AI investment enters a critical verification phase, autonomous driving mobility draws closer... Goldman Sachs predicts the ten key industry themes for 2026.

The year 2026 is considered a critical juncture for the success or failure of AI commercialization. Goldman Sachs has identified ten key industry themes: from the rise of generative AI and agent-based search to the deep integration of advertising, e-commerce, and social commerce; from high capital expenditure and cloud return on investment challenges to the accelerated deployment of autonomous driving; and further to spatial computing, interactive entertainment, health technology, and the rebalancing of corporate growth and investment, collectively shaping the main industrial trends for the new year.

wallstreetcnDec 12 15:15

K's Morning News | Huawei 2012 Laboratories Establishes New Fundamental Large Model Division; Merger Between Hygon and Sugon Terminated

The main content of today's STAR Market Morning Report includes: ① The U.S. has approved the sale of NVIDIA H200 artificial intelligence chips to China, with a response from the Ministry of Foreign Affairs; ② Alibaba has established the Qwen C-end Business Group; ③ SpaceX is advancing its initial public offering plan, aiming to raise more than $30 billion; ④ Dekoli stated that its OCS products have not been included in recent revenue projections.

cls.cnDec 10 08:24

19+114! The National Medical Insurance and Commercial Insurance 'Dual Catalog' Released: Success Rate of Innovative Drug Negotiations Increases to 88%

①The 2025 National Medical Insurance Drug Catalogue successfully added 114 new drugs, of which 50 are Class I innovative drugs. The overall success rate was 88%, significantly higher than the 76% in 2024; ②Among the 19 drugs included in the inaugural commercial insurance innovative drug directory are not only cancer treatments such as CAR-T, but also rare disease treatments for neuroblastoma and Gaucher's disease.

cls.cnDec 7 18:03

Four key 'tailwinds' to support the stock market in 2026! JPMorgan recommends focusing on AI, cyclical stocks, and markets such as China.

① JPMorgan strategists believe that, despite the weakness in the stock market due to concerns over AI trading and uncertainty regarding the Federal Reserve's rate-cutting path, now is the time to strategically increase equity exposure; ② A robust outlook for the U.S. economy, sustained strong corporate earnings, receding tariff concerns, and an optimistic international market outlook are expected to drive the stock market through early next year.

cls.cnDec 4 17:43

SZSE Organizes Roadshows for Listed Companies in Germany, Actively Supporting Sino-German Industrial Investment Cooperation

①The Shenzhen Stock Exchange (SZSE) organized listed companies to host the 'New Opportunities for Investing in China' – SZSE Listed Companies Roadshow and Exchange Event in Frankfurt, Germany. Five SZSE-listed companies, including Sungrow Power, Weichai Power, Aier Eye Hospital, RoboTech, and Hailiang Co., participated in this roadshow; ②Representatives of German institutions attending the event noted that Sino-German cooperation is expanding from traditional sectors such as automobiles, machinery, and chemicals into emerging areas like artificial intelligence and renewable energy.

cls.cnDec 3 19:23

The strongest open-source model rivals top closed-source models! DeepSeek releases the V3.2 series, with reasoning capabilities on par with GPT-5.

DeepSeek has released and open-sourced two models in the V3.2 series. The V3.2 model focuses on everyday applications, with reasoning capabilities reaching the level of GPT-5, marking the first time that a thinking mode has been integrated with tool invocation. The V3.2-Speciale model is dedicated to achieving extreme reasoning performance and has won gold medals in four international competitions: IMO, CMO, ICPC, and IOI. Both models have now been open-sourced on HuggingFace and ModelScope, indicating that the performance gap between open-source and closed-source commercial models continues to narrow, with open-source models now reaching top-tier standards.

wallstreetcnDec 1 19:38