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Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+20weighted per event
Average gross impact25absolute weighted average
Events158same period
Confidence74%model average
Raw intensity61before weighting
Previous period0net impact
Gross changeInsufficient base
Diffusion speed7.9 / day
Concentration1%
Direction disagreement19%
Source independence98%28 sources
IMPACT TREND

20-day effective impact

Positive 122 · Negative 13 · Mixed 23

Current periodPrevious period
TIME HORIZON

Impact duration

Immediate2%65 cumulative effective impact
Short term23%887 cumulative effective impact
Medium term62%2443 cumulative effective impact
Long term13%519 cumulative effective impact
CO-IMPACT

Related industries

10.1Semiconductor Value Chain53 shared events+2810.3Cloud Services & Data Centres42 shared events+2510.5Robotics18 shared events+208.3New Energy Vehicles14 shared events+1210.7Enterprise Software12 shared events+1710.6General Software & IT Services8 shared events+129.3Network Equipment7 shared events+421.14Batteries & Energy Storage7 shared events+16
EVENT EVIDENCE

Events ranked by effective impact

Page 10 of 16 · 155 events

Macro2
01
Macropositive

Microsoft, Meta, Amazon, Apple to Report July 2026; Azure Guidance 39%-40%, AWS 28%

Microsoft, Meta, Amazon and Apple will report quarterly earnings in July 2026. The three major cloud firms—Microsoft, Amazon and Google Cloud—maintain massive capital expenditure: Microsoft plans $190 billion for full-year 2026, Amazon nearly $200 billion, and Meta $125-145 billion. Azure revenue growth guidance is 39%-40%, AWS 28%. Backlog orders exceed $600 billion for Microsoft, $360 billion for Amazon, and $514 billion for Google Cloud. S&P 500 Q2 earnings grew about 24.7% year-on-year. Apple CEO Tim Cook will host his final earnings call as CEO, succeeded by John Ternus.

Effective
+20
Intensity
65
Confidence
55%
Horizon
Long term
02
Macropositive

China's 'Three New' Economy Value Added Hits 25.79 Trillion Yuan in 2025, Up 6.2%, Accounting for 18.39% of

In 2025, China's 'three new' economy generated a value added of 25.79 trillion yuan, up 6.2% year-on-year at current prices, representing 18.39% of gross domestic product. The growth rate exceeded the overall GDP growth by 2.2 percentage points, and the share rose by 0.38 percentage points from the previous year.

Effective
+19
Intensity
45
Confidence
65%
Horizon
Medium term
Industries2
01
Industriespositive

Brain-Computer Interface Industry Accelerates; Some Products to Enter Commercialization by 2026

The brain-computer interface industry has accelerated over the past decade, driven by capital and policy support. Some products are expected to enter commercialization by 2026, marking the first year of commercial semi-invasive devices. The global brain-computer interface market is projected to grow from $24.1 billion in 2025 to $121.1 billion by 2035, with leading firms exploring technology frontiers and small and medium enterprises focusing on commercialization.

Effective
+20
Intensity
60
Confidence
70%
Horizon
Medium term
02
Industriesnegative

Claude AI Share Links Indexed by Search Engines Due to robots.txt Error; Anthropic Fixes Policy

Anthropic's Claude AI suffered a configuration error that allowed search engines like Google to index user-shared conversation links containing private data, including wallet private keys and personally identifiable information. The issue arose from conflicting robots. txt and X-Robots-Tag settings. Anthropic has since corrected its policy to block crawling and requested removal of indexed links. Similar incidents affected ChatGPT in 2025 and Baidu Netdisk.

Effective
-19
Intensity
50
Confidence
85%
Horizon
Immediate
Companies6
01
Companiespositive

Alibaba's 1688 Launches AI Customization Product 'Xiangzao' for User Design and Ordering

Alibaba's 1688 platform has launched an AI-powered product customization tool called Xiangzao, currently embedded in its main platform. Users can design, preview, and order products such as tote bags and T-shirts via AI, with orders automatically dispatched to factories for production. The tool covers multiple categories, and a standalone app is under consideration. The domestic custom clothing market is estimated at nearly RMB 200 billion.

Effective
+20
Intensity
55
Confidence
75%
Horizon
Short term
02
Companiespositive

360 Launches 'NanoWork' Platform with 100 Million Token Trial, Targets 1,000 Small Businesses for AI Adoption

On July 28, 360 released its new enterprise AI agent work platform 'NanoWork', targeting business owners, entrepreneurs, and employees. Founder Zhou Hongyi announced a 100 million Token trial quota for each first-batch user. The company plans to help 1,000 small businesses achieve AI adoption and improve operational efficiency through professional training and support services.

Effective
+20
Intensity
50
Confidence
70%
Horizon
Medium term
03
Companiespositive

Sleep Home Firms Revenue Up, Profit Down in H1 2026; ST Xilinmen Up to RMB 40 Million Loss

In the first half of 2026, A-share sleep home firms saw revenue growth but profit declines. ST Xilinmen forecast a net loss of RMB 31 million to RMB 40 million, citing a RMB 49 million forex loss. Menghe's net profit fell over 93% to between zero and RMB 8 million. Qisheng Technology's net profit dropped 67% to 76% to RMB 25.8 million to RMB 34.9 million. In 2025, Menghe's electric bed revenue was RMB 647 million, and Qushui Technology's smart home revenue share reached 44%. Companies are shifting to AI sleep services.

Effective
+19
Intensity
50
Confidence
65%
Horizon
Medium term
04
Companiesnegative

DeepSeek Founder Unhappy Over Leaked Meeting Recording; Halts Second-Round Fundraising Before A-Share IPO

DeepSeek founder Liang Wenfeng was upset after a recording of a closed-door investor meeting was leaked, prompting the company to suspend its second-round fundraising ahead of a potential A-share IPO. The first round raised about $7 billion in June. The leaked recording, published on July 22 via a WeChat article, included Liang's comments on US-China technology gaps and Nvidia chips. On July 26, sources said DeepSeek informed potential investors of the suspension.

Effective
-19
Intensity
55
Confidence
70%
Horizon
Short term
05
Companiespositive

Alibaba Cloud Leads AI Game Cloud Model Services and AI Application Market with 37% Share

International Data Corporation (IDC) reports that Alibaba Cloud holds a 37% market share in AI game cloud model services and AI applications, ranking first. The report highlights a shift in game industry demand from computing power to models and AI applications, with more game companies adopting the Qwen model to build proprietary models tailored to gaming scenarios, focusing on business innovation and player experience.

Effective
+19
Intensity
60
Confidence
70%
Horizon
Short term
06
Companiespositive

Messi's Play Time Invests in Fei-Fei Li's World Labs, Valued at About $5 Billion

Lionel Messi's investment platform Play Time has invested in World Labs, an AI company founded by Fei-Fei Li that generates 3D worlds. World Labs, valued at approximately $5 billion, raised $230 million in 2024 from a16z, NEA, and Radical Ventures, with follow-on investments from Nvidia, AMD, and Autodesk. The company launched its Marble product in 2025 and acquired robotics simulation platform SceniX in July 2026.

Effective
+19
Intensity
60
Confidence
75%
Horizon
Short term