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SHA:688256 30 September 2025 - 1 March 2026

Shanghai Stock Exchange week ahead: Two Sessions and PMI loom after Shanghai Composite ends Friday higher
Shanghai Stock Exchange week ahead: Two Sessions and PMI loom after Shanghai Composite ends Friday higher

Shanghai Stock Exchange week ahead: Two Sessions and PMI loom after Shanghai Composite ends Friday higher

The Politburo in China is urging policymakers to get “more proactive and effective” with their approach, pushing for stronger coordination—an agenda that’s putting Shanghai stocks on alert this week as market participants try to parse what’s next on fiscal support and growth. This call followed official figures showing a 5.0% economic expansion for 2025, and lands just as Beijing gears up to draft documents for the next five-year plan along with the government work report.
China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

Hangzhou-based DeepSeek burst onto the AI scene earlier in 2025 with its R1 model techcrunch.com. This time, DeepSeek’s announcement focuses on efficiency. On Sept. 29 the company published a post unveiling DeepSeek-V3.2-Exp, an experimental large language model built on its V3 series techcrunch.com techcrunch.com. According to DeepSeek, V3.2-Exp maintains similar reasoning performance to V3.1 but uses far less compute for long inputs. The key innovation is a “DeepSeek Sparse Attention” mechanism: rather than comparing every token to every other in a long document, DSA first uses a “lightning indexer” to pick out important excerpts, then a fine-grained selector to zoom in on the most salient words inside them techcrunch.com hindustantimes.com. This two-stage pruning means the model can “handle a large amount of data” more cheaply, processing tens of thousands of tokens without exploding costs techcrunch.com venturebeat.com.
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Constellation Energy

NASDAQ: CEG 94 / 100
#3 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 92 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

AIG

NYSE: AIG 88 / 100
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Editorial model selection. Not personalised advice.