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20.07.26 - 05:18
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Citi upgrades China to ′overweight′ amid AI volatility, geopolitical friction (SCMP)
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Wall Street giant Citigroup has adjusted its emerging market asset allocation, upgrading China to “overweight” as it looks for assets poised to benefit from a broadening market rally.
The bank identified China and Mexico as prime candidates to capture capital rotating out of stretched technology valuations as the market rally expands.
“If the macro environment remains favourable, including easing geopolitical risks, there is scope for broadening,” a team of strategists including David Groman......
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20.07.26 - 05:06
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A Deep Dive Inside Kimi K3, And All Other Chinese AI Models: The Definitive China LLM Primer (ZeroHedge)
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A Deep Dive Inside Kimi K3, And All Other Chinese AI Models: The Definitive China LLM Primer
We were lucky enough to read the tea leaves ahead of the "frontier", so to speak, and conclude that various "open" models out of China would soon be the biggest talking point - not to mention the market's fulcrum catalyst. See for example:
June 19: Answering The "Trillion Dollar Question": Are China's AI Models A Better Value Than US Models
June 22: Deep Seek 2.0? China's GLM 5.2 Model Takes AI World By Storm With Stunning Mix Of Capabilities & Price
More recently, last week we summarized virtually all of China's AI Models in "The Definitive LLM Primer" (July 11), which we republished below for our readers' convenience, yet in the fast-paced world of AI, even that article is now woefully out of data due to the recent arrival of Moonshot's open-sourced Kimi K3 (July 16), which has not only taken the AI world by storm, but promptly sparked a momentum meltd...
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20.07.26 - 02:36
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China′s Moonshot Eyes IPO After Sparking Another "DeepSeek Moment" For US AI Stocks (ZeroHedge)
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China's Moonshot Eyes IPO After Sparking Another "DeepSeek Moment" For US AI Stocks
Chinese startup Moonshot AI sparked another DeepSeek-like moment for US AI stocks and hyperscalers last week. David Sacks, the former White House AI and cryptocurrency czar, warned that this is "very concerning."
Moonshot AI debuted Kimi K3, which ranks number three on the Artificial Analysis Intelligence Index, trailing only OpenAI's GPT-5.6 Sol and Anthropic's Fable 5. This only shows the continued trend of open-weight models toward the AI frontier.
Kimi K3 has emerged as a top challenger across reasoning and coding workloads, highlighting the rapid pace of innovation and the increasing competitive pressure on models in terms of capabilities and downward trend in pricing. This only sparked weakness in sentiment toward AI US stocks and hyperscalers last week due to their massive capex binges to build out data centers.
Related:
Goldman Warns Massive Hyperscaler Bond Issuance Means "R...
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20.07.26 - 02:12
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Interview: AI′s rise is pushing Singapore and ASEAN firms toward multicloud and security bets (Digitimes)
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As AI moves from experimentation to deployment, enterprises in Singapore and across ASEAN are shifting their focus from cloud adoption to multicloud integration, cybersecurity, and sovereign data control. Cloudmile chief commercial officer Jeremy Heng said the next phase of AI will be defined less by model hype than by the infrastructure needed to make systems secure, flexible, and commercially useful....
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20.07.26 - 02:12
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Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan′s electromechanical supply chain (Digitimes)
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Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's grid modernization remains the sector's foundation, semiconductor investments, AI data center construction, and overseas infrastructure projects are creating multiple growth drivers. At the same time, project-based business models are making revenue recognition increasingly uneven despite record order backlogs....
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20.07.26 - 02:12
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Huahsu expands capacity to tap AI and advanced packaging demand (Digitimes)
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Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for AI, HPC, and advanced semiconductor packaging accelerates. The company recently held a completion ceremony for its second high-resolution dry film photoresist processing plant....
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20.07.26 - 02:12
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Cloud competition in SEA shifts toward AI, sovereignty, and cost (Digitimes)
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Singapore's relatively neutral stance on cloud adoption is helping make performance, compliance, and value the main factors in global companies' decision-making. As AI moves from pilot projects to production, businesses across ASEAN are rethinking which cloud, model, and location best fit each workload....
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