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Mining “Apple Ecosystem” Opportunities: Institutional Investors Intensify Research on Key Concept Stocks

Fed Poised to Cut Rates, Yet Aggressive Market Bets Pose Steep Risks

2025 CIFTIS Insights: How Can China’s Service Trade Break Through?

Ministry of Commerce Initiates Anti-Dumping Probe into U.S.-Made Analog Chips; Domestic Localization Prospects Expand

China and the U.S. Convene Trade Talks in Madrid to Address Tariffs, Export Controls, and TikTok

Cambricon Resists Index Rebalance as China’s AI Boom Gains Strength

Cambricon faces heavy passive outflows from an index reshuffle, but strong investor optimism and policy-driven momentum suggest China’s AI rally is far from losing steam.

Data Suspension Highlights Strain in China’s Bond Market

Shanghai Tiantian Fund Sales Corp. has halted publishing key bond flow data as surging equities and policy shifts intensify pressure on China’s government debt market.

Economic Headwinds Mount as China's Industrial Output and Retail Sales Fall Short

China's economy showed strain in August as industrial output and retail sales both missed expectations, signaling persistent weak domestic demand. The downturn, exacerbated by a sluggish property market and trade headwinds, has prompted calls for further government stimulus. Officials have pledged to use new fiscal and monetary tools to help meet annual growth targets.

Klarna Makes Strong Wall Street Debut, Valued at Over $16 Billion

Klarna, the Swedish fintech company, successfully debuted on the U.S. stock market, with its valuation reaching more than $16 billion. The IPO raised $1.37 billion, reflecting strong investor demand. The company, which is expanding beyond its core "buy now, pay later" business, faces regulatory scrutiny but asserts its products are a healthier alternative to traditional credit cards.

Rocketing Towards Expansion: Avio Plans Major Capital Raise for Global Growth

Italian rocket maker Avio has approved a capital raise of up to €400 million to fund production expansion in Europe and the U.S. The investment supports a 10-year business plan targeting double-digit growth, with a focus on increasing launch frequency for its Vega rockets and building a new defense manufacturing facility in the U.S.

A Regulatory Credibility Crisis? Coinbase Demands Sanctions as SEC Accused of Destroying Key Documents

Coinbase is seeking court sanctions against the SEC after a report confirmed the permanent deletion of former Chair Gary Gensler's text messages. The missing communications, spanning a crucial period of crypto enforcement, raise concerns about the SEC's record-keeping and credibility. The company argues the agency's actions have caused "irreparable harm" and could set a legal precedent challenging the regulator's authority in future cases.

European Markets Hold Steady as Investors Await ECB Guidance

European stocks edged higher on Thursday as investors held back ahead of the European Central Bank’s policy decision. The STOXX 600 gained slightly, supported by financial shares, while most sectors traded flat. Markets widely expect the ECB to leave rates unchanged, putting the focus on President Christine Lagarde’s comments for clues on future easing. Eurozone bond yields also stabilized, reflecting the cautious wait for clearer policy direction.

China Moves to Bolster Foreign Trade Amid Global Uncertainty

China announced new policies to support its foreign trade sector as officials look to sustain export growth amid weak global demand and rising geopolitical risks. Vice Commerce Minister Guo Tingting said measures will aim to improve the external environment and boost competitiveness, though details were not provided. Analysts expect possible steps such as export credit expansion, tax incentives, and trade diversification. Chinese equities responded positively, with the CSI 300 gaining on expectations of further policy support.

AI agents are set to become a company’s basic unit, says Lee Kai-fu

Computer scientist and 01.AI founder Lee Kai-fu told a UBS summit that AI agents are poised to replace humans as the “basic unit” of a company. He argued that agents can be replicated, scaled and orchestrated like “Lego blocks,” enabling CEOs to assemble organizations as modular, continuously running systems - reshaping how work is structured across functions.

Hong Kong’s ‘superconnector’ role deepens as China–GCC trade hits US$288 billion

Trade between China and the Gulf Cooperation Council (GCC) surpassed US$288 billion last year, and Hong Kong is sharpening its value-added role linking capital, logistics and professional services between the two sides. At the Belt and Road Summit in Hong Kong, Middle East investors highlighted active deal flow and sector breadth, reinforcing the city’s pitch as a platform for financing, risk management and market access.

