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Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing the B30A, a China-only AI chip based on Blackwell architecture, expected to outperform the H20 while meeting U.S. export rules. The B30A uses a single-die design and offers about half the computing power of Nvidia’s B300. Nvidia plans to send samples to Chinese firms by September. The company’s China AI accelerator market share has dropped to around 50% since export restrictions began.
19 August 2025
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China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

China produced over 11–13 million electric cars in 2024, accounting for about 58–70% of global EV output. BYD Auto became the world’s largest EV maker, surpassing Tesla and representing a third of China’s EV sales. NIO’s ET7 sedan reached a 1,000 km range, while NIO operates more than 3,000 battery-swap stations in China and Europe. China exported nearly 5 million vehicles in 2024, leading all countries.
17 June 2025
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China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

La revolución de los vehículos eléctricos en China: desde minis de $5,000 hasta superdeportivos de 1,000 km – Cómo China está sorprendiendo al mercado automotriz global

China produjo más de 11–13 millones de vehículos eléctricos en 2024, superando el 70% de la producción global y exportando 1,25 millones. BYD Auto lideró como mayor productor mundial y vendió más de un tercio de los VE en China, mientras Leapmotor superó a Volkswagen en ventas nacionales. NIO opera más de 3,000 estaciones de intercambio de baterías. El Xiaomi SU7 Ultra y el BYD Yangwang U9 destacan entre los modelos de alto rendimiento lanzados este año.
17 June 2025
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China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

Revolução dos Veículos Elétricos da China: De Minis de US$ 5.000 a Supercarros de 1.000 km – Como a China Está Surpreendendo o Mercado Automotivo Global

A China produziu entre 11 e 13 milhões de carros elétricos em 2024, respondendo por mais de 70% da produção global e exportando 1,25 milhão de unidades. A BYD superou a Tesla em volume global, liderando o mercado chinês. O Wuling Hongguang Mini EV básico custa US$4.100, enquanto o Xiaomi SU7 Ultra chega a US$73 mil. Previsões indicam que a China pode atingir 80% das vendas globais de VEs até 2030.
17 June 2025
Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

NVDA Pre‑Market Today (Nov 7, 2025): U.S. Blocks Scaled‑Down China Chips, Jensen Huang Rules Out Blackwell Sales to China — What to Know Before the Bell

The White House will block sales of Nvidia’s scaled-down B30A AI chips to China, according to Reuters. CEO Jensen Huang said in Taiwan there are “no active discussions” to sell Blackwell chips to China. Nvidia shares traded at $187.88 premarket, down 0.1%. Q3 FY26 results are due November 19.
7 November 2025
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China’s 55% beef tariff hits Australia as China caps imports for 2026

China’s 55% beef tariff hits Australia as China caps imports for 2026

China imposed a 55% tariff on beef imports exceeding new quotas from Jan. 1, 2026, affecting Australia, Brazil, and the U.S. Australia’s beef exports to China could drop by a third, costing the sector about $1 billion, according to industry groups. The three-year safeguard system sets a 2026 quota of 205,000 metric tons for Australia. Beijing said the move aims to protect its domestic industry.
2 January 2026
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Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

Moore Threads surged over 400% in its Shanghai STAR Market debut, raising about $1.1 billion as China pushes for GPU self-sufficiency. AMD agreed to pay a 15% U.S. tax on certain AI chip exports to China. A global memory chip shortage is worsening, driving up HBM prices and threatening delays for AI data centers. U.S. senators introduced a bill to tighten export controls on advanced AI chips to China and other countries.
5 December 2025
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China Mobile A-Shares (600941) Set for Monday Test as China Tightens Margin Rules

China Mobile A-Shares (600941) Set for Monday Test as China Tightens Margin Rules

China Mobile’s A shares closed down 0.84% at 96.28 yuan Friday in Shanghai. China’s exchanges will raise the minimum margin requirement for new borrowings to 100% from 80% starting Monday. Traders are watching for the Jan. 20 China loan prime rate decision and its impact on high-dividend telecom stocks. The Shanghai Composite ended down 0.26% at 4,101.91.
18 January 2026
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China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

China Mobile’s Class A shares closed flat at 100.12 yuan in Shanghai Monday. Weekend remarks from Chinese AI experts highlighted China’s edge in electricity and network infrastructure, drawing investor focus to telecom stocks. Key December trade and credit data are due later this week. China reported 4.83 million 5G base stations and 1.19 billion 5G users by November.
11 January 2026
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Bank of China A shares face policy cross-currents as China inflation stirs easing talk

Bank of China A shares face policy cross-currents as China inflation stirs easing talk

