Express News | Will China and the U.S. Hold AI Talks in the Coming Weeks? Foreign Ministry: Both Sides Are Maintaining Communication on AI Issues

On September 7, Foreign Ministry Spokesperson Mao Ning presided over a regular press conference. An AFP reporter asked whether the Foreign Ministry could confirm reports that China and the United States would hold artificial intelligence (AI) talks in the coming weeks, whether the dialogue would take place in mid-September, and what expectations China had for these talks. "China and the United States are maintaining communication on AI issues," Mao stated. (The Paper)

BreakingsSep 7 15:21

CICC Analysis of Hong Kong Stocks’ “Smart Money”: Southbound Investors Prefer Adding Positions at Lower Levels, While Active Foreign Capital Is a Lagging Indicator; Structural Opportunities Warrant Greater Attention at Present

Source: CICC Insights Since 2026, Hong Kong equities have continued to diverge in performance from neighboring markets, including A-shares, exhibiting a typical "seesaw" effect. In the first half of the year, as South Korean equities and the technology sector of A-shares strengthened continuously, Hong Kong stocks underperformed and experienced capital outflows. Following the correction in technology stocks in late June, Hong Kong equities rebounded and saw capital inflows. This phenomenon is not unique to this year; similar patterns were observed in 2025 and even earlier. Domestically, strong momentum in Hong Kong stocks during the first half of 2025 coincided with sustained southbound capital inflows, which slowed in the second half as A-shares gained strength. Internationally, overseas investors also adjust their allocations in response to changing market attractiveness in countries such as Japan, India, and South Korea.

CICC InsightsSep 7 13:07

AI trades are overcrowded! Global capital shifts toward diversified allocation: Are Chinese stocks back in the spotlight?

① There are signs that global investors seeking to diversify their portfolios beyond crowded AI trades in markets such as the United States, Japan, and South Korea are increasingly turning their attention to Chinese equities and related derivatives… ② In recent weeks, trading desks from Barclays to UBS Group have observed rising client demand for call options and swap contracts linked to CSI indices.

cls.cnSep 6 17:08

The fund industry recorded a historic profit of RMB 1.73 trillion, yet two categories of funds suffered massive losses totaling RMB 86.5 billion?

① Public mutual funds generated a combined profit of RMB 1.73 trillion in the first half of the year, representing a year-on-year increase of 172.27% and setting a historical record for semi-annual performance; ② QDII funds and commodity-based funds incurred a combined loss of RMB 86.557 billion, making them the only two loss-making categories among all fund types; ③ Why have QDII funds and commodity-based funds become drags on investment portfolios?

cls.cnSep 6 17:01

Week Ahead: US August PPI and CPI data set for release, putting rate hike expectations to a key test; Apple’s foldable iPhone makes its debut; Oracle and Adobe to report earnings; US stock markets closed on Monday

From September 7 to 11, the main themes driving trading in Hong Kong and US equities will center on US inflation, US Treasury yields, Apple’s autumn product launch, the European Central Bank’s interest rate decision, as well as the expansion of the Stock Connect program and new stock listings.

Futu NewsSep 6 15:08

Could the market rebound last until late September? Here are the strategy outlooks from ten major brokerages.

Summary of the latest strategic views from the top ten securities firms, along with an overview of their recommended sectors.

cls.cnAug 30 19:08