Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+14weighted 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, 0127 events

28 Jul, 1515 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%1221 cumulative effective impact

Long term11%197 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 6 of 12 · 112 events

Macro4

Macro28 Jul, 14:35positive

Guangdong AI Core Industry Exceeds 300 Billion Yuan, Up 40%

Guangdong's AI core industry scale surpassed RMB 300 billion by end of 2025, a year-on-year increase of over 40%, representing one quarter of the national total. Applications span smart manufacturing at TCL, Haitian Weiye's aroma detection, and Mouldpro's dual-line automation. Production efficiency gains include 99.8% quality pass rate, 30% shorter lead times, and 47% lower water and electricity costs in agriculture. The province issued an AI action plan in April 2025.

Effective: +13
Intensity: 80
Confidence: 85%
Horizon: Medium term

Macro28 Jul, 11:40positive

Tax data for H1 2026 confirms economic rebound, clean energy and high-tech show strong growth

Tax data in the first half of 2026 reflected a strengthening economy, with active business entities up 20.2% and tax revenue exceeding 10 trillion yuan, a 4.9% increase. Industrial sales rose 7.1%, and equipment investment surged 9.8%. High-tech and clean energy sectors registered strong growth. Personal income tax rose 13% to become the third-largest tax, with over 100 million taxpayers obtaining refunds exceeding 150 billion yuan. The tax bureau's crackdown on 'invoice economy' caused related invoices to fall 37.7%, and tax content per 100 yuan of invoices rose 13.7%. VAT revenue hit 3.87 trillion yuan, up 6%, as new general taxpayers jumped 25.2%. Smart tax services covered 85% of matters, cutting processing times by 20%; departure tourist refunds soared 366%.

Effective: +13
Intensity: 65
Confidence: 82%
Horizon: Medium term

Macro3 Aug, 07:49positive

Guangdong banking, insurance H1 core indicators top nation; manufacturing loans up 560.4 billion yuan

Guangdong's banking and insurance sectors led the nation in H1 core indicators, including total assets, liabilities, deposits, loans, insurance premiums, and underwriting profits. Manufacturing loans rose by RMB 560.4 billion, with over 40% directed to high-tech manufacturing. Foreign trade enterprise loans grew 11.44%, and export credit insurance coverage increased 7.3%. Regional loan growth in northern Guangdong reached 6.22%, while small business and agriculture loans expanded 9.25% and 6.04% respectively.

Effective: +12
Intensity: 30
Confidence: 75%
Horizon: Short term

Macro29 Jul, 19:58positive

Shenzhen Aims for Strategic Emerging Industries to Hit 2.3 Trillion Yuan, 45% of GDP by 2030

Shenzhen's municipal authorities have issued a plan to develop new quality productive forces and cultivate strategic emerging industries and future industries. By 2030, the city aims for the value-added of strategic emerging industries to reach RMB 2.3 trillion, accounting for 45% of its gross domestic product, with advanced manufacturing as the backbone of a modern industrial system.

Effective: +11
Intensity: 75
Confidence: 65%
Horizon: Long term

Industries1

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: +12
Intensity: 60
Confidence: 80%
Horizon: Medium term

Companies5

Companies28 Jul, 08:34positive

Nvidia and SK Group Forge Partnership with Over US$500 Billion in Business Deals

U. S. -based Nvidia and South Korean conglomerate SK Group have entered into a cooperation agreement, with the combined value of their business dealings exceeding US$500 billion, Nvidia announced on Friday. The disclosure underscores the vast commercial ties between the chip giant and the Korean group, though neither party elaborated on the specific areas of collaboration or how the figure was derived. Nvidia did not immediately respond to requests for additional comment.

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

Companies3 Aug, 11:53positive

Momenta Shares Dip Below IPO Price After HKEX Debut; Robovan Runs in Suzhou for Over Four Months

Momenta listed on the Hong Kong Stock Exchange on July 8, 2026, at an issue price of HK$295.6 per share, opening up more than 6% and reaching a market capitalisation above HK$70 billion. The shares subsequently fell below the issue price and have recently broken through HK$250. On July 27, the company announced its Robovan unmanned delivery business had been operating in Suzhou's Xiangcheng district for over four months, expanding into express and night-time delivery. Industry data shows 2025 national sales of unmanned urban delivery vehicles reached 22,000 units, with a fleet of 30,000. Momenta's technology from passenger vehicles is transferable, but the company did not disclose road-right arrangements.

Effective: +12
Intensity: 40
Confidence: 55%
Horizon: Short 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: +12
Intensity: 65
Confidence: 75%
Horizon: Short 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: +11
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: +11
Intensity: 70
Confidence: 80%
Horizon: Long term