Henrik Zeberg says the bottom is in—not because things are good, but because things are so bad that the Fed has to pivot; the Nasdaq has another 30% to go, with a top around January, followed by a move modeled on 2007.
Luoyang Bearing's three types of robot products have entered small-batch supply. NHU expects to raise its algae oil capacity to 20 thousand tons per year by year-end; the pace of new-business progress disclosed by several companies remains at different stages.
Citrini believes AI revenue is still growing, but has shifted from being a source of upside surprises to a threshold for supporting massive capex. Meanwhile, the U.S. economy still appears to be expanding, while defensive assets have already strengthened.
GF Securities lowered its forecasts for capex growth at the five largest US cloud providers in 2027 and 2028: AI demand and tight computing capacity support near-term investment, but free-cash-flow and credit-rating pressures will limit subsequent expansion.
QQQ fell 6.5% in a single day, with semiconductors leading the declines. TMT Breakout believes the AI trade already looked fragile ahead of the election, and that position and leverage unwinds are amplifying the decline; data-center approvals and project progress have also added new questions for investors.
Citrini Research believes AI revenue is still growing, but the revenue threshold needed to sustain the pace of capital expenditure growth is rising; meanwhile, economic expansion and a defensive rotation in asset prices are occurring side by side, prompting it to restructure its thematic portfolio.
Domestic surgical robot sales grew 17% in 2025; BOCI International believes technological advances and pricing policies could help products penetrate more tiers of hospitals.
Moonshot AI is offering its agent runtime framework as a cloud service. Brokerages believe that improvements in practical task capabilities and deployment in enterprise workflows are driving the commercialization of agents.
Goodix Technology provides touch and side-mounted fingerprint solutions for Samsung’s first tri-fold smartphone. Its low-power Bluetooth chips are expanding into industrial and medical applications; some medical projects are at the small-scale trial-production stage.
High electricity prices in Europe and policy liberalization are driving adoption of balcony solar-plus-storage. Anker Innovations is addressing different household needs with higher-capacity new products and AC-coupled products, while reusing its consumer-electronics channels; Guotai Haitong expects its attributable net profit to grow 25.9% in 2026.
Gartner expects global AI PC shipments to reach 143 million units in 2026, representing 55% of the PC market; Jinyuan Securities believes local large language models and agents will drive hardware configuration upgrades.
AppLovin’s third-quarter revenue and adjusted EBITDA both exceeded estimates, with the midpoint of its fourth-quarter revenue guidance at 2.385 billion dollars. Its advantages in game-advertising channels and ongoing algorithm improvements are key to understanding its growth.
After opening lower, the indices quickly rebounded, with morning turnover nearing 1.5 trillion yuan. Cailian Press says the medium-term rebound outlook for tech stocks is unchanged, while noting that gains in new energy have a thematic-trading component.
Industrial and data-center demand drove Texas Instruments’ sequential revenue growth of 11% in the third quarter, while fourth-quarter guidance also came in above market consensus. Evercore ISI believes earnings still have room to rise, but P/E multiple compression could offset some earnings growth.
With Field Systems and freight markets under pressure, Trimble lowers its 2026 organic annual recurring revenue growth guidance from 12%–14% to about 10%; growth in AECO software and margin improvement provide support.
In the first quarter of fiscal 2027, data-center and communications revenue exceeded expectations, offsetting the shortfall in the industrial business. The company raised the midpoint of its next-quarter revenue guidance to 2.65 billion dollars, while margin improvement remains a focus.
Goldman Sachs expects Xiaomi’s third-quarter adjusted net profit to fall 57% year over year, but phone price increases and slower growth in memory costs are improving the business outlook; a lower auto revenue forecast and AI investment continue to weigh on earnings.
New games drove third-quarter revenue back to year-over-year growth, but upfront user-acquisition spending caused recurring net profit to fall 79% year over year. Goldman Sachs raised its revenue forecast, lowered its earnings forecast, and cut its target price to RMB 15.3.
The September trade deficit fell to 105 billion dollars, below expectations; Goldman Sachs raised its tracking estimate for fourth-quarter GDP growth at a quarter-on-quarter annualized rate to 1.9%. October ADP employment increased by 86 thousand, but the bank kept its nonfarm payroll forecast unchanged.
The Chilean Copper Commission cut its 2026 output forecast from 5.61 million tonnes to 4.94 million tonnes. Goldman Sachs estimates that, by the end of 2027, mines accounting for 60%—65% of Chilean copper supply will enter labor negotiations, but widespread strikes are not its base case.
