The humanoid robot trade is losing its illusion. Unitree listed on Shanghai’s STAR Market on 19 August as the A-share market’s first humanoid robot stock, but the first-day high quickly turned into a slide in price and market value, and a full moon became a crescent. Unitree’s market value has fallen roughly 57 per cent … Read more
China’s intelligent connected new-energy vehicle industry now has a specific plan for the 15th Five-Year Plan period. MIIT and eight other departments issued the plan for the industry’s development, a document that sets the sector’s direction through 2030. Nine departments issued the 15th Five-Year plan for intelligent connected NEVs. (Source: Chedongxi) The plan calls intelligent … Read more
On July 24, Jensen Huang posted his first-ever tweet. It wasn’t about NVIDIA’s latest GPU, earnings, or a product launch. It was about open source AI. Huang’s newly created X (Twitter) account shared an open letter titled “Open-Weight Models and American AI Leadership,” signed by NVIDIA, Microsoft, Meta, Hugging Face, Mistral, Y Combinator, and 15+ … Read more
“The government will not give us a penny.” Liang Wenfeng just broke Washington’s favourite DeepSeek story. A transcript of 118 investor answers reveals a very different narrative.
NVIDIA, Microsoft, Meta and 22 others signed a letter that, read carefully, is a lobbying front to keep Chinese open-weight models legal in America. Washington sees a geopolitical threat. Silicon Valley sees a supply chain opportunity.
Hong Kong, the unexpected winner of the Iran War As missiles rain on the Gulf, something else entirely is skyrocketing in a familiar safe harbour. By Jaime Xiao As Iranian and Israeli missiles illuminate the night skies over the Middle East, the ensuing panic in global energy markets has triggered a ferocious, structurally permanent pivot … Read more
The Mathematical Illusion of “Aiming Higher”: Why China’s Sub-5% Growth is a Structural Certainty The shift from demographic dividend to intelligent capital: Automation is the necessary macroeconomic response to a shrinking workforce. The Economist recently published a critique of the Chinese government’s 2026 Government Work Report, arguing that policymakers are “dangerously rooted in the past” … Read more
The Chairman of the North Is Mark Carney Canada’s Mao Zedong? 2nd Feb 2026 | Jimmy Xiao Mark Carney delivering his “Middle Powers” address at the World Economic Forum. A surprising convergence of strategic thought between the Canadian Prime Minister and the Great Helmsman. When Mark Carney took the podium at the World Economic Forum … Read more
In the global arms race for Artificial Intelligence dominance, the headlines are predictable. The United States and China are the titans, trading blows in a high-stakes duel of silicon and software. But look past the giants, scan the data from the 2025-2026 U.S. News & World Report rankings, and you will find an anomaly. It is … Read more