Tag: AI
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From Internet Hub to AI Foundry: Shanghai Unveils Its Most Ambitious Tech Plan Ever
Read more: From Internet Hub to AI Foundry: Shanghai Unveils Its Most Ambitious Tech Plan EverAugust 11, 2026 (InvestinChina.asia) – The Shanghai Municipal Commission of Economy and Informatization has released the “15th Five-Year” Plan for Software and Information Services, setting a target of building the city’s software and IT sector into a 4-trillion-yuan (approximately US$560 billion) industrial powerhouse by 2030, with AI positioned as the overarching driver across every segment…
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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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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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China July Exports Cool to 23.9%, Imports Miss at 27.5% as AI Chain Drives Value, Volume Eases
Read more: China July Exports Cool to 23.9%, Imports Miss at 27.5% as AI Chain Drives Value, Volume EasesAugust 8, 2026 (InvestinChina.asia) – China’s dollar-denominated exports rose 23.9% year on year in July, easing from 27.0% in June but beating Bloomberg’s 23.0% consensus, while imports advanced 27.5% against June’s 36.0% and missed the 29.7% market estimate, the General Administration of Customs said on August 7. The trade surplus narrowed to $112.5 billion from…
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4 Trillion Yuan for Computing Network: China’s “Six Networks” Get Hard Numbers, 10 Trillion More for Grids and Pipes
Read more: 4 Trillion Yuan for Computing Network: China’s “Six Networks” Get Hard Numbers, 10 Trillion More for Grids and PipesJuly 31, 2026 (InvestinChina.asia) – China’s National Development and Reform Commission (NDRC) said Thursday (July 30, 2026) that building out the national computing-power network during the 15th Five-Year Plan period (2026–2030) will require roughly 4 trillion yuan of new direct investment, with corporate spending—especially from private players—expected to carry most of the load. The figure,…
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Chinese Robotics Maker Unitree Tech Files for Landmark Shanghai IPO, Revealing Strong Profitability and Market Ambitions
Read more: Chinese Robotics Maker Unitree Tech Files for Landmark Shanghai IPO, Revealing Strong Profitability and Market AmbitionsMarch 20, 2026 (InvestinChina.asia) – Unitree Tech, a leading Chinese robotics company, has publicly filed for an IPO on Shanghai’s STAR Market, revealing robust financials, rapid growth in its humanoid robot business, and significant manufacturing expansion plans, according to its prospectus. Key Financials Show Strong Momentum The company’s preliminary prospectus, which has undergone pre-listing review…
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China’s 2026 Agenda: “Intelligent Economy” to Anchor High-Tech Drive
Read more: China’s 2026 Agenda: “Intelligent Economy” to Anchor High-Tech DriveMarch 5, 2026 — China’s government work report for 2026 has, for the first time, introduced the concept of an “intelligent economy” as a new economic form. The move signals a strategic push to systematically operationalize “new quality productive forces” and shift the economy towards high-tech, self-reliant growth. A Systemic Push for New Growth Drivers…
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Alibaba’s Top AI Scientist Departs Amid Major Qwen Team Restructuring
Read more: Alibaba’s Top AI Scientist Departs Amid Major Qwen Team RestructuringMarch 4, 2026 — Alibaba Group’s top scientist in charge of its Qwen large language model, Junyang Lin, announced his sudden resignation on social media today, stating simply: “me stepping down. bye my beloved qwen.” His abrupt departure comes amidst a significant internal reorganization of the Qwen development team and follows rare public remarks on…
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Chinese AI Chip Unicorn Enflame Starts IPO Guidance with Tencent as Largest Shareholder
Read more: Chinese AI Chip Unicorn Enflame Starts IPO Guidance with Tencent as Largest ShareholderAugust 27, 2024 (InvestinChina.asia) – Shanghai-based AI chipmaker Enflame Technology has registered for pre-IPO guidance with the local securities regulatory authority, paving the way for its public listing, according to documents filed with the Shanghai Securities Regulatory Bureau. The company has appointed China International Capital Corporation (CICC) as its underwriter for the process. Enflame, founded…