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Phillip Securities maintains a "Sell" rating on SpaceX (SPCX.O) with a target price of $75. They remain cautious about high capital expenditures, AI customer concentration, and temporary cloud service contracts. A more long-term business commitment f

2026-08-17

Phillip Securities maintains a "Sell" rating on SpaceX (SPCX.O) with a target price of $75. They remain cautious about high capital expenditures, AI customer concentration, and temporary cloud service contracts. A more long-term business commitment from customers is needed to drive a valuation revaluation.

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2026-08-17

CMB International says DeepSeek released and open‑sourced DeepSeek on Aug. 13 Harness (DSH) developer preview v0.1 under an MIT license. The firm interprets DSH as a strategic shift from the model layer to the framework layer—positioning DeepSeek as

CMB International says DeepSeek released and open‑sourced DeepSeek on Aug. 13 Harness (DSH) developer preview v0.1 under an MIT license. The firm interprets DSH as a strategic shift from the model layer to the framework layer—positioning DeepSeek as an "Android for the Agent era"—by defining a "dynamic composable Agent" runtime standard to strengthen ecosystem control and developer lock‑in. CMB notes faster domestic model iteration and a new phase of inference commercialization: first systematic price increases plus peak/off‑peak pricing by domestic leaders, which validate stronger‑than‑expected inference demand and relatively tight compute supply. That dynamic is positive for the inference compute chain (domestic chips, IDCs/cloud providers) and could enable further domestic model price rises. Competition, it says, is migrating from pure model capability to framework/application and engineering plus developer ecosystem as the new moat; monitor Zhipu (02513.HK) GLM updates, MiniMax (00100.HK) M3 Pro, Tencent (00700.HK) Hunyuan 4, Alibaba (09988.HK) Qianwen 4, and commercialization progress for Agent products and use cases.
2026-08-16

According to Israeli media reports, Kushner discussed the issue of maintaining the ceasefire in Gaza with officials from the Peace Committee.

According to Israeli media reports, Kushner discussed the issue of maintaining the ceasefire in Gaza with officials from the Peace Committee.
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