China's Shanghai Composite opened up 11.41 points (+0.29%) at 3,952.79 on Sept 3; Shenzhen Composite opened up 99.52 points (+0.73%) at 13,711.07; CSI 300 Index opened up 22.96 points (+0.50%) at 4,570.91; ChiNext Index opened up 29.85 points (+0.90%) at 3,342.09; STAR 50 Index opened up 16.92 points (+1.05%) at 1,634.52.

2026-09-03

China's Shanghai Composite opened up 11.41 points (+0.29%) at 3,952.79 on Sept 3; Shenzhen Composite opened up 99.52 points (+0.73%) at 13,711.07; CSI 300 Index opened up 22.96 points (+0.50%) at 4,570.91; ChiNext Index opened up 29.85 points (+0.90%) at 3,342.09; STAR 50 Index opened up 16.92 points (+1.05%) at 1,634.52.

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2026-09-02

Silicon Data的LLM Token支出指数8月31日降至每百万Token 0.97美元,较5月底约2.05美元的高点腰斩。该指数按照实际使用量加权,下降既来自模型降价,也反映企业转向更便宜的开放权重和国产模型,并不代表同一模型价格普遍下降50%。 价格战首先压缩前沿模型厂商的单位收入和定价权,但未必直接否定AI投资回报:更低价格也可能刺激代理和企业应用扩大用量。分界线是Token需求能否增长超过单价下跌; 若不能,模型厂商收入和算力利用率将同时承压,市场也需要重新评估数万亿美元AI基础设施投入的回报周期。

2026-09-03

Broadcom (AVGO.O) CFO says fiscal fourth-quarter consolidated gross margin is expected to be about 73%, down from 78% a year earlier.