Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+15weighted per event

Average gross impact18absolute weighted average

Events173same period

Confidence74%model average

Raw intensity62before weighting

Previous period+11net impact

Gross change+64%

Diffusion speed24.7 / day

Concentration1%

Direction disagreement17%

Source independence99%27 sources

IMPACT TREND

7-day effective impact

Positive 137 · Negative 14 · Mixed 22

+490-49

24 Jul, 180 events

+10

25 Jul, 082 events

25 Jul, 222 events

26 Jul, 121 event

+10

27 Jul, 0235 events

+12

27 Jul, 1633 events

28 Jul, 0643 events

+21

28 Jul, 2013 events

+25

29 Jul, 1016 events

+29

30 Jul, 0011 events

+21

30 Jul, 1411 events

+49

31 Jul, 046 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate1%38 cumulative effective impact

Short term20%628 cumulative effective impact

Medium term68%2150 cumulative effective impact

Long term11%340 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 14 of 17 · 163 events

Macro1

Macro28 Jul, 12:04positive

Shenwan Hongyuan Invests in Infinite-Silicon, Westwell; Supports Anji Convertible Bond, Zhida HK Listing

At the 2026 Sci-Tech Innovation Industry Integration Development Conference in Shanghai, Shenwan Hongyuan Securities Chairman Liu Jian announced the firm's investments in early-stage sci-tech firms Infinite-Silicon and Westwell Technology. The company also supported Anji Technology's convertible bond refinancing on the STAR Market and Zhida Technology's Hong Kong listing. Liu highlighted Shanghai's innovative enterprises in AI, chips, biomedicine, smart cars, and humanoid robots, including MiniMax, StepStar, Muxi, Suiyuan, Zhiyuan Robot, and Fourier Intelligence.

Effective: +5
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: +2
Intensity: 30
Confidence: 40%
Horizon: Medium term

Companies8

Companies28 Jul, 10:37positive

Tencent Revives QQ Pet with 3D Model, 295-Billion-Parameter AI Engine Open-Sourced

Tencent announced the return of its classic virtual pet service QQ Pet in a redesigned form. The new version features 3D character models powered by the in-house Hunyuan Hy3 large language model, enabling natural interactions and proactive responses. The model, based on a mixture-of-experts architecture, has 295 billion total parameters (21 billion active) and supports a 256K token context window. It was open-sourced on July 6.

Effective: +7
Intensity: 35
Confidence: 60%
Horizon: Medium term

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: +6
Intensity: 40
Confidence: 60%
Horizon: Long 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: +6
Intensity: 40
Confidence: 80%
Horizon: Short term

Companies28 Jul, 15:40negative

Thinking Machines Lab Co-Founder Weng Li Departs Over Health; Company Valued at $12 Billion

Weng Li, co-founder of Thinking Machines Lab and former OpenAI Vice President of Research and Safety, resigned citing persistent stress and health issues. Mira Murati, CEO and co-founder, acknowledged her decision and thanked her for her contributions. The company, founded in February 2025, completed a $2 billion seed round in July, reaching a $12 billion post-money valuation.

Effective: -5
Intensity: 30
Confidence: 70%
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: +4
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: +4
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: +4
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: +3
Intensity: 30
Confidence: 60%
Horizon: Short term