Tianhong CSI Computer Theme ETF

曙光 releases fully self-researched 400G lossless high-speed network product

ROYALFLUSH INFO released FY2025 earnings on March 9 After-Market (BJT), actual revenue CNY 6.029 B (forecast CNY 5.524 B), actual EPS CNY 5.96 (forecast CNY 4.9205)

ROYALFLUSH INFO released FY2025 Q4 earnings on March 9 After-Market (BJT), actual revenue CNY 2.768 B (forecast CNY 1.235 B), actual EPS CNY 3.7319 (forecast CNY 1.0976)

ROYALFLUSH INFO to release FY2025 earnings on March 10 After-Market (BJT), forecast revenue CNY 5.409 B, EPS CNY 4.8413

Kingsoft Office Announces 2025 Annual Report with Total Revenue of 5.929 Billion RMB

Kingsoft Office released FY2025 earnings on February 27 Pre-Market (BJT), actual revenue CNY 5.929 B (forecast CNY 5.994 B), actual EPS CNY 3.98 (forecast CNY 4.0383)

Kingsoft Office released FY2025 Q4 earnings on February 27 Pre-Market (BJT), actual revenue CNY 1.75 B (forecast CNY 1.876 B), actual EPS CNY 1.4265 (forecast CNY 1.5628)

Sugon released FY2025 annual earnings on February 24 During-Market (BJT), actual revenue CNY 14.97 B (forecast CNY 15.05 B), actual EPS CNY 1.45 (forecast CNY 1.665)

Sugon released FY2025 Q4 earnings on February 24 During-Market (BJT), actual revenue CNY 6.15 B (forecast CNY 5.445 B), actual EPS CNY 0.7907

iFlytek Unveils StarFire X2 Model, Focused on High-Professional Fields

Kingsoft Office Launches Digital Education Courtyard Construction in Lancang, Yunnan

iFLYTEK Subsidiary Beijing Xunfei Xiaoyi Technology Co., Ltd. Established

HIKVISION released FY2025 Q4 earnings on January 20 After-Market (BJT), actual revenue CNY 26.76 B (forecast CNY 29.84 B), actual EPS CNY 0.5314 (forecast CNY 0.4932)

HIKVISION released FY2025 Annual Earnings on January 20 After-Market (BJT), Actual Revenue CNY 92.52 B (Forecast CNY 95.74 B), Actual EPS CNY 1.545 (Forecast CNY 1.4942)

Google Sees Major Breakthroughs in AI Pre-Training Models; Sugon Unveils Million-Card AI Cluster

Kingsoft Office Signs Strategic Collaboration Agreement with CIMC to Promote Intelligent Office Solutions

360 Security Technology Inc. released FY2025 9 Months Earnings on October 30, 2025 (BJT), with actual revenue of CNY 6.068 B and EPS of CNY -0.0036

360 Security Technology Inc. released FY2025 Q3 earnings on October 30 (BJT), actual revenue CNY 2.241 B, actual EPS CNY 0.0375

IEIT released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 120.67 B, actual EPS CNY 1.0066

IDGT

159998

BABA

CLOU

09988

KBAB

KWEB

BABX

Alibaba-W's Qianwen APP has officially launched the new Qwen-Image 2.0, which integrates raw image generation and editing, supporting text-to-image generation, basic editing, and multi-scene creation, with comprehensive upgrades in complex text rendering, realistic texture representation, and command understanding. Users can click on "AI Image Generation" in the APP and select the model to start creating

AASTOCKS

iShares US Digital Infrastructure and Real Estate ETF

Alibaba

Global X Cloud Computing ETF

Proshares Big Data Refiners ETF

BABA-W

Global X Data Center & Dgtl Infrs ETF

KraneShares 2x Long BABA Daily ETF

Franklin Exponential Data ETF

Krne Csi China Internet

BABA 2x Long Daily ETF - GraniteShares

Qwen-Image 2.0 launched on Qianwen APP, integrating generation and editing of images

300476

588170

512760

159325

512480

159995

胜宏科技(惠州)股份有限公司

512720

588780

VGT expects a net profit of 4.312 billion yuan in 2025, a year-on-year increase of 273.52%. Operating revenue is expected to be 19.292 billion yuan, a year-on-year increase of 79.77%. The company plans to distribute a cash dividend of 20 yuan (including tax) for every 10 shares to all shareholders. At the same time, it reminds investors of market risks and advises caution in investments

Wallstreetcn

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Computer Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

VGT: Net profit of 4.312 billion yuan in 2025, a year-on-year increase of 273.52%

