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05.12.25 - 00:36
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Chinese shipyards shift focus to advanced vessels as rivals gain ground (SCMP)
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Chinese shipyards, facing a drop in orders, plan to divert more capacity towards new-energy and advanced vessels to maintain profitability as they face mounting challenges from South Korean counterparts, industry officials say.
The country's shipbuilding firms, from gargantuan state-owned China State Shipbuilding Corp (CSSC) to privately owned shipyards, held 65 per cent of global orders in deadweight tonnage terms during the first three quarters of 2025, compared with about 75 per cent a year......
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04.12.25 - 22:03
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Dumb AI, Golden Yuan, & Q-Day Comes Early: Here Are Saxo′s Outrageous Prediction For 2026 (ZeroHedge)
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Dumb AI, Golden Yuan, & Q-Day Comes Early: Here Are Saxo's Outrageous Prediction For 2026
The future almost never arrives in straight lines. Whether its' technology, culture, or politics, changes and evolution often come slowly from year to year. But then, suddenly, there is a lurch.
Saxo's Outrageous Predictions live in those lurches. They are not a house view or a forecast; they are low-probability, high-impact thought experiments designed to stretch the imagination and sharpen debate about what could happen if things leap forward in unexpected ways.
Simply put, they're an out-of-the-box brainstorming on the kinds of crazy things that might just come true.
Let's take a wandering tour of the eight outrageous developments that just could await in 2025.
First, in tech, take cryptography and imagine what happens if Q-Day suddenly arrives in 2026, the day that quantum machines can crack yesterday's digital locks effortlessly.
Crypto collapses; gold screams to five figures; every bank and g...
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04.12.25 - 21:24
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China Bolsters Support for Domestic AI Chipmakers (Bloomberg)
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Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg's Peter Elstrom discusses the company and wider plans by China to boost production of advanced AI chips. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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04.12.25 - 18:30
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Cambricon Aims to Replace Nvidia in China, ADP Report Boosts Rate-Cut Bets | The Opening Trade 12/4 (Bloomberg)
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Cambricon Technologies plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies in China and fill a void left by Nvidia's forced exit.
US companies shed payrolls in November by the most since early 2023, adding to concerns about a more pronounced weakening in the labor market. Wednesday's weak ADP report risks heightening concerns of a more rapid deterioration in the labor market ahead of the Federal Reserve's final policy meeting of the year next week.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. (Source: Bloomberg)...
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04.12.25 - 18:18
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Chinas Dominanz: Die Stadt der Zäune (FAZ)
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Die chinesische Kleinstadt Anping versorgt die ganze Welt mit Stacheldraht und Zäunen: die Ukraine genauso wie Russland. Ein Besuch in einer Fabrik, die von Grenzkonflikten profitiert....
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