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 6 of 16 · 155 events

Macro3

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: +30
Intensity: 85
Confidence: 65%
Horizon: Long term

Macro27 Jul, 23:28negative

US Accuses Chinese AI Firms of Distillation, Threatens Sanctions; China Retorts, Moonshot AI Denies Claims

The US has accused Chinese AI companies of distilling American technology and threatened sanctions. China's Ministry of Commerce refuted the allegations, noting US firms have also distilled Chinese models, and cited nearly 200 US startups urging continued open-source access. State media proposed tiered AI governance. White House science advisor Krachios accused Moonshot AI of large-scale distillation, which the company denied, stating its Kimi K3 model is built on original architecture.

Effective: -29
Intensity: 65
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: +29
Intensity: 70
Confidence: 75%
Horizon: Medium term

Industries2

Industries29 Jul, 12:49positive

Jiangsu Unveils AI+Transport Plan Targeting 2030 with 62 Use Cases

Jiangsu province on July 23 released its 'AI+Transport' implementation plan, aiming to build a high-quality development demonstration zone by 2030. The first batch of 62 application scenarios was announced. Jiangsu's highway network, carrying 7.2% of national traffic on 2.8% of mileage, targets 100 typical scenarios by 2027 and 20 vertical AI models. Transport investment totaled 1 trillion yuan during the 14th Five-Year Plan and is planned to exceed 1 trillion yuan in the 15th Five-Year Plan, with 240 billion yuan designated for 2026.

Effective: +29
Intensity: 60
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: +29
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies5

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: +31
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: +31
Intensity: 70
Confidence: 85%
Horizon: Medium 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: +31
Intensity: 65
Confidence: 75%
Horizon: Short 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: +30
Intensity: 55
Confidence: 75%
Horizon: Short 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: +30
Intensity: 70
Confidence: 80%
Horizon: Medium term