--- title: "Capital Reallocation Across US Listings: Daqo Pivots to AI Energy, OSRAM Divests Sensors" type: "News" locale: "en" url: "https://longbridge.com/en/news/295514566.md" description: "Amid shifting macroeconomic conditions in late 2026, a diverse group of US-listed companies is accelerating asset restructuring. While DiDi reported forecast-beating domestic profits and Uxin secured NIO Capital funding, the broader cohort is actively reallocating capital toward high-growth AI and precision diagnostics." datetime: "2026-08-11T09:43:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295514566.md) - [en](https://longbridge.com/en/news/295514566.md) - [zh-HK](https://longbridge.com/zh-HK/news/295514566.md) generator: "portal-rs" --- # Capital Reallocation Across US Listings: Daqo Pivots to AI Energy, OSRAM Divests Sensors In the second half of 2026, companies across diverse sectors—from autonomous driving to optical sensors—are accelerating strategic divestments and capital reallocations. According to recent corporate filings and supply chain data, executives are aggressively pivoting capital toward AI infrastructure and high-margin core operations to navigate shifting macroeconomic yields. ### iShares Gold Trust Micro (IAUI.US) Driven by weaker-than-expected June CPI data and rising geopolitical tensions, the ETF is seeing renewed safe-haven demand. Despite a pullback from its 2026 highs, the fund has recorded approximately **USD 829M** in year-to-date net inflows, according to industry reports, even as rising Treasury yields present ongoing headwinds. ### ams-OSRAM (LYSDY.US) The company is advancing a divestment program targeting over **EUR 500M**. In July 2026, it finalized the sale of its non-optical analog and mixed-signal sensor business to Infineon for **EUR 570M** in cash. According to people familiar with the matter, the move is designed to strengthen its balance sheet and refocus entirely on digital photonics. ### Guardant Health (GH.US) Riding a **44%** surge in its oncology segment, the company reported total revenue of **USD 334.98M** for the second quarter of 2026. Management subsequently raised its full-year revenue guidance to a range of **USD 1.34B** to **USD 1.36B**. UnitedHealth also recently added the company's Shield screening test to its coverage plans. ### Nuveen KITT (KITT.US) Operating within the broader alternative investment space, the vehicle continues to maintain stable operations amid macroeconomic capital rotations. According to market trackers, its recent flows reflect the broader industry shift in specific asset pool allocations. ### DiDi Global (DIDIY.US) For the first quarter of 2026, the company's core domestic mobility operations topped profit estimates, accompanied by improved margins. Meanwhile, its international footprint expanded rapidly, with the Brazilian food delivery market emerging as a key growth driver, helping to narrow overall international losses beyond market expectations. ### Daqo New Energy (DQ.US) Despite logging a net loss in the first quarter of 2026, the polysilicon manufacturer is holding onto approximately **USD 2B** in liquidity. In a significant strategic shift in June, the company signed a key investment agreement to establish a next-generation energy solutions manufacturing base specifically targeting AI data centers. ### GeneDx Holdings (WGS.US) Fueled by a **32%** spike in exome and genome testing volumes, the company's second-quarter 2026 revenue grew **11%** year-over-year to **USD 114.4M**. Furthermore, the firm recently amended its loan facility with Blackstone to **USD 150M** and secured a fresh private placement injection from a Blackstone affiliate. ### Uxin (UXIN.US) The used car retailer reported first-quarter 2026 revenue of **RMB 1.07B**, up **113%** year-over-year, though net losses widened by **85%**. During the quarter, a **USD 15M** investment led by NIO Capital-designated parties was officially closed, providing capital to back a new superstore project in Shaoxing. ### Mobileye Global (MBLY.US) Second-quarter 2026 revenue came in flat year-over-year at **USD 508M**. The company recently secured a cloud-enhanced ADAS contract with Stellantis and authorized a **USD 250M** share buyback. Its earlier acquisition of Mentee Robotics is expected to accelerate its push into physical AI, management noted. ### Bio-Rad Laboratories (BIO.US) The company reported second-quarter 2026 net sales of **USD 651M**, as a **2.6%** uptick in clinical diagnostics offset a **4.1%** decline in life sciences. Bolstered by the recent launch of a new digital PCR kit tailored for biopharma quality control, the stock recently touched a 52-week high. *This article does not constitute investment advice.* ### Related Stocks - [LYSDY.US](https://longbridge.com/en/quote/LYSDY.US.md) - [GH.US](https://longbridge.com/en/quote/GH.US.md) - [KITT.US](https://longbridge.com/en/quote/KITT.US.md) - [DIDIY.US](https://longbridge.com/en/quote/DIDIY.US.md) - [DQ.US](https://longbridge.com/en/quote/DQ.US.md) - [WGS.US](https://longbridge.com/en/quote/WGS.US.md) - [UXIN.US](https://longbridge.com/en/quote/UXIN.US.md) - [MBLY.US](https://longbridge.com/en/quote/MBLY.US.md) - [BIO.US](https://longbridge.com/en/quote/BIO.US.md) ## Related News & Research - [Didi plans to invest over $200 million in Argentina, manager says](https://longbridge.com/en/news/297303030.md) - [Nauticus Robotics, Inc. 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