AWS：Anthropic的Claude Fable 5模型將於明天在Bedrock上再次向客戶提供。

In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems, large AI models, data centers and the application layer form a new “intelligent production system.” Gao said valuation frameworks for platform companies based on users, traffic, ad revenue and margins need reassessment; investors should instead prioritise compute efficiency, model capability, data closed loops, AI monetization and CAPEX returns.

The National Development and Reform Commission said China’s private investment is in a critical phase of structural optimization and conversion of growth drivers, accelerating a shift away from real estate and traditional manufacturing toward high‑tech industries and new infrastructure. Year-to-date through May, private investment in communications and electronic equipment manufacturing and in information services accelerated versus the Jan–Apr period. The NDRC said private investment is undergoing deep structural reshaping, moving from quantity expansion to quality-led growth.