Sept 1 — Manus said it has formally resumed independent operations. The founding team will remain in charge and will continue product innovation and to advance general-purpose AI agents for global users. The company said some users must back up and restore data and may experience temporary access interruptions during the transition.

Wang Zonghao, head of China equity strategy at UBS, told a media briefing on Tuesday that investors can resume buying technology stocks and that, given funding conditions, he prefers A-shares to Hong Kong-listed equities. He said the three factors that drove the earlier tech pullback—shifts in the AI narrative, concentrated positioning and deleveraging—have all eased. UBS expects H2 investors to rotate into more non-AI sectors, broadening market leadership versus H1. The firm prefers A-shares partly because domestic liquidity is relatively more ample than Hong Kong, where IPOs and placings remain heavy, and it favors hardware names (which have higher weight in A-shares). UBS also recommends a dumbbell allocation including banks, selective non-AI-linked materials and export/offshore-themed stocks; it is cautious on consumption and sees incremental policy likely to target investment. UBS remains constructive on US tech and sets an S&P 500 year-end target of 8,100.

At its 1H2026 results briefing, Guodian NARI said it is shifting from technology-extension to accelerated large-scale project rollout across four value-added areas: water, pipeline, transport and computing networks. This year the company won the gate-control system for the Central Yunnan water-diversion mainline; secured a smart substation project for the national pipeline network and scaled its energy–carbon management platform across six provinces for the national pipeline operator. Transport wins include Nanjing North Station and Wuxi Metro Line 5. In computing, Guodian NARI is partnering with China Mobile and other carriers on power–compute integrated infrastructure and computing-network builds, and has secured more than ten data/intelligent computing center projects in Shaanxi, Tibet and other regions.