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WisdomTong Northbound Stock Holdings Analysis | August 10
Stock Connect Holdings Analysis | August 7, 2026
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.
Hong Kong Stock Market Weekly Preview | Tencent and Other Sector Leaders to Release Earnings; Key Domestic and International Macro Data Scheduled for Release
① What are the key takeaways from earnings reports by industry leaders such as Tencent? ② Macro data will be released both domestically and internationally—what should investors watch?
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
Coolita Lance La Première Alliance Des Médias FAST D'Indonésie En Collaboration Avec Les Principaux Diffuseurs
Express News | Vitalik: MiniMax H3 is the first open-source video model to surpass HunyuanVideo 1.5