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 impact16absolute weighted average

Events114same period

Confidence74%model average

Raw intensity62before weighting

Previous period+21net impact

Gross change-36%

Diffusion speed16.3 / day

Concentration2%

Direction disagreement11%

Source independence98%27 sources

IMPACT TREND

7-day effective impact

Positive 89 · Negative 8 · Mixed 17

+390-39

28 Jul, 0126 events

28 Jul, 1516 events

+13

29 Jul, 0511 events

29 Jul, 199 events

+11

30 Jul, 0912 events

+18

30 Jul, 236 events

+12

31 Jul, 136 events

+15

1 Aug, 035 events

1 Aug, 170 events

+16

2 Aug, 072 events

+39

2 Aug, 218 events

+36

3 Aug, 1113 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term24%442 cumulative effective impact

Medium term66%1222 cumulative effective impact

Long term11%197 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 5 of 12 · 112 events

Macro3

Macro28 Jul, 06:55positive

29 Countries Sign Agreement to Establish World AI Cooperation Organization at 2026 Shanghai WAIC

At the 2026 Shanghai World Artificial Intelligence Conference, 29 countries signed an agreement to establish the World AI Cooperation Organization. China will export computing power, technology, and industry experience to help developing countries build data centers, communication networks, and other digital infrastructure. The cooperation covers Asia, Africa, and Latin America, focusing on talent training, infrastructure, technology exchange, and industrial applications.

Effective: +15
Intensity: 80
Confidence: 85%
Horizon: Medium term

Macro30 Jul, 02:00negative

Fed Holds Rates Steady in July as Dissent Intensifies; Three Officials Push for a Hike

The Federal Reserve kept the federal funds rate at 3.5% to 3.75% in July, but divisions erupted as three regional bank presidents dissented in favor of a quarter-point increase. The 9-3 vote, with opposition from Cleveland, Minneapolis and Dallas Fed chiefs, marked a sharp shift from June’s unanimous decision and represented the fifth consecutive pause. While some global tech firms reported solid second-quarter earnings, their share prices came under pressure and the US Treasury yield curve steepened. The central bank reiterated that inflation remains elevated, partly owing to shocks.

Effective: -14
Intensity: 60
Confidence: 70%
Horizon: Short term

Macro30 Jul, 18:20positive

EU to Provide 10 Billion Euros for 7 AI Factories

The European Union will allocate 10 billion euros (about 11.4 billion US dollars) to fund enterprises in building seven artificial intelligence factories. The initiative aims to boost AI infrastructure and competitiveness in the region.

Effective: +13
Intensity: 70
Confidence: 75%
Horizon: Medium term

Industries2

Industries1 Aug, 07:48positive

Lenovo Becomes FIFA's First Technology Partner for 2026 World Cup; AI Revenue Reaches One-Third of Group Total

Lenovo, FIFA's first technology partner, will supply AI for broadcasting, officiating and operations at the 2026 World Cup, with AI-related revenue making up one-third of group total. At the tournament, stabilisation cut camera shake by 50% to 70% with 2-3 second latency, feeds drew over 20 billion exposures, and 87% of fans said the experience improved. The system covers 48 teams and 16 languages.

Effective: +17
Intensity: 62
Confidence: 80%
Horizon: Medium term

Industries31 Jul, 19:05positive

Beijing Satellite Town Lit, Strategic Agreement Signed; Shanghai 'Star Hub Plan' Debuts Three Satellites

Beijing and Shanghai are accelerating the development of space-based data centers. Beijing's satellite town was officially lit on July 24, with 10 companies signing strategic agreements, as part of a 'south rockets, north satellites' layout that includes over 300 commercial space firms. Shanghai's 'Star Hub Plan' launched a three-satellite cluster using laser interlinks, with a phased expansion to 2,000 satellites. The initiatives aim to overcome technical challenges in space computing, including energy and heat dissipation, while exploring commercial applications.

Effective: +15
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies5

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: +16
Intensity: 70
Confidence: 80%
Horizon: Short 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: +15
Intensity: 70
Confidence: 70%
Horizon: Medium term

Companies30 Jul, 19:50positive

Hikvision H1 2026 Net Profit Surges 39.6% to Record RMB 7.9 Billion, Innovation Business 32.4%

Hikvision reported record first-half results for 2026, with revenue of RMB 46.823 billion, up 11.97% year-on-year, and net profit of RMB 7.896 billion, up 39.57%. Innovation business revenue reached RMB 15.17 billion, accounting for 32.4% of total revenue, a new high. The company's stock rose over 4% on the first trading day after the release. Operating cash flow fell to RMB 3.231 billion, while inventory rose 44% to RMB 29.488 billion. The company plans interim dividends of RMB 5.041 billion, equivalent to 63.84% of net profit.

Effective: +14
Intensity: 55
Confidence: 75%
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: +13
Intensity: 75
Confidence: 70%
Horizon: Long term

Companies3 Aug, 15:47positive

Baidu's Apollo Go resumes operations in Wuhan after four-month suspension due to cloud failure

Baidu's autonomous ride-hailing platform Apollo Go has resumed operations in Wuhan, with services now available in the Wuhan Economic and Technological Development Zone, Caidian District, and Hanyang District. The service was suspended after a cloud system failure on the evening of March 31, 2026, left multiple vehicles stranded on main roads and passengers trapped. Following about four months of rectification, Apollo Go has returned to Wuhan's urban roads.

Effective: +13
Intensity: 40
Confidence: 60%
Horizon: Short term