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At the 2026 Bund Conference main forum, Ant Group CEO Han Xinyi said merchants’ demand for AI-era growth is strong. Many merchants want to join an AI-agent economy but are still exploring how to convert their services into agent-callable capabilities

2026-09-10

At the 2026 Bund Conference main forum, Ant Group CEO Han Xinyi said merchants’ demand for AI-era growth is strong. Many merchants want to join an AI-agent economy but are still exploring how to convert their services into agent-callable capabilities, and supply and demand have not yet formed a virtuous cycle. He said Alipay's "Abao" will introduce a developer incentive policy to support creation of usable, high-quality agents and to provide incentive channels for users to express new demand.

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2026-09-10

Apple (AAPL.O) unveiled its first foldable iPhone. Goldman Sachs says pricing and product design exceeded expectations, could open the mass market and materially benefit the supply chain. Goldman maintains its shipment outlook: base case 14 mln units

Apple (AAPL.O) unveiled its first foldable iPhone. Goldman Sachs says pricing and product design exceeded expectations, could open the mass market and materially benefit the supply chain. Goldman maintains its shipment outlook: base case 14 mln units in 2026; optimistic scenario 35 mln units.
2026-09-10

Boyingte Welding told investors its 1H26 overseas revenue was about 137 mln yuan, accounting for 76.79% of sales, with international share rising. The company said a healthy new-order backlog supports H2 revenue delivery. U.S. data center expansion i

Boyingte Welding told investors its 1H26 overseas revenue was about 137 mln yuan, accounting for 76.79% of sales, with international share rising. The company said a healthy new-order backlog supports H2 revenue delivery. U.S. data center expansion is raising power demand and lifting demand for gas-turbine heat recovery steam generators (HRSGs); Boyingte said major overseas suppliers currently have limited HRSG capacity, and it expects industry supply to fall short over the next 3–5 years with the capacity gap widening. Over a 5–10 year horizon the company expects overseas capacity expansion to move the market toward higher supply alongside sustained demand. Boyingte prices HRSGs on a one-contract-one-quote basis and said recent order prices have risen versus earlier levels.
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