Zhito Hong Kong Stock Connect Holdings Analysis | July 20

Stock Connect Holdings Analysis | July 17, 2026

Zhitong Finance43minutes ago

In Conversation with Tencent Chief Scientist Zhang Zhengyou: AI Remains a 'Brain in a Vat,' and Tencent's Tairos Aims to Overcome Embodied Intelligence Implementation Challenges

Embodied intelligence is still in its early stages.

wallstreetcn07:56

AI Has Found a New 'Way to Unlock' | WAIC Observations

① Following the 'lobster' craze, numerous AI agents have emerged, with artificial intelligence evolving into a versatile companion for both production and daily life; ② Artificial intelligence is accelerating its deployment in real-world enterprise scenarios.

cls.cnJul 19 20:37

The 'ChatGPT moment' for robots could arrive in as little as two years! Yao Maoqing of Zhiyuan Robotics: First overcome the 'three walls' of data, representation, and closed-loop systems.

At the forum, Yao Maoqing, Partner at Zhiyuan, systematically unveiled for the first time the 'model + data' technology flywheel, disclosing key metrics including a 99.99% success rate on 3C production lines and distributed reinforcement learning across hundreds of robots. In the closing panel discussion, six industry leaders engaged in a heated debate on the 'physical limits' of Scaling Laws, clashed over the VLA versus world model approaches, and offered a consensus forecast that the 'ChatGPT moment' for robotics is likely to arrive within two to five years.

wallstreetcnJul 19 20:25

Dialogue with Wu Yunsheng, Vice President of Tencent Cloud: Why Enterprise-Specific Agents Remain Important

control and management

wallstreetcnJul 19 17:15

Gigawatt-scale AI computing centers accelerate deployment: How to overcome curtailment challenges and close the industrial loop?

① Traditional computing infrastructure is facing unprecedented demands for upgrades. ② In the second and third quarters of 2026, gigawatt-scale intelligent computing center projects led by local governments have shown a clear acceleration trend. ③ Yuegangwan Intelligent Computing has secured cumulative new AI computing orders exceeding RMB 15 billion; its net profit for the first half of 2026 is expected to surpass RMB 240 million, and the company’s total order backlog has now exceeded RMB 30 billion.

cls.cnJul 19 16:46