China's AI Boom Has a Boring Winner: Fiber Optics
Tianfeng Communications (天孚通信) forecasting 25-45% profit growth reveals more about China's actual AI infrastructure buildout than any model benchmark. The picks-and-shovels trade is booming.
Tagged: stock-market
China's Stock Market Is Going Full Tech
A股's '含科量' (tech content) is surging — STAR Market IPOs, AI labs, and robotics firms are finally dragging China's stock market into the future. Retail investors are along for the ride.
China's Stock Market Herding: How Far Can 抱团 Go This Time?
China's A-share '抱团' herding phenomenon is trending again with 2.1M views on Toutiao. Here's why institutional groupthink keeps repeating—and what it reveals about Chinese collective psychology.
Global Chip Stocks Are Melting Faces and China's AI Gamble Is Why
Chinese chip stocks are surging on AI demand and export-control anxiety. Beneath the speculative frenzy, actual tech milestones are being hit — and the humanoid robot boom needs domestic chips to survive.