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Dallas Fed President Lorie Logan, a 2026 FOMC voting member, is due to speak in 10 minutes.
2026-07-17
Dallas Fed President Lorie Logan, a 2026 FOMC voting member, is due to speak in 10 minutes.
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2026-07-16
At the opening of the A-share market, the Shanghai Composite Index fell 1.09%, the Shenzhen Component Index fell 1.91%, and the ChiNext Index fell 2.48%.
At the opening of the A-share market, the Shanghai Composite Index fell 1.09%, the Shenzhen Component Index fell 1.91%, and the ChiNext Index fell 2.48%.
2026-07-17
CITIC Securities says power–compute coordination is the key infrastructure for high-quality expansion of China’s domestic compute capacity. The National Energy Administration’s guidance targets 800 billion kWh of data-center electricity use by 2030;
CITIC Securities says power–compute coordination is the key infrastructure for high-quality expansion of China’s domestic compute capacity. The National Energy Administration’s guidance targets 800 billion kWh of data-center electricity use by 2030; CITIC projects incremental data-center capacity of 78.5 GW during the 15th Five-Year period, corresponding to about 10.7 trillion yuan in CAPEX. Investment to couple power and compute—covering on‑park and off‑park solutions—is estimated at roughly 2 trillion yuan, with a 15th Five-Year CAGR near 42%, indicating an acceleration phase for related capex.
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