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Goldman Sachs: Chinese stocks enter “rotation temptation”; A-share hard tech remains superior, H-share internet and others see profit recovery

Goldman Sachs: Chinese stocks enter “rotation temptation”; A-share hard tech remains superior, H-share internet and others see profit recovery

The main theme of Chinese stocks this year is very clear: A-share hard tech is strong, H-share internet is weak. STAR50, representing onshore AI hard tech, has outperformed HSTECH, which focuses on offshore internet platforms, by 68 percentage points since the start of the year; the ChiNext Index has outperformed

Changes in IT procurement by US companies: from "software applications" to "data + AI agent"

Changes in IT procurement by US companies: from "software applications" to "data + AI agent"

``` Corporate IT budgets are being reallocated—more and more money is flowing toward AI, while traditional SaaS software is losing its formerly unshakable position. According to a recent report by The Information, as companies increase spending on AI vendors like Anthropic and OpenAI, traditional enterprise software and IT service providers

Cost rises, Seres' profits under short-term pressure.

Cost rises, Seres' profits under short-term pressure.

``` After AITO pushed its car sales into a higher price range, Seres also proved that high-end new energy vehicles can bring both sales and profits. But in the first half of this year, it inevitably came under pressure. On July 12, Seres released its 2026 half-year performance forecast, estimating a

China Satellite is expected to turn profitable in the first half of the year, with increased revenue and profit from satellite development business.

China Satellite is expected to turn profitable in the first half of the year, with increased revenue and profit from satellite development business.

``` The Chinese satellite operator, China Dongfanghong Satellite Co., Ltd., has reversed the loss situation seen in the same period last year. On July 12, China Dongfanghong Satellite Co., Ltd. released its interim performance forecast, estimating that the net profit attributable to the parent company owners for the first half of

The first publicly listed "nuclear fusion" company: General Fusion, supported by Amazon founder Jeff Bezos

The first publicly listed "nuclear fusion" company: General Fusion, supported by Amazon founder Jeff Bezos

``` The nuclear fusion sector is witnessing a historic moment. This Friday, General Fusion completed its SPAC merger with Spring Valley Acquisition Corp III, with a company valuation of $724 million, a financing scale of up to $338 million, and will officially be listed on Nasdaq next Monday. This Canadian company

Palantir’s Shout of “Enough is Enough”: Other Companies’ Fear of the “Winner-Takes-All” Effect in Large Models

Palantir’s Shout of “Enough is Enough”: Other Companies’ Fear of the “Winner-Takes-All” Effect in Large Models

``` A fierce statement from Palantir CEO Alex Karp has brought long-standing tensions in the tech industry to the surface—large AI labs are accumulating momentum using clients' data and decisions, while traditional enterprises are increasingly worried about becoming mere "value contributors" in the AI wave. In the

Jensen Huang personally attended Morgan Stanley’s roadshow: quarterly revenue is nearing $100 billion, Nvidia’s growth rate is still accelerating, and he denied that the Rubin Ultra has been delayed.

Jensen Huang personally attended Morgan Stanley’s roadshow: quarterly revenue is nearing $100 billion, Nvidia’s growth rate is still accelerating, and he denied that the Rubin Ultra has been delayed.

Jensen Huang took the stage himself, delivering a key message at the Morgan Stanley investor roadshow: Growth is not only far from peaking, it is accelerating. This week, Morgan Stanley hosted a non-deal Nvidia roadshow (NDR) in California. Nvidia CEO Jensen Huang, CFO Colette Kress, and Head of Investor Relations