Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
238 Views
This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; Zhipu Hits $1bn ARR as Anthropic Readies IPO
This week in AI: Kimi K3 and Grok 4.5 launch; DeepSeek seeks $1.5bn; Zhipu reaches $1bn ARR as Anthropic prepares for an IPO.
112 Views
This Week in AI (May 3-9): Anthropic/OpenAI Deployment Co; China's National Team into DeepSeek
This week in AI: Anthropic hits $30bn ARR; Anthropic and OpenAI each launch enterprise deployment JVs; China's Big Fund leads DeepSeek at $50bn.
563 Views
This Week in AI (Apr 26-May 2): China Blocks Manus Deal; Anthropic at $900bn
This week in AI: China blocks Meta's $2bn Manus deal; Anthropic weighs $900bn fundraise; Microsoft, Alphabet, Amazon, Meta all raised capex guidance.
537 Views
MS-China Index Earning Revision (Sep): CCB, TENCENT, ICBC, CHINA LIFE, BOC, LONGFOR, Legend Biotech
We analyzed MS-China's consensus for Sep 2026 and highlighted changes of EPS in CCB, TENCENT, ICBC, CHINA LIFE, BOC, LONGFOR, Legend Biotech,...
84 Views