Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 60-day window.

Average net impact+23weighted per event

Average gross impact28absolute weighted average

Events159same period

Confidence74%model average

Raw intensity61before weighting

Previous period+28net impact

Gross change0%

Diffusion speed2.7 / day

Concentration1%

Direction disagreement19%

Source independence98%29 sources

IMPACT TREND

60-day effective impact

Positive 122 · Negative 13 · Mixed 24

+300-30

1 Jun0 events

6 Jun0 events

11 Jun0 events

16 Jun0 events

21 Jun0 events

26 Jun0 events

1 Jul1 event

6 Jul0 events

11 Jul0 events

16 Jul1 event

+26

21 Jul5 events

+23

26 Jul152 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate2%80 cumulative effective impact

Short term23%1023 cumulative effective impact

Medium term62%2809 cumulative effective impact

Long term13%593 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 13 of 16 · 156 events

Macro1

Macro28 Jul, 12:04positive

Shenwan Hongyuan Has Invested in Wu Wenxinqiong, Xijing Technology; Supported Anji Technology's Convertible

On July 28, 2026, Shenwan Hongyuan Securities Chairman Liu Jian spoke at the Science and Technology Innovation Industry Integration and Development Conference in Shanghai. He highlighted the firm's investments in Wu Wenxinqiong and Xijing Technology, and its support for Anji Technology's convertible bond refinancing on the STAR Market and Zhida Technology's Hong Kong IPO. The firm also deepened its research, investment, and investment banking integration, establishing industry research and launching service stations in 2025.

Effective: +8
Intensity: 30
Confidence: 50%
Horizon: Medium term

Industries1

Industries27 Jul, 13:54positive

Japan Gen Z 2026 H2 Trend Survey: AI Illustrations, Manga 'Japan Three Kingdoms', Rock Band Among Top

A survey of Japanese Gen Z trends for the second half of 2026 ranked AI-generated illustrations first at 6.5% mention rate, cited for convenience. Manga 'Japan Three Kingdoms' placed second at 4.5%, boosted by its TV anime adaptation. The all-female rock band 'Scallion Salt Pork Rice Bowl' tied for third at 3.8% alongside the 'Ino Tadataka Circle' walking trend. Other notable entries include male idol group KO1KEYZ and development assistant AI Claude Code, both at 2.7%.

Effective: +4
Intensity: 30
Confidence: 40%
Horizon: Medium term

Companies8

Companies27 Jul, 21:42positive

D-Wave Quantum Expands AT&T Deal, Cuts Network Optimization from Hour to Under 15 Seconds

D-Wave Quantum and AT&T have expanded their cooperation, with D-Wave's quantum annealing technology reducing a network optimization workload from about one hour to under 15 seconds. AT&T plans to integrate the technology into its agentic AI tools, which helped reduce customer service downtime by approximately 12 million hours in 2025. The expanded deal will evaluate quantum annealing for fault detection, technician routing, network planning, and traffic management.

Effective: +12
Intensity: 40
Confidence: 60%
Horizon: Long term

Companies28 Jul, 10:37positive

Tencent Revives QQ Pet With 3D Characters Driven by 295-Billion-Parameter Hunyuan Hy3 Model, Open-Sourced on

Tencent announced on Monday the return of its classic virtual pet service QQ Pet in a redesigned form. The new version features 3D character models driven by the company's in-house Hunyuan Hy3 large language model, which supports natural interactions and proactive responses. The model, based on a mixture-of-experts architecture with 295 billion total parameters and 21 billion active parameters, supports a context window of up to 256,000 tokens and was open-sourced on July 6. The updated QQ Pet retains classic gameplay while introducing new appearances and personality types.

Effective: +12
Intensity: 35
Confidence: 60%
Horizon: Medium term

Companies27 Jul, 12:25positive

Beijing Donghua Hechuang Wins Haier AI Training-Inference Integrated Machine Bid Worth Over 7 Million Yuan

Beijing Donghua Hechuang Technology Co. , Ltd. has been awarded the contract for Haier Group's AI intelligent brain digital human training-inference integrated machine centralized procurement project. The company secured the bid on July 23 with a total value exceeding 7 million yuan. The project entails the supply of training-inference integrated machines for digital human applications.

Effective: +12
Intensity: 40
Confidence: 80%
Horizon: Short term

Companies27 Jul, 17:26positive

iFLYTEK to Repurchase Up to 200 Million Yuan of A-Shares for Incentive Plans

iFLYTEK announced a plan to repurchase its A-shares using its own or self-raised funds, with a total amount between 100 million yuan and 200 million yuan. The repurchase price will not exceed 62.13 yuan per share. The shares will be used entirely for equity incentives or employee stock ownership plans, with the repurchase period set at 12 months from the board's approval.

Effective: +9
Intensity: 30
Confidence: 80%
Horizon: Short term

Companies27 Jul, 13:14positive

Tencent Cloud WorkBuddy Debuts on HarmonyOS PC Market as First Desktop Office Agent

Tencent Cloud announced that its WorkBuddy has been officially listed on the HarmonyOS PC app market, becoming the platform's first desktop office intelligent agent. This marks the initial availability of a dedicated desktop office AI tool on HarmonyOS, expanding Tencent's productivity ecosystem to Huawei's operating system.

Effective: +8
Intensity: 35
Confidence: 70%
Horizon: Short term

Companies27 Jul, 14:05positive

Infore Environment's Indirect Unit Yingfeng Zhisuan (Zhongwei) Technology Founded with 10M Yuan Capital

Infore Environment has established an indirectly wholly-owned subsidiary, Yingfeng Zhisuan (Zhongwei) Technology Co. , Ltd. , with a registered capital of 10 million yuan. The company, with legal representative Jin Taotao, will focus on cloud computing equipment technical services, AI software development, AI hardware sales, AI general application systems, and integrated circuit design.

Effective: +8
Intensity: 30
Confidence: 70%
Horizon: Short term

Companies27 Jul, 14:13positive

GCL Energy Technology Unit Establishes AI Data Service Firm

GCL Energy Technology's subsidiary, Xiexin Yuanji Intelligent Computing Data Service (Qingyang) Co. , Ltd. , has been established to focus on artificial intelligence software development and data processing services. The company is jointly held by Wuxi Xiexin Yuanji Technology Co. , a GCL Energy Technology unit, and other shareholders.

Effective: +7
Intensity: 30
Confidence: 60%
Horizon: Short term

Companies28 Jul, 14:30positive

Dongyangguang Establishes Wholly Owned Subsidiary for AI and Intelligent Robot R&D

Dongyangguang has established a wholly owned subsidiary, Dongyangguang Future Laboratory Technology (Beijing) Co. , Ltd. , recently incorporated in Beijing. The subsidiary's business scope covers artificial intelligence application software development, AI theory and algorithm software development, and intelligent robot research and development.

Effective: +2
Intensity: 20
Confidence: 30%
Horizon: Long term