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CHINA’S CYBERSPACE REGULATOR: SAFETY, RELIABILITY, AND TRUSTWORTHINESS MUST BE THE BASELINE FOR AI AGENT DEVELOPMENT, COVERING R&D, DEPLOYMENT, AND ROLLOUT.

2026-05-08

CHINA’S CYBERSPACE REGULATOR: SAFETY, RELIABILITY, AND TRUSTWORTHINESS MUST BE THE BASELINE FOR AI AGENT DEVELOPMENT, COVERING R&D, DEPLOYMENT, AND ROLLOUT.

Other News
2026-05-08

International 1. Wells Fargo: Supply constraints make high growth unsustainable. 2. JPMorgan Chase: Strong US corporate profits but continued leverage. 3. OCBC Bank: Continued concerns about foreign exchange intervention limit USD/JPY upside poten

International 1. Wells Fargo: Supply constraints make high growth unsustainable. 2. JPMorgan Chase: Strong US corporate profits but continued leverage. 3. OCBC Bank: Continued concerns about foreign exchange intervention limit USD/JPY upside potential. Domestic 1. Huatai Securities: Strong March exports highlight China's chemical supply advantage. 2. Huatai Securities: Both supply and demand are favorable, potentially leading to a new boom in bulk chemicals in the second half of 2026. 3. Huaxi Securities: Demand recovery in the catering industry enhances the competitiveness of leading supply chain companies. 4. CITIC Securities: Strong recovery in the technology sector in April; adhere to four main themes of technology prosperity. 5. CITIC Securities: Continued upward trend in the electronics industry; firmly optimistic about four directions. 6. CITIC Securities: The green fuel industry is entering a strategic development opportunity period; recommend focusing on three main themes. 7. CITIC Securities: Moderate inflation but restrained capacity expansion; clear upward signals for the lithium battery energy storage sector. 8. CITIC Securities Real Estate Mid-Year Investment Strategy for 2026: A Glimmer of Hope, Breakthrough from Three Sides.
2026-05-08

Pop Mart’s earnings may come under pressure in 2026 amid weakening demand for its collectible IPs in China and slowing overseas sales, Deutsche Bank’s Sammi Xu says. She points to softer secondary-market prices for recently launched The Monsters and

Pop Mart’s earnings may come under pressure in 2026 amid weakening demand for its collectible IPs in China and slowing overseas sales, Deutsche Bank’s Sammi Xu says. She points to softer secondary-market prices for recently launched The Monsters and Twinkle Twinkle toys. Rising inventory levels also suggest risks of overstocking and potential clearance pressure for the company behind the Labubu franchise, Xu notes. Deutsche Bank forecasts 2026 adjusted net profit at CNY11.5 billion, 24% below consensus, and maintains a sell rating while cutting its price target to HK$140 from HK$157.
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