robotics and innovative pharmaceuticals.
36氪 · 69d ago
Luxshare Precision, a major Apple supply chain partner, saw its stock price drop below the issue price on its Hong Kong IPO debut. Despite strong backing from cornerstone investors, the stock closed down 1.55%.
钛媒体 · 69d ago
Nine listed securities firms have released 2026 semi-annual performance forecasts, showing significant growth. Analysts suggest this indicates a broader valuation repair for the sector.
36氪 · 70d ago
Barron's has identified 45 stocks with high potential for the second half of the year, focusing on companies overlooked during the AI boom. Key recommendations include Expedia Group, TotalEnergies, and Brink's.
钛媒体 · 70d ago
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.
钛媒体 · 71d ago
Despite the rapid rise of new energy vehicles, the '56E' (Mercedes-Benz E-Class, Audi A6L, BMW 5 Series) maintains a dominant position in the premium sedan market due to strong brand identity and social recognition in business settings.
虎嗅 · 72d ago
The video game industry is showing signs of a major downturn due to unsustainable business practices. Analysts suggest a crisis point is approaching as the sector struggles to maintain its current trajectory.
GeekWire · 72d ago
The article analyzes the decline of Youku in the competitive video streaming market. It attributes the failure to strategic constraints and operational limitations.
钛媒体 · 72d ago
Porsche reported a 16% year-over-year decline in global vehicle deliveries for the first half of 2026, totaling 122,306 units. The company cited challenging market conditions in China, where sales plummeted by nearly one-third, and the expiration of US EV tax credits as primary drivers.
TechNode · 72d ago
Honeywell Technologies has increased its 2026 profit guidance, though the adjustment is primarily attributed to a one-for-two reverse stock split. The company continues to be a key player in industrial technology and quantum computing.
The Next Web (TNW) · 72d ago
Despite recent market volatility, analysts suggest that China's A-share market maintains strong long-term potential due to economic recovery, policy optimization, and industrial upgrading.
36氪 · 73d ago
South Korea failed to be upgraded to 'Developed Market' status by MSCI, despite recent foreign exchange reforms aimed at improving market accessibility.
虎嗅 · 73d ago
Despite the popularity of tech growth stocks, public funds are increasing marketing and investment in dividend-focused assets, viewing them as long-term value in a low-interest environment.
36氪 · 74d ago
The three major US stock indices closed lower on July 7, with significant volatility among large-cap tech stocks. While Meta, Nvidia, and Microsoft saw gains, companies like Intel, Tesla, and Apple experienced notable declines.
36氪 · 74d ago
An analysis of Alan Greenspan's tenure as Fed Chair, focusing on his role in financial deregulation and the establishment of the 'Fed Put'—the expectation that the central bank will always bail out financial markets.
虎嗅 · 74d ago
Counterpoint Research reports a 13% year-on-year decline in Chinese smartphone sales during the 618 shopping festival. The drop is attributed to price hikes driven by rising memory costs and less aggressive promotional strategies.
TechNode · 74d ago