SOXX

SOXL

NeuReality has launched NR-NEXUS, an inference operating system designed for AI token factories, which is compatible with any GPU and emerging XPUs. Currently in beta with select customers, NR-NEXUS aims to streamline AI infrastructure by enabling organizations to run inference across various environments without disruption. The platform enhances performance, increases utilization, and reduces costs associated with AI deployments. CEO Moshe Tanach emphasizes the need for flexible infrastructure in the rapidly growing AI inference market. NeuReality, founded in 2019, focuses on purpose-built AI infrastructure solutions.

fidelity

iShares Semiconductor ETF

VanEck Semiconductor ETF

ISHRS S&P Glb It

Direxion Semicon Bull 3X

SPDR S&P Semicon

Invesco Semiconductors ETF

NeuReality Unveils NR-NEXUS Inference Operating System for AI Token Factories

JieYue XingChen launched the cloud-based AI assistant StepClaw based on OpenClaw on March 12, offering 50,000 free trial spots for a limited time of one month. Users can deploy "Little Lobster" with one click through the JieYue AI APP, enjoying free benefits including 50 million model tokens, servers, and storage, which lowers the usage threshold for ordinary users. This feature will be available on the JieYue AI web platform starting March 13

Nano Labs

KINGMAKER

VENUSTECH

Tesla

Jieyue Xingchen joins the "Crayfish" battle! 0 threshold deployment, opening 50,000 free deployment slots

Baidu Intelligent Cloud has launched the 'Red Finger Operator,' the world's first mobile lobster app, allowing users to 'raise shrimp' on their phones. This app features a native OpenClaw experience and incorporates Baidu's AI Agent for intelligent operations like ride-hailing and food delivery. The Android version is available now, with an iOS version expected in March. This follows the introduction of the zero-deployment service DuClaw by Baidu Intelligent Cloud.

CoinLive

Baidu

BIDU-SW

AI TRENDS | Baidu Launches Mobile Lobster App for OpenClaw Experience

TCEHY

TCTZF

00700

513040

BABO

Morgan Stanley upgraded Alibaba to a preferred stock, replacing Tencent. The bank believes that Alibaba has a complete AI technology stack, including self-developed chips, which significantly enhances its chances of becoming an AI winner. Although short-term profitability faces pressure, Alibaba's advantages in cloud infrastructure and applications provide it with structural advantages. Tencent, on the other hand, has become a follower due to the advantages of the WeChat ecosystem

Tencent

Tencent Holdings Limited

TENCENT

E Fund CSI HK Connect Internet ETF

YieldMax BABA Option Income Strategy ETF

Morgan Stanley: Alibaba replaces Tencent as the top pick stock, mastering the complete AI technology stack through self-developed chips

512380

03033

Tencent Cloud's artificial intelligence skills community SkillHub has officially launched, aiming to provide Chinese users with a convenient experience for acquiring and managing AI skills. The community integrates over 13,000 skills, supports Chinese search, and ensures stable downloads through domestic nodes. Users can quickly install skills, lowering the usage threshold. SkillHub has selected more than 50 high-quality skills covering scenarios such as office work and development, and has already integrated skills with multiple Tencent products, with plans to gradually open more features in the future

PingWest

Yinhua MSCI China A ETF

CSOP HS TECH

Tencent's Lobster Skill Community SkillHub officially launched, deeply optimized for Chinese users

600673

Dongyangguang Technology has quickly become the focus of the capital market through the acquisition of Qinhuai Data, planning to obtain 70% equity of Dongshu No. 1 by issuing shares, and after completion, will hold 100% equity of Qinhuai Data. This transaction is a key step for the company in its transformation towards "green energy + advanced manufacturing + computing power operation + AI applications," attracting participation from state-owned assets in multiple regions and top venture capital institutions, highlighting the importance of computing power infrastructure in the digital economy. The participation of local state-owned assets provides policy, resources, and financial support for the project, ensuring its feasibility and robustness

腾讯新闻 - 财经

GD HEC CO.,LTD

GD HEC CO.,LTD acquires Qinhuai Data: Star capital gathers to build a high ground in the computing power track

