Express News | Alibaba Cloud plans to more than double its global data center capacity.
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.
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 Stock Connect Active Trading | August 10
Stock Connect Active Trading | August 10, 2026
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
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.