|
|
|
09.07.26 - 13:18
|
«Viele Portfolios hängen am selben KI-Risiko» (Finews)
|
|
|
Die Märkte lassen geopolitische Schocks zunehmend an sich abprallen – doch die Risiken sind damit keineswegs verschwunden. Sound-Capital-CIO Christian Luchsinger warnt im Interview vor einer unberechenbareren Geldpolitik, strukturell höherer Volatilität und gefährlichen Konzentrationsrisiken rund um den KI-Boom....
|
|
|
|
|
|
|
09.07.26 - 13:00
|
′Token economy′ emerging as AI use soars in China: experts tell conference (SCMP)
|
|
|
Chinese tech industry experts say the rapidly increasing use of AI tokens is giving rise to a token-based economy, with the tiny units underpinning artificial intelligence services evolving beyond a technical metric and into the basis for delivering and pricing AI services.
“The [Chinese] digital economy has gone through the stages of the data economy and the computing economy. Today, the token economy is emerging,” Yin Hao, an academician at the Chinese Academy of Sciences, said on Wednesday......
|
|
|
|
|
|
|
09.07.26 - 12:24
|
KI als Portfoliomanager?: Wie Pictet AM mit Quest AI aktives Management weiterentwickelt (Das Investment)
|
|
|
Pictet Asset Management setzt mit Quest AI künstliche Intelligenz im Portfoliomanagement ein, um in einem indexnahen Rahmen gezielt zusätzliche Renditechancen zu identifizieren.Künstliche Intelligenz ist längst mehr als nur ein Investmentthema. Während viele Anleger in Unternehmen investieren, die von der KI-Revolution profitieren, setzt Pictet Asset Management KI auch direkt im Investmentprozess ein. Im Webinar „Pictet AM Quest AI – übernimmt die KI auch das Portfoliomanagement?“ erläuterten Lara Lorenz, Investment Advisor, und Walter Liebe, Leiter Pictet Asset Management Deutschland, wie die eigens entwickelte künstliche Intelligenz arbeitet und welche Rolle sie im Portfoliomanagement spielt. Die...In Verbindung stehende Nachrichten:"Unconstrained"-Anleihen gegen Volatilität: Welche Anleihesegmente Pictet AM derzeit bevorzugtRevolution auf dem Acker: Wie Biostimulanzien die Agrarproduktion neu ausrichtenErkenntnisse von der Hannover Messe: Zukunft der Industrie: Strom wird zum E...
|
|
|
|
|
|
|
|
|
|
|
09.07.26 - 12:06
|
Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27 (Digitimes)
|
|
|
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now extend visibility into first half 2027....
|
|
|
09.07.26 - 12:06
|
Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier (Digitimes)
|
|
|
OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including voice interaction, agentic workloads, coding capabilities, and token efficiency. Their new products arrive at a time of intense competition among model makers, and soon after, SpaceX filed for its record-breaking IPO and OpenAI began its own public listing process....
|
|
|
09.07.26 - 12:06
|
Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates (Digitimes)
|
|
|
Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported consolidated revenue of NT$65.603 billion in June, up 11.3% from May and 55.4% from a year earlier, while first-half 2026 revenue reached NT$342.609 billion, up 41% year on year....
|
|
|
|
|
|
|
09.07.26 - 11:42
|
US Strikes Iran A Second Day; AI Rotation Trade on Watch | The Asia Trade 7/8/2026 (Bloomberg)
|
|
|
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
UPDATE: Bain says a special-purpose investment vehicle it set up for SK Hynix still holds a 14% stake in Kioxia. (Source: Bloomberg)...
|
|
|
|
|
|
|
09.07.26 - 11:24
|
Small-cap IPOs struggle in Hong Kong amid lack of AI megadeals (SCMP)
|
|
|
The streak of strong returns in the Hong Kong initial public offering (IPO) market has ended, as smaller companies face a liquidity squeeze and the broader market chases mega-deals like Zhipu AI instead.
Of the 13 IPOs that debuted this week, five broke below their issue prices on day one, including Luxshare, one of Apple's largest suppliers, which dropped more than 9 per cent to close at HK$57.35 per share on Thursday.
Both Rigol Technologies, an electronic measurement instrument supplier, and......
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
