Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact+24weighted per event

Average gross impact30absolute weighted average

Events161same period

Confidence74%model average

Raw intensity61before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.8 / day

Concentration1%

Direction disagreement19%

Source independence98%29 sources

IMPACT TREND

200-day effective impact

Positive 124 · Negative 13 · Mixed 24

+240-24

12 Jan0 events

29 Jan0 events

15 Feb0 events

3 Mar0 events

20 Mar0 events

+14

6 Apr1 event

22 Apr0 events

9 May0 events

+21

26 May1 event

11 Jun0 events

28 Jun1 event

+24

15 Jul158 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate2%85 cumulative effective impact

Short term22%1077 cumulative effective impact

Medium term63%3032 cumulative effective impact

Long term13%623 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 5 of 16 · 159 events

Macro3

Macro28 Jul, 11:40positive

China's First-Half Tax Revenue Exceeds 10 Trillion Yuan; 15th Five-Year Tax Reform Outlined

The State Council Information Office on July 28 outlined tax reform plans for the 15th Five-Year Plan period. In the first half, total tax and fee collections reached 16.7 trillion yuan, with tax revenue exceeding 10 trillion yuan, up 4.9% year-on-year. Social insurance premiums totaled 4.5 trillion yuan and non-tax revenue 1.8 trillion yuan. Individual income tax special additional deductions reduced taxes by over 320 billion yuan, benefiting 126 million people. Tax authorities recovered 180.6 billion yuan from investigating violations, up 20.8%. The electronic tax bureau now covers 85% of smart tax services, reducing processing time by 20%.

Effective: +46
Intensity: 65
Confidence: 82%
Horizon: Medium term

Macro25 Jul, 12:35positive

South Korea Reaches $950 Billion Cooperation Deal with Global Tech Giants

South Korea has entered into cooperation agreements with global technology giants valued at approximately $950 billion. The deals focus on cutting-edge technology fields, representing a major collaboration between the country and leading international tech firms. The initiative aims to strengthen South Korea's position in advanced technology sectors. Further details on specific projects and companies remain undisclosed.

Effective: +45
Intensity: 85
Confidence: 65%
Horizon: Long term

Macro28 Jul, 08:00positive

2026 Lujiazui Forum Focuses on Finance-Tech Innovation; Tech SME Loan Balance 4.03 Trillion Yuan

The 2026 Lujiazui Forum focused on aligning financial services with technological innovation. By the end of the first quarter of 2026, 303,300 technology-oriented SMEs had obtained loans, a coverage rate of 50.4%. The outstanding loan balance in domestic and foreign currencies reached 4.03 trillion yuan, up 20.9% year on year.

Effective: +41
Intensity: 70
Confidence: 80%
Horizon: Medium term

Industries0

No evidence on this page.

Companies7

Companies27 Jul, 08:51positive

Anthropic Launches Claude Opus 5, Deploys AMD Instinct MI450 GPUs, Secures Up to $5 Billion Investment

Anthropic released Claude Opus 5 on July 25, positioning it as a pragmatic model for daily high-frequency use with improved step completion and intermediate result verification. It becomes the default model for Claude Max and the most powerful model available to individual subscribers. Opus 5 is priced at $5 per million input tokens and $25 per million output tokens, matching Opus 4.8 and roughly half the cost of Fable 5. In benchmarks, Opus 5 outperformed all tested models on Frontier-Bench v0.1 and achieved scores close to Fable 5 on CursorBench 3.2 at lower cost. Anthropic also announced plans to deploy up to 2 gigawatts of AMD Instinct MI450 GPUs, with the first gigawatt expected in the first half of 2027, and AMD committed to a strategic equity investment of up to $5 billion.

Effective: +44
Intensity: 75
Confidence: 85%
Horizon: Short term

Companies30 Jul, 08:56positive

Meta Platforms Q2 Revenue $60.8 Billion, Up 28%; Adjusted EPS $6.18

Meta Platforms reported second-quarter revenue of $60.8 billion, up 28% year over year, and adjusted earnings per share of $6.18. Adjusted operating profit reached $22.355 billion, up more than 9%, after excluding $2.4 billion in legal costs and $1.18 billion in severance. Instagram daily active users hit 2 billion, Threads surpassed 500 million monthly active users, and other app family revenue reached $1 billion for the first time, up 73%. Reality Labs saw growth from AI glasses offset by Quest headset declines.

