CICC: The Federal Reserve faces challenges in cutting rates at this stage, but market expectations of further rate hikes remain overly pessimistic.
Will volatility persist, or is a style rotation underway?
Express News | Alibaba: "Zhou Jingren's resignation" is purely a rumor.
While the entire market chases AI, 'Big Short' investor Burry takes a contrarian stance and buys into four favored stocks: Adobe, Alibaba, and others.
Michael Burry continues to hold positions in Alibaba, Adobe, PayPal, and Veeva.
How Other Mega IPOs Traded on Day One -- WSJ
Alibaba on Pace for Lowest Close Since July 2025 -- Data Talk
Bernstein: China's large models will become the 'best value proposition' in the global market
Bernstein believes that Chinese AI labs are capturing the consumer, SME, and emerging markets segments thanks to a significant cost advantage. Even without entering the U.S. market, Chinese models could still cover approximately 35%–40% of the global AI market (USD 320–350 billion). As AI becomes increasingly cost-sensitive, Chinese models—being 'good enough and cheaper'—are poised to become the biggest beneficiaries.