Wall Street on 'China Concepts': From 'Powerless' to 'Opportunistically Bullish'

As computing power costs rise and intense price competition intensifies, the economic viability of standalone model-layer offerings is diminishing. The market is gradually converging on a consensus: the technical barrier to catching up in large models is not particularly high, and the ultimate commercial winners will emerge in multi-model ecosystems, AI agent applications, and on-device AI.

wallstreetcnAug 9 19:35

Earnings season for tech companies is here! Optical communications and domestic semiconductor giants take the stage one after another.

Gelonghui, August 9 — A series of major earnings reports are set to be released next week, with U.S. optical communications giants Lumentum and Coherent scheduled to announce their results. Lumentum will report its fiscal fourth quarter (full-year) earnings for fiscal year 2026 after the U.S. market close on Tuesday, August 11 (local time). Coherent will release its fiscal fourth quarter (full-year) earnings for fiscal year 2026 after the U.S. market close on Wednesday, August 12 (local time). Tencent will announce its second-quarter results on Wednesday, August 12, and JD.com will disclose its interim results on Thursday, August 13, which may influence investor sentiment toward tech

Gelonghui FinanceAug 9 16:41

Coolita Lance La Première Alliance Des Médias FAST D'Indonésie En Collaboration Avec Les Principaux Diffuseurs

PR NewswireAug 7 22:37

Express News | Vitalik: MiniMax H3 is the first open-source video model to surpass HunyuanVideo 1.5

BreakingsAug 7 21:13

Major tech firms are 'concentrating their forces' to capture entry points, suddenly crowding the AI-powered office productivity space.

① Major tech firms are concentrating resources to secure entry points, marking the end of fragmented, trial-and-error ‘horse-race’ approaches in AI-powered office solutions; ② The competitive landscape extends beyond major players, with ‘real-world business scenario delivery capability’ emerging as a critical differentiator; ③ AI-driven office applications are accelerating demand across the supply chain, directly benefiting upstream providers of inference chips, servers, and high-speed storage—though compute demand per office task remains limited, resulting in steady, gradual growth rather than an immediate surge.

cls.cnAug 7 20:33

Zhitong Stock Connect Active Trading | August 7

Stock Connect Active Trading | August 7, 2026

Zhitong FinanceAug 7 19:00