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Huawei, Alibaba Bet on “Superpods”: Moving Past Single‑GPU Racing — System Efficiency Is the Real Answer for China’s AI
October 4, 2025
supernodes are becoming the decisive metric in China’s AI infrastructure race. Key Points Shift to system‑level...
Break Monopolies + Tech Leaders Appear: 5 Highly Concentrated, High-Quality Potential Stocks Identified
October 3, 2025
Break Monopolies — a focused screen of China’s tech leaders reveals a small group of highly concentrated, high-quality...
Hang Seng TECH jumps 3.36% as foreign investors keep buying — Chinese assets shine
October 2, 2025
Key Points Strong market rally: Hang Seng TECH (恒生科技指数) closed up 3.36% and the Hang Seng (恒生指数) rose about 1.61%,...
Has AGI Just Taken Another Step? Google Updates Gemini Robotics Models to Help Robots Perceive Environments and Complete Complex Tasks
September 26, 2025
Key Points Release (Sept 25, 2025): DeepMind unveiled Gemini Robotics 1.5 (a visual-language-action VLA) and...
Sept. 26, 2025 — Front‑Page Headlines: Digital RMB International Operations Center and China Financial Moves
September 25, 2025
Key Points Digital RMB International Operations Center: Shanghai launch introduces three platforms — cross‑border...
Xiaomi 17 officially launches — starting at ¥4,499 RMB ($629 USD, approx.)
September 25, 2025
Key Points Launch & price: Xiaomi 17 (Xiǎomǐ 小米) announced on 2025.09.25 with a starting price of ¥4,499...
Wu Yongming's Cloud AI Vision Boosts Alibaba's Market Value — But Its "Full‑Stack" Moat May Be Shallower Than It Appears
September 25, 2025
Key Points Immediate market impact: Wu Yongming (Wú Yǒngmíng 吴泳铭) keynote drove Ālǐbābā 阿里巴巴 shares up ~9.16%...
Capital Markets to Further Improve the Institutional Environment for “Long Money, Long Investment”
September 24, 2025
Key Points Policy push: Regulators including CSRC (证监会) and 中央金融办 are rolling out measures and pilots to open...
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Resume Captain
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ExpatInvest China
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