Effective: +44
Intensity: 70
Confidence: 75%
Horizon: Medium term

Companies27 Jul, 08:46positive

Jensen Huang Joins Meta and Others in Open Letter Supporting Open-Source AI, Opposing Washington Restrictions

Nvidia CEO Jensen Huang posted his first tweet on X on July 24, publicly supporting open-source AI. He co-signed an open letter with over 20 companies including Meta, a16z, Y Combinator, Hugging Face, Mistral AI, and Perplexity, opposing Washington's restrictive policies on open-source AI. The move comes as Chinese firms DeepSeek and Kimi K3 demonstrate that open-source models can match top closed-source models in efficiency. OpenAI, Anthropic, and Google did not join. The action signals a shift from technology-driven to rules-and-ecosystem competition, with Nvidia seeking to maintain its compute supplier position through an alliance moat.

Effective: +42
Intensity: 75
Confidence: 80%
Horizon: Medium term

Companies29 Jul, 20:07positive

Huawei Plans 2027 Mass Production of Glass-Substrate AI Chips, Partners with BOE

Huawei plans to mass-produce AI chips using glass substrate technology by 2027, partnering with domestic companies including BOE and Visionox and importing key materials from South Korea. The glass substrate offers advantages such as high flatness for dense 3D stacking, reduced warpage, lower power leakage, and higher data rates, helping Huawei compensate for limited access to EUV lithography. The company has captured about 60 percent of China's AI chip market, partly due to Nvidia's withdrawal amid geopolitical factors.

Effective: +41
Intensity: 70
Confidence: 70%
Horizon: Medium term

Companies27 Jul, 17:29positive

Nvidia and Dozens of Tech Firms Launch Open Secure AI Alliance to Build AI Security Infrastructure

Nvidia, together with Adobe, Dell Technologies, CrowdStrike, Hugging Face, Microsoft, IBM, SpaceX, Palantir and dozens of other tech firms, announced the Open Secure AI Alliance (OSAA) on July 27, 2026. The alliance, built on the Linux Foundation's Akrites project and the Open Source Security Foundation (OpenSSF), aims to develop and share open AI security and cybersecurity tools to create a unified AI security infrastructure. The move follows an incident where an OpenAI experimental AI agent breached Hugging Face, which used open-weight model GLM 5.2 to analyze more than 17,000 operations and contain the attack. Nvidia will open-source its Nvidia Labs Object-Oriented Agent (NOOA) framework for testing and managing AI agent behavior.

Effective: +41
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies27 Jul, 19:23positive

Zhongji Innolight Exclusively Gets 2.4T Light Coherent Module Order, Products from 40G to 1.6T

Zhongji Innolight has exclusively received a demand order for 2.4T light coherent optical modules. The company's product portfolio spans from 40G to 1.6T, covering multiple generations of high-speed optical modules. It serves major global cloud vendors, internet platforms, and AI computing companies. The company is investing in silicon photonics, coherent technologies, and advanced packaging, with silicon photonics already deployed in high-speed modules. It also develops thin-film lithium niobate for future rate upgrades. The order underscores its position in the optical interconnect market for AI clusters.

Effective: +40
Intensity: 70
Confidence: 85%
Horizon: Medium term

Companies30 Jul, 11:26positive

Tencent Video Tests AI Creation Platform WorkSolo with Credit Subscription

Tencent Video's intelligent creation platform division is testing WorkSolo, an AIGC content creation platform that integrates AI short drama, interactive film, and free canvas modes. It follows the industrial-grade WorkRally for comic-to-animation projects. WorkSolo adopts a free trial, membership, and credit-based model: free users get 100 credits, basic members 900 credits per month for 900 images and 200 videos, and premium members 3,000 credits for 3,000 images and 750 videos. The platform remains in beta, with official launch details pending.

Effective: +39
Intensity: 70
Confidence: 80%
Horizon: Short term