Peter Alexander of Z-Ben Advisors warns of a “China Shock 3.0” as CXMT’s $8B Shanghai IPO targets self-sufficiency in the AI stack. Mirroring the playbook used in steel and EVs, he expects CXMT to …
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China’s breakneck electric car boom hits a regulatory speed bump
China’s premier welcomes US firms to expand in China, urges Washington to address Beijing’s concerns
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Recent Posts
‘China Shock 3.0’: CXMT as part of China’s efforts to grab global tech market share
Traders rush to place pre-IPO bets on Micron rival
Offered by Trade.xyz, the CXMT-USDC pair is a pre-IPO perpetual (IPOP) market. The CXMT contract tracks the value of 1 share of common stock in CXMT. Over the last 24 hours, trade …
China’s COVID-19 activity remains low despite recent rise, no new variants detected: CDC expert
China’s COVID-19 epidemic remains at a low level despite a recent rise in test positivity rates at sentinel hospitals nationwide, an expert from the Chinese Center for Disease Control and Prevention …
Analysis – China’s record consumer defaults undermine Beijing’s push to boost spending
BEIJING, July 16 (Reuters) – Jack Chen has never defaulted on a loan since he began borrowing to cover expenses during his internship days, but his credit report now carries a red flag because of…
Global investors hunt for creative backdoors into China’s mega CXMT IPO
Global investors largely shut out of China’s biggest IPO in nearly four years are looking at creative proxy trades as a way to profit from the country’s fast-rising memory-chip leader.
The data center business in China is rapidly evolving. AMD stock could be set to lose.
China’s artificial intelligence (AI) race is no longer just about building bigger data centers. It is increasingly about deciding who gets to fill them. As Beijing doubles down on technological …
China’s trade gap is narrowing. And other surprises
China’s GDP growth figures are often suspiciously smooth. Last year the government set a target of 5%—and the sprawling $19trn economy duly grew by just that amount, as if the combined endeavours of …
China Clears Mobile AI Models, Paving Way for Apple Intelligence
Apple is set to bring AI features to Chinese users through Alibaba after regulators approved the first batch of mobile-focused generative AI models …
QuestMobile: China’s AI-native apps reach 499 million monthly active users
China’s AI-native apps recorded 499 million monthly active users by May 2026, up 85.4% from a year earlier, according to QuestMobile’s 2026 first-half …
China bans all crypto activity
China just drew a hard line. All cryptocurrency-related business activities including trading, issuance, intermediaries, and foreign exchanges serving locals, are now officially illegal. Bitcoin, …
China Posts Strongest Export Growth Since 2021 Despite Slowing Economy
China’s exports climbed 27 percent in June-the fastest annual pace since October 2021-driven by surging semiconductor and computing equipment demand.
China and Xi favored over US and Trump in many nations: Survey
The world has largely viewed the U.S. more favorably than China for years, but those opinions have flipped in Beijing’s favor this year, according to a new poll by the Pew Research Center, a …
China has become more popular than US in much of world, survey finds
China’s global image is on the rise as America’s sours, according to a Pew survey of more than 40,000 people around the globe.
