HSALIBA@EC2609C.C (26578) News

Express News | Alibaba Cloud plans to more than double its global data center capacity.

BreakingsAug 10 16:32

Goldman Sachs previews Chinese internet giants' second-quarter earnings: Focus on cloud growth and AI-related capital expenditures; sector outlook remains constructive

Following their second-quarter earnings, shares of major U.S. cloud service providers reacted positively. After recent adjustments in Chinese internet stocks, the sector’s outlook is constructive, with sub-sector preferences ranked as follows: cloud and data centers (GDS Holdings, 21Vianet, Alibaba, Kingsoft Cloud), gaming and entertainment, e-commerce and mobility, and artificial intelligence models.

Zhitong FinanceAug 10 17:09

Goldman Sachs: The Next Major AI Theme Shifts from Computing Power to Humanoid Robots

According to Goldman Sachs' latest report, as AI computing infrastructure continues to expand, humanoid robots are poised to become a key growth driver in the next phase of AI development, with labor shortages and automation demand providing structural support for the industry's long-term growth.

wallstreetcn19minutes ago

Fliggy launched its AI-powered 'Fliggy Bangbang' to facilitate transactions.

Begin stepping beyond the 'chat box'

wallstreetcn36minutes ago

Express News | Today's Investment Sentiment Highlights

Breakings56minutes ago

Market Chatter: Alo Yoga to Make Mainland China Debut With Tmall Exclusive

MT Newswires12:50

Express News | Exclusive | Taobao Flash Delivery Conducts Internal Testing of Its At-Home Dining Service in Shanghai and Hangzhou

Breakings12:46

PDD Holdings (PDD.US) launches 'Next-Day Delivery' service, entering the core segment of instant retail.

PDD Holdings (PDD.US) has launched a top-tier core entry point within its app labeled “Fastest Delivery Tomorrow,” covering high-frequency, essential categories such as fresh produce and daily necessities. This move signifies PDD Holdings’ direct entry into the on-demand retail core segment currently dominated by Meituan-W (03690.HK) and JD.com-SW (09618.HK). According to reports, unlike the previous approach—where the “Delivery Tomorrow” tag was dynamically displayed by algorithms only on product detail pages and search results—PDD Holdings has now elevated this service to a prime navigation slot on its homepage, placing it alongside the “Billion-Dollar Subsidy” program. Products accessible through the “Fastest Delivery Tomorrow” entry currently carry explicit time-bound delivery commitment labels.

AASTOCKS12:31

NPO—An 'Interim Solution' Before the Arrival of CPO? A New Battleground for Domestic Computing Power?

Near-package optics (NPO), positioned as an intermediate solution between pluggable modules and co-packaged optics (CPO), is entering a window of industrialization amid accelerated construction of domestic hyperscale nodes, owing to its three key advantages: field-replaceability, controllable fault impact scope, and relatively high manufacturing yield. Northeast Securities believes that domestic manufacturers can directly leverage their existing expertise in silicon photonics and precision coupling, and highlights six investment areas: optical engines, high-density optical interconnects, fiber array units (FAUs), light source materials, advanced packaging, and domestically produced computing chips.

wallstreetcn12:26

Qwen Glasses can create Skills to build domain-specific AI assistants for roles such as tour guides and coaches.

Qwen Open Platform launched yesterday (the 10th), simultaneously supporting three endpoints: mobile app, PC, and AI glasses. On the glasses endpoint, Qwen offers two major modules—Skill Platform and Industry Customization—collaborating with developers to discover innovative solutions for real-world scenarios. Through the Skill Platform, developers can access the glasses’ open capabilities and create Skills tailored to specific contexts and user needs. For instance, by leveraging the 'Glasses Camera' plugin, developers can build a 'What’s Around Me?' Skill for visually impaired users, enabling the glasses to assist in identifying steps or obstacles ahead and providing audio alerts—effectively serving as a personal assistant. Similarly, developers can create a sightseeing guide Skill that activates based on the user’s gaze.

