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28.01.26 - 00:54
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China′s conditional H200 approval rewire Samsung-SK Hynix rivalry (Digitimes)
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China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews, Bloomberg reported that Chinese authorities granted conditional approval for major Chinese companies such as Alibaba, Tencent Holdings, and ByteDance to purchase Nvidia's H200. Due to the H200's heavy HBM requirements, this development will also impact Samsung and SK Hynix....
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27.01.26 - 11:30
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HKD1.1B Southbound Trading Net Outflow from CHINA MOBILE (AAStocks)
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There was HKD1 billion and HKD354.7 million Southbound Trading net inflow to TENCENT (00700.HK) and YOFC (06869.HK).There was HKD1.1 billion, HKD842.8 million and HKD552.9 million Southbound Trading net outflow from CHINA MOBILE (00941.HK), ZIJIN MINING (02899.HK) and SMIC (00981.HK).For Southbound Trading of Shanghai-Hong Kong ......
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27.01.26 - 11:01
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Alibaba Sets Sights on ChatGPT and Gemini With New AI Model (Caixin)
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Alibaba Group Holding Ltd. on Monday unveiled its latest artificial intelligence (AI) model which it claimed outperforms rivals like OpenAI's GPT-5.2 and Google's Gemini 3 Pro across multiple benchmarks, intensifying the global race for dominance in generative AI.... Read more...
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27.01.26 - 11:00
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TENCENT Plans to Build Data Centers in Middle East (AAStocks)
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Dowson Tong, TENCENT (00700.HK)'s Senior Executive Vice President and head of the Cloud & Smart Industries Group, revealed that the group is seeking to enhance its cloud computing business outside of China and plans to expand its data center network in the Middle East, according to foreign media reports.While TENCENT is ......
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27.01.26 - 10:36
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China′s Alibaba, Moonshot claim latest flagship AI models challenge OpenAI, Google (SCMP)
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Alibaba Group Holding and Moonshot AI have unveiled their latest flagship artificial intelligence models, narrowing the gap with US industry leaders OpenAI and Google DeepMind.
The new models from two of China's leading AI developers mark the first major Chinese model releases of this year, as industry observers continue to closely monitor the gap between the US and China in developing cutting-edge foundational models.
Alibaba Cloud announced its biggest-ever model, Qwen3-Max-Thinking, on......
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27.01.26 - 10:06
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China′s Baidu merges key app businesses to drive consumer AI push (SCMP)
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Baidu has merged two of its consumer app businesses into a new artificial intelligence-focused unit, stepping up its push into China's fast-evolving and fiercely contested market for consumer AI applications.
The company combined its online document-sharing business Wenku and consumer-oriented cloud storage operation Wangpan to form the Personal Super Intelligence Business Group (PSIG), according to a source familiar with the matter. The move marks one of Baidu's largest reorganisations in the......
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27.01.26 - 10:00
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Tencent Has Exited Investments in JD.com & Meituan, Says Pony Ma (AAStocks)
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Pony Ma, Chairman and CEO of TENCENT (00700.HK), mentioned at the company's 2025 annual staff meeting the fierce competition in food delivery and community group buying last year.Ma revealed that TENCENT has already exited its investments in JD-SW (09618.HK) and MEITUAN-W (03690.HK), and Martin Lau, TENCENT's President, ......
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