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29
2026-08
Storage chip prices rise, NVIDIA AI servers to increase by over 15%!NVIDIA has already notified some major clients that, due to the sharp rise in storage chip costs, the prices of servers equipped with NVIDIA AI chips will increase by more than 15% in most cases.This price increase will take effect starting with syst... -
29
2026-08
136.1 billion yuan in computing power orders, the Green Computing Power Conference sends three major signals!Recently, the 2026 Green Computing Power (Artificial Intelligence) Conference was held in Hohhot, Inner Mongolia.At the conference, Hohhot and Ulanqab signed 13 projects with leading companies such as Volcano Engine and Cambricon, with a total invest... -
23
2026-08
520 yuan per share! Unitree Technology Caught in a "Frenzy" Before the Bell RingsUnitree Technology hasn't even officially rang the bell for listing, but off-exchange "dark market trading" has already become hot in advance.Currently, many intermediaries are privately acquiring this new stock through various channels... -
23
2026-08
Tencent's Q2 revenue surpassed 200 billion yuan for the first time, heavily investing in AIRecently, Tencent Holdings released its financial report for the second quarter of 2026, delivering an impressive report card. The company achieved revenue of 204.79 billion yuan for the quarter, an 11% year-on-year increase, with quarterly revenue s... -
23
2026-08
Berkshire has finally "spent big"! The latest portfolio adjustment under Abel's leadership has been revealedRecently, Berkshire Hathaway officially submitted its U.S. stock holdings report for the second quarter of 2026 (13F) to the U.S. Securities and Exchange Commission (SEC). This is also the second portfolio adjustment report delivered by the new head ... -
23
2026-08
The central bank has been taking frequentRecently, the central bank's monetary policy has indeed seen a series of remarkable "new moves":The nation's first loan was implemented based on DR (7-day repo rate pledged by interbank deposit financial institutions using interest ... -
16
2026-08
Unitree Technology is about to list on the STAR Market: Nearly 6 billion yuan raised, igniting supply chain expectationsThe highly anticipated A-share "first humanoid robot stock"—Unitree Technology (688836)—is about to be listed on the STAR Market. The company announced an IPO price of 150.8 yuan per share and held an online roadshow on August 7.If this iss... -
16
2026-08
NVIDIA spends $3 billion to "grab power": AI in the second half, whoever controls electricity controls the marketAI chip giant NVIDIA is making a bold move, extending its reach directly to the very layer of AI infrastructure—power supply.To ensure the normal operation of its chip customers' data centers, NVIDIA plans to invest up to $3 billion in power infr... -
16
2026-08
The central bank has been "buying gold" for 21 consecutive months, buying more aggressivelyAgainst the backdrop of global gold prices strengthening again and rising market risk aversion, the People's Bank of China continues to make large-scale purchases of gold.According to the latest data from the People's Bank of China, as of the... -
16
2026-08
LOF funds face "new delisting regulations": bidding farewell to high premium speculation, delisting does not mean liquidationRecently, the Shanghai and Shenzhen stock exchanges simultaneously released a draft for public comment on new regulations, aiming to classify and clarify the delisting situations and procedures for certain LOF (Listed Open-End Funds). The implementat... -
09
2026-08
Packed with information! What signal does the Politburo meeting send out with a major tone?On July 30, the Political Bureau of the CPC Central Committee held a meeting to set the tone for economic work in the second half of the year.What positive signals did this major meeting actually send? What new macro policy moves will come next? What... -
09
2026-08
Morgan Stanley Xing Ziqiang: A-share volatility is a 'halftime rest' for AI; the investment logic for the second half has changedIn response to recent market volatility, Xing Ziqiang, Chief Economist for Morgan Stanley China, made a clear judgment at a media briefing on July 30: this round of A-share adjustment is actually a microcosm of the global AI technology sector's r...





