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

+310-31

11 Jul0 events

13 Jul0 events

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul1 event

21 Jul0 events

23 Jul1 event

+18

25 Jul4 events

+17

26 Jul86 events

+20

28 Jul43 events

+31

30 Jul23 events

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

EVENT EVIDENCE

Events ranked by effective impact

Page 5 of 16 · 155 events

Macro3

Macro27 Jul, 07:20positive

CSRC Sets H2 Reform: STAR Market Fifth Criteria to Cover AI, ChiNext to Boost New Consumption, Modern Services

The China Securities Regulatory Commission (CSRC) outlined its capital market reform roadmap for the second half of the year, focusing on enhancing equity, bond, and futures markets to serve the real economy. Key measures include extending the STAR Market's fifth set of listing criteria to artificial intelligence, advancing ChiNext reforms to support new consumption and modern services, expanding public REITs, and improving the futures market tool matrix. These steps aim to channel capital toward technology, new consumption, and services, strengthening direct financing.

Effective: +36
Intensity: 75
Confidence: 80%
Horizon: Medium term

Macro30 Jul, 02:00negative

Federal Reserve Holds Rate at 3.50%-3.75% for Fifth Meeting; FOMC Vote 9-3 with Three Dissents

The Federal Reserve kept the federal funds rate unchanged at 3.50%-3.75%, extending a pause that has now lasted five meetings. The Federal Open Market Committee approved the decision by a 9-3 vote, with dissent from Hammack, Kashkari and Logan. The previous meeting had been 12-0. The FOMC statement reiterated that inflation remains elevated, partly due to the impact of shocks.

Effective: -33
Intensity: 60
Confidence: 70%
Horizon: Short 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: +33
Intensity: 70
Confidence: 80%
Horizon: Medium term

Industries1

Industries26 Jul, 10:03positive

Jensen Huang, Nvidia, Meta and Over 20 Tech Giants Urge US to Avoid Premature Open-Source AI Restrictions

Nvidia CEO Jensen Huang made his first post on social platform X, joining over 20 tech giants including Meta, Microsoft, Palantir, IBM, and Hugging Face in signing an open letter urging US policymakers to avoid prematurely restricting open-source AI models. The letter argues that open-weight models enhance competition and security, and warns against one-size-fits-all limits on distillation technology. Notably, OpenAI, Anthropic, and Google did not sign.

Effective: +35
Intensity: 78
Confidence: 80%
Horizon: Medium term

Companies6

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: +36
Intensity: 70
Confidence: 80%
Horizon: Short term

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: +34
Intensity: 75
Confidence: 85%
Horizon: Short term

Companies29 Jul, 23:48positive

NextEra Energy and Brookfield Plan $100 Billion Data Center Campus on Former Kentucky Uranium Site

NextEra Energy and Brookfield plan to invest about $100 billion to develop a data center campus on a former uranium enrichment site in Paducah, Kentucky. NextEra will build and own dedicated power facilities including 2 gigawatts of gas generation and up to 2.6 gigawatts of battery storage, while Brookfield will own and operate the 1.8-gigawatt data center campus. The project aligns with the Trump administration's policy requiring data center operators to pay above-market electricity rates. It still requires final binding agreements.

Effective: +32
Intensity: 75
Confidence: 70%
Horizon: Long term

Companies28 Jul, 19:23positive

Starchip Technology Forecasts 2026 H1 Net Profit Up 583%-650%, Robot Chip Shipments Top 10 Million

Starchip Technology forecast its 2026 first-half net profit attributable to shareholders at RMB 820 million to RMB 900 million, surging 583% to 650% year-on-year, with revenue climbing 87% to 94% to RMB 2.62 billion to RMB 2.72 billion. The company's 2025 robot chip shipments exceeded 10 million units. Starchip, the world's largest visual AI SoC supplier in 2024 with a 26.7% global share and a 41.2% security market share, also acquired a 53.3087% stake in Furui Kun Microelectronics in late 2025. MediaTek remains its largest shareholder with 28.74%.

Effective: +32
Intensity: 70
Confidence: 80%
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: +32
Intensity: 75
Confidence: 80%
Horizon: Medium term

Companies28 Jul, 17:40positive

Meta and BlackRock Form Joint Venture for $14 Billion Data Center Campus

Meta and BlackRock announced a joint venture to develop and operate a data center campus in El Paso, Texas, with development costs of about $14 billion. BlackRock-managed funds will hold 80% equity, Meta 20%. Meta will contribute about $2.3 billion in land and construction assets, while BlackRock will provide about $4.9 billion in cash. Meta will receive a one-time cash distribution of about $1 billion. The project is one of 28 data centers Meta operates or is building in the U. S. , part of its plan to invest $600 billion in data centers by 2028.

Effective: +31
Intensity: 70
Confidence: 80%
Horizon: Long term