Aug 3 — Rumors circulated that Zhiyuan Robotics’ chief scientist Luo Jianlan had recently left. The company responded that Luo has not left and has undergone an internal role adjustment. On the same day Zhiyuan posted a full partners list on its website showing team members from Huawei, Google, Tencent, DJI and Cambricon with experience across AI R&D, product engineering, global commercialization and government‑enterprise relations.

2026-08-03

Aug 3 — Rumors circulated that Zhiyuan Robotics’ chief scientist Luo Jianlan had recently left. The company responded that Luo has not left and has undergone an internal role adjustment. On the same day Zhiyuan posted a full partners list on its website showing team members from Huawei, Google, Tencent, DJI and Cambricon with experience across AI R&D, product engineering, global commercialization and government‑enterprise relations.

其他消息
2026-08-02

Valueworks首席投資官查爾斯·萊蒙尼德斯表示,如果這次拋售之後芯片股出現相當強勁的反彈,不會感到驚訝,但認爲它們不太可能引領牛市的下一階段,因爲它們已經風光過了。上週,亞馬遜和微軟重申了在未來一年內僅AI領域就投入數千億美元的承諾,其中大部分資金將專門用於數據中心所用芯片的製造商。但問題在於此後的基本面正受到質疑。芯片股,尤其是專注於存儲芯片的股票,以週期性著稱,經常因需求起伏而出現繁榮與蕭條交替。華爾街許多人仍堅定地認爲,這一輪週期也不會例外。Valueworks的萊蒙尼德斯表示,大家所看到的盈利爆炸是不可持續的。更大的問題在於利潤率能否維持,利潤率與歷史常態如此脫節,有理由預期會迴歸正常水平。問題在於何時迴歸,以及股市將如何應對。

2026-08-03

Global Chip LOF will be suspended from market open on 4 Aug 2026; trading will resume at 10:30 on 4 Aug 2026.