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AI computing power demand boosts the prosperity of optical devices, Tianfu Communication expects its net profit to increase by 25%–45% in the first half of the year | Earnings report insight

AI computing power demand boosts the prosperity of optical devices, Tianfu Communication expects its net profit to increase by 25%–45% in the first half of the year | Earnings report insight

``` Benefiting from the accelerated construction of global artificial intelligence infrastructure, TFC (Tianfu Communication) continued to expand its profitability in the first half of the year. On the evening of July 18, the company released its performance forecast, expecting net profit attributable to shareholders of the listed company in the first

Next week's major agenda: ECB interest rate decision; earnings reports from Google, Tesla, IBM, Intel, and CATL.

Next week's major agenda: ECB interest rate decision; earnings reports from Google, Tesla, IBM, Intel, and CATL.

07/19 - 07/27 Weekly Major Financial Events Overview, all times are Beijing Time: Key focuses for next week: In monetary policy, the ECB interest rate decision is the biggest macro anchor of the week. The market generally expects the ECB to hold steady, and President Lagarde's

10% of shares lent out in 10 days! Short sellers aggressively target SpaceX

10% of shares lent out in 10 days! Short sellers aggressively target SpaceX

``` Just one month after completing the largest IPO in history, SpaceX has experienced a sharp reversal in market confidence. The stock price has fallen below its offering price, short sellers have profited about $4 billion, bond yields are approaching junk levels, and investor enthusiasm for this rocket and AI company

WAIC Intelligent Agent Smartphone Trend Survey: What chips do Honor, Stepwise, and ZTE each have?

WAIC Intelligent Agent Smartphone Trend Survey: What chips do Honor, Stepwise, and ZTE each have?

``` Author | Huang Yu Over the past two years, although mobile phone manufacturers have launched so-called “AI phones,” they have not truly revolutionized the way humans interact with devices. Now, with the rise of Agents, the industry has found a new breakthrough point. At the 2026 World Artificial Intelligence Conference (WAIC)

Is the fastest and largest tech stock sell-off in history nearing its end? Goldman Sachs reflects on the market's "brutal rotation."

Is the fastest and largest tech stock sell-off in history nearing its end? Goldman Sachs reflects on the market's "brutal rotation."

``` Tech momentum trading is undergoing the most dramatic collapse in history. In just 17 trading days, the US equity tech momentum factor (TMT MoMo) has dropped 40% from its peak, setting a record for the fastest and deepest drawdown ever, with the impact spreading across semiconductors, hedge funds, and credit

NIO’s chip subsidiary, Shenji, exhibits independently at WAIC for the first time, targeting AI markets beyond automobiles.

NIO’s chip subsidiary, Shenji, exhibits independently at WAIC for the first time, targeting AI markets beyond automobiles.

``` NIO’s chip business is beginning to move beyond automobiles. On July 17, at the 2026 World Artificial Intelligence Conference (WAIC), NIO’s chip subsidiary Anhui Shenji Technology Co., Ltd. ("Shenji") participated in the exhibition for the first time as an independent company. In addition to showcasing the

AI smartphones bid farewell to the feature race; Honor begins reconstructing the operating system.

AI smartphones bid farewell to the feature race; Honor begins reconstructing the operating system.

The competition among AI smartphones is moving beyond the stage of simply adding functions. On July 18, during the 2026 World Artificial Intelligence Conference, Honor released the Agentic OS technology framework. According to Honor's vision, the next-generation mobile operating system will shift from being application-centered to being centered