Bank of China’s A shares closed at 5.49 yuan on Friday, down 0.54% as investors weighed prospects for further policy easing. December inflation rose 0.8% year-on-year, while producer prices fell 1.9%. The Shanghai Composite gained 0.92%, but financial stocks lagged. Markets await this week’s trade data and key economic figures due Jan. 19.
11 January 2026
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China Mobile Limited Class A stock price: 600941 steady at 96.5 yuan as China rate call nears

China Mobile Limited Class A stock price: 600941 steady at 96.5 yuan as China rate call nears

China Mobile Class A closed up 0.23% at 96.50 yuan in Shanghai on Monday, trading near a 12-month low. New GDP data showed China’s economy grew 4.5% in Q4, down from 4.8% in Q3. Traders focused on Tuesday’s loan prime rate decision, with most expecting no change. Regulators tightened rules on margin trading and high-frequency trading starting Jan. 19.
19 January 2026
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Glencore (GLEN) Share Price Today: Smelter Bailouts, China Copper Squeeze and New China IPO Bet – 26 November 2025

Glencore (GLEN) Share Price Today: Smelter Bailouts, China Copper Squeeze and New China IPO Bet – 26 November 2025

Glencore shares rose to 348.65p in London by 10:30 GMT Wednesday, up 2.10p, with over 6.3 million shares traded. The company faces political scrutiny in Australia after a A$600 million bailout for its copper smelter, while also expanding ties with a Chinese aluminium producer and navigating pressure from China on copper treatment charges.
26 November 2025
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China Mobile Limited Class A stock (600941) holds at 100 yuan as China inflation heats up, loan data looms

China Mobile Limited Class A stock (600941) holds at 100 yuan as China inflation heats up, loan data looms

China Mobile’s Class A shares closed flat at 100.12 yuan Friday, underperforming the Shanghai Composite’s 0.92% rise. December’s consumer price index rose 0.8% year-on-year, while producer prices fell 1.9%. Investors await mid-January credit and trade data, with December new yuan loans expected to reach 800 billion yuan. China Mobile’s 14-day RSI hovered near 29, signaling oversold conditions.
10 January 2026
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China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank Class A shares closed down 0.89% at 8.95 yuan in Shanghai Friday, with turnover at 1.10 billion yuan. The PBOC will implement targeted rate cuts and lower mortgage down payment requirements Monday. Investors await China’s “national economic performance” data, due Jan. 19. The Shanghai benchmark also ended lower.
17 January 2026
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China Mobile Class A stock price: 600941 heads into Monday after China PMI shock and a UBS downgrade

China Mobile Class A stock price: 600941 heads into Monday after China PMI shock and a UBS downgrade

China Mobile’s Shanghai shares fell 0.6% to 96.38 yuan Friday, underperforming amid a broader market downturn and weak January PMI data. UBS downgraded the company’s Hong Kong shares, citing pressure on core telecom and cloud services. China Telecom rose 1.0%, while China Unicom slipped 0.8%. China Mobile’s next earnings report is scheduled for March 27.
31 January 2026
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Agricultural Bank of China Class A stock (601288) slips again as China credit data looms

Agricultural Bank of China Class A stock (601288) slips again as China credit data looms

Agricultural Bank of China’s Class A shares fell 0.4% to 7.41 yuan on Jan. 9, marking a fifth consecutive decline. Beijing announced new fiscal and financial policies to boost domestic demand, including expanded loan and interest subsidies. Investors await December credit and trade data for signs of growth and bank risk. The Shanghai Composite closed up 0.92% at 4,120.43, its highest since 2015.
10 January 2026
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Bank of China Limited Class A (601988) share price: the China rate call investors watch today

Bank of China Limited Class A (601988) share price: the China rate call investors watch today

Bank of China A shares fell 0.7% to 5.36 yuan Monday ahead of China’s monthly loan prime rate announcement, which a Reuters poll expects to remain unchanged. Mainland financial stocks dipped as official data showed Q4 economic growth slowing to 4.5%. New home prices dropped 0.4% in December. Regulators ordered brokerages to remove client servers from exchange data centers to curb high-frequency trading.
19 January 2026
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Stock Market Today

  • Soybeans Rally on Lower-Than-Expected Acreage Forecast
    April 1, 2026, 7:13 AM EDT. Soybean futures surged 10 to 14 cents on Tuesday midday, driven by the U.S. Department of Agriculture's Prospective Plantings report showing 84.7 million acres intended for planting. This figure marked a 3.485 million acre increase from last year but fell 787,000 acres short of trade estimates, supporting price gains. Cash soybean prices also gained 8 ¼ cents to $10.95 per bushel. March 1 soybean stocks rose to 2.105 billion bushels, surpassing Bloomberg and Reuters estimates. Soymeal and soy oil futures also advanced notably. These market moves reflect tighter supply expectations amid a complex outlook for the 2026 crop cycle, prompting traders to adjust positions accordingly.
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