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AI computing power demand surges; Shanghai Electric shares forecast up to 78% net profit growth in the first half of the year, Thailand factory turns profitable in Q2 | Earnings report news

AI computing power demand surges; Shanghai Electric shares forecast up to 78% net profit growth in the first half of the year, Thailand factory turns profitable in Q2 | Earnings report news

``` Benefiting from the continued advancement of AI computing infrastructure construction, strong demand for high-end PCBs, and ongoing optimization of product structure, Shudian Co., Ltd. achieved substantial year-on-year growth in both net profit and net profit excluding non-recurring items in the first half of the year. On July 13, Shudian Co.

Is it worth buying at 2.1% for 10 years?

Is it worth buying at 2.1% for 10 years?

After a round of bull market in the bond market in the first half of the year, investors are facing new choices: yields have dropped to low levels, is it still worthwhile to allocate credit bonds with 10-year yields still above 2.1%? The Guojin Securities Fixed Income Team released

Profits under pressure, Seres has fallen by more than 50% this year.

Profits under pressure, Seres has fallen by more than 50% this year.

``` The hottest automotive stock in the market is experiencing growing pains. On the afternoon of July 13, Seres A-share hit the daily limit down, with its stock price down over 50% this year. Its Hong Kong stock saw a slight rebound from the day's lows in late trading,

Top U.S. professors are leaving universities in large numbers to join AI giants like OpenAI and Anthropic.

Top U.S. professors are leaving universities in large numbers to join AI giants like OpenAI and Anthropic.

``` Top universities in the United States are facing a new wave of AI talent exodus. As tech giants like OpenAI, Anthropic, and Meta continue to attract academic elites with generous resources, professors of computer science at several leading universities are accelerating their departures this year. Researchers remaining in academia warn

SK Hynix has dropped nearly 40% from its high—an opportunity to buy the dip, or the start of even greater risks?

SK Hynix has dropped nearly 40% from its high—an opportunity to buy the dip, or the start of even greater risks?

``` South Korea’s memory chip giant has suffered one of the most brutal single-day sell-offs in history, but whether this plunge is a buying window after an emotional release or a sign of worsening fundamentals, market divisions are intensifying. On July 13, SK Hynix plummeted over 15% in a single

Yen and bonds surged sharply due to rumors about pensions; Japanese officials: No plans to reallocate pension assets.

Yen and bonds surged sharply due to rumors about pensions; Japanese officials: No plans to reallocate pension assets.

``` Japanese government officials clarified that authorities have no intention of immediately adjusting the national pension fund's asset allocation targets, following comments from the finance minister that sparked a strong market bet on massive capital flowing back into Japanese assets. According to Reuters, sources revealed that Finance Minister Mayuzuki

Bank of America: Tencent's AI is undervalued, significantly raises capital expenditure forecasts for the next three years.

Bank of America: Tencent's AI is undervalued, significantly raises capital expenditure forecasts for the next three years.

``` Tencent Holdings' investment in AI is surpassing previous market expectations. In its latest research report, BofA Securities has sharply raised its capital expenditure forecasts for Tencent from 2026 to 2028, while maintaining a buy rating, believing that the market underestimates Tencent's leadership position in China’s AI