Shanghai Stock Exchange said on Aug 30 that 2,318 Shanghai-listed companies have completed 2026 1H disclosures. Aggregate 1H revenue totaled 26.22 tln yuan, up 6.3% YoY; net profit was 2.82 tln yuan, up 17.6% YoY; core net profit (excluding non-recurring items) was 2.69 tln yuan, up 17.2% YoY — the fastest pace since 2022. About 80% of firms were profitable in 1H; 924 companies reported YoY profit growth, 339 saw profit rises exceeding 50%, and 142 returned to profit. SSE 180 members reported 17

【美联储对人工智能的讨论大幅上升】美联储主席沃什在获特朗普提名以来的首次重要演讲中将大量篇幅用于讨论美联储新的关注重点：人工智能。沃什周五表示，由于AI，“我们已经来到历史的转折点”，并称这项技术可能大幅加速经济增长。沃什发表上述言论之际，美联储近期对AI的看法发生了转变。根据《华盛顿邮报》的分析，就在去年秋季，美联储政策会议的公开纪要中仍很少提及AI。今年，这项技术已跃居核心位置，AI及其对就业、经济增长、生活成本和金融危机风险的连锁影响被提及数十次。美联储对AI关注度激增，显示这项技术在与美国民众、政策制定者和全球企业息息相关的问题上正变得日益重要。曾任美联储经济学家、现投资公司New Century Advisors首席经济学家的Claudia Sahm表示，到了2026年，AI“已经成为一切事情的主线”。

Barclays says AI model companies pay roughly $35–40 of every $100 in revenue as inference compute fees to the three major cloud providers — Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP). Cloud vendors retain about $10–20 in operating profit from that, implying roughly 35–45% operating margins on compute fees. Barclays finds AI labs' paid inference margins jumped from low-double-digit levels in 2025 to about 50–65%+ in 2026, with adjusted gross margins up 30–50 percentage points YoY. Analysts say actual margins could be higher but expect them to gradually retreat as frontier-model competition intensifies and compute supply expands.