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 6 of 16 · 159 events

Macro2

Macro27 Jul, 23:28negative

US Accuses Chinese AI Firms of Distilling Its Technology; China Retorts, Moonshot AI Denies Cloning

China's Ministry of Commerce on July 27 dismissed US accusations that Chinese AI firms distilled US technology, calling it "typical AI hegemonism" and noting that US companies also distilled Chinese models. It cited nearly 200 US startups urging the government not to block access to Chinese open-source models. Separately, Moonshot AI denied cloning allegations over its new Kimi K3 model, claiming performance gains from original architecture innovation.

Effective: -38
Intensity: 65
Confidence: 70%
Horizon: Short 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: -37
Intensity: 60
Confidence: 70%
Horizon: Short term

Industries2

Industries27 Jul, 14:41positive

BYD, XPeng, Li Auto Unveil In-Vehicle Full-Domain AI Models; R&D Spend Exceeds 10B Yuan

On July 19 at the WAIC automotive AI session, BYD, XPeng, and Li Auto each unveiled their self-developed in-vehicle full-domain large models. Top automakers' cumulative R&D investment has exceeded 10 billion yuan. The full-domain AI integrates cockpit, autonomous driving, and vehicle-road coordination, allowing unified processing of road conditions, passenger status, and vehicle data. This marks a shift from separate systems to integrated control, addressing long-standing industry issues. The models require significant algorithm teams, computing power, and road testing, with 10 billion yuan only the beginning of ongoing investment.

Effective: +38
Intensity: 65
Confidence: 80%
Horizon: Short term

Industries27 Jul, 11:15positive

New Brain Signal Device Enables Cross-Region Synchronous Collection from Thousands; Concept Stocks Surge

A Chinese research team released a new brain signal acquisition device, achieving the world's first cross-region synchronous collection of brain signals from over 1,000 people. This advances neural large model training and brain-computer interface technology. Following the news, Aipeng Medical hit the 20% daily limit up, Beiyikang rose over 17%, Chengdu Huawei Micro rose over 15%, Sanbo Brain and Beiqingsong rose over 10%, and Innovation Medical and Saili Medical also hit the daily limit up.

Effective: +36
Intensity: 70
Confidence: 75%
Horizon: Medium term

Companies6

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: +38
Intensity: 70
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: +38
Intensity: 70
Confidence: 80%
Horizon: Long term

Companies27 Jul, 20:53positive

OpenAI CEO Sam Altman Uses ChatGPT Work to Plan 9-Person Trip and Generate Website

OpenAI CEO Sam Altman posted on X that he used ChatGPT Work on his phone to plan a nine-person long weekend trip, instructing it to mine chat history, propose three best options, build a full-stack website for group discussion, book after consensus, and draft a Gmail email. ChatGPT Work executed all steps. The product, launched July 9, uses Codex technology and the GPT-5.6 model, with plugins connecting to Gmail, calendar, and Slack. Codex now has over 5 million weekly users, including more than 1 million for non-programming tasks. OpenAI President Brockman retweeted the post.

Effective: +38
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies27 Jul, 07:21positive

Nvidia Plans $250 Billion Guarantee for OpenAI to Lease SoftBank's Ohio Data Center

Nvidia is in talks to provide OpenAI with a roughly $250 billion financing guarantee to help it lease computing power from a large data center project in southern Ohio developed by a SoftBank energy subsidiary. The 10-gigawatt facility relies on US government-controlled electricity and Japanese funding under a recent trade deal. Nvidia's guarantee would cover lease costs and debt financing but not its own chips. OpenAI has been in deep negotiations for weeks, while Anthropic, Microsoft, and Google have also contacted Commerce Secretary Howard Lutnick, who oversees power allocation. Nvidia has already invested $30 billion in OpenAI. The arrangement, described as 'circular financing,' involves Nvidia's portfolio companies typically using its chips. Nvidia shares fell nearly 4% to a market value of about $4.8 trillion as of July 26, 2026.

Effective: +38
Intensity: 70
Confidence: 70%
Horizon: Medium 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: +36
Intensity: 75
Confidence: 70%
Horizon: Long term

Companies29 Jul, 07:18positive

SK Hynix Ships HBM4 in Volume in Q2 2026, HBM4E Samples Delivered in First Half

SK Hynix disclosed in its second-quarter 2026 earnings report that it has commenced volume shipments of HBM4 in the quarter, with plans to expand production in the second half of the year. The company also delivered HBM4E samples in the first half of 2026, using an optimal process that balances technological maturity and production stability. These developments mark progress in next-generation high-bandwidth memory for high-performance computing and AI applications.

Effective: +36
Intensity: 65
Confidence: 75%
Horizon: Short term