159695

159915

159583

Harvest CNI Communication ETF

E Fund GEM ETF

Fullgoal CSI Communication Equipment Thematic ETF

Maxwealth CSI All Share Medical Apparatus and Instruments ETF

HFCC

China Southern ChiNext Composite ETF

ChiNext

Guifaxiang

Fullgoal ChiNext Composite ETF

JRCB

Redwall

ChinaAMC CSI Grid Equipment Thematic ETF

ICBCCS ChiNext Composite ETF

E Fund CSI Biotechnology Theme ETF

China Merchants CSI Biotechnology Theme ETF

ChinaAMC ChiNext Composite ETF

NVDA

300456

NVDQ

According to Guo Mingqi from Tianfeng International, NVIDIA has initiated testing for the next-generation M10 copper-clad laminate, targeting applications that include the Rubin Ultra and Feynman platform's orthogonal backplane and switch blade motherboard, with mass production expected in the second half of 2027. This M10 testing has expanded to three suppliers, adding two Chinese manufacturers, which is expected to improve supply chain resilience

- NVIDIA is advancing the supply chain layout for its next-generation AI server platform, revealing a clearer timeline for a new round of PCB material upgrades.  
- The M10 CCL material testing has commenced with multiple suppliers involved, diverging from the previous reliance on a single provider, which may enhance NVIDIA's supply chain management flexibility.  
- If testing proceeds smoothly, mass production of M10 CCL and PCB is anticipated to begin in the second half of 2027, potentially catalyzing performance improvements for related supply chain vendors.

NVIDIA

SMEI

GraniteShares 2x Short NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

Global X Video Games & Esports ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Software

VanEck Video Gaming and eSport ETF

Direxion Daily NVDA Bear 1X ETF

YieldMax NVDA Option Income Strategy ETF

Spdr Select Tech

Wedbush ETFMG Video Game Tech ETF

iShares Expanded Tech Software Sector ETF

XL2CSOPNVDA

XI2CSOPNVDA

Tianfeng's Guo Mingqi: NVIDIA's next-generation Rubin platform has started new material testing, and the PCB upgrade cycle is approaching

From March 12 to 15, 2026, ChaseDream Technology will showcase hundreds of globally debuting new categories and pioneering technologies at AWE 2026 (2026 China Household Appliances and Consumer Electronics Expo), covering various fields from daily commuting, home life, outdoor experiences, ground transportation to sky and space. This time, ChaseDream spans 5 exhibition halls, covering an area of 11,193 square meters, making it the largest smart technology ecological brand in terms of exhibition area in AWE's history

36Kr

Zhuimi becomes the largest exhibiting brand in AWE history

YINN

MCHI

YANG

The open-source AI software OpenClaw has recently sparked a craze due to its capabilities that surpass traditional AI, attracting a large number of users to install it. However, official agencies have warned about its security risks, leading to the emergence of paid uninstallation services, priced between several dozen yuan to 300 yuan. Tencent held a free installation event in Shenzhen, attracting thousands of participants. Paid installation services have also appeared on social media, with prices ranging from 500 yuan to several thousand yuan

香港 01

Direxion FTSE China Bull 3X

iShares China Large Cap

iShares MSCI China

Direxion FTSE China Bear 3X

OpenClaw | AI Lobster Tide Raises Concerns, Giving Rise to Door-to-Door Uninstallation Business "Protecting the Best of Humanity"

Reuters

Themes Cloud Computing ETF

ByteDance

China's ByteDance gets access to top Nvidia AI chips, WSJ reports

688688

Alipay (Hangzhou) Digital Service Technology Co., Ltd. recently announced a new patent titled "Control Method, Model Training Method, Device, and Storage Medium for Embodied Intelligent Agents." This patent involves predicting environmental data using an autoregressive prediction model while the embodied intelligent agent performs tasks, and inferring the target actions to be executed, thereby controlling the behavior of the embodied intelligent agent

ANT GROUP

Alipay announces a new patent for controlling embodied intelligent agents

HONOR held the launch event for the Honor Magic V6 and simultaneously announced the ecological-level Honor Lobster Universe. It is understood that the Honor Lobster Universe supports one-click shrimp farming on PCs and tablets, and will be compatible with lobster access from other ecological devices in the future

The Honor Lobster Universe is about to enter internal testing, supporting one-click "shrimp farming"

Tianhong CSI Computer Theme ETF(159998.SZ)

Qwen-Image 2.0 launched on Qianwen APP, integrating generation and editing of images

VGT: Net profit of 4.312 billion yuan in 2025, a year-on-year increase of 273.52%

NeuReality Unveils NR-NEXUS Inference Operating System for AI Token Factories

Jieyue Xingchen joins the "Crayfish" battle! 0 threshold deployment, opening 50,000 free deployment slots

AI TRENDS | Baidu Launches Mobile Lobster App for OpenClaw Experience