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UK Aug Nationwide house price index MoM due in 10 minutes.
2026-09-01
UK Aug Nationwide house price index MoM due in 10 minutes.
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2026-09-01
Bernstein maintained its "Outperform" rating on Tencent with a target price of HK$760 after Tencent released its Hy4-preview model last week. 1. Tencent's Hy4-preview has made significant progress, closing the gap with cutting-edge models. Tencent's
Bernstein maintained its "Outperform" rating on Tencent with a target price of HK$760 after Tencent released its Hy4-preview model last week. 1. Tencent's Hy4-preview has made significant progress, closing the gap with cutting-edge models. Tencent's large-scale model is now truly approaching the level of China's leading models, rather than being seen as a "significant laggard" in the past. 2. Tencent is forming a combination of "its own large-scale model + WorkBuddy/CodeBuddy enterprise AI platform". The stronger the model, the less Tencent needs to rely on third-party model APIs, potentially improving the commercial effectiveness of WorkBuddy. 3. However, investors will continue to discuss the impact of Tencent's AI capital expenditure and depreciation expenses on profitability. (The above views are from Bernstein's report dated August 31.)
2026-09-01
A senior Barclays banker said tens of billions of dollars of lending for Asia data‑center construction is pushing banks to their limits and prompting greater selectivity in financings. Andrew Ashman, head of Barclays APAC syndicated loans, said lende
A senior Barclays banker said tens of billions of dollars of lending for Asia data‑center construction is pushing banks to their limits and prompting greater selectivity in financings. Andrew Ashman, head of Barclays APAC syndicated loans, said lenders report large risk exposures to the data‑center sector and may therefore favor familiar borrowers or higher‑yielding transactions.
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