Fresh insights from tech & trends in China

Freshest>>>

China A-shares Hit New Records in September; ChiNext and STAR Market Lead the Rally

Huawei, Alibaba Bet on “Superpods”: Moving Past Single‑GPU Racing — System Efficiency Is the Real Answer for China’s AI

Global Markets: Dow and S&P Extend Record Rallies; Most U.S.-Listed Chinese Stocks Fall; International Gold Rises More Than 1%

Xiaomi Responds to Viral “Car Drove Itself” Video — Rules Out Vehicle Quality Problem

Break Monopolies + Tech Leaders Appear: 5 Highly Concentrated, High-Quality Potential Stocks Identified

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Tech>>>

Moore Threads STAR Market IPO to Be Reviewed; Over a Dozen Listed Firms Confirm Stakes

L2-Level Driver Assistance to Get a National Standard: How Can Smart Cars Drive Safely?

Xiaomi Responds to Viral “Car Drove Itself” Video — Rules Out Vehicle Quality Problem

China’s Ministry of Commerce Opens Anti‑Dumping Probe into U.S.‑Origin Analog Chips — What Investors and Founders Need to Know

Li Qiang's Inspection Tour in Gansu and Qinghai: Grow New Quality Productive Forces Tailored to Local Conditions and Accelerate Localized Modern Industrial Systems

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Finance>>>

China and the U.S. Hold Madrid Talks on TikTok and Other Trade Issues

Live from the Earnings Meeting: Investors’ Questions Only Partially Answered — Cambricon’s (Hanwǔjì 寒武纪) Results Meeting Leaves Three Big Mysteries

SMIC North acquisition: SMIC to Issue Shares to Acquire 49% of SMIC North; A‑Shares to Resume Trading

Observation: “Shovel Seller” Stocks Surge 50% in 5 Days — How Fierce Is the Solid‑State Battery Arms Race?

Moore Threads' Sci-Tech Board IPO Approved — From Acceptance to Committee Sign-off in Just 88 Days

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AI>>>

US Pre‑Market: Chinese ADRs Rise — Alibaba Up About 10%

Huawei Announces New Ascend AI and Embodied-Intelligence Initiatives; Multiple Listed Firms Join

NVIDIA’s Next‑Gen “Rubin” Chips Have Taped Out; Datacenter CapEx Seen Exceeding ¥21.9 trillion RMB ($3.0 trillion USD) Over Next Five Years

Live from the Earnings Meeting: Investors’ Questions Only Partially Answered — Cambricon’s (Hanwǔjì 寒武纪) Results Meeting Leaves Three Big Mysteries

OpenAI Expects Nearly $10B from ChatGPT This Year; Analysts Say GPT-5 Creates Big Opportunities for Hardware and App Vendors

Fresh Lights

<<<Tech

Xiaomi Responds to Viral “Car Drove Itself” Video — Rules Out Vehicle Quality Problem

L2-Level Driver Assistance to Get a National Standard: How Can Smart Cars Drive Safely?

Tencent Announces Full Support for Mainstream Domestic Chips; Cloud Overseas Customer Base Doubles in One Year

TCL Technology Plans Co‑investment in Gen‑8.6 Printed OLED Production Line; T8 Project Estimated at ¥29.5 billion RMB ($4.10 billion USD)

AI + Marine: Regions Accelerate “AI + Marine Economy”; Some Provinces Issue an “Accelerate the Development of Artificial Intelligence + Marine” Action Plan (2025–2027)

State Council Approves Establishment of Huangyan Island National Nature Reserve

China computing power: How fast is capacity scaling, and where will future efforts focus?

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Freshest>>>

Huawei, Alibaba Bet on “Superpods”: Moving Past Single‑GPU Racing — System Efficiency Is the Real Answer for China’s AI - FreshFromChina

Huawei, Alibaba Bet on “Superpods”: Moving Past Single‑GPU Racing — System Efficiency Is the Real Answer for China’s AI

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 - FreshFromChina

Break Monopolies + Tech Leaders Appear: 5 Highly Concentrated, High-Quality Potential Stocks Identified

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 - FreshFromChina

Hang Seng TECH jumps 3.36% as foreign investors keep buying — Chinese assets shine

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 - FreshFromChina

Has AGI Just Taken Another Step? Google Updates Gemini Robotics Models to Help Robots Perceive Environments and Complete Complex Tasks

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 - FreshFromChina

Sept. 26, 2025 — Front‑Page Headlines: Digital RMB International Operations Center and China Financial Moves

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.) - FreshFromChina

Xiaomi 17 officially launches — starting at ¥4,499 RMB ($629 USD, approx.)

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 - FreshFromChina

Wu Yongming's Cloud AI Vision Boosts Alibaba's Market Value — But Its "Full‑Stack" Moat May Be Shallower Than It Appears

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” - FreshFromChina

Capital Markets to Further Improve the Institutional Environment for “Long Money, Long Investment”

Key Points Policy push: Regulators including CSRC (证监会) and 中央金融办 are rolling out measures and pilots to open...
Fresh Lights

Finance>>>

Hang Seng TECH jumps 3.36% as foreign investors keep buying — Chinese assets shine

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Global Markets: Dow and S&P Extend Record Rallies; Most U.S.-Listed Chinese Stocks Fall; International Gold Rises More Than 1%

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AI>>>

Is DeepSeek Moving into AI Agents? Rumors Say a Big Move Could Come by Year-End — Industry Reactions

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OpenAI Expects Nearly $10B from ChatGPT This Year; Analysts Say GPT-5 Creates Big Opportunities for Hardware and App Vendors

Read More

AI + Marine: Regions Accelerate “AI + Marine Economy”; Some Provinces Issue an “Accelerate the Development of Artificial Intelligence + Marine” Action Plan (2025–2027)

Read More
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