AASTOCKS12:24

Hong Kong Market Midday Commentary | All three major indices declined, with the Hang Seng Tech Index down 1.27%; tech and internet stocks fell, with Kuaishou and JD.com each dropping nearly 3%; biotech stocks rose, as GenScript Biotech surged over 8% and

Tech and internet stocks broadly declined, with Kuaishou-W down 2.80% and JD.com-SW falling 2.76%; gold mining stocks were mostly lower, with Zijin Mining dropping 3.51% and China Gold International down 2.55%; oil stocks rose across the board, with CNOOC up 3.76% and PetroChina advancing 2.04%.

Futu News12:10

Zhipu AI (02513.HK) is reported to have nearly 7 million registered users on its MaaS open platform.

According to a report cited by LatePost, Zhipu AI’s (HKEX: 2513) MaaS open platform has nearly 7 million registered users (i.e., API users), an increase of approximately 2 million since early July. This includes 23,000 enterprise clients. ZCode, the company’s developer product positioned as a competitor to Codex, surpassed one million users within a month of its launch. Based on a $2 billion annualized revenue assumption, registered users spent an average of approximately RMB 160 on Zhipu’s open platform that month. Year-to-date, Zhipu’s Annual Recurring Revenue (ARR) has grown 15-fold. It is also reported that, following Kimi and Alibaba (HKEX: 9988), new

AASTOCKS09:22

Express News | Hong Kong Shares of Alibaba Set to Open up 2.1%

Breakings09:20

Industrial Securities: Who Is Buying Hong Kong Stocks?

Among the four categories of capital flows, southbound capital has been the primary driver increasing positions in Hong Kong-listed equities since July, while foreign capital began returning significantly from mid-July.

Zhitong FinanceAug 10 21:07

Zhitong Stock Connect Active Trading | August 10

Stock Connect Active Trading | August 10, 2026

Zhitong FinanceAug 10 19:00

Zhuang Zhuoran, CEO of Fliggy: Fliggy is advancing its AI strategy around the '3 Es'

Sina Tech News, August 10 evening — Fliggy announced today the launch of 'Fliggy BangBang,' a comprehensive upgrade to its AI-powered services for consumers. At the launch event, Zhuang Zhuoran stated that Fliggy is advancing its AI strategy around the 'Three Es' (AI for Experience, AI for Ecosystem, AI for Enterprise)—leveraging AI to enhance user experience, enrich the travel ecosystem, and reshape organizational structures—with the three elements mutually reinforcing one another. 'Fliggy BangBang' represents a new step under the 'AI for Experience' pillar. According to Fliggy

Sina TechnologyAug 10 18:58

AI's 'Windows moment': Hong Kong-listed internet stocks may present a strategic allocation window

Western Securities believes that AI is currently at a critical juncture, transitioning from a 'command-line interface (CLI)' to a 'graphical user interface (GUI).' Due to persistently high hardware costs and insufficient workflow integration, total factor productivity has not yet seen widespread improvement, but China is poised to achieve a breakthrough by leveraging its engineering talent dividend.

wallstreetcnAug 10 16:44

Market Chatter: Apple Begins Qwen AI Integration for Mac Users in China

MT NewswiresAug 10 16:36

Alibaba Group Holding Stock Advances 2.3% in Hong Kong

Dow JonesAug 10 16:32

Fliggy Travel has launched its new-generation AI product, Fliggy BangBang, which will be integrated into Taobao Flash Purchase before the National Day holiday.

Sina Technology News, August 10 afternoon — Today, Fliggy Travel officially launched its next-generation AI product, Fliggy BangBang. According to reports, leveraging native AI capabilities, this product can 'anticipate your needs, deliver real results, and accompany you throughout your journey,' covering scenarios including flights, hotels, and homestays. This marks Fliggy’s latest step in evolving from an OTA (Online Travel Agency) toward an 'Omni-Intelligence Travel Agent,' following its earlier AI feature 'Ask Anything.' In practice, Fliggy BangBang enables users to 'help me think, help me book, help me handle' through simple conversational interactions. Specifically, the 'help me think' function can assist users with

Sina TechnologyAug 10 16:25