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Goldman Sachs Says China AI Stocks Hold No Broad Bubble, Flags Power, Hardware and Physical AI
Read more: Goldman Sachs Says China AI Stocks Hold No Broad Bubble, Flags Power, Hardware and Physical AIAugust 10, 2026 (InvestinChina.asia) — China’s artificial-intelligence equity complex does not harbour a systemic bubble, even after a blistering first-half rally and a sharp June-to-August pullback, according to Goldman Sachs chief China equity strategist Kinger Lau. The recent selloff has restored “reasonable and healthy” alignment between prices and forward earnings, Lau said in interviews and…
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Beijing Should Prepare for a Blowback, as America Bets the Economy on AI
Read more: Beijing Should Prepare for a Blowback, as America Bets the Economy on AIThe explosion of artificial-intelligence investment in the United States has outrun the technology’s ability to generate cash. What began as a productivity story has mutated into a leveraged, debt-dependent capital cycle whose centre of gravity lies not in end-user demand but in a closed loop of supplier financing, hyperscaler capex and inflated equity valuations. For…
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Imported Inflation Fades, Domestic Demand Hasn’t Taken the Baton: Reading China’s July Price Data
Read more: Imported Inflation Fades, Domestic Demand Hasn’t Taken the Baton: Reading China’s July Price DataAugust 9, 2026 (InvestinChina.asia) — China’s consumer and producer prices both cooled more than markets expected in July, but the headline weakness tells only part of the story. The synchronized decline in the Consumer Price Index (CPI) and Producer Price Index (PPI) was overwhelmingly driven by the lagged pass-through of plummeting international crude oil prices…
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Moore Threads, China’s Nvidia Alternative, Posts 147% Revenue Surge and Plans Hong Kong IPO
Read more: Moore Threads, China’s Nvidia Alternative, Posts 147% Revenue Surge and Plans Hong Kong IPOAugust 9, 2026 (InvestinChina.asia) – Moore Threads Intelligent Technology (Beijing) Co., Ltd. (688795.SH) — widely regarded as “China’s Nvidia alternative” and the country’s first publicly listed full-function GPU designer — reported on Sunday that first-half revenue jumped 147.42% year-on-year to 1.736 billion yuan, surpassing its entire 2025 full-year sales. On the same day, the company announced…
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The Laser Maker Outperforming Germany’s Toptica: Pinzhun Laser’s STAR Market Debut
Read more: The Laser Maker Outperforming Germany’s Toptica: Pinzhun Laser’s STAR Market DebutAugust 9, 2026 (InvestinChina.asia) — Shanghai Pinzhun Laser Technology Co., Ltd. (688826.SH) drew an online winning rate of just 0.02013739% in its STAR Market debut subscription, with the 186.88-yuan-per-share issue price making it the priciest new listing on the A-share market in 2026. Yet beyond the eye-catching price tag lies a more fundamental question: what exactly underpins the…
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China’s Top Fund Managers Rotate Out of Tech and New Energy Midstream as July Selloff Triggers Reshuffle
Read more: China’s Top Fund Managers Rotate Out of Tech and New Energy Midstream as July Selloff Triggers ReshuffleAugust 9, 2026 (InvestinChina.asia) — A wave of fresh repositioning by China’s star mutual fund managers is coming into view, revealed through a cluster of share buyback-related disclosures from listed companies. The filings lay bare how major funds have rotated exposures since July, as the technology rally unraveled and managers scrambled to adjust. The most…
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The Mecca Pact Is a Verdict on Washington, Not Just a Treaty: Reading the Saudi-Türkiye-Pakistan Accord as the Rewriting of Middle East Security
Read more: The Mecca Pact Is a Verdict on Washington, Not Just a Treaty: Reading the Saudi-Türkiye-Pakistan Accord as the Rewriting of Middle East SecurityAugust 8, 2026 (InvestinChina.asia) — The signing of the Mecca Joint Defence Agreement on August 7 was, in the blunt phrasing of one widely read Chinese geopolitical commentator, “a historic day and a strong signal to the United States.” That framing captures the true weight of the document better than any dry recounting of its…
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Unitree Prices Shanghai IPO at 150.80 Yuan, 219x P/E Signals Lofty Bets on Embodied Intelligence
Read more: Unitree Prices Shanghai IPO at 150.80 Yuan, 219x P/E Signals Lofty Bets on Embodied IntelligenceAugust 8, 2026 (InvestinChina.asia) — Unitree Robotics, poised to become the first humanoid-robot maker listed on Shanghai’s STAR Market, set its IPO price at 150.80 yuan per share, valuing the company at 60.993 billion yuan ($8.5 billion) post-issuance and pricing in at a hefty 219.23 times 2025 diluted earnings — nearly six times the 38.56x…
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Shanghai, Shenzhen Bourses Draft LOF Delisting Rules; ~125 Funds, 26B Yuan at Stake by End-2027
Read more: Shanghai, Shenzhen Bourses Draft LOF Delisting Rules; ~125 Funds, 26B Yuan at Stake by End-2027August 8, 2026 (InvestinChina.asia) — The Shanghai and Shenzhen stock exchanges on August 7 published for public comment a set of rules that would, for the first time, force listed open-ended funds (LOFs) into a structured delisting path, targeting commodity-futures LOFs, QDII LOFs and small-scale LOFs whose on-exchange net asset value stays below 10 million…
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Beijing Cuts Home-Buying Barrier for Non-Locals, Lifts Mortgage Cap to 34 Million Yuan After Politburo Signal
Read more: Beijing Cuts Home-Buying Barrier for Non-Locals, Lifts Mortgage Cap to 34 Million Yuan After Politburo SignalAugust 8, 2026 (InvestinChina.asia) — Beijing became the first tier-one Chinese city to roll out fresh property support after the July Politburo meeting called for stabilizing the real estate market, lowering the social-insurance threshold for non-locals buying inside the Fifth Ring Road and lifting the maximum housing-fund loan to 3.4 million yuan ($472,000) per household.…