Record-Breaking Rally: The Market's Bet on a Fed Rate Cut

U.S. stock markets hit new record highs as a revised jobs report bolstered investor confidence that a slowing economy will prompt the Federal Reserve to cut interest rates, despite other companies' stock fluctuations.

The Billion-Dollar Surge: How Oracle and Larry Ellison Stunned the AI Market

While NVIDIA and other chipmakers are the direct winners of the AI "gold rush," Oracle has emerged as a key infrastructure winner, with its massive backlog of cloud contracts and a staggering stock surge, which briefly made Larry Ellison the world's richest person.

Powering Asia's Digital Future: Vantage Data Centers Secures $1.6 Billion Investment

Vantage Data Centers has secured a $1.6 billion investment led by GIC and ADIA to expand in Asia-Pacific. The funding will facilitate the acquisition of a major data center campus in Johor, Malaysia, boosting the company’s regional capacity to 1 gigawatt. This move capitalizes on the growing demand for digital infrastructure driven by AI and cloud computing.

Breaking a Biotech Drought: LB Pharmaceuticals Raises $285 Million in Landmark IPO

LB Pharmaceuticals has raised $285 million in an IPO, ending a prolonged biotech IPO drought. The funds will support a late-stage trial for its schizophrenia drug, LB-102. The successful offering at $15 per share signals renewed investor interest in the high-risk, high-reward neuropsychiatric market.

Oil Prices Rise on Middle East Unrest and U.S. Tariff Push

Oil prices edged higher on Wednesday, with Brent nearing $67 a barrel and WTI close to $63, after an Israeli strike in Doha heightened geopolitical risks. Additional pressure came from U.S. President Trump’s call for the EU to impose tariffs on Russian oil, raising concerns about supply. However, ample inventories and stable OPEC+ output plans kept gains in check, leaving the market driven by political shocks but anchored by supply fundamentals.

Chinese Government Bond Yields Hit Yearly Highs as Economic Signals Improve

Chinese government bond yields rose to their highest levels of 2025, with the 10-year at 1.82% and the 30-year at 2.21%, as signs of easing deflation and stronger momentum lifted sentiment. Core inflation measures and slower factory-gate price declines suggested improving conditions, supported by Beijing’s efforts to curb excessive competition. The CSI 300 has gained nearly 13% since July, though analysts remain cautious on whether the bond sell-off signals lasting recovery or short-term risk shifts.

Alibaba widens lead in China’s AI cloud as ByteDance, Huawei and Tencent trail

Alibaba Cloud now commands roughly 36 per cent of China’s AI cloud services market, well ahead of ByteDance’s Volcano Engine, Huawei Cloud, Tencent Cloud and Baidu. The jump reflects rapid enterprise adoption of generative and agentic workloads on Alibaba’s platform, tighter integration with its Qwen model family and sustained investment in AI infrastructure. While 2024 saw Alibaba and Baidu neck and neck in AI public cloud revenue, the latest readings show Alibaba pulling decisively ahead in 2025.

AeroHT targets Europe as flying-car orders top 5,000

XPeng affiliate AeroHT is preparing a European debut for its personal air vehicles after securing more than 5,000 orders, with production slated to start next month in Guangzhou and first deliveries planned for the second half of 2026. The company says pricing will come in below 2 million yuan, positioning its eVTOLs for upper-premium buyers while it navigates safety and certification hurdles.

A Tale of Two Economies: The World's Inflation vs. China's Deflation

While Western economies grapple with inflation, China is fighting the opposite problem: a dangerous cycle of deflation driven by weak consumer confidence and intense price-cutting competition.

Pinterest’s Strategic Rebound: How a Controversial Bet on Positivity Fueled Gen Z Dominance

Pinterest’s growth is fueled by a bold, long-term strategy centered on user well-being and AI. A controversial decision to restrict features for users under 16 helped attract Gen Z, now its largest demographic. The company has achieved eight straight quarters of record user growth by focusing its AI on positive, shopping-focused experiences, proving that “a good business in positivity” is possible.

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