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Thailand's Ministry of Commerce: September imports based on customs data rose 50.4% YoY; September customs-cleared trade balance was a deficit of USD 5.86 billion.

2026-10-26

Thailand's Ministry of Commerce: September imports based on customs data rose 50.4% YoY; September customs-cleared trade balance was a deficit of USD 5.86 billion.

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2026-10-26

CITIC Securities research note: Cambricon and CHINA'S CPU MAKER HAIGUANG posted Q3 revenue growth and QoQ gross-margin improvement. Domestic allocations and higher rental rates for overseas high-end GPUs are keeping compute-service demand and pricing

CITIC Securities research note: Cambricon and CHINA'S CPU MAKER HAIGUANG posted Q3 revenue growth and QoQ gross-margin improvement. Domestic allocations and higher rental rates for overseas high-end GPUs are keeping compute-service demand and pricing firm. Integration of general-purpose large models with execution frameworks is improving robot operational capabilities; leading vendors are expanding capacity, and demand for high-quality interactive data, simulation/synthetic datasets and evaluation systems should broaden physical-AI industry demand. Recent PHP and LiteLLM supply-chain incidents underscore needs for exploit mitigation, credential management and runtime protection; model firms are advancing code verification and execution isolation, accelerating adoption of AI-security products. CITIC highlights physical-AI data and simulation, AI security, domestic chips, supernodes and compute-service providers as key investment focus areas.
2026-10-26

The A-share brain-computer interface sector continued to rise, with Saili Medical hitting the daily limit, Darui Electronics rising by more than 11%, and Xiangyu Medical, Aipeng Medical, and Innovation Medical following suit.

The A-share brain-computer interface sector continued to rise, with Saili Medical hitting the daily limit, Darui Electronics rising by more than 11%, and Xiangyu Medical, Aipeng Medical, and Innovation Medical following suit.
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