Btan
:
If this is true, China is playing the same card as US. This will disrupt the movements in China funds. Especially when Baba is cooperating with Nividia
considerate Kiwi_974
:
Is time to short Nvidia. Some news about SMCI and Nvidia cooked their books. Think Nvidia will be called for investigation soon. No wonder Huang kept selling his shares.
ZnWC
:
China has emerged as the world’s top producer of generative AI patents, but it is struggling to turn many of its ideas into action thanks to US export controls and longstanding struggles with its innovation culture at home.
ZnWC
:
Despite the lower overall number of patents, US developers have a clear lead. Stanford University’s 2024 AI Index named the US as the undisputed home of the most “notable AI models” to date, producing 61, compared with 21 from the European Union and 15 from China.
Space Dust
:
looks like AI patents in China need some DEI, do they hire based fairness? I don't see very many ' minorities or immigrants '. actually it looks... rayciss, they all look native born.
good to start? seen it increasing from last night.
$Shanghai Baosight Software (600845.SH)$
$Unisplendour Corporation (000938.SZ)$
$iSoftStone Information Technology (301236.SZ)$
$Jiangsu Hoperun Software (300339.SZ)$
$Thunder Software Technology (300496.SZ)$
...
Securities: $CITIC (600030.SH)$ $East Money Information (300059.SZ)$
Insurance: $China Life Insurance (601628.SH)$ $Ping An Insurance (601318.SH)$
Auto Parts: $Fuyao Glass Industry Group (600660.SH)$ $Weichai Power (000338.SZ)$ $Ningbo Tuopu Group (601689.SH)$
Cars: $BYD Company Limited (002594.SZ)$
Software: $Beijing Kingsoft Office Software, Inc (688111.SH)$ $Hithink RoyalFlush Information Network (300033.SZ)$ $Iflytek Co.,ltd. (002230.SZ)$
...
$BIDU-SW (09888.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
Mostly dominated by china companies
$Tencent (TCEHY.US)$ $TENCENT (00700.HK)$ $Ping An Insurance (601318.SH)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $IBM Corp (IBM.US)$ $Alibaba (BABA.US)$ $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ $ByteDance (FT0001)$ $ByteDance Ecosystem (LIST1266.HK)$ $Microsoft (MSFT.US)$ $Huawei Hongmong (LIST0795.SH)$ $NetEase (NTES.US)$ $CHINA MOBILE (00941.HK)$ $State Grid Information & Telecommunication (600131.SH)$ $Adobe (ADBE.US)$ $Sony Group (6758.JP)$ $Sony (SONY.US)$ $ICBC (01398.HK)$ $SIEMENS AG (SIEGY.US)$
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