Rising long-term US bond yields have overtaken AI-bubble worries as investors' top concern, a Bank of America survey found. As ten-year Treasury yields top 5%, some global funds are ending their long-standing underweight positions in Chinese equities.
Inside Alibaba, a small AI-native team built Qoder, a coding assistant that writes and reviews software. The project hints at how Chinese tech giants are reorganizing around AI agents.
A Chinese tactile-sensor maker has booked 100,000 orders for robot skin while starting to sell the touch data behind it. Whether that data works across different robots will decide if the full-stack bet pays off.
A state-backed environmental group in Jiangyin is taking control of listed fiber recycler Youcai Resources in a deal worth up to 982 million yuan, the latest sign that China's local government financing arms are becoming active buyers of public companies.
Guangzhou-based chipmaker CanSemi priced its Shenzhen IPO, and 358,848 lottery numbers won the right to buy shares — a window into how Chinese retail investors chase semiconductor listings. Winners must fund their accounts by September 29 or forfeit.
Apple and Qualcomm signed a new global patent licensing agreement effective April 2027, ending years of uncertainty over royalty payments. Apple shares hit a record high, adding roughly $75 billion in market value in a single session.
Tianjin-based Oushangyuan has updated its listing prospectus for Shenzhen's ChiNext board, riding China's synthetic biology boom with clients including pharma giant Zhejiang NHU and food conglomerate COFCO. Its receivables have grown fast, drawing scrutiny.
Shengu Group, a veteran Chinese maker of giant industrial compressors, saw its shares collapse 67 percent within six days of a dazzling stock market debut. The whiplash offers a vivid lesson in the speculative frenzy gripping China's market for new listings.
Two years after Chinese stocks rebounded from their September 2024 lows, the Shanghai Composite has climbed about 45 percent and market capitalization has swelled by roughly 51 trillion yuan. Yet many retail investors say their own accounts tell a far less celebratory story of widening wealth divergence.
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