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Market news: A gas leak at SK Hynix's Cheongju plant in South Korea injured six people.
2026-06-01
Market news: A gas leak at SK Hynix's Cheongju plant in South Korea injured six people.
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2026-05-31
Guotai Haitong maintains an overweight rating on the overseas AI compute and applications supply chain. The report says OpenAI and Anthropic’s rapid growth both validates expanding AI model capability and is lifting demand across the AI industry chai
Guotai Haitong maintains an overweight rating on the overseas AI compute and applications supply chain. The report says OpenAI and Anthropic’s rapid growth both validates expanding AI model capability and is lifting demand across the AI industry chain. Recommended focuses: (1) hardware suppliers supporting compute expansion — GPU/ASIC, CPU, storage, advanced process nodes and packaging, and semiconductor equipment; (2) cloud providers and infrastructure platforms hosting AI workloads and distributing models; (3) application companies able to deliver full-ecosystem, full-scenario deployments.
2026-06-01
China's State Council issued regulations on outbound investment.
China's State Council issued regulations on outbound investment.
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